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: 0.33
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

$18.12

18 Sep
2026

-0.230

OPEN

$18.30

-1.25%

HIGH

$18.43

261,763

LOW

$18.12

TARGET
$24.517 35.3% 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 16.1 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 62.3% 62.0% xxx

Dividend yield today if purchased 3 years ago: 2.08%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.81

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

43.49%

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

Canaccord Genuity

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Jarden

27/08/2026

3

Neutral

$21.60

19.21%

Jarden maintains its Neutral rating for ARB Corp with its target price increased to $21.60 from $20.55 following a better-than-feared FY26 result with underlying profit before tax coming in 3% ahead of consensus.

Operational growth slowed most notably in the export segment which missed second-half expectations by 10%, while United States revenue growth flattened and Asia/New Zealand and Europe, Middle East, and Africa regions experienced double-digit negative growth.

The broker's estimates indicate that material profit growth is not expected in FY27, with forecasted earnings per share growth at 3% year-on-year.

The analyst highlights that margin resilience provides comfort regarding downside scenarios, though the current valuation trading on 19x forward price-to-earnings remains uncompelling.
Access Extra Coverage Research History >

ARB STOCK CHART

FNArena News on ARB

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 11-09-26

Sep 11 2026 - Weekly Reports
2
Rudi’s View: Australia Remains Outside The AI Party

Sep 09 2026 - Rudi's View
3
Australian Broker Call *Extra* Edition – Sep 07, 2026

Sep 07 2026 - Daily Market Reports
4
Rudi’s View: Resilient, But August Fails To Excite

Sep 02 2026 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 28-08-26

Aug 31 2026 - Weekly Reports

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