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Australian (ASX) Transportation Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies4
  • 7D2.9%
  • 3M11.7%
  • 1Y25.2%
  • YTD12.2%

Over the last 7 days, the Transportation industry has risen 4.0%, driven by gains from Kelsian Group of 15%. In the last 12 months, the industry was up 27%. Looking forward, earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026AU$8.5bAU$7.3bAU$371.7m18.5x22.8x1.2x
Mon, 26 Jan 2026AU$7.5bAU$7.1bAU$359.0m20x20.8x1.1x
Wed, 24 Dec 2025AU$7.8bAU$7.1bAU$353.3m20.8x22x1.1x
Fri, 21 Nov 2025AU$7.4bAU$7.1bAU$353.3m19.6x21.1x1.1x
Sun, 19 Oct 2025AU$7.4bAU$7.1bAU$354.2m16.2x21x1.1x
Tue, 16 Sep 2025AU$7.2bAU$7.1bAU$354.2m15.9x20.4x1x
Thu, 14 Aug 2025AU$7.1bAU$6.9bAU$464.5m13x15.3x1x
Sat, 12 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.2x14.8x1x
Mon, 09 Jun 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Wed, 07 May 2025AU$6.3bAU$6.9bAU$463.6m13.1x13.6x0.9x
Fri, 04 Apr 2025AU$6.4bAU$6.9bAU$463.6m13.5x13.8x0.9x
Sun, 02 Mar 2025AU$6.8bAU$6.9bAU$463.6m14.3x14.7x1x
Tue, 28 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.6x1x
Thu, 26 Dec 2024AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Sat, 23 Nov 2024AU$7.5bAU$6.7bAU$481.3m15.2x15.7x1.1x
Mon, 21 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.6x16.3x1.2x
Wed, 18 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.5x16.1x1.2x
Fri, 16 Aug 2024AU$8.1bAU$6.4bAU$468.1m15.6x17.2x1.3x
Sun, 14 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x17.1x1.3x
Tue, 11 Jun 2024AU$8.7bAU$6.3bAU$493.1m16.1x17.7x1.4x
Thu, 09 May 2024AU$9.1bAU$6.3bAU$493.1m16.4x18.4x1.4x
Sat, 06 Apr 2024AU$9.4bAU$6.5bAU$567.2m12.9x16.7x1.5x
Mon, 04 Mar 2024AU$9.4bAU$6.5bAU$564.8m12.9x16.6x1.4x
Wed, 31 Jan 2024AU$9.5bAU$5.8bAU$389.0m15.5x24.3x1.6x
Fri, 29 Dec 2023AU$9.7bAU$5.8bAU$389.0m16x24.9x1.7x
Sun, 26 Nov 2023AU$9.1bAU$5.8bAU$388.9m14.9x23.3x1.6x
Tue, 24 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.5x22x1.5x
Thu, 21 Sep 2023AU$8.9bAU$5.8bAU$391.4m15.3x22.7x1.5x
Sat, 19 Aug 2023AU$9.5bAU$5.7bAU$362.3m21.1x26.3x1.7x
Mon, 17 Jul 2023AU$10.1bAU$5.4bAU$424.3m18.8x23.8x1.9x
Wed, 14 Jun 2023AU$9.4bAU$5.4bAU$424.3m17x22.1x1.7x
Fri, 12 May 2023AU$9.1bAU$5.4bAU$424.3m17.3x21.5x1.7x
Sun, 09 Apr 2023AU$8.5bAU$5.4bAU$424.3m15.9x19.9x1.6x
Tue, 07 Mar 2023AU$8.0bAU$5.4bAU$427.2m15.7x18.8x1.5x
Price to Earnings Ratio

18.8x


Total Market Cap: AU$8.0bTotal Earnings: AU$427.2mTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18.8x202420252026
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 22.8x which is higher than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 4.5% 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 Market1.08%
Industrials0.58%
Transportation2.87%
Trucking14.25%
Railroads1.23%
Cargo Ground Transportation-2.13%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 56.2x.
    • Analysts are expecting annual earnings growth of 10.8%, which is lower than the prior year's growth of 33.7% 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 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
AZJ Aurizon HoldingsAU$4.153.5%
+AU$192.9m		27.7%PE23.1x
KLS Kelsian GroupAU$4.5315.9%
+AU$168.4m		46.1%PE18.4x
CHL Camplify HoldingsAU$0.341.5%
+AU$411.1k		-40.9%PS0.7x

Latest News

CHL
AU$0.34
Camplify Holdings
7D
1.5%
1Y
-40.9%
KLS
AU$4.53
Kelsian Group
7D
15.9%
1Y
46.1%
LAU
AU$0.69
Lindsay Australia
7D
-3.5%
1Y
12.1%
AZJ
AU$4.15
Aurizon Holdings
7D
3.5%
1Y
27.7%

AZJ: Higher Payout And Neutral Stance Will Shape Fairly Balanced Outlook

The analyst price target for Aurizon Holdings has shifted from A$3.48 to A$3.77, with analysts citing narrowed valuation upside following a first half beat, intact guidance and a higher dividend payout ratio as key drivers of the update. Analyst Commentary Bullish Takeaways Bullish analysts point to the first half beat as a sign that Aurizon is executing in line with, or slightly ahead of, current expectations, which supports the refreshed A$3.77 to A$3.80 price target range.