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

Australian (ASX) Transportation Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.1%
  • 3M5.5%
  • 1Y26.7%
  • YTD14.4%

Last week, the Transportation industry hasn't moved much but Kelsian Group is up 3.3% in that time. The past year has been better, since the industry has gained 25% in that time. Looking forward, earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026AU$8.6bAU$7.3bAU$376.6m19x22.8x1.2x
Fri, 10 Jul 2026AU$8.5bAU$7.3bAU$376.6m17.5x22.5x1.2x
Sun, 07 Jun 2026AU$8.6bAU$7.3bAU$376.6m17.1x22.8x1.2x
Tue, 05 May 2026AU$8.4bAU$7.3bAU$376.6m15.7x22.3x1.1x
Thu, 02 Apr 2026AU$8.0bAU$7.3bAU$376.6m15.7x21.4x1.1x
Sat, 28 Feb 2026AU$8.5bAU$7.3bAU$371.7m18.4x23x1.2x
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
Price to Earnings Ratio

26.3x


Total Market Cap: AU$9.5bTotal Earnings: AU$362.3mTotal Revenue: AU$5.7bTotal 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 22.8x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.9% 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 Market1.31%
Industrials-0.15%
Transportation-0.12%
Trucking3.33%
Railroads-0.47%
Cargo Ground Transportation-7.46%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 37.7x.
    • Analysts are expecting annual earnings growth of 7.4%, 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 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 7.4% 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
KLS Kelsian GroupAU$4.683.5%
+AU$43.5m		23.2%PE19x
CHL Camplify HoldingsAU$0.222.3%
+AU$411.1k		-54.2%PS0.4x

Latest News

LAU
AU$0.63
Lindsay Australia
7D
-6.7%
1Y
-17.1%
KLS
AU$4.68
Kelsian Group
7D
3.5%
1Y
23.2%
CHL
AU$0.22
Camplify Holdings
7D
2.3%
1Y
-54.2%
AZJ
AU$4.17
Aurizon Holdings
7D
-2.1%
1Y
26.7%
Narrative Update • Jun 24

AZJ: Stable Fair Value And Rich P/E Will Shape Cautious Outlook

Analysts have made a minor adjustment to Aurizon Holdings' valuation, nudging the indicative fair value to A$3.87 following small tweaks to the discount rate, revenue growth assumptions, profit margin and future P/E expectations in the updated price target framework. What’s in the News for Aurizon Holdings No recent Aurizon Holdings specific news items were identified in the provided sources.