ARB CORPORATION LIMITED (ARB)
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ARB

ARB - ARB CORPORATION LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Automobiles & Components
Debt/EBITDA: 0.29
Index: ASX200 | ASX300 | ALL-ORDS

ARB Corp is an Australian designer, manufacturer and retailer of aftermarket 4WD accessories. It exports to over one hundred countries. The company listed on the ASX in 1987.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$36.51

30 Oct
2025

-0.070

OPEN

$36.20

-0.19%

HIGH

$36.81

59,686

LOW

$36.20

TARGET
$43.045 17.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
ARB: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 117.7 124.2 xxx
DPS (cps) xxx 119.0 71.4 xxx
EPS Growth xxx - 5.7% 5.5% xxx
DPS Growth xxx 72.5% - 40.0% xxx
PE Ratio xxx N/A 29.1 xxx
Dividend Yield xxx N/A 2.0% xxx
Div Pay Ratio(%) xxx 101.1% 57.5% xxx

Dividend yield today if purchased 3 years ago: 4.10%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.30

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 03/10 - ex-div 35c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx117.7
DPS All xxxxxxxxxxxxxxx119.0
Sales/Revenue xxxxxxxxxxxxxxx729.9 M
Book Value Per Share xxxxxxxxxxxxxxx909.8
Net Operating Cash Flow xxxxxxxxxxxxxxx128.0 M
Net Profit Margin xxxxxxxxxxxxxxx13.36 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx13.77 %
Return on Invested Capital xxxxxxxxxxxxxxx13.11 %
Return on Assets xxxxxxxxxxxxxxx11.49 %
Return on Equity xxxxxxxxxxxxxxx13.77 %
Return on Total Capital xxxxxxxxxxxxxxx17.32 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx58.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx38 M
Total Debt xxxxxxxxxxxxxxx47 M
Goodwill - Gross xxxxxxxxxxxxxxx48 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx69 M
Price To Book Value xxxxxxxxxxxxxxx3.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx52.9 M
Capex % of Sales xxxxxxxxxxxxxxx7.25 %
Cost of Goods Sold xxxxxxxxxxxxxxx524 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx75 M
Research & Development xxxxxxxxxxxxxxx17 M
Investments - Total xxxxxxxxxxxxxxx34 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

2

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$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

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xx/xx/xxxx

3

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Ord Minnett

17/10/2025

1

Buy

$42.00

15.04%

Ord Minnett notes ARB Corp's 1Q update showed softer margins, with gross profit margins remaining near second-half FY25 exit levels, implying a -370bps year-on-year contraction and lower quarterly profit.

Sales rose by 3.8% year-on-year, with Australian Aftermarket up 1%, Export up 17.6%, and OEM down -33.4%.

The analysts explain export strength offset weaker domestic trends, though the exchange rate with Thailand (the company’s principal offshore manufacturing hub) continues to pressure margins.

Ord Minnett trims earnings forecasts slightly but remains constructive on long-term growth from new products, vehicles, and offshore expansion. The Buy rating and a $42.00 target price are retained.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 70.00 cents and EPS of 127.30 cents.
Ord Minnett forecasts a full year FY27 dividend of 79.50 cents and EPS of 144.30 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

29/10/2025

3

Hold

$35.60

-2.49%

ARB Corp updated investors at its AGM with 1Q26 total sales growth of 3.8% in total, with growth in export sales of 17.6%, 1% growth in the Australian aftermarket, and a decline of -33.4% in OEM sales.

Canaccord Genuity notes the gross margin decline in 2H25 has continued into 1Q26, while management has agreed to return the Thule Australia distribution rights and company back to Thule.

The analyst notes 1Q26 sales are 3% better than its 1H26 forecast, but alongside the margin comments, there are downside risks to the 1H26 net profit after tax forecast.

The stock remains Hold rated with a $35.60 target price.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 69.00 cents and EPS of 123.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 78.00 cents and EPS of 138.00 cents.
Access Extra Coverage Research History >

ARB STOCK CHART

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