Highlights

• ARB recorded AUD 702.0 million in FY26 sales revenue, compared with AUD 729.9 million in the previous year.

• The company reported AUD 92.4 million in net profit after tax and generated AUD 103.7 million in operating cash flow.

• ARB expanded its US infrastructure and secured two new OEM platform contracts while progressing international distribution initiatives.

• The group declared a fully franked 35-cent final Dividend after paying a fully franked 34-cent interim dividend.

For ARB Corporation Limited (ASX:ARB), the year ended 30 June 2026 brought a contrast between softer headline Earnings and continued Investment in its global accessories business. Sales and net profit declined, while the company maintained a debt-free balance sheet, returned Capital to shareholders and advanced distribution and engineering projects overseas. The next reporting periods will show how those developments translate into operating performance.

Revenue Retreats Across Key Sales Channels

ARB designs, manufactures and distributes accessories for four-wheel-drive and light commercial vehicles. Its range includes bull bars, roof racks, suspension systems, lighting, canopies and Ironman 4x4 products, with substantial Manufacturing operations in Australia and Thailand.

FY26 sales Revenue reached AUD 702.0 million, down from AUD 729.9 million a year earlier. The Australian aftermarket contributed AUD 390.1 million, exports generated AUD 268.4 million and Original Equipment Manufacturer (OEM) Supply accounted for AUD 43.4 million. Australian aftermarket revenue fell 3.3%, while OEM revenue declined 27.2% amid gaps between vehicle programmes and supply constraints.

Export revenue increased 0.5%. Within that channel, US sales rose 10.2% in Australian-dollar terms and 13.5% in US-dollar terms, while the UK market faced lower new vehicle registrations.

Earnings, Cash Flow and Shareholder Returns

Net profit before tax was AUD 123.0 million, compared with AUD 134.9 million in the previous year. Net profit after tax came to AUD 92.4 million, down from AUD 97.5 million, and Basic Earnings Per Share stood at AUD 1.11. The group generated AUD 103.7 million in Operating Cash Flow and finished FY26 debt-free with AUD 47.9 million in net cash.

ARB declared a fully franked final dividend of 35 cents per share, following a fully franked Interim Dividend of 34 cents. A separate 50-cent Special Dividend relating to FY25 was also paid during the financial year. Net cash declined by AUD 21.3 million during FY26, with dividend payments and AUD 36.6 million in property, plant and equipment spending contributing to the movement.

Overseas Expansion Builds on Engineering Investment

Beyond its Australian aftermarket business, ARB completed the migration of its California distribution centre and opened a US engineering centre. It also secured two new US OEM platform contracts, which typically involve development periods of two to four years.

ARB China Co., Ltd commenced operations, and the company outlined plans for a direct wholesale operation in South Africa during FY27. Its US retail Partnership with Off Road Warehouse and 4 Wheel Parts delivered high double-digit sell-through growth, with displays installed in eight of 47 stores and a further 22 targeted by the end of calendar 2026.

Vehicle Supply and FY27 Priorities

The timing of new vehicle availability remains relevant to ARB’s accessory sales. The Business identified improved supply of Toyota models, including the LandCruiser 70 Series, HiLux, Prado and LandCruiser 300 Series, as an important development for the Australian market. OEM programme timing, foreign exchange movements, tariffs and overseas Demand also remain factors influencing performance.

Looking ahead, the company’s stated priorities include improving OEM activity, continuing its US operations and extending its international footprint. The next half-year result will provide updated evidence on revenue trends, margins and the contribution from these initiatives.