ARB CORPORATION LIMITED (ARB)
Share Price Analysis and Chart

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ARB

ARB - ARB CORPORATION LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Automobiles & Components
Debt/EBITDA: 0.33
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

$18.90

02 Sep
2026

-0.350

OPEN

$18.96

-1.82%

HIGH

$19.05

275,240

LOW

$18.72

TARGET
$24.633 30.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AHL . AMA . AOV . APE . ASG . BAP . CAR . CMA . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
ARB: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 110.8 112.8 xxx
DPS (cps) xxx 69.0 69.9 xxx
EPS Growth xxx - 5.9% 1.8% xxx
DPS Growth xxx - 42.0% 1.3% xxx
PE Ratio xxx N/A 16.9 xxx
Dividend Yield xxx N/A 3.7% xxx
Div Pay Ratio(%) xxx 62.3% 62.0% xxx

Dividend yield today if purchased 3 years ago: 2.04%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.62

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: 01/04 - ex-div 34.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx110.8
DPS All xxxxxxxxxxxxxxx69.0
Sales/Revenue xxxxxxxxxxxxxxx702.0 M
Book Value Per Share xxxxxxxxxxxxxxx886.8
Net Operating Cash Flow xxxxxxxxxxxxxxx103.7 M
Net Profit Margin xxxxxxxxxxxxxxx13.16 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx12.33 %
Return on Invested Capital xxxxxxxxxxxxxxx11.72 %
Return on Assets xxxxxxxxxxxxxxx10.29 %
Return on Equity xxxxxxxxxxxxxxx12.33 %
Return on Total Capital xxxxxxxxxxxxxxx14.23 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-16.5 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx41 M
Total Debt xxxxxxxxxxxxxxx50 M
Goodwill - Gross xxxxxxxxxxxxxxx47 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx48 M
Price To Book Value xxxxxxxxxxxxxxx2.13

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx41.8 M
Capex % of Sales xxxxxxxxxxxxxxx5.95 %
Cost of Goods Sold xxxxxxxxxxxxxxx513 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx76 M
Research & Development xxxxxxxxxxxxxxx20 M
Investments - Total xxxxxxxxxxxxxxx33 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

0.5

No. Of Recommendations

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

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

26/08/2026

1

Overweight

$26.00

37.57%

Morgan Stanley sees signs of an earnings recovery at ARB Corporation despite a still-challenging consumer backdrop, with 2H26 NPAT returning to 8% y/y growth.

FY26 underlying NPAT beat consensus by 5%, while EBITDA was 2.5% ahead, although sales fell -4% y/y and were -3% below expectations.

Australian Aftermarket sales declined -3%, but the analyst points to improving FY27 vehicle supply and a solid order book, while US growth remained strong at 13.5% in US dollar terms.

The broker is also positive on ARB's US expansion, including strong growth through 4 Wheel Parts and the store-in-store rollout, which is expected to expand from eight stores in FY26 to 22 in 2026 and eventually all 47 locations.

Overweight. Target lowered to $26 from $28. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY27 EPS of 115.00 cents.
Morgan Stanley forecasts a full year FY28 EPS of 128.00 cents.

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Jarden

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

10/08/2026

3

Hold

$21.80

15.34%

Canaccord Genuity maintains a Hold rating for ARB Corp with a $21.80 target price following weak July auto sales data (specifically related to ARB).

Tracking the top 11 models that typically drive aftermarket accessory sales, the broker notes a -16.4% year-on-year decline for July, which follows consecutive drops of -29.6% in May and -18.2% in June.

Despite headline weakness, the analyst expects a gradual second-derivative improvement in the coming months, primarily supported by Toyota accelerating vehicle deliveries to clear its order backlog alongside a more favourable comparative data period.

Due to an established two-month lag between vehicle deliveries and subsequent aftermarket accessory purchases, the analyst warns that current soft delivery volumes pose an earnings risk for the first half of FY27, even if gross profit margins improve.

Commentary concludes the anticipated sales recovery is more likely to translate into a tangible earnings benefit during the second half of FY27.
Access Extra Coverage Research History >

ARB STOCK CHART

FNArena News on ARB

1
Rudi’s View: Resilient, But August Fails To Excite

Sep 02 2026 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 28-08-26

Aug 31 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Aug 27, 2026

Aug 27 2026 - Daily Market Reports
4
FNArena Corporate Results Monitor – 25-08-2026

Aug 25 2026 - Australia
5
Rudi’s View: Beats, Misses And Early AI Signals

Aug 19 2026 - Rudi's View

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