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Australian (ASX) Industrials Sector Analysis
UpdatedNov 04, 2025
DataAggregated Company Financials
Companies126
- 7D-2.1%
- 3M2.5%
- 1Y16.9%
- YTD12.1%
Over the last 7 days, the Industrials industry has dropped 2.1%, driven by a pullback from Brambles of 6.9%. Meanwhile, Ventia Services Group actually outperformed within the industry, gaining 5.2% in the last week. Over the past 12 months, the industry was up 17%. Earnings are forecast to grow by 18% annually.
Sector Valuation and Performance
Has the Australian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Nov 2025 | AU$246.6b | AU$145.1b | AU$8.2b | 20.1x | 30.2x | 1.7x |
| Fri, 03 Oct 2025 | AU$247.9b | AU$145.9b | AU$8.2b | 20x | 30.2x | 1.7x |
| Sun, 31 Aug 2025 | AU$248.2b | AU$146.0b | AU$8.3b | 18.7x | 30x | 1.7x |
| Tue, 29 Jul 2025 | AU$239.2b | AU$144.6b | AU$8.4b | 17.8x | 28.4x | 1.7x |
| Thu, 26 Jun 2025 | AU$237.1b | AU$144.9b | AU$8.4b | 17x | 28.1x | 1.6x |
| Sat, 24 May 2025 | AU$230.3b | AU$144.7b | AU$8.2b | 16.8x | 28x | 1.6x |
| Mon, 21 Apr 2025 | AU$217.7b | AU$146.2b | AU$8.3b | 15.8x | 26.1x | 1.5x |
| Wed, 19 Mar 2025 | AU$218.8b | AU$146.3b | AU$8.3b | 16x | 26.3x | 1.5x |
| Fri, 14 Feb 2025 | AU$218.1b | AU$122.1b | AU$7.1b | 20.8x | 30.7x | 1.8x |
| Sun, 12 Jan 2025 | AU$209.1b | AU$121.9b | AU$6.7b | 19x | 31x | 1.7x |
| Tue, 10 Dec 2024 | AU$210.4b | AU$122.0b | AU$6.6b | 21x | 31.7x | 1.7x |
| Thu, 07 Nov 2024 | AU$201.4b | AU$120.3b | AU$6.5b | 20x | 30.8x | 1.7x |
| Sat, 05 Oct 2024 | AU$204.7b | AU$120.8b | AU$6.5b | 19.7x | 31.5x | 1.7x |
| Mon, 02 Sep 2024 | AU$207.1b | AU$122.1b | AU$6.2b | 18.8x | 33.3x | 1.7x |
| Wed, 31 Jul 2024 | AU$199.4b | AU$121.2b | AU$5.5b | 18.7x | 36.5x | 1.6x |
| Fri, 28 Jun 2024 | AU$191.4b | AU$120.9b | AU$5.4b | 17.9x | 35.5x | 1.6x |
| Sun, 26 May 2024 | AU$192.7b | AU$121.0b | AU$5.4b | 17.8x | 35.8x | 1.6x |
| Tue, 23 Apr 2024 | AU$194.9b | AU$122.4b | AU$5.8b | 18.3x | 33.4x | 1.6x |
| Thu, 21 Mar 2024 | AU$196.0b | AU$122.3b | AU$5.9b | 18.2x | 33.4x | 1.6x |
| Sat, 17 Feb 2024 | AU$191.5b | AU$119.0b | AU$5.1b | 17.4x | 37.2x | 1.6x |
| Mon, 15 Jan 2024 | AU$187.9b | AU$118.0b | AU$4.8b | 18x | 39.5x | 1.6x |
| Wed, 13 Dec 2023 | AU$181.0b | AU$118.2b | AU$4.8b | 17.7x | 37.9x | 1.5x |
| Fri, 10 Nov 2023 | AU$175.6b | AU$118.6b | AU$4.8b | 16.6x | 36.2x | 1.5x |
| Sun, 08 Oct 2023 | AU$173.8b | AU$118.7b | AU$4.8b | 16.2x | 35.9x | 1.5x |
| Tue, 05 Sep 2023 | AU$183.3b | AU$118.0b | AU$4.6b | 17.3x | 39.5x | 1.6x |
| Thu, 03 Aug 2023 | AU$183.1b | AU$111.4b | AU$3.6b | 19.3x | 51x | 1.6x |
| Sat, 01 Jul 2023 | AU$177.8b | AU$110.1b | AU$3.5b | 18.5x | 50.8x | 1.6x |
| Mon, 29 May 2023 | AU$176.2b | AU$110.4b | AU$3.5b | 17.9x | 49.8x | 1.6x |
| Wed, 26 Apr 2023 | AU$177.5b | AU$110.1b | AU$3.5b | 18.2x | 50.6x | 1.6x |
| Fri, 24 Mar 2023 | AU$159.4b | AU$99.4b | AU$3.6b | 16.7x | 44.9x | 1.6x |
| Sun, 19 Feb 2023 | AU$148.6b | AU$88.9b | AU$3.0b | 19.7x | 49.4x | 1.7x |
| Tue, 17 Jan 2023 | AU$145.8b | AU$87.3b | AU$3.7b | 18.9x | 39.5x | 1.7x |
| Thu, 15 Dec 2022 | AU$145.9b | AU$87.4b | AU$3.7b | 18x | 39.3x | 1.7x |
| Sat, 12 Nov 2022 | AU$144.8b | AU$87.7b | AU$3.7b | 18.3x | 39.4x | 1.7x |
Price to Earnings Ratio
39.4x
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 30.2x which is lower than its 3-year average PE of 36.2x.
- 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 30% per year over the last three years.
- Revenues for these companies have grown 18% 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 Market | -1.82% | |
| Industrials | -2.11% | |
| Industrials | 1.79% | |
| Machinery | -0.45% | |
| Construction | -0.54% | |
| Transportation | -0.59% | |
| Professional Services | -0.78% | |
| Commercial Services | -1.05% | |
| Logistics | -1.14% | |
| Building | -1.78% | |
| Infrastructure | -2.12% | |
| Trade Distributors | -4.00% | |
| Airlines | -4.57% | |
| Electrical | -5.72% | |
| Aerospace & Defense | -9.75% | |
Industry PE
- Investors are most optimistic about the Aerospace & Defense industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 53.9%, which is lower than the prior year's growth of 239.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 55% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Airlines industry is expected to see its earnings grow by 7.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VNT Ventia Services Group | AU$5.67 | 5.2% +AU$229.8m | 24.1% | PE18.6x | |
| C79 Chrysos | AU$9.20 | 12.3% +AU$117.6m | 70.1% | PS16.2x | |
| ALQ ALS | AU$21.89 | 1.0% +AU$111.6m | 52.8% | PE43.3x | |
| GNP GenusPlus Group | AU$6.94 | 6.1% +AU$72.4m | 190.4% | PE35.5x | |
| SPZ Smart Parking | AU$1.24 | 10.2% +AU$47.0m | 64.2% | PE93.5x |
