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Australian (ASX) Transportation Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.2%
  • 3M0.9%
  • 1Y26.9%
  • YTD11.9%

Last week, the Transportation industry hasn't moved much but Aurizon Holdings is up 3.2% in that time. As for the the longer term, the industry is up 27% over the past 12 months. As for the next few years, earnings are expected to grow by 7.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026AU$8.4bAU$7.3bAU$376.6m17.6x22.4x1.1x
Sat, 06 Jun 2026AU$8.6bAU$7.3bAU$376.6m17.1x22.8x1.2x
Mon, 04 May 2026AU$8.5bAU$7.3bAU$376.6m15.8x22.5x1.2x
Wed, 01 Apr 2026AU$8.0bAU$7.3bAU$376.6m15.8x21.2x1.1x
Fri, 27 Feb 2026AU$8.5bAU$7.3bAU$371.7m18.5x22.8x1.2x
Sun, 25 Jan 2026AU$7.5bAU$7.1bAU$359.0m20x20.8x1.1x
Tue, 23 Dec 2025AU$7.7bAU$7.1bAU$353.3m20.4x21.7x1.1x
Thu, 20 Nov 2025AU$7.4bAU$7.1bAU$353.3m19.6x20.9x1x
Sat, 18 Oct 2025AU$7.4bAU$7.1bAU$354.2m16.2x21x1.1x
Mon, 15 Sep 2025AU$7.2bAU$7.1bAU$354.2m16x20.3x1x
Wed, 13 Aug 2025AU$7.0bAU$6.9bAU$464.5m12.8x15.1x1x
Fri, 11 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.2x14.8x1x
Sun, 08 Jun 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Tue, 06 May 2025AU$6.4bAU$6.9bAU$463.6m13.6x13.9x0.9x
Thu, 03 Apr 2025AU$6.5bAU$6.9bAU$463.6m13.8x14.1x0.9x
Sat, 01 Mar 2025AU$6.8bAU$6.9bAU$463.6m14.3x14.7x1x
Mon, 27 Jan 2025AU$7.1bAU$6.7bAU$483.2m14.2x14.6x1x
Wed, 25 Dec 2024AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Fri, 22 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.5x1.1x
Sun, 20 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.6x16.3x1.2x
Tue, 17 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.5x16.2x1.2x
Thu, 15 Aug 2024AU$7.9bAU$6.4bAU$468.1m15.3x17x1.2x
Sat, 13 Jul 2024AU$8.4bAU$6.3bAU$493.1m15.4x17.1x1.3x
Mon, 10 Jun 2024AU$8.7bAU$6.3bAU$493.1m16.1x17.7x1.4x
Wed, 08 May 2024AU$9.0bAU$6.3bAU$493.1m16.3x18.3x1.4x
Fri, 05 Apr 2024AU$9.5bAU$6.5bAU$567.2m13.1x16.7x1.5x
Sun, 03 Mar 2024AU$9.4bAU$6.5bAU$564.8m12.9x16.6x1.4x
Tue, 30 Jan 2024AU$9.5bAU$5.8bAU$389.0m15.5x24.3x1.6x
Thu, 28 Dec 2023AU$9.6bAU$5.8bAU$389.0m16x24.8x1.7x
Sat, 25 Nov 2023AU$9.1bAU$5.8bAU$388.9m14.9x23.3x1.6x
Mon, 23 Oct 2023AU$8.7bAU$5.8bAU$391.4m14.9x22.2x1.5x
Wed, 20 Sep 2023AU$8.9bAU$5.8bAU$391.4m15.4x22.8x1.5x
Fri, 18 Aug 2023AU$9.5bAU$5.7bAU$362.3m21x26.2x1.7x
Sun, 16 Jul 2023AU$10.1bAU$5.4bAU$424.3m18.8x23.8x1.9x
Price to Earnings Ratio

23.8x


Total Market Cap: AU$10.1bTotal 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 22.4x 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 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 Market0.54%
Industrials-1.30%
Transportation-0.22%
Cargo Ground Transportation4.31%
Railroads0%0
Trucking-2.24%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 17.8x.
    • Analysts are expecting annual earnings growth of 6.6%, 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 11.2x.
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 6.6% 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$4.203.2%
+AU$218.8m		32.5%PE23.2x
LAU Lindsay AustraliaAU$0.615.2%
+AU$11.0m		-12.9%PE14.3x

Latest News

KLS
AU$4.31
Kelsian Group
7D
-0.9%
1Y
11.9%
Narrative Update • Jun 24

KLS: Future Returns Will Reflect Steady Outlook And Slightly Leaner Profitability Assumptions

Analysts have made a minor adjustment to their Kelsian Group view, trimming the blended price target slightly as small changes to the discount rate, revenue growth assumptions and profit margin expectations flow through their models. What's in the News There are currently no recent Kelsian Group specific news items provided in the available sources.
AZJ
AU$4.20
Aurizon Holdings
7D
3.2%
1Y
32.5%
Narrative Update • Jun 24

AZJ: Stable Fair Value And Rich P/E Will Shape Cautious Outlook

Analysts have made a minor adjustment to Aurizon Holdings' valuation, nudging the indicative fair value to A$3.87 following small tweaks to the discount rate, revenue growth assumptions, profit margin and future P/E expectations in the updated price target framework. What’s in the News for Aurizon Holdings No recent Aurizon Holdings specific news items were identified in the provided sources.
LAU
AU$0.61
Lindsay Australia
7D
5.2%
1Y
-12.9%