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Australian (ASX) Industrials Sector Analysis
UpdatedSep 20, 2024
DataAggregated Company Financials
Companies136
- 7D-0.2%
- 3M7.6%
- 1Y15.5%
- YTD8.2%
The Industrials is pretty flat in the last 7 days, but Reece has stood out, gaining 5.2%. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 20 Sep 2024 | AU$206.9b | AU$123.0b | AU$6.3b | 18.6x | 32.9x | 1.7x |
| Sun, 18 Aug 2024 | AU$202.5b | AU$120.6b | AU$5.5b | 18x | 36.6x | 1.7x |
| Tue, 16 Jul 2024 | AU$194.7b | AU$120.5b | AU$5.4b | 18.3x | 36.2x | 1.6x |
| Thu, 13 Jun 2024 | AU$193.1b | AU$121.0b | AU$5.4b | 17.9x | 35.8x | 1.6x |
| Sat, 11 May 2024 | AU$196.3b | AU$122.0b | AU$5.8b | 18.3x | 33.7x | 1.6x |
| Mon, 08 Apr 2024 | AU$199.0b | AU$122.2b | AU$5.9b | 18.8x | 34x | 1.6x |
| Wed, 06 Mar 2024 | AU$198.0b | AU$122.4b | AU$5.9b | 17.1x | 33.5x | 1.6x |
| Fri, 02 Feb 2024 | AU$185.1b | AU$118.4b | AU$4.8b | 18.2x | 38.5x | 1.6x |
| Sun, 31 Dec 2023 | AU$189.0b | AU$117.7b | AU$4.7b | 18.6x | 40.1x | 1.6x |
| Tue, 28 Nov 2023 | AU$175.6b | AU$118.2b | AU$4.8b | 16.6x | 36.7x | 1.5x |
| Thu, 26 Oct 2023 | AU$170.0b | AU$118.8b | AU$4.9b | 17x | 34.9x | 1.4x |
| Sat, 23 Sep 2023 | AU$178.1b | AU$118.5b | AU$4.8b | 17.2x | 36.9x | 1.5x |
| Mon, 21 Aug 2023 | AU$179.9b | AU$114.0b | AU$3.9b | 18x | 45.6x | 1.6x |
| Wed, 19 Jul 2023 | AU$180.4b | AU$110.9b | AU$3.5b | 18.1x | 51.1x | 1.6x |
| Fri, 16 Jun 2023 | AU$176.7b | AU$109.7b | AU$3.5b | 18.1x | 50.9x | 1.6x |
| Sun, 14 May 2023 | AU$178.6b | AU$110.1b | AU$3.5b | 17.9x | 50.9x | 1.6x |
| Tue, 11 Apr 2023 | AU$173.0b | AU$110.0b | AU$3.5b | 17.2x | 49.3x | 1.6x |
| Thu, 09 Mar 2023 | AU$148.3b | AU$94.1b | AU$3.5b | 16.8x | 42.2x | 1.6x |
| Sat, 04 Feb 2023 | AU$150.6b | AU$87.1b | AU$3.7b | 19.9x | 41x | 1.7x |
| Mon, 02 Jan 2023 | AU$140.3b | AU$87.5b | AU$3.7b | 18.8x | 37.7x | 1.6x |
| Wed, 30 Nov 2022 | AU$147.7b | AU$87.7b | AU$3.7b | 18.9x | 39.5x | 1.7x |
| Fri, 28 Oct 2022 | AU$139.4b | AU$87.7b | AU$3.7b | 18x | 37.8x | 1.6x |
| Sun, 25 Sep 2022 | AU$135.3b | AU$87.6b | AU$3.7b | 17.5x | 36.8x | 1.5x |
| Tue, 23 Aug 2022 | AU$148.2b | AU$82.8b | AU$4.4b | 18.8x | 33.7x | 1.8x |
| Thu, 21 Jul 2022 | AU$142.8b | AU$80.8b | AU$4.4b | 18x | 32.8x | 1.8x |
| Sat, 18 Jun 2022 | AU$134.6b | AU$80.7b | AU$4.3b | 15.8x | 31.1x | 1.7x |
| Mon, 16 May 2022 | AU$149.6b | AU$90.4b | AU$4.7b | 17.7x | 31.6x | 1.7x |
| Wed, 13 Apr 2022 | AU$151.5b | AU$89.6b | AU$4.7b | 18.8x | 32.5x | 1.7x |
| Fri, 11 Mar 2022 | AU$174.1b | AU$93.8b | AU$4.6b | 18.4x | 38.2x | 1.9x |
| Sun, 06 Feb 2022 | AU$169.8b | AU$79.8b | AU$689.6m | 19.2x | 246.2x | 2.1x |
| Tue, 04 Jan 2022 | AU$183.2b | AU$79.6b | AU$651.7m | 19.9x | 281.1x | 2.3x |
| Thu, 02 Dec 2021 | AU$174.7b | AU$79.1b | AU$705.6m | 19.4x | 247.7x | 2.2x |
| Sat, 30 Oct 2021 | AU$173.5b | AU$77.8b | AU$582.4m | 20.2x | 298x | 2.2x |
| Mon, 27 Sep 2021 | AU$167.9b | AU$76.6b | AU$709.6m | 19.2x | 236.6x | 2.2x |
Price to Earnings Ratio
236.6x
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 32.9x which is lower than its 3-year average PE of 68.4x.
- The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 107% per year over the last three years.
- Revenues for these companies have grown 17% 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 | 1.49% | |
| Industrials | -0.19% | |
| Aerospace & Defense | 15.91% | |
| Building | 5.43% | |
| Electrical | 3.27% | |
| Trade Distributors | 2.78% | |
| Construction | 0.75% | |
| Commercial Services | 0.47% | |
| Marine and Shipping | 0% | |
| Transportation | -0.15% | |
| Airlines | -0.95% | |
| Infrastructure | -1.43% | |
| Machinery | -1.64% | |
| Industrials | -1.79% | |
| Logistics | -3.34% | |
| Professional Services | -4.98% | |
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 43.0%, which is lower than the prior year's growth of 423.9% per year.
- Investors are most pessimistic about the Airlines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 2.1x.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 43% over the next 5 years.
- However this is lower than its past earnings growth rate of 424% per year.
- In contrast, the Transportation industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| REH Reece | AU$29.20 | 5.2% +AU$930.2m | 56.7% | PE45x | |
| SVW Seven Group Holdings | AU$43.11 | 3.5% +AU$584.6m | 46.1% | PE37.7x | |
| QAN Qantas Airways | AU$7.26 | 4.9% +AU$504.7m | 36.7% | PE8.9x | |
| BXB Brambles | AU$18.69 | 2.0% +AU$489.2m | 30.2% | PE22.7x | |
| RWC Reliance Worldwide | AU$6.02 | 7.1% +AU$310.6m | 62.7% | PE29.1x |
