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

$39.54

08 Oct
2025

0.660

OPEN

$39.30

1.70%

HIGH

$39.54

121,167

LOW

$38.58

TARGET
$43.362 9.7% 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 117.7 125.3 xxx
DPS (cps) xxx 119.0 72.0 xxx
EPS Growth xxx - 5.7% 6.4% xxx
DPS Growth xxx 72.5% - 39.5% xxx
PE Ratio xxx N/A 31.6 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx 101.1% 57.4% xxx

Dividend yield today if purchased 3 years ago: 4.39%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.01

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

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

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

20/08/2025

2

Accumulate

$44.50

12.54%

ARB Corp's FY25 result was mixed, assesses Morgans, with profit of $96.2m down -7.6% year-on-year and slightly below the broker's forecast.

More positively, the board declared a surprise 50c special dividend lifting total dividends to 119c. Sales rose 5.3% to $730m, with Export up 16.4% led by the Americas, explains the broker, while Aftermarket and OEM were flat.

Export momentum was strong across all regions, highlights Morgans, while Aftermarket showed signs of stabilisation despite a weaker first-half performance.

Margins softened, with second-half gross margin of 54.9% down around -370bps on higher costs and FX pressures, explain the analysts, though order intake remained stable and fourth-quarter sales rose 6.5%.

Operating cash flow was $128m, up 2%, and the company ended with $69.2m net cash.

Morgans makes only minor forecast changes, trimming FY26 EPS by -2.4% but lifting FY27 by 2.9%.

Morgans lifts its target to $44.50 from $38.25 on stronger export growth and US progress, and maintains an Accumulate rating.

FORECAST
Morgans forecasts a full year FY26 dividend of 69.00 cents and EPS of 125.00 cents.
Morgans forecasts a full year FY27 dividend of 84.00 cents and EPS of 150.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$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

06/10/2025

3

Hold

$35.60

-9.96%

ARB Corp's Top 11 vehicle index rose 7.5% in September. This marks the first month this calendar year of broad-based growth across key models such as the HiLux and Ranger, rather than being driven solely by the new Prado launch, explains Canaccord Genuity.

The broker highlights this as a positive development, as these high fitment rate vehicles underpin ARB’s accessory sales and improve the breadth of demand across its core platforms.

While year-to-date volumes remain lower, the analysts suggest recent momentum is encouraging and supports a recovery in underlying sales trends

Hold. Target unchanged at $35.60.

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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