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Australian (ASX) Transportation Industry Analysis
UpdatedAug 19, 2026
DataAggregated Company Financials
Companies4
- 7D-11.3%
- 3M-9.2%
- 1Y11.4%
- YTD1.4%
Over the last 7 days, the Transportation industry has dropped 11%, driven by a pullback from Aurizon Holdings of 14%. Meanwhile, Lindsay Australia actually outperformed within the industry, gaining 9.7% in the last week. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 7.0% 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 |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | AU$7.6b | AU$7.5b | AU$433.6m | 16.9x | 17.6x | 1x |
| Fri, 17 Jul 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.3x | 22.8x | 1.2x |
| Sun, 14 Jun 2026 | AU$8.7b | AU$7.3b | AU$376.6m | 17.1x | 23.1x | 1.2x |
| Tue, 12 May 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 16.7x | 21.4x | 1.1x |
| Thu, 09 Apr 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 16.2x | 22x | 1.1x |
| Sat, 07 Mar 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 17.8x | 21.8x | 1.1x |
| Mon, 02 Feb 2026 | AU$7.7b | AU$7.1b | AU$359.0m | 19.4x | 21.3x | 1.1x |
| Wed, 31 Dec 2025 | AU$7.8b | AU$7.1b | AU$359.0m | 20.8x | 21.6x | 1.1x |
| Fri, 28 Nov 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.2x | 21.7x | 1.1x |
| Sun, 26 Oct 2025 | AU$7.6b | AU$7.1b | AU$354.2m | 16.4x | 21.3x | 1.1x |
| Tue, 23 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16.1x | 20.3x | 1x |
| Thu, 21 Aug 2025 | AU$7.0b | AU$7.0b | AU$365.5m | 15.1x | 19.3x | 1x |
| Sat, 19 Jul 2025 | AU$7.0b | AU$6.9b | AU$464.5m | 12.6x | 15.1x | 1x |
| Mon, 16 Jun 2025 | AU$6.5b | AU$6.9b | AU$464.5m | 11.5x | 13.9x | 0.9x |
| Wed, 14 May 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.2x | 13.8x | 0.9x |
| Fri, 11 Apr 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13.2x | 13.6x | 0.9x |
| Sun, 09 Mar 2025 | AU$6.7b | AU$6.9b | AU$463.6m | 13.8x | 14.4x | 1x |
| Tue, 04 Feb 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 13.9x | 14.4x | 1x |
| Thu, 02 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.7x | 1.1x |
| Sat, 30 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 14.9x | 15.5x | 1.1x |
| Mon, 28 Oct 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Wed, 25 Sep 2024 | AU$7.7b | AU$6.7b | AU$481.3m | 15.4x | 16x | 1.1x |
| Fri, 23 Aug 2024 | AU$8.0b | AU$6.4b | AU$457.7m | 15.4x | 17.5x | 1.2x |
| Sun, 21 Jul 2024 | AU$8.5b | AU$6.3b | AU$493.1m | 15.5x | 17.1x | 1.3x |
| Tue, 18 Jun 2024 | AU$8.3b | AU$6.3b | AU$493.1m | 15.4x | 16.9x | 1.3x |
| Thu, 16 May 2024 | AU$8.8b | AU$6.3b | AU$493.1m | 16.1x | 17.9x | 1.4x |
| Sat, 13 Apr 2024 | AU$9.3b | AU$6.3b | AU$493.1m | 17x | 18.8x | 1.5x |
| Mon, 11 Mar 2024 | AU$9.6b | AU$6.5b | AU$567.2m | 13.5x | 16.9x | 1.5x |
| Wed, 07 Feb 2024 | AU$9.4b | AU$5.8b | AU$389.0m | 15.6x | 24.2x | 1.6x |
| Fri, 05 Jan 2024 | AU$9.7b | AU$5.8b | AU$389.0m | 16.1x | 24.8x | 1.7x |
| Sun, 03 Dec 2023 | AU$9.0b | AU$5.8b | AU$388.9m | 15.1x | 23.1x | 1.5x |
| Tue, 31 Oct 2023 | AU$8.5b | AU$5.8b | AU$391.4m | 14.1x | 21.8x | 1.5x |
| Thu, 28 Sep 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 15x | 22.3x | 1.5x |
| Sat, 26 Aug 2023 | AU$9.4b | AU$5.7b | AU$411.7m | 18.1x | 22.9x | 1.7x |
Price to Earnings Ratio
22.9x
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 18.9x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
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 9.6% 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 | -1.70% | |
| Industrials | -2.46% | |
| Transportation | -11.33% | |
| Cargo Ground Transportation | 9.68% | |
| Trucking | -1.59% | |
| Railroads | -13.78% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.6x.
- Analysts are expecting annual earnings growth of 7.5%, 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 6.1% 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 | |
|---|---|---|---|---|---|
| LAU Lindsay Australia | AU$0.68 | 9.7% +AU$22.0m | -11.1% | PE15.9x | |
| CHL Camplify Holdings | AU$0.23 | 6.8% +AU$1.2m | -51.0% | PS0.5x |