Narrative Update • Jun 24
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Australian (ASX) Transportation Industry Analysis
UpdatedAug 14, 2026
DataAggregated Company Financials
Companies4
- 7D0.09%
- 3M1.7%
- 1Y25.7%
- YTD14.2%
Over the last 7 days, the Transportation industry has dropped 1.4%, driven by a pullback from Aurizon Holdings of 0.5%. In the past year, the industry has gained 24%. As for the next few years, earnings are expected to grow by 7.9% 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 |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 19.1x | 22.8x | 1.2x |
| Sun, 12 Jul 2026 | AU$8.4b | AU$7.3b | AU$376.6m | 17.6x | 22.4x | 1.1x |
| Tue, 09 Jun 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.1x | 22.8x | 1.2x |
| Thu, 07 May 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 15.7x | 21.9x | 1.1x |
| Sat, 04 Apr 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 15.4x | 21.5x | 1.1x |
| Mon, 02 Mar 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 18.4x | 22.7x | 1.2x |
| Wed, 28 Jan 2026 | AU$7.5b | AU$7.1b | AU$359.0m | 20.3x | 21x | 1.1x |
| Fri, 26 Dec 2025 | AU$7.7b | AU$7.1b | AU$359.0m | 20.7x | 21.5x | 1.1x |
| Sun, 23 Nov 2025 | AU$7.4b | AU$7.1b | AU$353.3m | 19.6x | 20.9x | 1x |
| Tue, 21 Oct 2025 | AU$7.4b | AU$7.1b | AU$354.2m | 16.4x | 21x | 1.1x |
| Thu, 18 Sep 2025 | AU$7.3b | AU$7.1b | AU$354.2m | 16.1x | 20.5x | 1x |
| Sat, 16 Aug 2025 | AU$7.1b | AU$6.9b | AU$464.5m | 13x | 15.3x | 1x |
| Mon, 14 Jul 2025 | AU$6.9b | AU$6.9b | AU$464.5m | 12.4x | 14.9x | 1x |
| Wed, 11 Jun 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.1x | 13.8x | 0.9x |
| Fri, 09 May 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13x | 13.6x | 0.9x |
| Sun, 06 Apr 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.5x | 13.8x | 0.9x |
| Tue, 04 Mar 2025 | AU$6.8b | AU$6.9b | AU$463.6m | 14.1x | 14.7x | 1x |
| Thu, 30 Jan 2025 | AU$7.2b | AU$6.7b | AU$483.2m | 14.3x | 14.8x | 1.1x |
| Sat, 28 Dec 2024 | AU$7.2b | AU$6.7b | AU$483.2m | 14.4x | 14.8x | 1.1x |
| Mon, 25 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15.2x | 15.6x | 1.1x |
| Wed, 23 Oct 2024 | AU$7.7b | AU$6.7b | AU$481.3m | 15.4x | 16x | 1.1x |
| Fri, 20 Sep 2024 | AU$7.7b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.1x |
| Sun, 18 Aug 2024 | AU$8.1b | AU$6.4b | AU$468.1m | 15.7x | 17.4x | 1.3x |
| Tue, 16 Jul 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17.1x | 1.3x |
| Thu, 13 Jun 2024 | AU$8.5b | AU$6.3b | AU$493.1m | 15.7x | 17.3x | 1.3x |
| Sat, 11 May 2024 | AU$9.0b | AU$6.3b | AU$493.1m | 16.3x | 18.3x | 1.4x |
| Mon, 08 Apr 2024 | AU$9.4b | AU$6.5b | AU$567.2m | 12.9x | 16.7x | 1.5x |
| Wed, 06 Mar 2024 | AU$9.3b | AU$6.5b | AU$564.8m | 12.8x | 16.4x | 1.4x |
| Fri, 02 Feb 2024 | AU$9.5b | AU$5.8b | AU$389.0m | 15.5x | 24.3x | 1.6x |
| Sun, 31 Dec 2023 | AU$9.7b | AU$5.8b | AU$389.0m | 16.1x | 24.9x | 1.7x |
| Tue, 28 Nov 2023 | AU$9.1b | AU$5.8b | AU$388.9m | 15x | 23.3x | 1.6x |
| Thu, 26 Oct 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.5x | 22.2x | 1.5x |
| Sat, 23 Sep 2023 | AU$8.8b | AU$5.8b | AU$391.4m | 15.1x | 22.4x | 1.5x |
| Mon, 21 Aug 2023 | AU$9.5b | AU$5.7b | AU$362.3m | 21.1x | 26.3x | 1.7x |
Price to Earnings Ratio
26.3x
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 22.7x 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 Market | -0.72% | |
| Industrials | -2.01% | |
| Transportation | 0.089% | |
| Trucking | 3.60% | |
| Railroads | -0.48% | |
| Cargo Ground Transportation | -1.48% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 37.4x.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KLS Kelsian Group | AU$4.73 | 1.5% +AU$19.0m | 21.9% | PE19.2x | |
| LAU Lindsay Australia | AU$0.68 | 1.5% +AU$3.7m | -12.3% | PE15.8x |