Key highlights

  • ARB reported FY26 sales Revenue of $702.0 million, down 3.8%, in its Appendix 4E for the year ended 30 June 2026.
  • Net profit attributable to members was $92.4 million, down 5.2%, and underlying net profit was $89.0 million, down 7.5%.
  • The final Dividend is 35.0 cents, with 69.0 cents of Ordinary Dividends for the year.

On 21 October 2026, ARB Corporation Ltd (ASX:ARB) finished the session at $17.22, up 0.76%. The S&P/ASX 200 Consumer Discretionary [XDJ] ended at 3,741.90 (+0.34%, +12.50 points), the S&P/ASX 200 [XJO] at 8,831.30 (+0.16%) and the All Ordinaries at 8,956.60 (+0.14%) at 5:00 pm GMT+11. ARB Corporation designs, manufactures and distributes four-wheel drive and light commercial vehicle accessories.

What ARB does

ARB Corporation Limited manufactures and sells vehicle accessories including bull bars, suspension, lighting and canopies, through its retail stores, distributors and export markets.

FY26 results

In its Appendix 4E for the year ended 30 June 2026, ARB reported sales revenue of $702.0 million, down 3.8%, and revenue from ordinary activities of $711.5 million, down 3.7%. Profit before tax attributable to members was $123.0 million, down 8.9%, and net profit after tax attributable to members was $92.4 million, down 5.2%. Underlying net profit was $89.0 million, down 7.5%, after adjusting for a gain on sale of two retail properties and a Fair Value change in contingent consideration.

Dividends

The Interim Dividend was 34.0 cents and the final dividend is 35.0 cents, payable on 23 October 2026 with a Record Date of 9 October 2026, both fully franked, for ordinary dividends of 69.0 cents. The prior year included a 50.0 cent special dividend, taking its total to 119.0 cents.

Sector context

Consumer discretionary companies depend on household spending, travel, leisure and housing activity, and they are tracked through the S&P/ASX 200 Consumer Discretionary index, which closed at 3,741.90, up 0.34%, on 21 October 2026 alongside a 0.16% rise in the S&P/ASX 200 to 8,831.30. Vehicle accessory Demand depends on vehicle sales, consumer spending and export conditions.

Risks and uncertainties

Sales and profit declined, and Underlying Profit fell more than reported profit because it excludes property sale gains. Consumer demand, vehicle supply, currency and tariffs can affect results. This article draws on the Appendix 4E headline figures rather than a full results presentation.

Catalysts to watch

Items to watch include the 23 October 2026 dividend payment, the Annual Report and trading updates.

Final word

ARB’s FY26 Appendix 4E recorded lower sales and profit and a 35 cent final dividend. The annual report will give more detail.