Have your own idea? Try our Stock Screener
Australian (ASX) Transportation Industry Analysis
UpdatedAug 25, 2026
DataAggregated Company Financials
Companies4
- 7D-0.3%
- 3M-6.4%
- 1Y14.0%
- YTD3.5%
Over the last 7 days, the Transportation industry has dropped 10%, driven by Aurizon Holdings declining 1.1%. On the other hand Lindsay Australia is actually up 8.3%. Over the past 12 months, the industry was up 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | AU$7.8b | AU$7.5b | AU$433.6m | 17.2x | 18x | 1x |
| Thu, 23 Jul 2026 | AU$8.7b | AU$7.3b | AU$376.6m | 17.4x | 23.1x | 1.2x |
| Sat, 20 Jun 2026 | AU$8.5b | AU$7.3b | AU$376.6m | 17.9x | 22.6x | 1.2x |
| Mon, 18 May 2026 | AU$8.4b | AU$7.3b | AU$376.6m | 16.5x | 22.4x | 1.2x |
| Wed, 15 Apr 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 16x | 21.8x | 1.1x |
| Fri, 13 Mar 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 16.6x | 21.4x | 1.1x |
| Sun, 08 Feb 2026 | AU$7.4b | AU$7.1b | AU$359.0m | 19.1x | 20.6x | 1x |
| Tue, 06 Jan 2026 | AU$7.6b | AU$7.1b | AU$359.0m | 20.3x | 21.1x | 1.1x |
| Thu, 04 Dec 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.5x | 21.7x | 1.1x |
| Sat, 01 Nov 2025 | AU$7.6b | AU$7.1b | AU$354.2m | 16.2x | 21.3x | 1.1x |
| Mon, 29 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16.2x | 20.3x | 1x |
| Wed, 27 Aug 2025 | AU$7.2b | AU$7.1b | AU$370.6m | 16.3x | 19.5x | 1x |
| Fri, 25 Jul 2025 | AU$7.1b | AU$6.9b | AU$464.5m | 12.9x | 15.2x | 1x |
| Sun, 22 Jun 2025 | AU$6.6b | AU$6.9b | AU$464.5m | 11.3x | 14.2x | 1x |
| Tue, 20 May 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13x | 13.7x | 0.9x |
| Thu, 17 Apr 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13.3x | 13.6x | 0.9x |
| Sat, 15 Mar 2025 | AU$6.5b | AU$6.9b | AU$463.6m | 13.5x | 14x | 0.9x |
| Mon, 10 Feb 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 14x | 14.5x | 1x |
| Wed, 08 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.7x | 1.1x |
| Fri, 06 Dec 2024 | AU$7.4b | AU$6.7b | AU$481.3m | 14.9x | 15.5x | 1.1x |
| Sun, 03 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15.1x | 15.6x | 1.1x |
| Tue, 01 Oct 2024 | AU$7.9b | AU$6.7b | AU$481.3m | 15.8x | 16.5x | 1.2x |
| Thu, 29 Aug 2024 | AU$7.6b | AU$6.7b | AU$486.1m | 15x | 15.6x | 1.1x |
| Sat, 27 Jul 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17x | 1.3x |
| Mon, 24 Jun 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17x | 1.3x |
| Wed, 22 May 2024 | AU$8.7b | AU$6.3b | AU$493.1m | 15.9x | 17.6x | 1.4x |
| Fri, 19 Apr 2024 | AU$9.1b | AU$6.3b | AU$493.1m | 16.7x | 18.5x | 1.4x |
| Sun, 17 Mar 2024 | AU$9.3b | AU$6.5b | AU$567.2m | 13.3x | 16.5x | 1.4x |
| Tue, 13 Feb 2024 | AU$9.6b | AU$6.1b | AU$496.0m | 13.2x | 19.4x | 1.6x |
| Thu, 11 Jan 2024 | AU$9.6b | AU$5.8b | AU$389.0m | 15.8x | 24.8x | 1.7x |
| Sat, 09 Dec 2023 | AU$9.2b | AU$5.8b | AU$388.9m | 15.6x | 23.8x | 1.6x |
| Mon, 06 Nov 2023 | AU$8.9b | AU$5.8b | AU$388.9m | 14.6x | 22.8x | 1.5x |
| Wed, 04 Oct 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.6x | 22.1x | 1.5x |
| Fri, 01 Sep 2023 | AU$9.2b | AU$5.8b | AU$394.3m | 15.7x | 23.3x | 1.6x |
Price to Earnings Ratio
23.3x
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 grown 3.2% per year over the last three years.
- Revenues for these companies have grown 8.9% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.24% | |
| Industrials | -1.66% | |
| Transportation | -0.33% | |
| Cargo Ground Transportation | 8.27% | |
| Trucking | 1.63% | |
| Railroads | -1.07% | |
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 | |
|---|---|---|---|---|---|
| LAU Lindsay Australia | AU$0.72 | 8.3% +AU$20.1m | 9.1% | PE16.8x | |
| KLS Kelsian Group | AU$4.76 | 1.5% +AU$19.0m | 18.1% | PE19.3x | |
| CHL Camplify Holdings | AU$0.24 | 11.4% +AU$2.1m | -50.0% | PS0.5x |