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Australian (ASX) Transportation Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies4
  • 7D0.6%
  • 3M12.0%
  • 1Y34.2%
  • YTD9.7%

In the last week, Transportation has been flat. The past year has been better, since the industry has gained 34% in that time. As for the next few years, earnings are expected to grow by 7.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026AU$8.3bAU$7.3bAU$376.6m16.2x21.9x1.1x
Sun, 12 Apr 2026AU$8.4bAU$7.3bAU$376.6m16.3x22.2x1.1x
Tue, 10 Mar 2026AU$8.0bAU$7.3bAU$376.6m17.1x21.3x1.1x
Thu, 05 Feb 2026AU$7.6bAU$7.1bAU$359.0m19.8x21.1x1.1x
Sat, 03 Jan 2026AU$7.7bAU$7.1bAU$359.0m20.5x21.4x1.1x
Mon, 01 Dec 2025AU$7.7bAU$7.1bAU$353.3m20.4x21.8x1.1x
Wed, 29 Oct 2025AU$7.5bAU$7.1bAU$354.2m16.2x21.3x1.1x
Fri, 26 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.2x20.4x1x
Sun, 24 Aug 2025AU$7.0bAU$7.0bAU$365.5m14.9x19.2x1x
Tue, 22 Jul 2025AU$7.0bAU$6.9bAU$464.5m12.6x15x1x
Thu, 19 Jun 2025AU$6.6bAU$6.9bAU$464.5m11.4x14.1x0.9x
Sat, 17 May 2025AU$6.4bAU$6.9bAU$463.6m13.2x13.9x0.9x
Mon, 14 Apr 2025AU$6.3bAU$6.9bAU$463.6m13.3x13.5x0.9x
Wed, 12 Mar 2025AU$6.7bAU$6.9bAU$463.6m14x14.4x1x
Fri, 07 Feb 2025AU$7.0bAU$6.7bAU$483.2m14.1x14.5x1x
Sun, 05 Jan 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Tue, 03 Dec 2024AU$7.5bAU$6.7bAU$481.3m14.9x15.5x1.1x
Thu, 31 Oct 2024AU$7.6bAU$6.7bAU$481.3m15.3x15.8x1.1x
Sat, 28 Sep 2024AU$7.9bAU$6.7bAU$481.3m15.7x16.4x1.2x
Mon, 26 Aug 2024AU$7.9bAU$6.4bAU$457.7m15.2x17.3x1.2x
Wed, 24 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x17.1x1.3x
Fri, 21 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.5x17.1x1.3x
Sun, 19 May 2024AU$8.6bAU$6.3bAU$493.1m15.7x17.4x1.4x
Tue, 16 Apr 2024AU$9.2bAU$6.3bAU$493.1m16.9x18.7x1.5x
Thu, 14 Mar 2024AU$9.5bAU$6.5bAU$567.2m13.4x16.7x1.5x
Sat, 10 Feb 2024AU$9.4bAU$5.8bAU$389.0m15.6x24.2x1.6x
Mon, 08 Jan 2024AU$9.6bAU$5.8bAU$389.0m16x24.8x1.7x
Wed, 06 Dec 2023AU$9.1bAU$5.8bAU$388.9m15.3x23.4x1.6x
Fri, 03 Nov 2023AU$8.7bAU$5.8bAU$388.9m14.4x22.3x1.5x
Sun, 01 Oct 2023AU$8.7bAU$5.8bAU$391.4m14.9x22.2x1.5x
Tue, 29 Aug 2023AU$9.3bAU$5.7bAU$411.7m17.6x22.6x1.6x
Thu, 27 Jul 2023AU$9.8bAU$5.4bAU$424.3m17.9x23x1.8x
Sat, 24 Jun 2023AU$9.8bAU$5.4bAU$424.3m18.3x23.2x1.8x
Mon, 22 May 2023AU$9.2bAU$5.4bAU$424.3m17.1x21.7x1.7x
Price to Earnings Ratio

21.7x


Total Market Cap: AU$9.2bTotal Earnings: AU$424.3mTotal Revenue: AU$5.4bTotal 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 21.9x which is higher than its 3-year average PE of 19.0x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.1x.
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-2.68%
Industrials-1.93%
Transportation0.58%
Railroads0.98%
Trucking-1.46%
Cargo Ground Transportation-1.63%
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 7.0%, 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.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.0% 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
AZJ Aurizon HoldingsAU$4.121.0%
+AU$67.3m		38.7%PE22.7x

Latest News

AZJ
AU$4.12
Aurizon Holdings
7D
1.0%
1Y
38.7%
Narrative Update • May 06

AZJ: Higher 90% Payout And Neutral Rating Will Shape A Balanced Outlook

Aurizon Holdings' analyst price target has been revised modestly higher to around A$3.80, with analysts pointing to the stock's reduced valuation gap following a first half beat, intact guidance and a higher 90% dividend payout ratio. Analyst Commentary Bullish Takeaways Bullish analysts highlight the first half beat as a sign that Aurizon is executing in line with or ahead of current expectations, which they see as supportive of the recent price target around A$3.80.
KLS
AU$3.99
Kelsian Group
7D
-1.5%
1Y
25.9%
Narrative Update • Apr 27

KLS: Future Returns Will Reflect Steady Cash Flows And Refined Profitability Assumptions

Analysts have adjusted their price target on Kelsian Group to A$4.10, aligning with an unchanged fair value estimate as they refine assumptions around the discount rate, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Fair value remains unchanged at A$4.10 per share, indicating that the updated assumptions did not alter the overall valuation outcome.
LAU
AU$0.60
Lindsay Australia
7D
-1.6%
1Y
-14.2%