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Australian (ASX) Transportation Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.6%
  • 3M10.6%
  • 1Y29.7%
  • YTD10.9%

In the last week, the Transportation industry is up 4.9%, with Kelsian Group up 11%. During this same period, the Lindsay Australia underperformed, falling 11%. This takes the industry's 12 month performance to a gain of 29%. Earnings are forecast to grow by 8.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026AU$8.4bAU$7.3bAU$376.6m18.4x22.2x1.1x
Sat, 31 Jan 2026AU$7.7bAU$7.1bAU$359.0m19.4x21.3x1.1x
Mon, 29 Dec 2025AU$7.7bAU$7.1bAU$359.0m20.7x21.5x1.1x
Wed, 26 Nov 2025AU$7.7bAU$7.1bAU$353.3m20.2x21.7x1.1x
Fri, 24 Oct 2025AU$7.6bAU$7.1bAU$354.2m16.4x21.5x1.1x
Sun, 21 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.1x20.5x1x
Tue, 19 Aug 2025AU$7.2bAU$6.9bAU$464.5m13.1x15.5x1x
Thu, 17 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.4x14.8x1x
Sat, 14 Jun 2025AU$6.5bAU$6.9bAU$464.5m11.5x13.9x0.9x
Mon, 12 May 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Wed, 09 Apr 2025AU$6.3bAU$6.9bAU$463.6m12.7x13.5x0.9x
Fri, 07 Mar 2025AU$6.7bAU$6.9bAU$463.6m13.8x14.4x1x
Sun, 02 Feb 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.9x1.1x
Tue, 31 Dec 2024AU$7.1bAU$6.7bAU$483.2m14.3x14.8x1.1x
Thu, 28 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.5x1.1x
Sat, 26 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Mon, 23 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Wed, 21 Aug 2024AU$8.0bAU$6.4bAU$466.2m15.4x17.2x1.3x
Fri, 19 Jul 2024AU$8.6bAU$6.3bAU$493.1m15.8x17.5x1.4x
Sun, 16 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.6x17x1.3x
Tue, 14 May 2024AU$8.9bAU$6.3bAU$493.1m16.1x18x1.4x
Thu, 11 Apr 2024AU$9.5bAU$6.5bAU$567.2m13.1x16.8x1.5x
Sat, 09 Mar 2024AU$9.6bAU$6.5bAU$567.2m13.5x16.9x1.5x
Mon, 05 Feb 2024AU$9.5bAU$5.8bAU$389.0m15.7x24.5x1.6x
Wed, 03 Jan 2024AU$9.7bAU$5.8bAU$389.0m16.2x24.9x1.7x
Fri, 01 Dec 2023AU$9.0bAU$5.8bAU$388.9m15.1x23.2x1.5x
Sun, 29 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.5x22x1.5x
Tue, 26 Sep 2023AU$8.8bAU$5.8bAU$391.4m15.1x22.6x1.5x
Thu, 24 Aug 2023AU$9.5bAU$5.7bAU$411.7m18.2x23.1x1.7x
Sat, 22 Jul 2023AU$9.7bAU$5.4bAU$424.3m17.8x22.9x1.8x
Mon, 19 Jun 2023AU$9.7bAU$5.4bAU$424.3m17.9x22.9x1.8x
Wed, 17 May 2023AU$9.1bAU$5.4bAU$424.3m17.7x21.5x1.7x
Fri, 14 Apr 2023AU$8.6bAU$5.4bAU$424.3m16.3x20.4x1.6x
Sun, 12 Mar 2023AU$8.1bAU$5.4bAU$427.2m15.8x19x1.5x
Price to Earnings Ratio

19x


Total Market Cap: AU$8.1bTotal Earnings: AU$427.2mTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18.9x202420252026
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 18.9x.
  • 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 4.1% 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-2.74%
Industrials-2.61%
Transportation-0.56%
Trucking1.78%
Railroads-0.73%
Cargo Ground Transportation-7.14%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 6.8%, 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 27% 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 6.8% 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
No data available

Latest News

CHL
AU$0.28
Camplify Holdings
7D
-16.2%
1Y
-50.0%
KLS
AU$4.44
Kelsian Group
7D
-2.6%
1Y
39.6%

KLS: Higher Margins And Conservative Assumptions Will Support Stronger Future Upside

Analysts have mildly adjusted their view on Kelsian Group, lifting the fair value estimate from A$5.80 to A$6.00. They cite updated assumptions on revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple.
LAU
AU$0.62
Lindsay Australia
7D
-10.1%
1Y
0.8%
AZJ
AU$4.04
Aurizon Holdings
7D
-1.7%
1Y
28.7%

AZJ: Higher Payout And Neutral Stance Will Shape Fairly Balanced Outlook

The analyst price target for Aurizon Holdings has shifted from A$3.48 to A$3.77, with analysts citing narrowed valuation upside following a first half beat, intact guidance and a higher dividend payout ratio as key drivers of the update. Analyst Commentary Bullish Takeaways Bullish analysts point to the first half beat as a sign that Aurizon is executing in line with, or slightly ahead of, current expectations, which supports the refreshed A$3.77 to A$3.80 price target range.