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Australian (ASX) Transportation Industry Analysis
UpdatedAug 09, 2026
DataAggregated Company Financials
Companies4
- 7D0.7%
- 3M5.1%
- 1Y26.9%
- YTD14.1%
Over the last 7 days, the Transportation industry has remained flat, although notably Kelsian Group gained 5.2%. As for the the longer term, the industry is up 27% over the past 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 18.9x | 22.8x | 1.2x |
| Tue, 07 Jul 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 17.3x | 22x | 1.1x |
| Thu, 04 Jun 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.4x | 22.8x | 1.2x |
| Sat, 02 May 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 15.8x | 22.5x | 1.2x |
| Mon, 30 Mar 2026 | AU$8.0b | AU$7.3b | AU$376.6m | 15.5x | 21.2x | 1.1x |
| Wed, 25 Feb 2026 | AU$8.4b | AU$7.3b | AU$371.7m | 16.9x | 22.6x | 1.1x |
| Fri, 23 Jan 2026 | AU$7.5b | AU$7.1b | AU$359.0m | 20.1x | 21x | 1.1x |
| Sun, 21 Dec 2025 | AU$7.6b | AU$7.1b | AU$353.3m | 20.3x | 21.5x | 1.1x |
| Tue, 18 Nov 2025 | AU$7.5b | AU$7.1b | AU$353.3m | 19.7x | 21.1x | 1.1x |
| Thu, 16 Oct 2025 | AU$7.3b | AU$7.1b | AU$354.2m | 16x | 20.7x | 1x |
| Sat, 13 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16x | 20.3x | 1x |
| Mon, 11 Aug 2025 | AU$7.0b | AU$6.9b | AU$464.5m | 12.8x | 15x | 1x |
| Wed, 09 Jul 2025 | AU$6.8b | AU$6.9b | AU$464.5m | 12.4x | 14.7x | 1x |
| Fri, 06 Jun 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13x | 13.8x | 0.9x |
| Sun, 04 May 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.5x | 13.9x | 0.9x |
| Tue, 01 Apr 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.6x | 13.9x | 0.9x |
| Thu, 27 Feb 2025 | AU$6.9b | AU$6.8b | AU$475.7m | 14.3x | 14.4x | 1x |
| Sat, 25 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.6x | 1x |
| Mon, 23 Dec 2024 | AU$7.1b | AU$6.7b | AU$483.2m | 14.3x | 14.7x | 1.1x |
| Wed, 20 Nov 2024 | AU$7.6b | AU$6.7b | AU$481.3m | 15.3x | 15.9x | 1.1x |
| Fri, 18 Oct 2024 | AU$7.9b | AU$6.7b | AU$481.3m | 15.8x | 16.3x | 1.2x |
| Sun, 15 Sep 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Tue, 13 Aug 2024 | AU$7.8b | AU$6.4b | AU$468.1m | 15x | 16.6x | 1.2x |
| Thu, 11 Jul 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.4x | 16.9x | 1.3x |
| Sat, 08 Jun 2024 | AU$8.7b | AU$6.3b | AU$493.1m | 16.1x | 17.7x | 1.4x |
| Mon, 06 May 2024 | AU$8.9b | AU$6.3b | AU$493.1m | 16.1x | 18.1x | 1.4x |
| Wed, 03 Apr 2024 | AU$9.5b | AU$6.5b | AU$567.2m | 13.1x | 16.8x | 1.5x |
| Fri, 01 Mar 2024 | AU$9.3b | AU$6.5b | AU$556.7m | 12.8x | 16.7x | 1.4x |
| Sun, 28 Jan 2024 | AU$9.4b | AU$5.8b | AU$389.0m | 15.4x | 24.2x | 1.6x |
| Tue, 26 Dec 2023 | AU$9.6b | AU$5.8b | AU$389.0m | 16x | 24.6x | 1.6x |
| Thu, 23 Nov 2023 | AU$9.1b | AU$5.8b | AU$388.9m | 15.2x | 23.4x | 1.6x |
| Sat, 21 Oct 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.9x | 22.2x | 1.5x |
| Mon, 18 Sep 2023 | AU$9.0b | AU$5.8b | AU$391.4m | 15.5x | 23x | 1.5x |
| Wed, 16 Aug 2023 | AU$9.4b | AU$5.7b | AU$362.3m | 20.6x | 26x | 1.7x |
Price to Earnings Ratio
26x
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 Market | 3.35% | |
| Industrials | 3.06% | |
| Transportation | 0.68% | |
| Trucking | 5.19% | |
| Railroads | 0% | 0 |
| Cargo Ground Transportation | -2.21% | |
Industry PE
- Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.9x.
- Analysts are expecting annual earnings growth of 7.4%, 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 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KLS Kelsian Group | AU$4.66 | 5.2% +AU$62.5m | 21.4% | PE18.9x | |
| CHL Camplify Holdings | AU$0.22 | 4.8% +AU$822.3k | -51.6% | PS0.4x |