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Australian (ASX) Transportation Industry Analysis
UpdatedAug 18, 2026
DataAggregated Company Financials
Companies4
- 7D-9.0%
- 3M-7.8%
- 1Y11.8%
- YTD3.9%
Over the last 7 days, the Transportation industry has dropped 9.0%, driven by a pullback from Aurizon Holdings of 11%. Meanwhile, Lindsay Australia actually outperformed within the industry, gaining 5.6% in the last week. Over the past 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 7.5% annually.
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, 18 Aug 2026 | AU$7.8b | AU$7.3b | AU$376.6m | 19.1x | 20.8x | 1.1x |
| Thu, 16 Jul 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.2x | 22.8x | 1.2x |
| Sat, 13 Jun 2026 | AU$8.7b | AU$7.3b | AU$376.6m | 17.1x | 23.1x | 1.2x |
| Mon, 11 May 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 16.3x | 21.7x | 1.1x |
| Wed, 08 Apr 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 15.4x | 21.9x | 1.1x |
| Fri, 06 Mar 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 18x | 22x | 1.1x |
| Sun, 01 Feb 2026 | AU$7.7b | AU$7.1b | AU$359.0m | 19.4x | 21.3x | 1.1x |
| Tue, 30 Dec 2025 | AU$7.7b | AU$7.1b | AU$359.0m | 20.8x | 21.6x | 1.1x |
| Thu, 27 Nov 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.2x | 21.7x | 1.1x |
| Sat, 25 Oct 2025 | AU$7.6b | AU$7.1b | AU$354.2m | 16.4x | 21.3x | 1.1x |
| Mon, 22 Sep 2025 | AU$7.2b | AU$7.1b | AU$354.2m | 16.1x | 20.5x | 1x |
| Wed, 20 Aug 2025 | AU$7.1b | AU$7.0b | AU$365.5m | 15.2x | 19.3x | 1x |
| Fri, 18 Jul 2025 | AU$7.0b | AU$6.9b | AU$464.5m | 12.5x | 15x | 1x |
| Sun, 15 Jun 2025 | AU$6.5b | AU$6.9b | AU$464.5m | 11.5x | 13.9x | 0.9x |
| Tue, 13 May 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.2x | 13.8x | 0.9x |
| Thu, 10 Apr 2025 | AU$6.1b | AU$6.9b | AU$463.6m | 12x | 13.2x | 0.9x |
| Sat, 08 Mar 2025 | AU$6.7b | AU$6.9b | AU$463.6m | 13.8x | 14.4x | 1x |
| Mon, 03 Feb 2025 | AU$7.2b | AU$6.7b | AU$483.2m | 14.3x | 14.9x | 1.1x |
| Wed, 01 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.7x | 1.1x |
| Fri, 29 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15x | 15.6x | 1.1x |
| Sun, 27 Oct 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Tue, 24 Sep 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Thu, 22 Aug 2024 | AU$8.0b | AU$6.4b | AU$466.2m | 15.4x | 17.2x | 1.3x |
| Sat, 20 Jul 2024 | AU$8.5b | AU$6.3b | AU$493.1m | 15.5x | 17.1x | 1.3x |
| Mon, 17 Jun 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.6x | 17x | 1.3x |
| Wed, 15 May 2024 | AU$8.9b | AU$6.3b | AU$493.1m | 16.1x | 18x | 1.4x |
| Fri, 12 Apr 2024 | AU$9.3b | AU$6.3b | AU$493.1m | 17x | 18.9x | 1.5x |
| Sun, 10 Mar 2024 | AU$9.6b | AU$6.5b | AU$567.2m | 13.5x | 16.9x | 1.5x |
| Tue, 06 Feb 2024 | AU$9.5b | AU$5.8b | AU$389.0m | 15.7x | 24.3x | 1.6x |
| Thu, 04 Jan 2024 | AU$9.7b | AU$5.8b | AU$389.0m | 16x | 24.8x | 1.7x |
| Sat, 02 Dec 2023 | AU$9.0b | AU$5.8b | AU$388.9m | 15.1x | 23.1x | 1.5x |
| Mon, 30 Oct 2023 | AU$8.6b | AU$5.8b | AU$391.4m | 14.5x | 22x | 1.5x |
| Wed, 27 Sep 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 15x | 22.3x | 1.5x |
| Fri, 25 Aug 2023 | AU$9.6b | AU$5.7b | AU$411.7m | 18.2x | 23.2x | 1.7x |
Price to Earnings Ratio
23.2x
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 1.1x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 2.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.8% 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 | -1.48% | |
| Industrials | -2.56% | |
| Transportation | -8.97% | |
| Cargo Ground Transportation | 5.56% | |
| Trucking | -0.63% | |
| Railroads | -10.98% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.8x.
- Analysts are expecting annual earnings growth of 7.4%, 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 6.8% 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$0.68 | 9.7% +AU$22.0m | -11.1% | PE15.9x | |
| CHL Camplify Holdings | AU$0.23 | 6.8% +AU$1.2m | -51.0% | PS0.5x |