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Australian (ASX) Transportation Industry Analysis

UpdatedAug 15, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.3%
  • 3M1.3%
  • 1Y24.3%
  • YTD13.7%

The Transportation industry has stayed flat over the last week. As for the the longer term, the industry is up 24% over the past 12 months. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026AU$8.6bAU$7.3bAU$376.6m19.2x22.7x1.2x
Tue, 14 Jul 2026AU$8.3bAU$7.3bAU$376.6m17.4x22.2x1.1x
Thu, 11 Jun 2026AU$8.7bAU$7.3bAU$376.6m17.3x23.2x1.2x
Sat, 09 May 2026AU$8.2bAU$7.3bAU$376.6m16.3x21.7x1.1x
Mon, 06 Apr 2026AU$8.1bAU$7.3bAU$376.6m15.4x21.5x1.1x
Wed, 04 Mar 2026AU$8.5bAU$7.3bAU$376.6m18.7x22.5x1.2x
Fri, 30 Jan 2026AU$7.7bAU$7.1bAU$359.0m19.4x21.4x1.1x
Sun, 28 Dec 2025AU$7.7bAU$7.1bAU$359.0m20.7x21.5x1.1x
Tue, 25 Nov 2025AU$7.6bAU$7.1bAU$353.3m20.2x21.6x1.1x
Thu, 23 Oct 2025AU$7.6bAU$7.1bAU$354.2m16.4x21.4x1.1x
Sat, 20 Sep 2025AU$7.2bAU$7.1bAU$354.2m16.1x20.5x1x
Mon, 18 Aug 2025AU$7.1bAU$6.9bAU$464.5m13x15.3x1x
Wed, 16 Jul 2025AU$6.9bAU$6.9bAU$464.5m12.4x14.8x1x
Fri, 13 Jun 2025AU$6.5bAU$6.9bAU$464.5m11.3x13.9x0.9x
Sun, 11 May 2025AU$6.3bAU$6.9bAU$463.6m13x13.7x0.9x
Tue, 08 Apr 2025AU$6.2bAU$6.9bAU$463.6m12.5x13.4x0.9x
Thu, 06 Mar 2025AU$6.7bAU$6.9bAU$463.6m13.8x14.4x1x
Sat, 01 Feb 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.9x1.1x
Mon, 30 Dec 2024AU$7.2bAU$6.7bAU$483.2m14.4x14.8x1.1x
Wed, 27 Nov 2024AU$7.5bAU$6.7bAU$481.3m15x15.5x1.1x
Fri, 25 Oct 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Sun, 22 Sep 2024AU$7.8bAU$6.7bAU$481.3m15.4x16.1x1.2x
Tue, 20 Aug 2024AU$8.1bAU$6.4bAU$468.1m15.6x17.3x1.3x
Thu, 18 Jul 2024AU$8.6bAU$6.3bAU$493.1m15.8x17.5x1.4x
Sat, 15 Jun 2024AU$8.4bAU$6.3bAU$493.1m15.6x17x1.3x
Mon, 13 May 2024AU$8.9bAU$6.3bAU$493.1m16.3x18.1x1.4x
Wed, 10 Apr 2024AU$9.6bAU$6.5bAU$567.2m13.2x16.8x1.5x
Fri, 08 Mar 2024AU$9.5bAU$6.5bAU$567.2m13x16.7x1.5x
Sun, 04 Feb 2024AU$9.5bAU$5.8bAU$389.0m15.7x24.5x1.6x
Tue, 02 Jan 2024AU$9.7bAU$5.8bAU$389.0m16.1x24.9x1.7x
Thu, 30 Nov 2023AU$9.1bAU$5.8bAU$388.9m15.2x23.4x1.6x
Sat, 28 Oct 2023AU$8.6bAU$5.8bAU$391.4m14.5x22x1.5x
Mon, 25 Sep 2023AU$8.8bAU$5.8bAU$391.4m15.1x22.4x1.5x
Wed, 23 Aug 2023AU$9.5bAU$5.7bAU$406.7m17.9x23.3x1.7x
Price to Earnings Ratio

23.3x


Total Market Cap: AU$9.5bTotal Earnings: AU$406.7mTotal Revenue: AU$5.7bTotal 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 22.7x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.9% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Australian Industrials industry?

AU Market-1.38%
Industrials-2.42%
Transportation-0.32%
Cargo Ground Transportation1.50%
Trucking1.48%
Railroads-0.72%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 37.1x.
    • 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 7.4% 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
KLS Kelsian GroupAU$4.731.5%
+AU$19.0m		21.9%PE19.2x
LAU Lindsay AustraliaAU$0.681.5%
+AU$3.7m		-12.3%PE15.8x

Latest News

LAU
AU$0.68
Lindsay Australia
7D
1.5%
1Y
-12.3%
KLS
AU$4.73
Kelsian Group
7D
1.5%
1Y
21.9%
AZJ
AU$4.16
Aurizon Holdings
7D
-0.7%
1Y
27.2%
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.