ARB Navigating 'Base' Year for Earnings -- Market Talk

Dow Jones

Jan 21

2334 GMT - ARB, which supplies parts for 4x4 vehicles, is navigating some tough terrain. Morgans says it can understand softness within ARB's Aftermarket division given the sharp drop in new vehicle sales in the final months of 2025. But the slowing growth in ARB's Export business is concerning, as the company's 2H sales will be measured against a strong year-ago period. "We expect FY26 earnings will reflect a 'base' year for ARB to reset margins and resume a more sustainable growth trajectory," analyst Jared Gelsomino says. Morgans says ARB's performance in the U.S. is encouraging, as is its balance sheet strength. It also points to various tailwinds supporting a recovery in the Aftermarket division recovery through 2026, including the launch of an ecommerce channel. ARB is down 2.9% at A$27.60. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 20, 2026 18:34 ET (23:34 GMT)

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Morgans says it can understand softness within ARB's Aftermarket division given the sharp drop in new vehicle sales in the final months of 2025. But the slowing growth in ARB's Export business is concerning, as the company's 2H sales will be measured against a strong year-ago period. \"We expect FY26 earnings will reflect a 'base' year for ARB to reset margins and resume a more sustainable growth trajectory,\" analyst Jared Gelsomino says. Morgans says ARB's performance in the U.S. is encouraging, as is its balance sheet strength. It also points to various tailwinds supporting a recovery in the Aftermarket division recovery through 2026, including the launch of an ecommerce channel. ARB is down 2.9% at A$27.60. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 20, 2026 18:34 ET (23:34 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARB Navigating 'Base' Year for Earnings -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARB Navigating 'Base' Year for Earnings -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-21 07:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2334 GMT - ARB, which supplies parts for 4x4 vehicles, is navigating some tough terrain. Morgans says it can understand softness within ARB's Aftermarket division given the sharp drop in new vehicle sales in the final months of 2025. But the slowing growth in ARB's Export business is concerning, as the company's 2H sales will be measured against a strong year-ago period. \"We expect FY26 earnings will reflect a 'base' year for ARB to reset margins and resume a more sustainable growth trajectory,\" analyst Jared Gelsomino says. Morgans says ARB's performance in the U.S. is encouraging, as is its balance sheet strength. It also points to various tailwinds supporting a recovery in the Aftermarket division recovery through 2026, including the launch of an ecommerce channel. ARB is down 2.9% at A$27.60. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 20, 2026 18:34 ET (23:34 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARB","symbol_name":"AltShares Merger Arbitrage ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2605470281","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605470281","pubTimestamp":1768952040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2334 GMT - ARB, which supplies parts for 4x4 vehicles, is navigating some tough terrain. Morgans says it can understand softness within ARB's Aftermarket division given the sharp drop in new vehicle sales in the final months of 2025. But the slowing growth in ARB's Export business is concerning, as the company's 2H sales will be measured against a strong year-ago period. \"We expect FY26 earnings will reflect a 'base' year for ARB to reset margins and resume a more sustainable growth trajectory,\" analyst Jared Gelsomino says. Morgans says ARB's performance in the U.S. is encouraging, as is its balance sheet strength. It also points to various tailwinds supporting a recovery in the Aftermarket division recovery through 2026, including the launch of an ecommerce channel. ARB is down 2.9% at A$27.60. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ARB":"AltShares Merger Arbitrage ETF"},"translate_title":"ARB在盈利“基础”年导航——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARB":1.5},"content_text":"2334 GMT - ARB, which supplies parts for 4x4 vehicles, is navigating some tough terrain. Morgans says it can understand softness within ARB's Aftermarket division given the sharp drop in new vehicle sales in the final months of 2025. But the slowing growth in ARB's Export business is concerning, as the company's 2H sales will be measured against a strong year-ago period. \"We expect FY26 earnings will reflect a 'base' year for ARB to reset margins and resume a more sustainable growth trajectory,\" analyst Jared Gelsomino says. Morgans says ARB's performance in the U.S. is encouraging, as is its balance sheet strength. It also points to various tailwinds supporting a recovery in the Aftermarket division recovery through 2026, including the launch of an ecommerce channel. ARB is down 2.9% at A$27.60. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 20, 2026 18:34 ET (23:34 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}