ARB 향후 성장
Future 기준 점검 1/6
ARB (는) 각각 연간 8.7% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.1% 로 예상됩니다.
핵심 정보
8.7%
이익 성장률
8.38%
EPS 성장률
| Auto Components 이익 성장 | 21.2% |
| 매출 성장률 | 5.6% |
| 향후 자기자본이익률 | 13.06% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jul 06
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
The ARB analyst price target has been revised from A$33.41 to A$30.00, with analysts citing updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions as the basis for the change. What’s in the News for ARB No recent ARB company specific news items were identified in the provided sources.
내러티브 업데이트 • Jun 22
ARB: Elevated Price Will Face Pressure From Modest Profit Margins
Analysts have maintained their A$17.40 price target for ARB, citing only slight adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a material shift in their overall view of the stock. What’s in the News for ARB No recent ARB company news items were provided in the available sources.
내러티브 업데이트 • Jun 06
ARB: Higher Required Returns Will Support Premium Multiple And Upside Potential
Analysts have revised their fair value estimate for ARB from A$25.82 to A$24.26. This change reflects updated assumptions about discount rates, revenue growth, profit margins and future P/E expectations.내러티브 업데이트 • May 22
ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts
Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.내러티브 업데이트 • May 02
ARB: Neutral Coverage And Limited Catalysts Will Support Premium Multiple
Analysts have trimmed their fair value estimate for ARB to about A$25.82 from about A$27.32, reflecting slightly softer assumptions on growth and profitability and echoing recent Street research that points to limited near term catalysts for the shares. Analyst Commentary Coverage on ARB has recently been resumed with a Neutral stance and an A$22.30 price target, which sits below the latest fair value estimate of A$25.82.내러티브 업데이트 • Apr 17
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.내러티브 업데이트 • Apr 03
ARB: Lower Risk Profile Will Support Premium Multiple Over Time
Analysts have made a small upward adjustment to ARB's implied fair value. The refreshed price target now sits just above A$27, reflecting slightly lower discount rate assumptions and stable revenue growth and margin expectations, following recent Street research that highlighted limited near term catalysts.내러티브 업데이트 • Mar 20
ARB: Fair Outlook Will Balance Reset Margins And Neutral Future Multiple
Analysts have trimmed their fair value estimate for ARB from A$30.18 to A$22.05, bringing the updated A$22.30 price target into line with more conservative assumptions on revenue growth, profit margins and future P/E, and reflecting a view that there are limited near term catalysts for the shares. Analyst Commentary Goldman Sachs has resumed coverage of ARB with a Neutral rating and an A$22.30 price target, which is closely aligned with the trimmed fair value estimate of A$22.05.내러티브 업데이트 • Mar 05
ARB: Cleaner Long Term Framework Will Support Premium Multiple Over Time
Analysts have revised their fair value estimate for ARB to A$27.32 from A$34.22, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, along with recent Street research that highlights limited near term catalysts and a Neutral stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$27.32 fair value as leaving a gap to the A$22.30 target cited in recent research, which they view as potential upside if execution and sentiment improve over time.내러티브 업데이트 • Feb 19
ARB: Higher Required Return Will Support A More Attractive Future Entry
Analysts have trimmed their ARB price target from A$47.50 to A$44.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiple. Valuation Changes Fair Value: Trimmed from A$47.50 to A$44.00, a reduction of about 7% in the assessed share valuation.분석 기사 • Feb 16
Some ARB Corporation Limited (ASX:ARB) Shareholders Look For Exit As Shares Take 25% Pounding
The ARB Corporation Limited ( ASX:ARB ) share price has fared very poorly over the last month, falling by a substantial...내러티브 업데이트 • Feb 05
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have adjusted their price target on ARB to reflect a lower fair value estimate of $34.22 versus $37.14 previously, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly higher discount rate in their models. Valuation Changes Fair Value: Reduced from A$37.14 to A$34.22, indicating a lower central estimate for ARB's share valuation in the updated model.내러티브 업데이트 • Jan 22
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have trimmed their price target on ARB to US$37.14 from US$40.50. This reflects updated assumptions for a slightly higher discount rate, more moderate revenue growth and a marginally lower profit margin, partly offset by a small increase in the assumed future P/E multiple.분석 기사 • Jan 13
Calculating The Intrinsic Value Of ARB Corporation Limited (ASX:ARB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ARB fair value estimate is AU$38.00 ARB's AU$32.07 share price...내러티브 업데이트 • Jan 07
ARB: Fair Outlook Will Balance Slightly Firmer Margins And Modest Multiple Shift
Analysts have trimmed their price target on ARB slightly, reflecting a modest reassessment of fair value to about $30.18, along with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from A$30.22 to about A$30.18, reflecting a very small recalibration in the model.내러티브 업데이트 • Dec 14
ARB: Fair Outlook Will Balance Modest Margin Pressure And Earnings Multiple
Analysts have nudged their fair value estimate for ARB higher to about 30.22 dollars from 29.78 dollars, citing slightly stronger expected revenue growth and a modestly higher future earnings multiple. These factors more than offset a small downgrade to long term profit margins and a higher discount rate.분석 기사 • Nov 18
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), is not the largest company out there, but it saw significant share price movement...
새로운 내러티브 • Nov 15
Niche business with a big future
A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.분석 기사 • Sep 12
ARB (ASX:ARB) Will Pay A Dividend Of A$0.35
The board of ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.35 per share on the...내러티브 업데이트 • Aug 20
New US Engineering Center And Toyota Partnership Will Boost Future Market Position
The upward revision in ARB's consensus analyst price target is primarily driven by improved revenue growth forecasts and a slightly higher future P/E multiple, resulting in a fair value increase from A$37.44 to A$40.50. Valuation Changes Summary of Valuation Changes for ARB The Consensus Analyst Price Target has risen from A$37.44 to A$40.50.분석 기사 • May 26
Slowing Rates Of Return At ARB (ASX:ARB) Leave Little Room For Excitement
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...분석 기사 • Apr 28
Calculating The Fair Value Of ARB Corporation Limited (ASX:ARB)
Key Insights The projected fair value for ARB is AU$31.72 based on 2 Stage Free Cash Flow to Equity With AU$31.03 share...분석 기사 • Mar 29
Is There Now An Opportunity In ARB Corporation Limited (ASX:ARB)?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...분석 기사 • Feb 20
ARB (ASX:ARB) Has Announced A Dividend Of A$0.34
ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.34 per share on the 17th of April...분석 기사 • Feb 19
Investors Met With Slowing Returns on Capital At ARB (ASX:ARB)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
새로운 내러티브 • Feb 09
Toyota Partnership And EV Accessories Investment Will Amplify Global Presence
Strategic OEM partnerships and international market expansion are key to driving ARB's sales and export revenue growth.분석 기사 • Feb 04
ARB Corporation Limited's (ASX:ARB) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...분석 기사 • Dec 14
Does This Valuation Of ARB Corporation Limited (ASX:ARB) Imply Investors Are Overpaying?
Key Insights ARB's estimated fair value is AU$31.12 based on 2 Stage Free Cash Flow to Equity ARB's AU$39.09 share...분석 기사 • Nov 28
Why ARB Corporation Limited (ASX:ARB) Could Be Worth Watching
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...분석 기사 • Sep 25
There's Reason For Concern Over ARB Corporation Limited's (ASX:ARB) Price
With a price-to-earnings (or "P/E") ratio of 36.9x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...분석 기사 • Sep 06
ARB (ASX:ARB) Is Aiming To Keep Up Its Impressive Returns
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Aug 21
Earnings Update: ARB Corporation Limited (ASX:ARB) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
It's been a good week for ARB Corporation Limited ( ASX:ARB ) shareholders, because the company has just released its...분석 기사 • Aug 10
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • May 08
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Apr 03
Some Confidence Is Lacking In ARB Corporation Limited's (ASX:ARB) P/E
With a price-to-earnings (or "P/E") ratio of 35.8x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...분석 기사 • Jan 19
ARB (ASX:ARB) Is Reinvesting At Lower Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...분석 기사 • Dec 28
Pinning Down ARB Corporation Limited's (ASX:ARB) P/E Is Difficult Right Now
ARB Corporation Limited's ( ASX:ARB ) price-to-earnings (or "P/E") ratio of 33.6x might make it look like a strong sell...분석 기사 • Oct 04
Returns On Capital At ARB (ASX:ARB) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...분석 기사 • Sep 07
ARB (ASX:ARB) Is Paying Out Less In Dividends Than Last Year
ARB Corporation Limited's ( ASX:ARB ) dividend is being reduced from last year's payment covering the same period to...분석 기사 • Aug 24
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.30
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.30 on the 20th...분석 기사 • Jun 16
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...분석 기사 • Apr 04
ARB's (ASX:ARB) Dividend Will Be Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...분석 기사 • Feb 10
Here's Why We Think ARB (ASX:ARB) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Jan 26
Investors Shouldn't Overlook The Favourable Returns On Capital At ARB (ASX:ARB)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Nov 08
Should You Be Adding ARB (ASX:ARB) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Oct 19
ARB (ASX:ARB) Knows How To Allocate Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Oct 04
ARB Corporation Limited's (ASX:ARB) Intrinsic Value Is Potentially 18% Below Its Share Price
Does the October share price for ARB Corporation Limited ( ASX:ARB ) reflect what it's really worth? Today, we will...분석 기사 • Sep 03
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2029 | 883 | 113 | N/A | 146 | 3 |
| 6/30/2028 | 824 | 106 | 85 | 127 | 16 |
| 6/30/2027 | 769 | 94 | 76 | 115 | 16 |
| 6/30/2026 | 724 | 84 | 77 | 111 | 16 |
| 12/31/2025 | 730 | 89 | 106 | 146 | N/A |
| 9/30/2025 | 732 | 93 | 91 | 137 | N/A |
| 6/30/2025 | 734 | 98 | 75 | 128 | N/A |
| 3/31/2025 | 727 | 100 | 61 | 114 | N/A |
| 12/31/2024 | 721 | 102 | 48 | 100 | N/A |
| 9/30/2024 | 709 | 103 | 60 | 112 | N/A |
| 6/30/2024 | 697 | 103 | 73 | 125 | N/A |
| 3/31/2024 | 686 | 97 | 79 | 132 | N/A |
| 12/31/2023 | 675 | 92 | 85 | 138 | N/A |
| 9/30/2023 | 675 | 90 | 65 | 114 | N/A |
| 6/30/2023 | 675 | 88 | 45 | 90 | N/A |
| 3/31/2023 | 677 | 94 | 35 | 85 | N/A |
| 12/31/2022 | 679 | 101 | 26 | 80 | N/A |
| 9/30/2022 | 688 | 111 | 24 | 82 | N/A |
| 6/30/2022 | 697 | 122 | 22 | 85 | N/A |
| 3/31/2022 | 699 | 125 | 22 | 79 | N/A |
| 12/31/2021 | 701 | 128 | 22 | 74 | N/A |
| 9/30/2021 | 663 | 120 | 44 | 88 | N/A |
| 6/30/2021 | 626 | 113 | 67 | 103 | N/A |
| 3/31/2021 | 572 | 99 | 78 | 108 | N/A |
| 12/31/2020 | 518 | 86 | 89 | 113 | N/A |
| 9/30/2020 | 492 | 72 | 79 | 102 | N/A |
| 6/30/2020 | 467 | 57 | 69 | 91 | N/A |
| 3/31/2020 | 464 | 56 | 52 | 78 | N/A |
| 12/31/2019 | 461 | 55 | 35 | 65 | N/A |
| 9/30/2019 | 453 | 56 | N/A | 58 | N/A |
| 6/30/2019 | 446 | 57 | N/A | 50 | N/A |
| 3/31/2019 | 441 | 56 | N/A | 50 | N/A |
| 12/31/2018 | 436 | 55 | N/A | 50 | N/A |
| 9/30/2018 | 430 | 53 | N/A | 47 | N/A |
| 6/30/2018 | 424 | 51 | N/A | 45 | N/A |
| 3/31/2018 | 413 | 50 | N/A | 47 | N/A |
| 12/31/2017 | 402 | 49 | N/A | 50 | N/A |
| 9/30/2017 | 392 | 49 | N/A | 56 | N/A |
| 6/30/2017 | 381 | 49 | N/A | 62 | N/A |
| 3/31/2017 | 375 | 48 | N/A | 61 | N/A |
| 12/31/2016 | 370 | 47 | N/A | 59 | N/A |
| 9/30/2016 | 364 | 47 | N/A | 52 | N/A |
| 6/30/2016 | 359 | 47 | N/A | 45 | N/A |
| 3/31/2016 | 351 | 47 | N/A | 43 | N/A |
| 12/31/2015 | 343 | 47 | N/A | 40 | N/A |
| 9/30/2015 | 336 | 46 | N/A | 40 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ARB 의 연간 예상 수익 증가율(8.7%)이 saving rate(3.6%)보다 높습니다.
수익 vs 시장: ARB 의 연간 수익(8.7%)이 Australian 시장(11.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: ARB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ARB 의 수익(연간 5.6%)이 Australian 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ARB 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ARB의 자본 수익률은 3년 후 13.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/27 18:04 |
| 종가 | 2026/07/27 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
ARB Corporation Limited는 22명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Marks | Barrenjoey Markets Pty Limited |
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Thomas Kierath | Barrenjoey Markets Pty Limited |