Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Feb 25
Arb Corporation Limited Declares Fully Franked Dividend for the Six-Month Period Ended 31 December 2025, Payable on 17 April 2026 ARB Corporation Limited declared fully franked dividend of AUD 0.34 per share for the six-month period ended 31 December 2025. The ex-date is 1 April 2026, the record date is 2 April 2026, and the payment date is scheduled for 17 April 2026. Announcement • Jan 20
ARB Corporation Limited to Report First Half, 2026 Results on Feb 24, 2026 ARB Corporation Limited announced that they will report first half, 2026 results on Feb 24, 2026 Board Change • Dec 24
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 19
Full year 2025 earnings released: EPS: AU$1.18 (vs AU$1.25 in FY 2024) Full year 2025 results: EPS: AU$1.18 (down from AU$1.25 in FY 2024). Revenue: AU$739.0m (up 6.0% from FY 2024). Net income: AU$97.5m (down 5.0% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Auto Components industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Board Change • Aug 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Aug 02
ARB Corporation Limited, Annual General Meeting, Oct 16, 2025 ARB Corporation Limited, Annual General Meeting, Oct 16, 2025. Announcement • Aug 01
ARB Corporation Limited to Report Fiscal Year 2025 Results on Aug 19, 2025 ARB Corporation Limited announced that they will report fiscal year 2025 results on Aug 19, 2025 Announcement • Feb 19
ARB Corporation Limited Announces Dividend for the Six Months Period Ended December 31, 2024, Payable on April 17, 2025 ARB Corporation Limited Announced the dividend of AUD 0.34000000 per share for the six months period ended December 31, 2024, payable on April 17, 2025. Record date is on April 03, 2025 with Ex date is on April 02, 2025. Is the ordinary dividend/distribution fully franked: Yes. Board Change • Feb 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jan 09
ARB Corporation Limited to Report First Half, 2025 Results on Feb 18, 2025 ARB Corporation Limited announced that they will report first half, 2025 results on Feb 18, 2025 Board Change • Dec 24
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Shona Faber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 26
Upcoming dividend of AU$0.35 per share Eligible shareholders must have bought the stock before 03 October 2024. Payment date: 18 October 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Australian dividend payers (6.0%). Lower than average of industry peers (2.2%). Announcement • Aug 22
ARB Corporation Limited Declares Fully Franked Final Dividend for the Financial Year Ended 30 June 2024, Payable on October 18, 2024 The Board of ARB Corporation Limited announced that it has declared a fully franked final dividend of 35.0 cents per share for the financial year ended 30 June 2024. Ex-Dividend Date is October 3, 2024. Record date is October 4, 2024. The dividend will be payable on October 18, 2024. Declared Dividend • Aug 22
Final dividend of AU$0.35 announced Shareholders will receive a dividend of AU$0.35. Ex-date: 3rd October 2024 Payment date: 18th October 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 20
Full year 2024 earnings released: EPS: AU$1.25 (vs AU$1.08 in FY 2023) Full year 2024 results: EPS: AU$1.25 (up from AU$1.08 in FY 2023). Revenue: AU$698.8m (up 3.6% from FY 2023). Net income: AU$102.7m (up 16% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year. Announcement • Aug 02
ARB Corporation Limited to Report Fiscal Year 2024 Results on Aug 20, 2024 ARB Corporation Limited announced that they will report fiscal year 2024 results on Aug 20, 2024 Announcement • Aug 01
ARB Corporation Limited, Annual General Meeting, Oct 17, 2024 ARB Corporation Limited, Annual General Meeting, Oct 17, 2024. Upcoming Dividend • Mar 28
Upcoming dividend of AU$0.34 per share Eligible shareholders must have bought the stock before 04 April 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (2.1%). Declared Dividend • Feb 22
First half dividend of AU$0.34 announced Shareholders will receive a dividend of AU$0.34. Ex-date: 4th April 2024 Payment date: 19th April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 21
First half 2024 earnings released: EPS: AU$0.62 (vs AU$0.58 in 1H 2023) First half 2024 results: EPS: AU$0.62 (up from AU$0.58 in 1H 2023). Revenue: AU$342.7m (flat on 1H 2023). Net income: AU$51.3m (up 8.1% from 1H 2023). Profit margin: 15% (up from 14% in 1H 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Feb 20
ARB Corporation Limited (ASX:ARB) acquired 30% stake in Orw Usa, Inc. for $5 million. ARB Corporation Limited (ASX:ARB) acquired 30% stake in Orw Usa, Inc. for $5 million on October 11, 2023.
ARB Corporation Limited (ASX:ARB) completed the acquisition of 30% stake in Orw Usa, Inc. on October 11, 2023. Announcement • Jan 05
ARB Corporation Limited to Report First Half, 2024 Results on Feb 20, 2024 ARB Corporation Limited announced that they will report first half, 2024 results on Feb 20, 2024 Upcoming Dividend • Sep 28
Upcoming dividend of AU$0.30 per share at 1.9% yield Eligible shareholders must have bought the stock before 05 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (7.2%). Lower than average of industry peers (2.3%). Announcement • Aug 22
ARB Corporation Limited Declares Fully Franked Final Dividend for the Financial Year Ended 30 June 2023, Payable on October 20, 2023 The Board of ARB Corporation Limited announced that it has declared a fully franked final dividend of 30.0 cents per share for the financial year ended 30 June 2023. Ex-Dividend Date is October 5, 2023. Record date is October 6, 2023. The dividend will be payable on October 20, 2023. Reported Earnings • Aug 22
Full year 2023 earnings released: EPS: AU$1.08 (vs AU$1.49 in FY 2022) Full year 2023 results: EPS: AU$1.08 (down from AU$1.49 in FY 2022). Revenue: AU$688.7m (down 1.2% from FY 2022). Net income: AU$88.5m (down 28% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year. Upcoming Dividend • Mar 29
Upcoming dividend of AU$0.32 per share at 2.1% yield Eligible shareholders must have bought the stock before 05 April 2023. Payment date: 21 April 2023. Payout ratio is a comfortable 52% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (7.2%). Lower than average of industry peers (2.6%). Reported Earnings • Feb 22
First half 2023 earnings released: EPS: AU$0.58 (vs AU$0.84 in 1H 2022) First half 2023 results: EPS: AU$0.58 (down from AU$0.84 in 1H 2022). Revenue: AU$356.1m (down 1.3% from 1H 2022). Net income: AU$47.4m (down 31% from 1H 2022). Profit margin: 13% (down from 19% in 1H 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Auto Components industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year. Announcement • Jan 06
ARB Corporation Limited to Report First Half, 2023 Results on Feb 21, 2023 ARB Corporation Limited announced that they will report first half, 2023 results on Feb 21, 2023 Board Change • Nov 17
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Shona Fitzgerald was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 29
Upcoming dividend of AU$0.32 per share Eligible shareholders must have bought the stock before 06 October 2022. Payment date: 21 October 2022. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (2.5%). Reported Earnings • Aug 24
Full year 2022 earnings released: EPS: AU$1.49 (vs AU$1.40 in FY 2021) Full year 2022 results: EPS: AU$1.49 (up from AU$1.40 in FY 2021). Revenue: AU$697.1m (up 11% from FY 2021). Net income: AU$122.0m (up 8.1% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the next year, revenue is forecast to grow 5.7%, compared to a 21% growth forecast for the Auto Components industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Board Change • Aug 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Karen Phin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Jul 06
Independent Non-Executive Director recently bought AU$59k worth of stock On the 27th of June, Andrew Stott bought around 2k shares on-market at roughly AU$29.49 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$49m more in shares than they bought in the last 12 months. Board Change • Jul 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Karen Phin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorated over the past week After last week's 20% share price decline to AU$31.89, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Auto Components industry globally. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$17.33 per share. Upcoming Dividend • Mar 31
Upcoming dividend of AU$0.39 per share Eligible shareholders must have bought the stock before 07 April 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (2.4%). Reported Earnings • Feb 24
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: AU$0.84 (up from AU$0.67 in 1H 2021). Revenue: AU$360.7m (up 27% from 1H 2021). Net income: AU$68.9m (up 28% from 1H 2021). Profit margin: 19% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.5%, compared to a 39% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 36% per year. Recent Insider Transactions • Nov 07
Non-Executive Chairman recently sold AU$50m worth of stock On the 4th of November, Roger Brown sold around 1m shares on-market at roughly AU$49.50 per share. This was the largest sale by an insider in the last 3 months. This was Roger's only on-market trade for the last 12 months. Upcoming Dividend • Sep 30
Upcoming dividend of AU$0.39 per share Eligible shareholders must have bought the stock before 07 October 2021. Payment date: 22 October 2021. Trailing yield: 1.7%. Lower than top quartile of Australian dividend payers (5.6%). Lower than average of industry peers (2.0%). Reported Earnings • Aug 19
Full year 2021 earnings released: EPS AU$1.40 (vs AU$0.72 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$625.5m (up 34% from FY 2020). Net income: AU$112.9m (up 97% from FY 2020). Profit margin: 18% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 01
Upcoming dividend of AU$0.29 per share Eligible shareholders must have bought the stock before 08 April 2021. Payment date: 23 April 2021. Trailing yield: 1.1%. Lower than top quartile of Australian dividend payers (5.4%). Lower than average of industry peers (1.7%). Announcement • Mar 04
ARB Corporation Limited (ASX:ARB) acquired Auto Styling Truckman Group Limited from Ruth Margaret Wheeler, Michael Stephen Wheeler and others for £21.9 million. ARB Corporation Limited (ASX:ARB) acquired Auto Styling Truckman Group Limited from Ruth Margaret Wheeler, Michael Stephen Wheeler and others for £21.9 million on March 2, 2021. Under the terms of transaction, maximum net cash purchase price of £21.9 million includes £10 million payable upon completion, deferred payments of £4 million and a further amount of up to £7.9 million subject to performance hurdles over the next three years. The purchase includes the business operations of Truckman and a property from which the business operates. The purchase is being funded from ARB’s existing cash resources. ARB will retain all existing staff and management and the Truckman business will continue to operate in the usual way with the added support of ARB’s expertise and resources. Michael Wheeler and Richard Langman, the long-term Chairman and Managing Director respectively of Truckman, will continue to manage the business. Richard Henry Langman and Ruth Margaret Wheeler were terminated as directors of Truckman and Lachlan Alan Mcpherson Mccann and Andrew Harry Brown will be new directors for Truckman effective March 2, 2021. The Board of ARB welcomes the employees and management of Truckman to the ARB Group. The business is expected to operate profitably from the commencement of ARB ownership.
ARB Corporation Limited (ASX:ARB) completed the acquisition of Auto Styling Truckman Group Limited from Ruth Margaret Wheeler, Michael Stephen Wheeler and others on March 2, 2021. Analyst Estimate Surprise Post Earnings • Feb 17
Revenue misses expectations Revenue missed analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 7.0%, compared to a 15% growth forecast for the Auto Components industry in Australia. Reported Earnings • Feb 17
First half 2021 earnings released: EPS AU$0.67 (vs AU$0.32 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$285.0m (up 22% from 1H 2020). Net income: AU$54.0m (up 114% from 1H 2020). Profit margin: 19% (up from 11% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 15
New 90-day high: AU$39.17 The company is up 38% from its price of AU$28.41 on 17 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.81 per share. Is New 90 Day High Low • Jan 29
New 90-day high: AU$35.27 The company is up 15% from its price of AU$30.73 on 30 October 2020. The Australian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.51 per share. Is New 90 Day High Low • Jan 12
New 90-day high: AU$33.51 The company is up 4.0% from its price of AU$32.18 on 15 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.49 per share. Announcement • Oct 08
ARB Corporation Limited Provides Update on Outlook for the Year of 2020 ARB Corporation Limited provided update on outlook for the year of 2020. While the short to medium term outlook for the company is positive, the future economic environment remains very uncertain and no guidance can be given for the remainder of the financial year. Furthermore, the Board of ARB does not believe that the Company's first quarter performance should be used as an indicator of the likely full year result which remains far too uncertain to predict. As government and other COVID-19 related support reduces, the impact on economic activity will be monitored closely so that ARB can respond appropriately as required. Is New 90 Day High Low • Sep 30
New 90-day high: AU$27.99 The company is up 48% from its price of AU$18.89 on 02 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.93 per share. Announcement • Aug 02
ARB Corporation Limited to Report Fiscal Year 2020 Results on Aug 18, 2020 ARB Corporation Limited announced that they will report fiscal year 2020 results at 9:51 PM, GMT Standard Time on Aug 18, 2020 
