Australian (ASX) Transportation Industry Analysis

UpdatedSep 02, 2026

DataAggregated Company Financials

Companies4

7D-3.4%
3M-10.9%
1Y8.7%
YTD1.7%

Over the last 7 days, the Transportation industry has dropped 2.1%, driven by Kelsian Group declining 13%. Meanwhile, Camplify Holdings actually outperformed within the industry, gaining 14% in the last week. This takes the industry's 12 month performance to a gain of 8.7%. Looking forward, earnings are forecast to grow by 7.3% 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
Wed, 02 Sep 2026	AU$7.7b	AU$7.7b	AU$447.6m	17.2x	17.1x	1x
Fri, 31 Jul 2026	AU$8.6b	AU$7.3b	AU$376.6m	18x	22.9x	1.2x
Sun, 28 Jun 2026	AU$8.5b	AU$7.3b	AU$376.6m	17.4x	22.5x	1.2x
Tue, 26 May 2026	AU$8.3b	AU$7.3b	AU$376.6m	16.6x	22.2x	1.1x
Thu, 23 Apr 2026	AU$8.3b	AU$7.3b	AU$376.6m	16x	21.9x	1.1x
Sat, 21 Mar 2026	AU$7.8b	AU$7.3b	AU$376.6m	15.6x	20.8x	1.1x
Mon, 16 Feb 2026	AU$7.5b	AU$7.1b	AU$359.0m	19.3x	20.8x	1.1x
Wed, 14 Jan 2026	AU$7.8b	AU$7.1b	AU$359.0m	20.9x	21.6x	1.1x
Fri, 12 Dec 2025	AU$7.6b	AU$7.1b	AU$353.3m	20.3x	21.6x	1.1x
Sun, 09 Nov 2025	AU$7.5b	AU$7.1b	AU$354.2m	16.2x	21.2x	1.1x
Tue, 07 Oct 2025	AU$7.3b	AU$7.1b	AU$354.2m	15.9x	20.6x	1x
Thu, 04 Sep 2025	AU$7.2b	AU$7.1b	AU$354.2m	16.1x	20.4x	1x
Sat, 02 Aug 2025	AU$7.0b	AU$6.9b	AU$464.5m	12.7x	15x	1x
Mon, 30 Jun 2025	AU$6.5b	AU$6.9b	AU$464.5m	11.3x	14x	0.9x
Wed, 28 May 2025	AU$6.1b	AU$6.9b	AU$463.6m	12.6x	13.3x	0.9x
Fri, 25 Apr 2025	AU$6.4b	AU$6.9b	AU$463.6m	13.5x	13.8x	0.9x
Sun, 23 Mar 2025	AU$6.5b	AU$6.9b	AU$463.6m	13.6x	13.9x	0.9x
Tue, 18 Feb 2025	AU$6.9b	AU$6.8b	AU$479.2m	14x	14.4x	1x
Thu, 16 Jan 2025	AU$7.1b	AU$6.7b	AU$483.2m	14.3x	14.7x	1.1x
Sat, 14 Dec 2024	AU$7.2b	AU$6.7b	AU$483.2m	12.4x	15x	1.1x
Mon, 11 Nov 2024	AU$7.7b	AU$6.7b	AU$481.3m	15.6x	16.1x	1.1x
Wed, 09 Oct 2024	AU$7.9b	AU$6.7b	AU$481.3m	15.7x	16.3x	1.2x
Fri, 06 Sep 2024	AU$7.5b	AU$6.7b	AU$481.3m	15x	15.6x	1.1x
Sun, 04 Aug 2024	AU$8.5b	AU$6.3b	AU$493.1m	15.8x	17.3x	1.3x
Tue, 02 Jul 2024	AU$8.5b	AU$6.3b	AU$493.1m	15.6x	17.2x	1.3x
Thu, 30 May 2024	AU$8.4b	AU$6.3b	AU$493.1m	15.5x	17.1x	1.3x
Sat, 27 Apr 2024	AU$9.0b	AU$6.3b	AU$493.1m	16.5x	18.3x	1.4x
Mon, 25 Mar 2024	AU$9.6b	AU$6.5b	AU$567.2m	13.6x	16.9x	1.5x
Wed, 21 Feb 2024	AU$9.6b	AU$6.1b	AU$543.3m	13.5x	17.7x	1.6x
Fri, 19 Jan 2024	AU$9.2b	AU$5.8b	AU$389.0m	15.2x	23.8x	1.6x
Sun, 17 Dec 2023	AU$9.5b	AU$5.8b	AU$389.0m	16x	24.3x	1.6x
Tue, 14 Nov 2023	AU$8.9b	AU$5.8b	AU$388.9m	14.7x	23x	1.5x
Thu, 12 Oct 2023	AU$9.1b	AU$5.8b	AU$391.4m	15.5x	23.2x	1.6x
Sat, 09 Sep 2023	AU$9.1b	AU$5.8b	AU$391.4m	15.6x	23.2x	1.6x

Price to Earnings Ratio

23.2x

Sat, 09 Sep 2023

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 0.99x.

Past Earnings Growth

The earnings for companies in the Transportation industry have grown 4.6% per year over the last three years.
Revenues for these companies have grown 9.9% 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	-1.15%
Industrials	-1.31%
Transportation	-3.35%
Cargo Ground Transportation	-0.65%
Railroads	-1.60%
Trucking	-12.29%

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.1x.

Analysts are expecting annual earnings growth of 11.6%, which is lower than the prior year's growth of 16.6% per year.

Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 11.2x.

Forecasted Growth

Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 14% over the next 5 years.
However this is lower than its past earnings growth rate of 32% per year.