ARB Corporation Limited (AU:ARB)
ASX:ARB
Want to see AU:ARB full AI Analyst Report?
ARB Stock Chart & Stats
AU$20.69
-AU$0.17(-0.42%)
At close: 4:00 PM EST
AU$20.69
-AU$0.17(-0.42%)
Day’s Range― - ―
52-Week RangeAU$17.43 - AU$41.34
Previous CloseN/A
Volume56.03K
Average Volume (3M)303.92K
Market Cap
AU$1.54B
Enterprise ValueAU$1.56B
Total Cash (Recent Filing)AU$59.38M
Total Debt (Recent Filing)AU$76.96M
Price to Earnings (P/E)15.5
Beta1.58
Next Earnings
Aug 25, 2026EPS Estimate
0.54Next Dividend Ex-DateN/A
Dividend Yield2.1%
Share Statistics
EPS (TTM)1.07
Shares Outstanding83,660,080
10 Day Avg. Volume235,887
30 Day Avg. Volume303,918
Financial Highlights & Ratios
PEG Ratio-4.96
Price to Book (P/B)3.58
Price to Sales (P/S)3.71
P/FCF Ratio36.10
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$25.03Price Target Upside21.00% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)1.05
Revenue Forecast (FY)AU$731.20M
Bulls Say, Bears Say
Bulls Say
Low Leverage / Strong Balance SheetARB's zero‑debt, equity‑heavy capital structure provides durable financial flexibility. This reduces refinancing and solvency risk, supports continued dividends and M&A, and allows investment in international expansion and retail upgrades without pressuring cash flow over the next 2–6 months.
Strong Cash GenerationConsistently positive operating cash flow and healthy free cash flow conversion underpin capital allocation optionality. This enables funding of capex, store rollouts, and special dividends while absorbing cyclical earnings swings, supporting steady execution of strategic initiatives.
Export & U.S. Growth; Retail & ORW ExpansionRapid U.S. growth, rising export share and a larger ARB retail footprint diversify revenue beyond Australia. Integration and stakes in ORW/4 Wheel Parts broaden distribution and improve margins long term, reducing domestic cyclicality and supporting sustainable top‑line expansion.
Bears Say
Currency And Margin PressureSignificant Thai baht appreciation materially increased cost of Thai‑manufactured goods and compressed gross margins. Currency volatility remains a structural risk to cost of goods sold; while hedging can mitigate timing effects, ongoing FX exposure can persistently pressure margins.
OEM Channel VolatilityLarge OEM declines highlight dependency on vehicle production and OEM inventory cycles. OEM contracts can swing materially with model cycles and dealer inventories, creating revenue and margin volatility that can offset aftermarket growth unless product mix and channel diversification accelerate.
Operational Constraints & Elevated Non‑cash CostsA shortage of accessory fitment resources restricts the ability to convert demand into revenue, delaying benefits from new product launches and price rises. Elevated capex raising depreciation also increases non‑cash costs, creating near‑term margin headwinds and execution risk.
ARB Corporation News
ARB FAQ
What was ARB Corporation Limited’s price range in the past 12 months?
ARB Corporation Limited lowest share price was AU$17.43 and its highest was AU$41.34 in the past 12 months.
What is ARB Corporation Limited’s market cap?
ARB Corporation Limited’s market cap is AU$1.54B.
When is ARB Corporation Limited’s upcoming earnings report date?
ARB Corporation Limited’s upcoming earnings report date is Aug 25, 2026 which is in 103 days.
How were ARB Corporation Limited’s earnings last quarter?
ARB Corporation Limited released its earnings results on Feb 23, 2026. The company reported AU$0.519 earnings per share for the quarter, beating the consensus estimate of AU$0.503 by AU$0.016.
Is ARB Corporation Limited overvalued?
According to Wall Street analysts ARB Corporation Limited’s price is currently Undervalued.
Does ARB Corporation Limited pay dividends?
ARB Corporation Limited pays a Monthly dividend of AU$0.35 which represents an annual dividend yield of 2.1%. See more information on ARB Corporation Limited dividends here
What is ARB Corporation Limited’s EPS estimate?
ARB Corporation Limited’s EPS estimate is 0.54.
How many shares outstanding does ARB Corporation Limited have?
ARB Corporation Limited has 83,660,080 shares outstanding.
What happened to ARB Corporation Limited’s price movement after its last earnings report?
ARB Corporation Limited reported an EPS of AU$0.519 in its last earnings report, beating expectations of AU$0.503. Following the earnings report the stock price went down -13.062%.
Which hedge fund is a major shareholder of ARB Corporation Limited?
Currently, no hedge funds are holding shares in AU:ARB
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
ARB Corporation Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$25.03 (21.00% Upside)
AU$25.03 (21.00% Upside)
Blogger Sentiment
Bullish
AU:ARB Sentiment 100%
Sector Average ―
Sector Average ―
Insider Transactions
Bought Shares
Worth AU$132.9K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-11.83%
12-Months-Change
Fundamentals
Return on Equity
11.91%
Trailing 12-Months
Asset Growth
6.29%
Trailing 12-Months
Company Description
ARB Corporation Limited
ARB Corporation Limited engages in the design, manufacture, distribution, and sale of motor vehicle accessories and light metal engineering works. The company provides bull bars, side rails and steps, canopies, UTE lids and tub accessories, roof racks, cross bars and carriers, suspension systems, driving lights, air compressors and tire accessories, air lockers, winches, recovery equipment and points, under vehicle protection products, fuel tanks and storage, drawers and cargo solutions, slide kitchen, portable fridge freezers, tents, swags and awnings, camping and touring accessories, safari snorkels, dual battery and solar systems, interior protection, and general accessories, as well as rear protection, towing, and wheel carriers. It also offers LINX, a controller that declutters the dashboard and centralizes the command of vehicle accessories by replacing classic switches, gauges, and monitors with one sleek and smart driver interface; and UHF radios, GPS, and reversing cameras. The company serves stockists, vehicle dealers, and various fleet operators. It operates approximately 74 ARB stores, which include 30 company owned stores. The company has operations in Australia, New Zealand, the United States, Thailand, the Middle East, Europe, and the United Kingdom. The company has a strategic partnership with Ford Motor Company to develop a suite of aftermarket products for the Ford Bronco. ARB Corporation Limited was founded in 1975 and is based in Kilsyth, Australia.
ARB Company Deck
ARB Earnings Call
Q2 2026
0:00 / 0:00
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.View all AU:ARB earnings summariesARB Stock 12 Month Forecast
Average Price Target
AU$25.03
▲(21.00% Upside)
Technical Analysis
PWR Holdings
―
National Tyre & Wheel Ltd.
―
Supply Network Limited
―
Advanced Braking Technology Limited
―
Ama Group Limited
―
Options Prices
Currently, No data available
---