ARB Corporation Ltd (ASX:ARB) Shares Slide: Latest Announcement and Share Price Update

Sonal Goyal

23 October 2026 02:45 PM AEDT

ARB Corporation Ltd (ASX:ARB) Shares Slide: Latest Announcement and Share Price Update

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ARB Corporation Ltd (ASX:ARB) shares were trading 0.64% lower at $17.22 during the 23 October 2026 session.
FY2026 results, dated 25 August 2026, showed sales Revenue of $702.0 million, down 3.8%, and net profit after tax of $92.4 million, down 5.2%.
The final Dividend was 35.0 cents per share, payable on 23 October 2026, with total Ordinary Dividends of 69.0 cents.

Shares in ARB Corporation Ltd (ASX:ARB) were trading 0.64% lower at $17.22 during the Trading session on 23 October 2026. During the same session, the S&P/ASX 200 Consumer Discretionary index (XDJ) was up 1.77%, or 65.10 points, at 3,742.80 at 1:31 pm AEDT, the S&P/ASX 200 (XJO) was up 0.38% at 8,760.00 and the All Ordinaries was up 0.54% at 8,868.90. ARB Corporation designs, manufactures and distributes vehicle accessories for four-wheel drive vehicles. The company's FY2026 results documents were dated 25 August 2026, and the share price movement has not been linked to that release.

Latest development: FY2026 results (25 August 2026)

ARB reported sales revenue of $702.0 million for the year ended 30 June 2026, down 3.8% from $729.9 million. Profit before tax was $123.0 million, down 8.9%, and profit after tax was $92.4 million, down 5.2%. Excluding one-off items such as gains on property sales and a change in the Fair Value of contingent consideration, Underlying Profit after tax was $89.0 million, down 7.5% but 5.9% higher than in the first half. Net tangible assets per security were $8.10, compared with $8.31.

Second-half profit before tax excluding one-off items was $60.7 million, compared with $58.0 million in the first half. The company reported cash reserves of $47.9 million and no Debt at 30 June 2026.

Latest development: dividend and export markets

ARB declared a final dividend of 35.0 cents per share, fully franked, with a Record Date of 9 October 2026 and payment on 23 October 2026. Total ordinary dividends for FY2026 were 69.0 cents per share, unchanged from FY2025 before a 50.0 cent Special Dividend in the prior year. The Dividend reinvestment plan and Bonus share plan operate for the final dividend.

Export revenue was $268.4 million, compared with $267.0 million. ARB established new subsidiaries, ARB 4x4 Africa and ARB South Africa, and secured contracts with two new US vehicle makers, including one for an electric platform.

Latest development: outlook and challenges

ARB described its largest challenge in FY2026 as a decline in Australian original equipment sales caused by limited vehicle supply, which affected aftermarket demand. It cited softer 4x4 new vehicle sales, US Import tariffs, geopolitical uncertainty and elevated shipping costs. The company said Toyota has indicated significantly improved vehicle availability in FY2027 across several 4x4 platforms, although the timing and scale of any recovery depend on production and Supply chain conditions. It also referred to a healthy order book and continued investment in engineering capacity and new US opportunities.

About ARB Corporation and what it does

ARB Corporation manufactures and distributes accessories for four-wheel drive and light commercial vehicles, including bull bars, suspension, roof racks, lighting and canopy products, under brands such as ARB and Old Man Emu. It sells through its own retail stores, independent resellers, vehicle makers and export markets, with distribution in the United States, Thailand, New Zealand, the United Arab Emirates, the United Kingdom, Czechia and other markets. It holds interests in ORW USA and Nacho LED.

Risks and catalysts on watch

Items flagged in the document include limited supply of new 4x4 vehicles in Australia, ongoing US import tariffs, elevated shipping costs, geopolitical uncertainty and the rise of Chinese and electric vehicles in the vehicle fleet. Sales revenue, profit and total dividends were lower than in FY2025 once the prior-year special dividend is included.

Items that may attract attention include the supply of Toyota HiLux, LandCruiser Prado and LandCruiser 300 Series vehicles, new products from the engineering centre, the United States and China expansion and the 23 October 2026 dividend payment.

Wrapping up

ARB Corporation shares were lower on 23 October 2026 while the consumer discretionary index rose. The company's FY2026 results of 25 August 2026 showed lower revenue and profit, an unchanged ordinary dividend and a cash position with no debt. Further updates will be released through the ASX.

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