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Australian (ASX) Transportation Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies6
  • 7D1.2%
  • 3M9.8%
  • 1Y-4.3%
  • YTD2.4%

Over the last 7 days, the Transportation industry has remained flat. As for the longer term, the industry has declined 4.9% in the last year. Looking forward, earnings are forecast to grow by 10.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.1x20.4x1x
Fri, 15 Aug 2025AU$7.1bAU$6.9bAU$464.5m13x15.2x1x
Sun, 13 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.4x14.9x1x
Tue, 10 Jun 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Thu, 08 May 2025AU$6.3bAU$6.9bAU$463.6m12.9x13.7x0.9x
Sat, 05 Apr 2025AU$6.4bAU$6.9bAU$463.6m13.5x13.8x0.9x
Mon, 03 Mar 2025AU$6.8bAU$6.9bAU$463.6m14.3x14.7x1x
Wed, 29 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.7x1.1x
Fri, 27 Dec 2024AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Sun, 24 Nov 2024AU$7.5bAU$6.7bAU$481.3m15.2x15.6x1.1x
Tue, 22 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.5x16.1x1.2x
Thu, 19 Sep 2024AU$7.7bAU$6.7bAU$481.3m15.5x16.1x1.1x
Sat, 17 Aug 2024AU$8.1bAU$6.4bAU$468.1m15.7x17.4x1.3x
Mon, 15 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x17.1x1.3x
Wed, 12 Jun 2024AU$8.7bAU$6.3bAU$493.1m15.8x17.7x1.4x
Fri, 10 May 2024AU$9.0bAU$6.3bAU$493.1m16.4x18.3x1.4x
Sun, 07 Apr 2024AU$9.4bAU$6.5bAU$567.2m12.9x16.7x1.5x
Tue, 05 Mar 2024AU$9.3bAU$6.5bAU$564.8m12.7x16.4x1.4x
Thu, 01 Feb 2024AU$9.6bAU$5.8bAU$389.0m15.7x24.7x1.6x
Sat, 30 Dec 2023AU$9.7bAU$5.8bAU$389.0m16.1x24.9x1.7x
Mon, 27 Nov 2023AU$9.1bAU$5.8bAU$388.9m14.9x23.3x1.6x
Wed, 25 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.6x22x1.5x
Fri, 22 Sep 2023AU$8.8bAU$5.8bAU$391.4m15.1x22.5x1.5x
Sun, 20 Aug 2023AU$9.5bAU$5.7bAU$362.3m21.1x26.3x1.7x
Tue, 18 Jul 2023AU$10.2bAU$5.4bAU$424.3m19.1x24.1x1.9x
Thu, 15 Jun 2023AU$9.4bAU$5.4bAU$424.3m17x22.1x1.7x
Sat, 13 May 2023AU$9.1bAU$5.4bAU$424.3m17.5x21.6x1.7x
Mon, 10 Apr 2023AU$8.5bAU$5.4bAU$424.3m15.9x19.9x1.6x
Wed, 08 Mar 2023AU$8.0bAU$5.4bAU$427.2m16x18.8x1.5x
Fri, 03 Feb 2023AU$8.6bAU$5.1bAU$543.8m13.3x15.9x1.7x
Sun, 01 Jan 2023AU$8.6bAU$5.1bAU$543.8m13.4x15.9x1.7x
Tue, 29 Nov 2022AU$8.5bAU$5.1bAU$543.8m13.4x15.7x1.7x
Thu, 27 Oct 2022AU$8.0bAU$5.1bAU$543.8m12.8x14.8x1.6x
Sat, 24 Sep 2022AU$8.2bAU$5.1bAU$543.8m12.9x15.1x1.6x
Price to Earnings Ratio

15.1x


Total Market Cap: AU$8.2bTotal Earnings: AU$543.8mTotal Revenue: AU$5.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18x202320242025
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 20.4x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 13% 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 Market0.81%
Industrials0.39%
Transportation1.19%
Trucking1.50%
Railroads1.27%
Cargo Ground Transportation-2.22%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 58.8x.
    • Analysts are expecting annual earnings growth of 12.9%, which is higher than its past year's earnings decline of 6.1% 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 10.8x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 8.8% 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$3.201.3%
+AU$69.2m
-7.0%PE18.5x
KLS Kelsian GroupAU$5.001.6%
+AU$21.7m
25.9%PE24.9x

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