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Australian (ASX) Transportation Industry Analysis
UpdatedAug 23, 2026
DataAggregated Company Financials
Companies4
- 7D-10.1%
- 3M-9.2%
- 1Y12.7%
- YTD2.1%
Over the last 7 days, the Transportation industry has dropped 10%, driven by Aurizon Holdings declining 12%. On the other hand Camplify Holdings is actually up 23%. In the past year, the industry has gained 13%. As for the next few years, earnings are expected to grow by 7.0% 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 |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | AU$7.7b | AU$7.5b | AU$433.6m | 17x | 17.7x | 1x |
| Tue, 21 Jul 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.4x | 22.8x | 1.2x |
| Thu, 18 Jun 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 18.2x | 22.8x | 1.2x |
| Sat, 16 May 2026 | AU$8.4b | AU$7.3b | AU$376.6m | 16.5x | 22.4x | 1.2x |
| Mon, 13 Apr 2026 | AU$8.4b | AU$7.3b | AU$376.6m | 16.3x | 22.2x | 1.1x |
| Wed, 11 Mar 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 17.1x | 21.5x | 1.1x |
| Fri, 06 Feb 2026 | AU$7.6b | AU$7.1b | AU$359.0m | 19.8x | 21x | 1.1x |
| Sun, 04 Jan 2026 | AU$7.7b | AU$7.1b | AU$359.0m | 20.5x | 21.4x | 1.1x |
| Tue, 02 Dec 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.4x | 21.7x | 1.1x |
| Thu, 30 Oct 2025 | AU$7.5b | AU$7.1b | AU$354.2m | 16.1x | 21.2x | 1.1x |
| Sat, 27 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16.2x | 20.3x | 1x |
| Mon, 25 Aug 2025 | AU$7.0b | AU$7.0b | AU$365.5m | 14.9x | 19.2x | 1x |
| Wed, 23 Jul 2025 | AU$7.0b | AU$6.9b | AU$464.5m | 12.7x | 15.1x | 1x |
| Fri, 20 Jun 2025 | AU$6.6b | AU$6.9b | AU$464.5m | 11.2x | 14.1x | 0.9x |
| Sun, 18 May 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.2x | 13.9x | 0.9x |
| Tue, 15 Apr 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13.3x | 13.6x | 0.9x |
| Thu, 13 Mar 2025 | AU$6.5b | AU$6.9b | AU$463.6m | 13.5x | 13.9x | 0.9x |
| Sat, 08 Feb 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 14x | 14.5x | 1x |
| Mon, 06 Jan 2025 | AU$7.2b | AU$6.7b | AU$483.2m | 14.3x | 14.8x | 1.1x |
| Wed, 04 Dec 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15x | 15.6x | 1.1x |
| Fri, 01 Nov 2024 | AU$7.6b | AU$6.7b | AU$481.3m | 15x | 15.8x | 1.1x |
| Sun, 29 Sep 2024 | AU$7.9b | AU$6.7b | AU$481.3m | 15.7x | 16.4x | 1.2x |
| Tue, 27 Aug 2024 | AU$7.5b | AU$6.4b | AU$457.7m | 15x | 16.4x | 1.2x |
| Thu, 25 Jul 2024 | AU$8.3b | AU$6.3b | AU$493.1m | 15.2x | 16.9x | 1.3x |
| Sat, 22 Jun 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17x | 1.3x |
| Mon, 20 May 2024 | AU$8.6b | AU$6.3b | AU$493.1m | 15.7x | 17.4x | 1.4x |
| Wed, 17 Apr 2024 | AU$9.2b | AU$6.3b | AU$493.1m | 16.7x | 18.7x | 1.5x |
| Fri, 15 Mar 2024 | AU$9.4b | AU$6.5b | AU$567.2m | 13.3x | 16.6x | 1.4x |
| Sun, 11 Feb 2024 | AU$9.4b | AU$5.8b | AU$389.0m | 15.6x | 24.2x | 1.6x |
| Tue, 09 Jan 2024 | AU$9.6b | AU$5.8b | AU$389.0m | 15.8x | 24.8x | 1.7x |
| Thu, 07 Dec 2023 | AU$9.2b | AU$5.8b | AU$388.9m | 15.6x | 23.8x | 1.6x |
| Sat, 04 Nov 2023 | AU$8.9b | AU$5.8b | AU$388.9m | 14.6x | 22.8x | 1.5x |
| Mon, 02 Oct 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.9x | 22.2x | 1.5x |
| Wed, 30 Aug 2023 | AU$9.4b | AU$5.8b | AU$422.4m | 16x | 22.3x | 1.6x |
Price to Earnings Ratio
22.3x
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 | -0.61% | |
| Industrials | -2.03% | |
| Transportation | -10.15% | |
| Cargo Ground Transportation | 0% | 0 |
| Trucking | -0.73% | |
| Railroads | -12.26% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.2x.
- Analysts are expecting annual earnings growth of 7.7%, 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 | |
|---|---|---|---|---|---|
| CHL Camplify Holdings | AU$0.27 | 22.7% +AU$4.1m | -43.2% | PS0.5x |