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Australian (ASX) Transportation Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies4
  • 7D-3.0%
  • 3M8.5%
  • 1Y29.2%
  • YTD7.6%

Over the last 7 days, the Transportation industry has dropped 4.3%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

Has the Australian Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026AU$8.1bAU$7.3bAU$376.6m16.9x21.5x1.1x
Sat, 07 Feb 2026AU$7.4bAU$7.1bAU$359.0m19.1x20.6x1x
Mon, 05 Jan 2026AU$7.6bAU$7.1bAU$359.0m20.4x21.3x1.1x
Wed, 03 Dec 2025AU$7.7bAU$7.1bAU$353.3m20.5x21.9x1.1x
Fri, 31 Oct 2025AU$7.5bAU$7.1bAU$354.2m16.2x21.2x1.1x
Sun, 28 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.2x20.3x1x
Tue, 26 Aug 2025AU$7.0bAU$7.0bAU$365.5m14.4x19.3x1x
Thu, 24 Jul 2025AU$7.2bAU$6.9bAU$464.5m12.8x15.4x1x
Sat, 21 Jun 2025AU$6.6bAU$6.9bAU$464.5m11.3x14.2x1x
Mon, 19 May 2025AU$6.4bAU$6.9bAU$463.6m13.2x13.9x0.9x
Wed, 16 Apr 2025AU$6.4bAU$6.9bAU$463.6m13.5x13.7x0.9x
Fri, 14 Mar 2025AU$6.5bAU$6.9bAU$463.6m13.5x13.9x0.9x
Sun, 09 Feb 2025AU$7.0bAU$6.7bAU$483.2m14x14.5x1x
Tue, 07 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.6x1x
Thu, 05 Dec 2024AU$7.5bAU$6.7bAU$481.3m15x15.6x1.1x
Sat, 02 Nov 2024AU$7.5bAU$6.7bAU$481.3m15.1x15.6x1.1x
Mon, 30 Sep 2024AU$7.9bAU$6.7bAU$481.3m15.7x16.4x1.2x
Wed, 28 Aug 2024AU$7.6bAU$6.4bAU$457.7m15x16.5x1.2x
Fri, 26 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x16.9x1.3x
Sun, 23 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.5x17x1.3x
Tue, 21 May 2024AU$8.7bAU$6.3bAU$493.1m16x17.7x1.4x
Thu, 18 Apr 2024AU$9.1bAU$6.3bAU$493.1m16.7x18.4x1.4x
Sat, 16 Mar 2024AU$9.3bAU$6.5bAU$567.2m13.3x16.5x1.4x
Mon, 12 Feb 2024AU$9.4bAU$5.8bAU$389.0m15.6x24.2x1.6x
Wed, 10 Jan 2024AU$9.8bAU$5.8bAU$389.0m16.1x25.1x1.7x
Fri, 08 Dec 2023AU$9.2bAU$5.8bAU$388.9m15.5x23.6x1.6x
Sun, 05 Nov 2023AU$8.9bAU$5.8bAU$388.9m14.6x22.8x1.5x
Tue, 03 Oct 2023AU$8.7bAU$5.8bAU$391.4m14.9x22.1x1.5x
Thu, 31 Aug 2023AU$9.4bAU$5.8bAU$394.5m15.8x23.9x1.6x
Sat, 29 Jul 2023AU$9.8bAU$5.4bAU$424.3m18.1x23.2x1.8x
Mon, 26 Jun 2023AU$9.8bAU$5.4bAU$424.3m18.3x23.2x1.8x
Wed, 24 May 2023AU$9.2bAU$5.4bAU$424.3m17.5x21.7x1.7x
Fri, 21 Apr 2023AU$8.7bAU$5.4bAU$424.3m17.1x20.5x1.6x
Sun, 19 Mar 2023AU$7.7bAU$4.8bAU$400.5m20.9x19.2x1.6x
Price to Earnings Ratio

19.2x


Total Market Cap: AU$7.7bTotal Earnings: AU$400.5mTotal Revenue: AU$4.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18.9x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.5x which is higher than its 3-year average PE of 18.9x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 2.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 15% 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, which has decreased profits.

Industry Trends

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

AU Market-1.34%
Industrials-3.33%
Transportation-2.99%
Railroads-1.97%
Cargo Ground Transportation-4.62%
Trucking-8.29%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 6.8%, which is higher than its past year's earnings decline of 24.1% per year.
  • Investors are most pessimistic about the Cargo Ground Transportation industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.3x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 6.8% 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
LAU Lindsay AustraliaAU$0.642.4%
+AU$5.5m		-8.0%PE14.8x

Latest News

AZJ
AU$3.98
Aurizon Holdings
7D
-1.5%
1Y
29.2%

AZJ: Higher Payout And Neutral Rating Will Guide Fairly Balanced Outlook

Narrative Update Analysts have trimmed their 12 month price target for Aurizon Holdings by A$0.03 to A$3.80, citing a narrower valuation gap after a first half result that met guidance and supported a higher 90% dividend payout ratio. Analyst Commentary Recent research has shifted to a more neutral stance on Aurizon Holdings after the first half result, even though guidance was intact and the new 90% dividend payout ratio was supported.
KLS
AU$4.08
Kelsian Group
7D
-8.1%
1Y
42.7%

KLS: Higher Margins And Conservative Assumptions Will Support Stronger Future Upside

Analysts have mildly adjusted their view on Kelsian Group, lifting the fair value estimate from A$5.80 to A$6.00. They cite updated assumptions on revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple.
LAU
AU$0.64
Lindsay Australia
7D
2.4%
1Y
-8.0%