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Australian (ASX) Transportation Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.3%
  • 3M2.6%
  • 1Y24.3%
  • YTD13.7%

Last week, the Transportation industry hasn't moved much but Lindsay Australia is up 5.6% in that time. The past year has been better, since the industry has gained 24% in that time. 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
Mon, 17 Aug 2026AU$8.6bAU$7.3bAU$376.6m19.2x22.7x1.2x
Wed, 15 Jul 2026AU$8.5bAU$7.3bAU$376.6m17.1x22.6x1.2x
Fri, 12 Jun 2026AU$8.7bAU$7.3bAU$376.6m17.1x23.2x1.2x
Sun, 10 May 2026AU$8.2bAU$7.3bAU$376.6m16.3x21.7x1.1x
Tue, 07 Apr 2026AU$8.1bAU$7.3bAU$376.6m15.4x21.5x1.1x
Thu, 05 Mar 2026AU$8.4bAU$7.3bAU$376.6m18.4x22.2x1.1x
Sat, 31 Jan 2026AU$7.7bAU$7.1bAU$359.0m19.4x21.3x1.1x
Mon, 29 Dec 2025AU$7.7bAU$7.1bAU$359.0m20.7x21.5x1.1x
Wed, 26 Nov 2025AU$7.7bAU$7.1bAU$353.3m20.2x21.7x1.1x
Fri, 24 Oct 2025AU$7.6bAU$7.1bAU$354.2m16.4x21.5x1.1x
Sun, 21 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.1x20.5x1x
Tue, 19 Aug 2025AU$7.2bAU$6.9bAU$464.5m13.1x15.5x1x
Thu, 17 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.4x14.8x1x
Sat, 14 Jun 2025AU$6.5bAU$6.9bAU$464.5m11.5x13.9x0.9x
Mon, 12 May 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Wed, 09 Apr 2025AU$6.3bAU$6.9bAU$463.6m12.7x13.5x0.9x
Fri, 07 Mar 2025AU$6.7bAU$6.9bAU$463.6m13.8x14.4x1x
Sun, 02 Feb 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.9x1.1x
Tue, 31 Dec 2024AU$7.1bAU$6.7bAU$483.2m14.3x14.8x1.1x
Thu, 28 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.5x1.1x
Sat, 26 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Mon, 23 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Wed, 21 Aug 2024AU$8.0bAU$6.4bAU$466.2m15.4x17.2x1.3x
Fri, 19 Jul 2024AU$8.6bAU$6.3bAU$493.1m15.8x17.5x1.4x
Sun, 16 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.6x17x1.3x
Tue, 14 May 2024AU$8.9bAU$6.3bAU$493.1m16.1x18x1.4x
Thu, 11 Apr 2024AU$9.5bAU$6.5bAU$567.2m13.1x16.8x1.5x
Sat, 09 Mar 2024AU$9.6bAU$6.5bAU$567.2m13.5x16.9x1.5x
Mon, 05 Feb 2024AU$9.5bAU$5.8bAU$389.0m15.7x24.5x1.6x
Wed, 03 Jan 2024AU$9.7bAU$5.8bAU$389.0m16.2x24.9x1.7x
Fri, 01 Dec 2023AU$9.0bAU$5.8bAU$388.9m15.1x23.2x1.5x
Sun, 29 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.5x22x1.5x
Tue, 26 Sep 2023AU$8.8bAU$5.8bAU$391.4m15.1x22.6x1.5x
Thu, 24 Aug 2023AU$9.5bAU$5.7bAU$411.7m18.2x23.1x1.7x
Price to Earnings Ratio

23.1x


Total Market Cap: AU$9.5bTotal Earnings: AU$411.7mTotal Revenue: AU$5.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18.9x202420252026
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 22.7x which is higher than its 3-year average PE of 18.9x.
  • 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 2.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.8% 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 Market-1.38%
Industrials-2.42%
Transportation-0.32%
Cargo Ground Transportation1.50%
Trucking1.48%
Railroads-0.72%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.9x.
    • 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
LAU Lindsay AustraliaAU$0.675.6%
+AU$12.8m
-13.6%PE15.5x

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