Jefferies Flags ARB Share Decline Amid Tariff Uncertainty

Tue 18 Mar 25, 12:34 AM | Team Kalkine

Auto parts manufacturer ARB Corporation (ASX:ARB) has seen a sharp 21% drop in share price since the U.S. election, according to a report by Jefferies. This decline starkly contrasts with the 12% average rise in Asian auto parts companies, highlighting investor concerns over new tariff policies.

The brokerage notes that the new U.S. tariff regime remains uncertain, but key concerns include:

However, Jefferies states that the full impact on auto parts manufacturers like ARB remains unclear at this stage.

Despite these challenges, Jefferies highlights ARB’s growing U.S. distribution network, which could unlock significant market opportunities in the world’s largest 4x4 segment. This expansion is seen as a positive long-term driver for the company.

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