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Australian (ASX) Transportation Industry Analysis

UpdatedAug 11, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.3%
  • 3M6.2%
  • 1Y25.4%
  • YTD14.1%

Last week, the Transportation industry hasn't moved much but Kelsian Group is up 6.5% in that time. As for the the longer term, the industry is up 25% 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026AU$8.6bAU$7.3bAU$376.6m19.2x22.8x1.2x
Thu, 09 Jul 2026AU$8.4bAU$7.3bAU$376.6m17.6x22.4x1.1x
Sat, 06 Jun 2026AU$8.6bAU$7.3bAU$376.6m17.1x22.8x1.2x
Mon, 04 May 2026AU$8.5bAU$7.3bAU$376.6m15.8x22.5x1.2x
Wed, 01 Apr 2026AU$8.0bAU$7.3bAU$376.6m15.8x21.2x1.1x
Fri, 27 Feb 2026AU$8.5bAU$7.3bAU$371.7m18.5x22.8x1.2x
Sun, 25 Jan 2026AU$7.5bAU$7.1bAU$359.0m20x20.8x1.1x
Tue, 23 Dec 2025AU$7.7bAU$7.1bAU$353.3m20.4x21.7x1.1x
Thu, 20 Nov 2025AU$7.4bAU$7.1bAU$353.3m19.6x20.9x1x
Sat, 18 Oct 2025AU$7.4bAU$7.1bAU$354.2m16.2x21x1.1x
Mon, 15 Sep 2025AU$7.2bAU$7.1bAU$354.2m16x20.3x1x
Wed, 13 Aug 2025AU$7.0bAU$6.9bAU$464.5m12.8x15.1x1x
Fri, 11 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.2x14.8x1x
Sun, 08 Jun 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Tue, 06 May 2025AU$6.4bAU$6.9bAU$463.6m13.6x13.9x0.9x
Thu, 03 Apr 2025AU$6.5bAU$6.9bAU$463.6m13.8x14.1x0.9x
Sat, 01 Mar 2025AU$6.8bAU$6.9bAU$463.6m14.3x14.7x1x
Mon, 27 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.6x1x
Wed, 25 Dec 2024AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Fri, 22 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.5x1.1x
Sun, 20 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.6x16.3x1.2x
Tue, 17 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.5x16.2x1.2x
Thu, 15 Aug 2024AU$7.9bAU$6.4bAU$468.1m15.3x17x1.2x
Sat, 13 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x17.1x1.3x
Mon, 10 Jun 2024AU$8.7bAU$6.3bAU$493.1m16.1x17.7x1.4x
Wed, 08 May 2024AU$9.0bAU$6.3bAU$493.1m16.3x18.3x1.4x
Fri, 05 Apr 2024AU$9.5bAU$6.5bAU$567.2m13.1x16.7x1.5x
Sun, 03 Mar 2024AU$9.4bAU$6.5bAU$564.8m12.9x16.6x1.4x
Tue, 30 Jan 2024AU$9.5bAU$5.8bAU$389.0m15.5x24.3x1.6x
Thu, 28 Dec 2023AU$9.6bAU$5.8bAU$389.0m16x24.8x1.7x
Sat, 25 Nov 2023AU$9.1bAU$5.8bAU$388.9m14.9x23.3x1.6x
Mon, 23 Oct 2023AU$8.7bAU$5.8bAU$391.4m14.9x22.2x1.5x
Wed, 20 Sep 2023AU$8.9bAU$5.8bAU$391.4m15.4x22.8x1.5x
Fri, 18 Aug 2023AU$9.5bAU$5.7bAU$362.3m21x26.2x1.7x
Price to Earnings Ratio

26.2x


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 Market2.59%
Industrials1.79%
Transportation-0.27%
Trucking6.52%
Railroads-1.18%
Cargo Ground Transportation-7.35%
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$4.726.5%
+AU$78.8m		22.3%PE19.2x
CHL Camplify HoldingsAU$0.224.8%
+AU$822.3k		-51.6%PS0.4x

Latest News

LAU
AU$0.63
Lindsay Australia
7D
-7.4%
1Y
-20.3%
KLS
AU$4.72
Kelsian Group
7D
6.5%
1Y
22.3%
CHL
AU$0.22
Camplify Holdings
7D
4.8%
1Y
-51.6%
AZJ
AU$4.19
Aurizon Holdings
7D
-1.2%
1Y
28.9%
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.