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Australian (ASX) Infrastructure Industry Analysis
UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies6
- 7D1.6%
- 3M-3.1%
- 1Y6.6%
- YTD-0.7%
The Infrastructure industry is up 1.6% in the last week, with Transurban Group up 2.5%. This takes the industry's 12 month performance to a gain of 6.6%. As for the next few years, earnings are expected to grow by 22% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 18 Feb 2026 | AU$62.0b | AU$9.2b | AU$644.7m | 28.8x | 96.2x | 6.8x |
| Fri, 16 Jan 2026 | AU$61.2b | AU$9.2b | AU$644.7m | 27.2x | 95x | 6.7x |
| Sun, 14 Dec 2025 | AU$63.5b | AU$9.2b | AU$644.7m | 27.3x | 98.5x | 6.9x |
| Tue, 11 Nov 2025 | AU$63.9b | AU$9.2b | AU$644.7m | 24.7x | 99.2x | 7x |
| Thu, 09 Oct 2025 | AU$60.7b | AU$9.2b | AU$644.7m | 24.5x | 94.1x | 6.6x |
| Sat, 06 Sep 2025 | AU$61.9b | AU$9.2b | AU$644.7m | 25.3x | 96x | 6.7x |
| Mon, 04 Aug 2025 | AU$60.6b | AU$8.8b | AU$723.7m | 28.2x | 83.7x | 6.9x |
| Wed, 02 Jul 2025 | AU$60.7b | AU$8.8b | AU$723.7m | 25.8x | 83.8x | 6.9x |
| Fri, 30 May 2025 | AU$61.6b | AU$8.8b | AU$723.7m | 24.5x | 85.1x | 7x |
| Sun, 27 Apr 2025 | AU$59.4b | AU$8.8b | AU$723.7m | 23.8x | 82.1x | 6.7x |
| Tue, 25 Mar 2025 | AU$56.2b | AU$8.8b | AU$725.6m | 22.2x | 77.5x | 6.4x |
| Thu, 20 Feb 2025 | AU$58.3b | AU$8.6b | AU$931.7m | 29.8x | 62.6x | 6.8x |
| Sat, 18 Jan 2025 | AU$59.3b | AU$8.6b | AU$931.7m | 30x | 63.6x | 6.9x |
| Mon, 16 Dec 2024 | AU$54.8b | AU$8.6b | AU$931.7m | 29.8x | 58.8x | 6.4x |
| Wed, 13 Nov 2024 | AU$55.7b | AU$8.6b | AU$931.7m | 28.3x | 59.8x | 6.5x |
| Fri, 11 Oct 2024 | AU$56.3b | AU$8.6b | AU$931.7m | 29.8x | 60.4x | 6.6x |
| Sun, 08 Sep 2024 | AU$58.2b | AU$8.6b | AU$931.7m | 30.3x | 62.4x | 6.8x |
| Tue, 06 Aug 2024 | AU$54.9b | AU$8.3b | AU$812.0m | 22.6x | 67.6x | 6.6x |
| Thu, 04 Jul 2024 | AU$53.4b | AU$8.1b | AU$794.9m | 29x | 67.2x | 6.6x |
| Sat, 01 Jun 2024 | AU$54.1b | AU$8.1b | AU$794.9m | 29.2x | 68.1x | 6.7x |
| Mon, 29 Apr 2024 | AU$53.1b | AU$8.1b | AU$794.9m | 27.2x | 66.8x | 6.6x |
| Wed, 27 Mar 2024 | AU$55.0b | AU$8.1b | AU$794.9m | 27.1x | 69.2x | 6.8x |
| Fri, 23 Feb 2024 | AU$56.5b | AU$8.0b | AU$798.2m | 30x | 70.8x | 7.1x |
| Sun, 21 Jan 2024 | AU$55.4b | AU$7.9b | AU$635.2m | 29.1x | 87.3x | 7x |
| Tue, 19 Dec 2023 | AU$57.2b | AU$7.9b | AU$635.2m | 29.2x | 90.1x | 7.2x |
| Thu, 16 Nov 2023 | AU$55.0b | AU$7.9b | AU$635.2m | 29x | 86.5x | 6.9x |
| Sat, 14 Oct 2023 | AU$52.9b | AU$7.9b | AU$635.2m | 27.3x | 83.4x | 6.7x |
| Mon, 11 Sep 2023 | AU$55.9b | AU$7.9b | AU$635.5m | 30.2x | 87.9x | 7.1x |
| Wed, 09 Aug 2023 | AU$58.2b | AU$7.7b | AU$666.7m | 30.2x | 87.3x | 7.5x |
| Fri, 07 Jul 2023 | AU$59.0b | AU$7.7b | AU$666.7m | 29.9x | 88.5x | 7.6x |
| Sun, 04 Jun 2023 | AU$60.7b | AU$7.7b | AU$666.7m | 30.5x | 91.1x | 7.9x |
| Tue, 02 May 2023 | AU$62.2b | AU$7.7b | AU$666.7m | 32.4x | 93.3x | 8x |
| Thu, 30 Mar 2023 | AU$58.7b | AU$7.7b | AU$666.7m | 30.7x | 88x | 7.6x |
| Sat, 25 Feb 2023 | AU$60.1b | AU$7.6b | AU$619.9m | 53.7x | 96.9x | 7.9x |
Price to Earnings Ratio
96.9x
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 96.2x which is higher than its 3-year average PE of 81.0x.
- 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 remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 6.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.47% | |
| Industrials | -0.84% | |
| Infrastructure | 1.61% | |
| Marine Ports and Services | 1.84% | |
| Highways and Railtracks | 1.56% | |
| 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 23.0%, 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 31.5x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 23% 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$14.19 | 2.5% +AU$1.1b | 7.5% | PE332.3x | |
| QUB Qube Holdings | AU$5.05 | 2.6% +AU$230.1m | 22.0% | PE79x | |
| BWN Bhagwan Marine | AU$0.43 | -4.4% AU$11.7m | -28.3% | PE10.9x |
