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Australian (ASX) Infrastructure Industry Analysis
UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies6
- 7D0.3%
- 3M-2.4%
- 1Y6.3%
- YTD-1.8%
The Infrastructure industry has been flat over the last week, but Atlas Arteria has lost 3.3%. The past year has been better, since the industry has gained 6.3% in that time. Looking forward, earnings are forecast to grow by 23% annually.
Industry Valuation and Performance
Has the Australian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 05 Feb 2026 | AU$61.2b | AU$9.2b | AU$644.7m | 28.1x | 95x | 6.7x |
| Sat, 03 Jan 2026 | AU$62.3b | AU$9.2b | AU$644.7m | 27.7x | 96.7x | 6.8x |
| Mon, 01 Dec 2025 | AU$64.7b | AU$9.2b | AU$644.7m | 25.4x | 100.3x | 7.1x |
| Wed, 29 Oct 2025 | AU$64.0b | AU$9.2b | AU$644.7m | 24.9x | 99.3x | 7x |
| Fri, 26 Sep 2025 | AU$59.8b | AU$9.2b | AU$644.7m | 24.5x | 92.8x | 6.5x |
| Sun, 24 Aug 2025 | AU$64.1b | AU$9.2b | AU$672.0m | 29.1x | 95.4x | 7x |
| Tue, 22 Jul 2025 | AU$60.0b | AU$8.8b | AU$723.7m | 27.1x | 82.9x | 6.8x |
| Thu, 19 Jun 2025 | AU$62.3b | AU$8.8b | AU$723.7m | 23.8x | 86.1x | 7.1x |
| Sat, 17 May 2025 | AU$61.1b | AU$8.8b | AU$723.7m | 24.4x | 84.5x | 6.9x |
| Mon, 14 Apr 2025 | AU$58.8b | AU$8.8b | AU$723.7m | 22.4x | 81.3x | 6.7x |
| Wed, 12 Mar 2025 | AU$55.7b | AU$8.8b | AU$723.7m | 21.9x | 77x | 6.3x |
| Fri, 07 Feb 2025 | AU$57.8b | AU$8.6b | AU$931.7m | 28.8x | 62x | 6.7x |
| Sun, 05 Jan 2025 | AU$58.1b | AU$8.6b | AU$931.7m | 31x | 62.4x | 6.8x |
| Tue, 03 Dec 2024 | AU$55.7b | AU$8.6b | AU$931.7m | 28.3x | 59.8x | 6.5x |
| Thu, 31 Oct 2024 | AU$55.5b | AU$8.6b | AU$931.7m | 29x | 59.5x | 6.5x |
| Sat, 28 Sep 2024 | AU$56.6b | AU$8.6b | AU$931.7m | 30.3x | 60.7x | 6.6x |
| Mon, 26 Aug 2024 | AU$58.0b | AU$8.5b | AU$954.1m | 22.9x | 60.8x | 6.8x |
| Wed, 24 Jul 2024 | AU$55.6b | AU$8.1b | AU$794.9m | 29.7x | 70x | 6.9x |
| Fri, 21 Jun 2024 | AU$53.9b | AU$8.1b | AU$794.9m | 28.2x | 67.8x | 6.7x |
| Sun, 19 May 2024 | AU$53.9b | AU$8.1b | AU$794.9m | 28.9x | 67.8x | 6.7x |
| Tue, 16 Apr 2024 | AU$55.6b | AU$8.1b | AU$794.9m | 27.7x | 70x | 6.9x |
| Thu, 14 Mar 2024 | AU$55.4b | AU$8.1b | AU$794.9m | 27.6x | 69.7x | 6.8x |
| Sat, 10 Feb 2024 | AU$55.0b | AU$8.0b | AU$798.2m | 29.4x | 68.9x | 6.9x |
| Mon, 08 Jan 2024 | AU$57.9b | AU$7.9b | AU$635.2m | 30x | 91.1x | 7.3x |
| Wed, 06 Dec 2023 | AU$54.7b | AU$7.9b | AU$635.2m | 28x | 86.2x | 6.9x |
| Fri, 03 Nov 2023 | AU$51.4b | AU$7.9b | AU$635.2m | 26.7x | 80.8x | 6.5x |
| Sun, 01 Oct 2023 | AU$53.7b | AU$7.9b | AU$635.5m | 28.8x | 84.5x | 6.8x |
| Tue, 29 Aug 2023 | AU$56.4b | AU$7.9b | AU$568.3m | 30.3x | 99.2x | 7.2x |
| Thu, 27 Jul 2023 | AU$59.5b | AU$7.7b | AU$666.7m | 30.1x | 89.2x | 7.7x |
| Sat, 24 Jun 2023 | AU$58.9b | AU$7.7b | AU$666.7m | 29.5x | 88.4x | 7.6x |
| Mon, 22 May 2023 | AU$61.3b | AU$7.7b | AU$666.7m | 32.8x | 91.9x | 7.9x |
| Wed, 19 Apr 2023 | AU$61.6b | AU$7.7b | AU$666.7m | 32.1x | 92.5x | 8x |
| Fri, 17 Mar 2023 | AU$60.9b | AU$7.7b | AU$666.7m | 31.5x | 91.3x | 7.9x |
| Sun, 12 Feb 2023 | AU$59.3b | AU$7.3b | AU$580.5m | 54.4x | 102.1x | 8.1x |
Price to Earnings Ratio
102.1x
Current Industry PE
- Investors are optimistic on the Australian Infrastructure industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 95.0x which is higher than its 3-year average PE of 81.2x.
- The industry is trading close to its 3-year average PS ratio of 7.0x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 3.6% per year over the last three years.
- Revenues for these companies have grown 7.8% 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 industry?
| AU Market | -0.62% | |
| Industrials | -1.86% | |
| Infrastructure | 0.31% | |
| Highways and Railtracks | 0.35% | |
| Marine Ports and Services | 0.12% | |
| Airport Services | 0% | 0 |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 111x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings decline of 29.8% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 31.4x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings decline of 30% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| TCL Transurban Group | AU$14.00 | 1.1% +AU$467.2m | 5.6% | PE327.9x | |
| DBI Dalrymple Bay Infrastructure | AU$5.00 | 3.7% +AU$89.2m | 36.2% | PE28.1x |