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Australian (ASX) Industrials Sector Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies127
  • 7D1.9%
  • 3M7.9%
  • 1Y17.1%
  • YTD12.5%

The Industrials industry is up 1.9% in the last week, with Brambles up 12%. This means that the industry has gained 17% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

Has the Australian Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025AU$248.8bAU$145.3bAU$8.2b18x30.3x1.7x
Mon, 21 Jul 2025AU$240.0bAU$144.7bAU$8.4b17.4x28.5x1.7x
Wed, 18 Jun 2025AU$236.6bAU$144.8bAU$8.4b17x28.1x1.6x
Fri, 16 May 2025AU$230.5bAU$144.8bAU$8.2b17.1x28x1.6x
Sun, 13 Apr 2025AU$215.5bAU$146.5bAU$8.4b15.9x25.8x1.5x
Tue, 11 Mar 2025AU$223.0bAU$146.4bAU$8.3b16.7x26.7x1.5x
Thu, 06 Feb 2025AU$212.0bAU$121.5bAU$6.7b19.5x31.7x1.7x
Sat, 04 Jan 2025AU$210.4bAU$122.6bAU$6.7b19x31.3x1.7x
Mon, 02 Dec 2024AU$210.0bAU$121.4bAU$6.6b20.2x31.9x1.7x
Wed, 30 Oct 2024AU$200.2bAU$120.3bAU$6.5b19.6x30.6x1.7x
Fri, 27 Sep 2024AU$205.9bAU$120.6bAU$6.5b19.1x31.7x1.7x
Sun, 25 Aug 2024AU$205.1bAU$121.7bAU$5.9b17.4x34.6x1.7x
Tue, 23 Jul 2024AU$195.9bAU$120.8bAU$5.4b17.9x36.2x1.6x
Thu, 20 Jun 2024AU$191.2bAU$120.9bAU$5.4b17.7x35.5x1.6x
Sat, 18 May 2024AU$192.4bAU$121.9bAU$5.8b17.8x33.2x1.6x
Mon, 15 Apr 2024AU$200.8bAU$122.3bAU$5.8b18.5x34.5x1.6x
Wed, 13 Mar 2024AU$197.8bAU$122.1bAU$5.8b17.2x33.8x1.6x
Fri, 09 Feb 2024AU$187.4bAU$117.8bAU$4.9b18.4x38.1x1.6x
Sun, 07 Jan 2024AU$187.9bAU$117.9bAU$4.7b18.2x39.6x1.6x
Tue, 05 Dec 2023AU$178.3bAU$118.1bAU$4.8b16.6x37.4x1.5x
Thu, 02 Nov 2023AU$168.9bAU$118.8bAU$4.9b16.6x34.7x1.4x
Sat, 30 Sep 2023AU$177.6bAU$118.5bAU$4.8b16.6x36.8x1.5x
Mon, 28 Aug 2023AU$178.8bAU$116.8bAU$4.1b17.3x43.8x1.5x
Wed, 26 Jul 2023AU$182.3bAU$111.0bAU$3.5b18.7x51.4x1.6x
Fri, 23 Jun 2023AU$179.0bAU$109.8bAU$3.5b18.6x51.4x1.6x
Sun, 21 May 2023AU$178.2bAU$110.1bAU$3.5b17.5x50.8x1.6x
Tue, 18 Apr 2023AU$176.4bAU$109.9bAU$3.5b17.8x50.5x1.6x
Thu, 16 Mar 2023AU$147.4bAU$94.0bAU$3.5b16.7x42.1x1.6x
Sat, 11 Feb 2023AU$147.6bAU$88.1bAU$3.8b20.1x38.4x1.7x
Mon, 09 Jan 2023AU$140.4bAU$87.4bAU$3.7b19.3x37.9x1.6x
Wed, 07 Dec 2022AU$146.8bAU$87.6bAU$3.7b18.9x39.4x1.7x
Fri, 04 Nov 2022AU$143.2bAU$87.9bAU$3.7b17.9x38.6x1.6x
Sun, 02 Oct 2022AU$134.4bAU$87.7bAU$3.7b16.9x36.5x1.5x
Tue, 30 Aug 2022AU$146.0bAU$86.1bAU$3.8b17.4x38.4x1.7x
Price to Earnings Ratio

38.4x


Total Market Cap: AU$146.0bTotal Earnings: AU$3.8bTotal Revenue: AU$86.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Industrials Sector Price to Earnings3Y Average 36.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Australian Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.3x which is lower than its 3-year average PE of 36.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 19% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Industrials sector?

AU Market0.22%
Industrials1.95%
Commercial Services8.56%
Infrastructure4.09%
Trade Distributors1.99%
Construction1.90%
Industrials0%0
Electrical-0.37%
Transportation-0.85%
Logistics-2.05%
Professional Services-2.71%
Airlines-2.81%
Machinery-6.42%
Building-8.11%
Aerospace & Defense-8.36%
Industry PE
  • Investors are most optimistic about the Infrastructure industry, which is trading close to its 3-year average PE ratio of 86.4x.
    • Analysts are expecting annual earnings growth of 26.1%, which is higher than its past year's earnings decline of 41.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 50% over the next 5 years.
  • However this is lower than its past earnings growth rate of 181% per year.
  • In contrast, the Transportation industry is expected to see its earnings grow by 9.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BXB BramblesAU$25.9711.8%
+AU$3.8b		44.0%PE26.7x
TCL Transurban GroupAU$14.795.6%
+AU$2.5b		9.2%PE346.3x
SGH SGHAU$49.214.9%
+AU$942.6m		24.5%PE41.1x
DOW Downer EDIAU$7.346.5%
+AU$305.1m		52.0%PE39.6x
ALX Atlas ArteriaAU$5.463.6%
+AU$275.7m		7.1%PE23.6x

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