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Australian (ASX) Transportation Industry Analysis
UpdatedAug 27, 2026
DataAggregated Company Financials
Companies4
- 7D3.3%
- 3M-6.7%
- 1Y10.4%
- YTD4.3%
The Transportation industry is up 3.3% in the last week, with Aurizon Holdings up 3.9%. During this same period, the Kelsian Group underperformed, falling 5.2%. This means that the industry has gained 10% over the past year. Looking forward, earnings are forecast to grow by 7.3% annually.
Industry Valuation and Performance
Has the Australian Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | AU$7.8b | AU$7.7b | AU$437.4m | 17.4x | 17.9x | 1x |
| Sat, 25 Jul 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.4x | 22.8x | 1.2x |
| Mon, 22 Jun 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 17.9x | 22.6x | 1.2x |
| Wed, 20 May 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 16.4x | 22.5x | 1.2x |
| Fri, 17 Apr 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 15.8x | 21.7x | 1.1x |
| Sun, 15 Mar 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 16.1x | 21.4x | 1.1x |
| Tue, 10 Feb 2026 | AU$7.5b | AU$7.1b | AU$359.0m | 20.1x | 21x | 1.1x |
| Thu, 08 Jan 2026 | AU$7.7b | AU$7.1b | AU$359.0m | 20.6x | 21.4x | 1.1x |
| Sat, 06 Dec 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.6x | 21.8x | 1.1x |
| Mon, 03 Nov 2025 | AU$7.5b | AU$7.1b | AU$354.2m | 16.2x | 21.3x | 1.1x |
| Wed, 01 Oct 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16x | 20.3x | 1x |
| Fri, 29 Aug 2025 | AU$7.3b | AU$7.1b | AU$363.5m | 16.5x | 20.2x | 1x |
| Sun, 27 Jul 2025 | AU$7.1b | AU$6.9b | AU$464.5m | 13.1x | 15.3x | 1x |
| Tue, 24 Jun 2025 | AU$6.6b | AU$6.9b | AU$464.5m | 11.2x | 14.1x | 0.9x |
| Thu, 22 May 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13x | 13.6x | 0.9x |
| Sat, 19 Apr 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.5x | 13.7x | 0.9x |
| Mon, 17 Mar 2025 | AU$6.5b | AU$6.9b | AU$463.6m | 13.5x | 14x | 0.9x |
| Wed, 12 Feb 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 14.1x | 14.5x | 1x |
| Fri, 10 Jan 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 14.2x | 14.6x | 1x |
| Sun, 08 Dec 2024 | AU$7.4b | AU$6.7b | AU$481.3m | 14.8x | 15.4x | 1.1x |
| Tue, 05 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15.2x | 15.6x | 1.1x |
| Thu, 03 Oct 2024 | AU$7.9b | AU$6.7b | AU$481.3m | 15.8x | 16.4x | 1.2x |
| Sat, 31 Aug 2024 | AU$7.6b | AU$6.7b | AU$481.3m | 15.3x | 15.8x | 1.1x |
| Mon, 29 Jul 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17x | 1.3x |
| Wed, 26 Jun 2024 | AU$8.5b | AU$6.3b | AU$493.1m | 15.8x | 17.3x | 1.3x |
| Fri, 24 May 2024 | AU$8.6b | AU$6.3b | AU$493.1m | 15.8x | 17.5x | 1.4x |
| Sun, 21 Apr 2024 | AU$9.1b | AU$6.3b | AU$493.1m | 16.6x | 18.4x | 1.4x |
| Tue, 19 Mar 2024 | AU$9.4b | AU$6.5b | AU$567.2m | 13.4x | 16.6x | 1.5x |
| Thu, 15 Feb 2024 | AU$9.7b | AU$6.1b | AU$496.0m | 13.2x | 19.6x | 1.6x |
| Sat, 13 Jan 2024 | AU$9.5b | AU$5.8b | AU$389.0m | 15.8x | 24.4x | 1.6x |
| Mon, 11 Dec 2023 | AU$9.2b | AU$5.8b | AU$388.9m | 15.6x | 23.8x | 1.6x |
| Wed, 08 Nov 2023 | AU$8.9b | AU$5.8b | AU$388.9m | 14.8x | 22.9x | 1.5x |
| Fri, 06 Oct 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.6x | 22.1x | 1.5x |
| Sun, 03 Sep 2023 | AU$9.1b | AU$5.8b | AU$391.4m | 15.6x | 23.3x | 1.6x |
Price to Earnings Ratio
23.3x
Current Industry PE
- Investors are relatively neutral on the Australian Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 18.9x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 3.8% per year over the last three years.
- Revenues for these companies have grown 9.9% 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 | 0.76% | |
| Industrials | -0.94% | |
| Transportation | 3.27% | |
| Cargo Ground Transportation | 14.71% | |
| Railroads | 3.31% | |
| Trucking | 0.77% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.2x.
- Analysts are expecting annual earnings growth of 12.0%, which is lower than the prior year's growth of 16.6% 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 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 32% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 6.1% 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 | |
|---|---|---|---|---|---|
| AZJ Aurizon Holdings | AU$3.74 | 3.9% +AU$235.7m | 15.4% | PE17.4x | |
| LAU Lindsay Australia | AU$0.77 | 12.4% +AU$31.1m | 13.2% | PE12.3x | |
| CHL Camplify Holdings | AU$0.34 | 34.0% +AU$7.0m | -29.5% | PS0.7x |