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ARB Corporation Limited (ARBFF)
OTHER OTC:ARBFF
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.4Last Year’s EPS
0.39Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong international momentum (notably 26.1% U.S. growth), successful strategic investments (ORW/4 Parts integration, eCommerce launch, product relaunches) and a healthy balance sheet with no debt were clear positives. However, material margin pressure and earnings declines driven by Thai baht translation effects, lower factory overhead recoveries, a 38.2% drop in OEM sales, weakened new vehicle volumes in key models and fitment constraints materially impacted H1 profitability. Management actions (hedging, pricing, continued investment, and U.S. expansion) and a positive order book support the expectation of H2 improvement, leaving the overall tone balanced between meaningful operational/market headwinds and credible recovery levers.Company Guidance
Strong U.S. Growth
U.S. sales grew 26.1% in the half, driven by strategic relationship with Toyota U.S., eCommerce in the U.S., and growth through ORW/4 Wheel Parts retail networks.
Export Expansion
Export sales increased 8.8% and now represent 38% of total sales, with Asia, New Zealand & Pacific up ~6% and the U.S. as a major contributor (43% of export sales).
Retail Footprint Growth
ARB's retail store network expanded by 4 stores to 79 stores (up from 75 a year earlier), with further store upgrades and new flagship sites planned.
Healthy Order Book
Customer open order book ended the half 5% higher than at December 2024, providing demand visibility into H2.
Strong Cash Position and No Debt
Generated cash from operations of $63.9 million; ended the half with $59.4 million in cash and zero debt, enabling continued investment and dividend payments.
Dividends and Capital Returns
Paid $59.3 million in dividends during the period (final $0.35 and special $0.50 fully franked) and declared an interim fully franked dividend of $0.34 per share (payout ratio 67.2%).
ORW / 4 Wheel Parts Integration and Performance
Increased ownership in ORW to 50%; ORW/4 Parts integration reduced losses and delivered a net PBT improvement (~USD 3.5m shift) with ARB recording $0.78m equity-accounted profits; ARB product sales through the 4 Parts network are growing >100% on a like-for-like basis.
eCommerce Launch and Digital Engagement
Launched a new eCommerce platform (arb.com.au) with ~1 million unique visitors to arb.com.au referenced; site went live and traded seamlessly with strong initial orders and quotes, supporting omnichannel growth.
Product & Market Development Wins
Successful product launches/priority products include ARB-branded winch (demand exceeded forecasts; shipments beginning March 2026), Poison Spyder relaunch with strong demand, and early high attachment rates for Ford Super Duty and Toyota HiLux product suites.
Hedging and Margin Outlook for H2
Company has largely hedged Thai baht exposure for H2 FY2026 at slightly more favorable rates and expects H2 sales margins to be broadly in line with H2 FY2025, supporting an improved H2 outcome.
ARBFF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARBFF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $21.76 | $21.76 | 0.00% |
Aug 18, 2025 | $23.12 | $24.94 | +7.87% |
Aug 19, 2024 | $23.94 | $27.33 | +14.16% |
Aug 21, 2023 | $20.20 | $19.39 | -4.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ARB Corporation Limited (ARBFF) report earnings?
ARB Corporation Limited (ARBFF) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is ARB Corporation Limited (ARBFF) earnings time?
ARB Corporation Limited (ARBFF) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARBFF EPS forecast?
ARBFF EPS forecast for the fiscal quarter 2026 (Q4) is 0.4.