)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
ARB
ARB (ARB) investor relations material
ARB H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary23 Feb, 2026
Executive summary
Sales revenue for the half-year ended 31 December 2025 was AUD 358 million, down 1% year-over-year amid challenging new vehicle sales and constrained consumer sentiment.
Profit before tax declined 18.8% to AUD 57.1 million, with underlying profit before tax down 16.3% after one-off items.
Net profit after tax was AUD 42.2 million, down 17.2% year-over-year; earnings per share fell 17.9% to 50.6 cents.
Export sales grew 8.8%, with U.S. sales up 26.1%, offsetting declines in OEM and EMEA channels.
OEM sales dropped 38.2% due to inventory build-up and weak new vehicle sales.
Financial highlights
Gross margin declined due to a weaker AUD/THB exchange rate and lower factory overhead recoveries.
Materials and consumables rose to 44% of sales from 41% last year, reducing margins.
Depreciation expense increased 16% to AUD 17.8 million due to elevated capital expenditure.
Cash from operating activities was AUD 63.9 million, exceeding profit after tax by AUD 22.7 million; cash balance at period end was AUD 59.4 million with no debt.
Interim fully franked dividend of AUD 0.34 per share declared, payout ratio 67.2%.
Outlook and guidance
Sales margins in the second half of FY 2026 expected to be in line with the prior period, aided by favorable currency hedging and a recent price increase.
Export order book is well ahead of December 2024, with continued growth expected in the U.S.
OEM sales outlook remains subdued but may trend marginally better in 2H FY2026.
Management expects improved financial performance in the second half, trading closer to the prior corresponding period.
Interim dividend of 34.0 cents per share to be paid on 17 April 2026.
Explain foreign operations FX translation loss
Drivers for Australasia profit decline vs USA growth
Reconcile higher operating cash flow with lower profit
Detail 4-Parts/ORW growth initiatives
Outline H2 margin improvement drivers and timing
Address engineering capacity for new vehicle models
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ARB earnings date
H2 202618 Aug, 2026
ARB
Next ARB earnings date
H2 202618 Aug, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
ARB Corporation Limited designs, manufactures, and distributes high-quality 4x4 vehicle accessories and equipment. Its product line includes items such as bull bars, canopies, suspension systems, roof racks, and various off-road accessories, catering primarily to outdoor enthusiasts, commercial fleets, and four-wheel-drive vehicle owners. The company operates through retail stores, dealerships, and a global distribution network, offering products that enhance vehicle functionality, durability, and safety for off-road and adventure travel. ARB also provides custom solutions and installation services for its products.The company is headquartered in Kilsyth, Victoria, Australia, and its shares are listed on the Australian Securities Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage