Narrative Update • Jun 25
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Australian (ASX) Transportation Industry Analysis
UpdatedJul 11, 2026
DataAggregated Company Financials
Companies4
- 7D1.7%
- 3M0.7%
- 1Y26.1%
- YTD12.0%
In the last week, the Transportation industry is up 1.7%, with all of the companies up. This takes the industry's 12 month performance to a gain of 26%. As for the next few years, earnings are expected to grow by 7.2% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | AU$8.4b | AU$7.3b | AU$376.6m | 17.6x | 22.4x | 1.1x |
| Mon, 08 Jun 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.1x | 22.8x | 1.2x |
| Wed, 06 May 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 15.5x | 22x | 1.1x |
| Fri, 03 Apr 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 15.4x | 21.5x | 1.1x |
| Sun, 01 Mar 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 18.4x | 22.7x | 1.2x |
| Tue, 27 Jan 2026 | AU$7.5b | AU$7.1b | AU$359.0m | 20x | 20.8x | 1.1x |
| Thu, 25 Dec 2025 | AU$7.7b | AU$7.1b | AU$359.0m | 20.7x | 21.5x | 1.1x |
| Sat, 22 Nov 2025 | AU$7.4b | AU$7.1b | AU$353.3m | 19.6x | 20.9x | 1x |
| Mon, 20 Oct 2025 | AU$7.4b | AU$7.1b | AU$354.2m | 16.2x | 21x | 1.1x |
| Wed, 17 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16.1x | 20.4x | 1x |
| Fri, 15 Aug 2025 | AU$7.1b | AU$6.9b | AU$464.5m | 13x | 15.2x | 1x |
| Sun, 13 Jul 2025 | AU$6.9b | AU$6.9b | AU$464.5m | 12.4x | 14.9x | 1x |
| Tue, 10 Jun 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13x | 13.7x | 0.9x |
| Thu, 08 May 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 12.9x | 13.7x | 0.9x |
| Sat, 05 Apr 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.5x | 13.8x | 0.9x |
| Mon, 03 Mar 2025 | AU$6.8b | AU$6.9b | AU$463.6m | 14.3x | 14.7x | 1x |
| Wed, 29 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.7x | 1.1x |
| Fri, 27 Dec 2024 | AU$7.2b | AU$6.7b | AU$483.2m | 14.3x | 14.8x | 1.1x |
| Sun, 24 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15.2x | 15.6x | 1.1x |
| Tue, 22 Oct 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.5x | 16.1x | 1.2x |
| Thu, 19 Sep 2024 | AU$7.7b | AU$6.7b | AU$481.3m | 15.5x | 16.1x | 1.1x |
| Sat, 17 Aug 2024 | AU$8.1b | AU$6.4b | AU$468.1m | 15.7x | 17.4x | 1.3x |
| Mon, 15 Jul 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.4x | 17.1x | 1.3x |
| Wed, 12 Jun 2024 | AU$8.7b | AU$6.3b | AU$493.1m | 15.8x | 17.7x | 1.4x |
| Fri, 10 May 2024 | AU$9.0b | AU$6.3b | AU$493.1m | 16.4x | 18.3x | 1.4x |
| Sun, 07 Apr 2024 | AU$9.4b | AU$6.5b | AU$567.2m | 12.9x | 16.7x | 1.5x |
| Tue, 05 Mar 2024 | AU$9.3b | AU$6.5b | AU$564.8m | 12.7x | 16.4x | 1.4x |
| Thu, 01 Feb 2024 | AU$9.6b | AU$5.8b | AU$389.0m | 15.7x | 24.7x | 1.6x |
| Sat, 30 Dec 2023 | AU$9.7b | AU$5.8b | AU$389.0m | 16.1x | 24.9x | 1.7x |
| Mon, 27 Nov 2023 | AU$9.1b | AU$5.8b | AU$388.9m | 14.9x | 23.3x | 1.6x |
| Wed, 25 Oct 2023 | AU$8.6b | AU$5.8b | AU$391.4m | 14.6x | 22x | 1.5x |
| Fri, 22 Sep 2023 | AU$8.8b | AU$5.8b | AU$391.4m | 15.1x | 22.5x | 1.5x |
| Sun, 20 Aug 2023 | AU$9.5b | AU$5.7b | AU$362.3m | 21.1x | 26.3x | 1.7x |
| Tue, 18 Jul 2023 | AU$10.2b | AU$5.4b | AU$424.3m | 19.1x | 24.1x | 1.9x |
Price to Earnings Ratio
24.1x
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 22.4x 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 declined 3.9% 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 Market | -0.42% | |
| Industrials | -1.52% | |
| Transportation | 1.67% | |
| Cargo Ground Transportation | 7.69% | |
| Railroads | 1.71% | |
| Trucking | 0.33% | |
Industry PE
- Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.8x.
- Analysts are expecting annual earnings growth of 6.6%, 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 6.6% 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 | |
|---|---|---|---|---|---|
| AZJ Aurizon Holdings | AU$4.16 | 1.7% +AU$117.8m | 30.8% | PE23x | |
| LAU Lindsay Australia | AU$0.63 | 7.7% +AU$16.5m | -11.9% | PE14.7x | |
| KLS Kelsian Group | AU$4.34 | 0.2% +AU$2.7m | 13.3% | PE17.6x | |
| CHL Camplify Holdings | AU$0.20 | 8.1% +AU$1.2m | -47.4% | PS0.4x |
