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ARB Flags Lower Profit Despite Resilient Sales and Strong US Growth

Story Highlights
  • ARB’s half-year revenue slipped 1% to $358 million as weaker Australian aftermarket and OEM sales were partly offset by strong export and US market growth.
  • Underlying profit before tax is expected to fall 16.3% to about $58 million due to currency-driven margin pressure and lower overhead recoveries, though ARB remains debt-free with solid cash reserves.
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ARB Flags Lower Profit Despite Resilient Sales and Strong US Growth

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The latest announcement is out from ARB Corporation ( (AU:ARB) ).

ARB Corporation reported unaudited first-half FY2026 sales revenue of $358 million, down 1% year-on-year, with Australian aftermarket sales declining 1.7% amid fitting capacity constraints and a sharp 38.2% drop in domestic OEM sales due to the timing of contracts and model releases, partly offset by an 8.8% rise in export sales and a strong 26.1% surge in the US market. Underlying profit before tax is expected to be about $58 million, 16.3% lower than the prior comparable period, as weaker gross margins from the Australian dollar–Thai baht exchange rate and reduced factory overhead recoveries weighed on earnings, though the company maintains a robust balance sheet with $59.4 million in cash, no debt, and recent dividend payments, with full half-year results due in late February 2026.

The most recent analyst rating on (AU:ARB) stock is a Hold with a A$35.60 price target. To see the full list of analyst forecasts on ARB Corporation stock, see the AU:ARB Stock Forecast page.

More about ARB Corporation

ARB Corporation Limited is an Australian-listed manufacturer and distributor of 4×4 accessories and related automotive equipment, with a strong presence in the domestic aftermarket, original equipment manufacturer (OEM) supply, and export markets, particularly the key US market. The company focuses on fitting and supplying off-road and utility vehicle accessories through its aftermarket channels, OEM partnerships, and a growing international distribution network.

YTD Price Performance: 3.50%

Average Trading Volume: 224,818

Technical Sentiment Signal: Sell

Current Market Cap: A$2.72B

For a thorough assessment of ARB stock, go to TipRanks’ Stock Analysis page.

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