Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Australian (ASX) Transportation Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies4
  • 7D1.4%
  • 3M8.1%
  • 1Y38.4%
  • YTD15.8%

Over the last 7 days, the Transportation industry has remained flat. The past year has been better, since the industry has gained 39% in that time. Looking forward, earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026AU$8.7bAU$7.3bAU$376.6m17.1x23.1x1.2x
Mon, 11 May 2026AU$8.2bAU$7.3bAU$376.6m16.3x21.7x1.1x
Wed, 08 Apr 2026AU$8.2bAU$7.3bAU$376.6m15.4x21.9x1.1x
Fri, 06 Mar 2026AU$8.3bAU$7.3bAU$376.6m18x22x1.1x
Sun, 01 Feb 2026AU$7.7bAU$7.1bAU$359.0m19.4x21.3x1.1x
Tue, 30 Dec 2025AU$7.7bAU$7.1bAU$359.0m20.8x21.6x1.1x
Thu, 27 Nov 2025AU$7.7bAU$7.1bAU$353.3m20.2x21.7x1.1x
Sat, 25 Oct 2025AU$7.6bAU$7.1bAU$354.2m16.4x21.3x1.1x
Mon, 22 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.1x20.5x1x
Wed, 20 Aug 2025AU$7.1bAU$7.0bAU$365.5m15.2x19.3x1x
Fri, 18 Jul 2025AU$7.0bAU$6.9bAU$464.5m12.5x15x1x
Sun, 15 Jun 2025AU$6.5bAU$6.9bAU$464.5m11.5x13.9x0.9x
Tue, 13 May 2025AU$6.4bAU$6.9bAU$463.6m13.2x13.8x0.9x
Thu, 10 Apr 2025AU$6.1bAU$6.9bAU$463.6m12x13.2x0.9x
Sat, 08 Mar 2025AU$6.7bAU$6.9bAU$463.6m13.8x14.4x1x
Mon, 03 Feb 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.9x1.1x
Wed, 01 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.7x1.1x
Fri, 29 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.6x1.1x
Sun, 27 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Tue, 24 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Thu, 22 Aug 2024AU$8.0bAU$6.4bAU$466.2m15.4x17.2x1.3x
Sat, 20 Jul 2024AU$8.5bAU$6.3bAU$493.1m15.5x17.1x1.3x
Mon, 17 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.6x17x1.3x
Wed, 15 May 2024AU$8.9bAU$6.3bAU$493.1m16.1x18x1.4x
Fri, 12 Apr 2024AU$9.3bAU$6.3bAU$493.1m17x18.9x1.5x
Sun, 10 Mar 2024AU$9.6bAU$6.5bAU$567.2m13.5x16.9x1.5x
Tue, 06 Feb 2024AU$9.5bAU$5.8bAU$389.0m15.7x24.3x1.6x
Thu, 04 Jan 2024AU$9.7bAU$5.8bAU$389.0m16x24.8x1.7x
Sat, 02 Dec 2023AU$9.0bAU$5.8bAU$388.9m15.1x23.1x1.5x
Mon, 30 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.5x22x1.5x
Wed, 27 Sep 2023AU$8.7bAU$5.8bAU$391.4m15x22.3x1.5x
Fri, 25 Aug 2023AU$9.6bAU$5.7bAU$411.7m18.2x23.2x1.7x
Sun, 23 Jul 2023AU$9.7bAU$5.4bAU$424.3m17.8x22.9x1.8x
Tue, 20 Jun 2023AU$9.9bAU$5.4bAU$424.3m18.4x23.4x1.8x
Price to Earnings Ratio

23.4x


Total Market Cap: AU$9.9bTotal Earnings: AU$424.3mTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 19x202420252026
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 23.2x which is higher than its 3-year average PE of 19.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 3.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 Market1.68%
Industrials2.73%
Transportation1.35%
Cargo Ground Transportation4.55%
Railroads1.40%
Trucking0.54%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 6.9%, 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 11.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 25% 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 6.9% 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
AZJ Aurizon HoldingsAU$4.361.4%
+AU$101.0m		42.5%PE24.1x
LAU Lindsay AustraliaAU$0.574.5%
+AU$9.2m		-20.1%PE13.4x
KLS Kelsian GroupAU$4.220.5%
+AU$5.4m		34.0%PE17.1x
CHL Camplify HoldingsAU$0.185.9%
+AU$822.3k		-40.0%PS0.4x

Latest News

CHL
AU$0.18
Camplify Holdings
7D
5.9%
1Y
-40.0%
Analysis Article • Jun 09

What Is Camplify Holdings Limited's (ASX:CHL) Share Price Doing?

While Camplify Holdings Limited ( ASX:CHL ) might not have the largest market cap around , it received a lot of...
KLS
AU$4.22
Kelsian Group
7D
0.5%
1Y
34.0%
Narrative Update • Jun 07

KLS: Future Returns Will Reflect Steady Outlook And Slightly Leaner Profitability Assumptions

Analysts have modestly adjusted their price target for Kelsian Group, using a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a small change in future P/E expectations to support a refreshed view on fair value in A$ terms. What's in the News No recent company specific news or key developments for Kelsian Group were identified from the provided sources.
AZJ
AU$4.36
Aurizon Holdings
7D
1.4%
1Y
42.5%
Narrative Update • Jun 05

AZJ: Higher Payout And Rich P/E Will Shape Cautious Outlook

Analysts have nudged their fair value estimate for Aurizon Holdings higher from A$3.79 to A$3.86, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News No recent company specific news items were identified in the provided sources.
LAU
AU$0.57
Lindsay Australia
7D
4.5%
1Y
-20.1%