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Australian (ASX) Transportation Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies4
  • 7D-3.7%
  • 3M-0.4%
  • 1Y7.6%
  • YTD-3.3%

Over the last 7 days, the Transportation industry has dropped 3.7%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 7.6%. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026AU$7.4bAU$7.1bAU$359.0m19.1x20.6x1x
Wed, 07 Jan 2026AU$7.7bAU$7.1bAU$359.0m20.6x21.4x1.1x
Fri, 05 Dec 2025AU$7.7bAU$7.1bAU$353.3m20.6x21.8x1.1x
Sun, 02 Nov 2025AU$7.6bAU$7.1bAU$354.2m16.2x21.3x1.1x
Tue, 30 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.2x20.2x1x
Thu, 28 Aug 2025AU$7.3bAU$7.1bAU$363.5m16.4x20.1x1x
Sat, 26 Jul 2025AU$7.1bAU$6.9bAU$464.5m13.1x15.3x1x
Mon, 23 Jun 2025AU$6.6bAU$6.9bAU$464.5m11.3x14.2x1x
Wed, 21 May 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Fri, 18 Apr 2025AU$6.4bAU$6.9bAU$463.6m13.5x13.7x0.9x
Sun, 16 Mar 2025AU$6.5bAU$6.9bAU$463.6m13.5x14x0.9x
Tue, 11 Feb 2025AU$7.0bAU$6.7bAU$483.2m14x14.5x1x
Thu, 09 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.3x14.8x1.1x
Sat, 07 Dec 2024AU$7.4bAU$6.7bAU$481.3m14.8x15.4x1.1x
Mon, 04 Nov 2024AU$7.5bAU$6.7bAU$481.3m15.1x15.6x1.1x
Wed, 02 Oct 2024AU$7.9bAU$6.7bAU$481.3m15.8x16.4x1.2x
Fri, 30 Aug 2024AU$7.6bAU$6.7bAU$481.3m15.3x15.8x1.1x
Sun, 28 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.5x17x1.3x
Tue, 25 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.6x17.1x1.3x
Thu, 23 May 2024AU$8.6bAU$6.3bAU$493.1m15.8x17.4x1.4x
Sat, 20 Apr 2024AU$9.1bAU$6.3bAU$493.1m16.7x18.5x1.4x
Mon, 18 Mar 2024AU$9.3bAU$6.5bAU$567.2m13.3x16.5x1.4x
Wed, 14 Feb 2024AU$9.7bAU$6.1bAU$496.0m13.3x19.6x1.6x
Fri, 12 Jan 2024AU$9.6bAU$5.8bAU$389.0m15.8x24.8x1.7x
Sun, 10 Dec 2023AU$9.2bAU$5.8bAU$388.9m15.6x23.8x1.6x
Tue, 07 Nov 2023AU$8.9bAU$5.8bAU$388.9m14.8x22.9x1.5x
Thu, 05 Oct 2023AU$8.7bAU$5.8bAU$391.4m14.2x22.1x1.5x
Sat, 02 Sep 2023AU$9.1bAU$5.8bAU$391.4m15.6x23.3x1.6x
Mon, 31 Jul 2023AU$9.8bAU$5.4bAU$424.3m18.1x23.2x1.8x
Wed, 28 Jun 2023AU$9.8bAU$5.4bAU$424.3m18.3x23.2x1.8x
Fri, 26 May 2023AU$9.1bAU$5.4bAU$424.3m16.7x21.5x1.7x
Sun, 23 Apr 2023AU$8.8bAU$5.4bAU$424.3m17x20.6x1.6x
Tue, 21 Mar 2023AU$7.7bAU$4.8bAU$400.5m21.2x19.2x1.6x
Thu, 16 Feb 2023AU$7.8bAU$5.3bAU$416.8m15.5x18.8x1.5x
Price to Earnings Ratio

18.8x


Total Market Cap: AU$7.8bTotal Earnings: AU$416.8mTotal Revenue: AU$5.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18.8x202420252026
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 18.8x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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-2.49%
Industrials-3.12%
Transportation-3.69%
Cargo Ground Transportation-1.50%
Trucking-2.01%
Railroads-4.07%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 56.6x.
    • Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings decline of 6.1% 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 19% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 8.8% 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
No data available

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