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Australian (ASX) Transportation Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies4
  • 7D0.2%
  • 3M11.3%
  • 1Y35.7%
  • YTD10.3%

Over the last 7 days, the Transportation industry has risen 1.4%, driven by gains from Aurizon Holdings of 0.2%. This means that the industry has gained 34% over the past year. Earnings are forecast to grow by 7.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026AU$8.3bAU$7.3bAU$376.6m15.5x22x1.1x
Fri, 03 Apr 2026AU$8.1bAU$7.3bAU$376.6m15.4x21.5x1.1x
Sun, 01 Mar 2026AU$8.5bAU$7.3bAU$376.6m18.4x22.7x1.2x
Tue, 27 Jan 2026AU$7.5bAU$7.1bAU$359.0m20x20.8x1.1x
Thu, 25 Dec 2025AU$7.7bAU$7.1bAU$359.0m20.7x21.5x1.1x
Sat, 22 Nov 2025AU$7.4bAU$7.1bAU$353.3m19.6x20.9x1x
Mon, 20 Oct 2025AU$7.4bAU$7.1bAU$354.2m16.2x21x1.1x
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
Price to Earnings Ratio

21.6x


Total Market Cap: AU$9.1bTotal Earnings: AU$424.3mTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 19x202420252026
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 22.3x 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 1.3x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 3.9% 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-0.33%
Industrials2.27%
Transportation0.16%
Cargo Ground Transportation3.36%
Railroads0.24%
Trucking-1.00%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.4x.
    • Analysts are expecting annual earnings growth of 7.0%, 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 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 7.0% 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$4.170.2%
+AU$16.8m		39.0%PE23x
LAU Lindsay AustraliaAU$0.613.4%
+AU$7.3m		-16.3%PE14.4x

Latest News

CHL
AU$0.20
Camplify Holdings
7D
-12.8%
1Y
-52.9%

CHL: Higher Future P/E Expectations Will Support Share Price Upside

Analysts have adjusted their price target on Camplify Holdings to A$0.80 from A$0.80, reflecting updated views on discount rates, revenue growth assumptions, profit margins and a higher expected future P/E multiple. Valuation Changes Fair Value: A$0.80 is unchanged, indicating no shift in the central valuation estimate.
KLS
AU$3.81
Kelsian Group
7D
-0.8%
1Y
36.6%

KLS: Future Returns Will Reflect Steady Cash Flows And Refined Profitability Assumptions

Analysts have adjusted their price target on Kelsian Group to A$4.10, aligning with an unchanged fair value estimate as they refine assumptions around the discount rate, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Fair value remains unchanged at A$4.10 per share, indicating that the updated assumptions did not alter the overall valuation outcome.
AZJ
AU$4.17
Aurizon Holdings
7D
0.2%
1Y
39.0%

AZJ: Higher Payout And Neutral Rating Will Guide A Balanced Outlook

Analysts now view Aurizon Holdings as fairly valued, trimming the 12 month price target to A$3.80. The gap between the share price and their valuation has narrowed following a first half beat, intact guidance and a higher dividend payout ratio.
LAU
AU$0.61
Lindsay Australia
7D
3.4%
1Y
-16.3%