Australian (ASX) Transportation Industry Analysis

UpdatedMay 27, 2026

DataAggregated Company Financials

Companies4

7D-1.8%
3M-0.8%
1Y39.1%
YTD10.6%

Over the last 7 days, the Transportation industry has dropped 1.8%, driven by a pullback from Aurizon Holdings of 0.7%. Meanwhile, Kelsian Group actually outperformed within the industry, gaining 6.5% in the last week. This takes the industry's 12 month performance to a gain of 39%. As for the next few years, earnings are expected to grow by 7.4% 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
Wed, 27 May 2026	AU$8.3b	AU$7.3b	AU$376.6m	17.1x	22.1x	1.1x
Fri, 24 Apr 2026	AU$8.3b	AU$7.3b	AU$376.6m	16.1x	22x	1.1x
Sun, 22 Mar 2026	AU$7.8b	AU$7.3b	AU$376.6m	15.6x	20.8x	1.1x
Tue, 17 Feb 2026	AU$7.9b	AU$7.1b	AU$361.0m	19.5x	22x	1.1x
Thu, 15 Jan 2026	AU$7.6b	AU$7.1b	AU$359.0m	20.4x	21.3x	1.1x
Sat, 13 Dec 2025	AU$7.6b	AU$7.1b	AU$353.3m	20.3x	21.5x	1.1x
Mon, 10 Nov 2025	AU$7.5b	AU$7.1b	AU$354.2m	16.2x	21.2x	1.1x
Wed, 08 Oct 2025	AU$7.3b	AU$7.1b	AU$354.2m	15.7x	20.6x	1x
Fri, 05 Sep 2025	AU$7.3b	AU$7.1b	AU$354.2m	16.2x	20.6x	1x
Sun, 03 Aug 2025	AU$7.0b	AU$6.9b	AU$464.5m	12.7x	15x	1x
Tue, 01 Jul 2025	AU$6.6b	AU$6.9b	AU$464.5m	11.4x	14.2x	1x
Thu, 29 May 2025	AU$6.2b	AU$6.9b	AU$463.6m	12.8x	13.4x	0.9x
Sat, 26 Apr 2025	AU$6.4b	AU$6.9b	AU$463.6m	13.5x	13.8x	0.9x
Mon, 24 Mar 2025	AU$6.5b	AU$6.9b	AU$463.6m	13.6x	13.9x	0.9x
Wed, 19 Feb 2025	AU$6.9b	AU$6.8b	AU$479.2m	14.1x	14.4x	1x
Fri, 17 Jan 2025	AU$7.1b	AU$6.7b	AU$483.2m	14.3x	14.7x	1.1x
Sun, 15 Dec 2024	AU$7.2b	AU$6.7b	AU$483.2m	14.6x	15x	1.1x
Tue, 12 Nov 2024	AU$7.6b	AU$6.7b	AU$481.3m	15.4x	15.9x	1.1x
Thu, 10 Oct 2024	AU$7.9b	AU$6.7b	AU$481.3m	15.6x	16.4x	1.2x
Sat, 07 Sep 2024	AU$7.6b	AU$6.7b	AU$481.3m	15.1x	15.8x	1.1x
Mon, 05 Aug 2024	AU$8.5b	AU$6.3b	AU$493.1m	15.8x	17.3x	1.3x
Wed, 03 Jul 2024	AU$8.4b	AU$6.3b	AU$493.1m	15.4x	16.9x	1.3x
Fri, 31 May 2024	AU$8.4b	AU$6.3b	AU$493.1m	15.5x	17.1x	1.3x
Sun, 28 Apr 2024	AU$9.0b	AU$6.3b	AU$493.1m	16.5x	18.3x	1.4x
Tue, 26 Mar 2024	AU$9.6b	AU$6.5b	AU$567.2m	13.4x	16.9x	1.5x
Thu, 22 Feb 2024	AU$9.6b	AU$6.1b	AU$543.6m	13.5x	17.7x	1.6x
Sat, 20 Jan 2024	AU$9.3b	AU$5.8b	AU$389.0m	15.2x	23.8x	1.6x
Mon, 18 Dec 2023	AU$9.5b	AU$5.8b	AU$389.0m	16x	24.3x	1.6x
Wed, 15 Nov 2023	AU$9.1b	AU$5.8b	AU$388.9m	15.2x	23.3x	1.6x
Fri, 13 Oct 2023	AU$9.1b	AU$5.8b	AU$391.4m	15.6x	23.3x	1.6x
Sun, 10 Sep 2023	AU$9.1b	AU$5.8b	AU$391.4m	15.6x	23.2x	1.6x
Tue, 08 Aug 2023	AU$9.7b	AU$5.4b	AU$424.3m	18x	22.8x	1.8x
Thu, 06 Jul 2023	AU$10.1b	AU$5.4b	AU$424.3m	18.8x	23.9x	1.9x
Sat, 03 Jun 2023	AU$9.3b	AU$5.4b	AU$424.3m	17.1x	21.9x	1.7x

Price to Earnings Ratio

21.9x

Sat, 03 Jun 2023

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 22.1x 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 1.3x.

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	0.49%
Industrials	1.19%
Transportation	-1.84%
Trucking	4.08%
Railroads	-2.59%
Cargo Ground Transportation	-7.69%

Industry PE

Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.5x.

Analysts are expecting annual earnings growth of 6.9%, 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 11.3x.

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.