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Australian (ASX) Transportation Industry Analysis
UpdatedAug 20, 2026
DataAggregated Company Financials
Companies4
- 7D-11.1%
- 3M-10.3%
- 1Y11.3%
- YTD1.0%
Over the last 7 days, the Transportation industry has dropped 11%, driven by a pullback from Aurizon Holdings of 13%. Meanwhile, Lindsay Australia actually outperformed within the industry, gaining 7.9% in the last week. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 7.0% 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 |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | AU$7.6b | AU$7.5b | AU$433.6m | 16.8x | 17.5x | 1x |
| Sat, 18 Jul 2026 | AU$8.6b | AU$7.3b | AU$376.6m | 17.4x | 22.8x | 1.2x |
| Mon, 15 Jun 2026 | AU$8.7b | AU$7.3b | AU$376.6m | 17.1x | 23.1x | 1.2x |
| Wed, 13 May 2026 | AU$8.1b | AU$7.3b | AU$376.6m | 16.6x | 21.5x | 1.1x |
| Fri, 10 Apr 2026 | AU$8.3b | AU$7.3b | AU$376.6m | 16.6x | 22.1x | 1.1x |
| Sun, 08 Mar 2026 | AU$8.2b | AU$7.3b | AU$376.6m | 17.8x | 21.8x | 1.1x |
| Tue, 03 Feb 2026 | AU$7.5b | AU$7.1b | AU$359.0m | 19.3x | 20.9x | 1.1x |
| Thu, 01 Jan 2026 | AU$7.7b | AU$7.1b | AU$359.0m | 20.8x | 21.5x | 1.1x |
| Sat, 29 Nov 2025 | AU$7.7b | AU$7.1b | AU$353.3m | 20.4x | 21.8x | 1.1x |
| Mon, 27 Oct 2025 | AU$7.6b | AU$7.1b | AU$354.2m | 16.4x | 21.3x | 1.1x |
| Wed, 24 Sep 2025 | AU$7.3b | AU$7.1b | AU$354.2m | 16.1x | 20.5x | 1x |
| Fri, 22 Aug 2025 | AU$7.1b | AU$7.0b | AU$365.5m | 15.2x | 19.4x | 1x |
| Sun, 20 Jul 2025 | AU$7.0b | AU$6.9b | AU$464.5m | 12.6x | 15.1x | 1x |
| Tue, 17 Jun 2025 | AU$6.5b | AU$6.9b | AU$464.5m | 11.4x | 14.1x | 0.9x |
| Thu, 15 May 2025 | AU$6.4b | AU$6.9b | AU$463.6m | 13.1x | 13.7x | 0.9x |
| Sat, 12 Apr 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13.3x | 13.5x | 0.9x |
| Mon, 10 Mar 2025 | AU$6.7b | AU$6.9b | AU$463.6m | 13.8x | 14.4x | 1x |
| Wed, 05 Feb 2025 | AU$7.0b | AU$6.7b | AU$483.2m | 13.9x | 14.4x | 1x |
| Fri, 03 Jan 2025 | AU$7.1b | AU$6.7b | AU$483.2m | 14.2x | 14.7x | 1.1x |
| Sun, 01 Dec 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 14.9x | 15.5x | 1.1x |
| Tue, 29 Oct 2024 | AU$7.7b | AU$6.7b | AU$481.3m | 15.4x | 16x | 1.1x |
| Thu, 26 Sep 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.5x | 16.1x | 1.2x |
| Sat, 24 Aug 2024 | AU$7.9b | AU$6.4b | AU$457.7m | 15.2x | 17.3x | 1.2x |
| Mon, 22 Jul 2024 | AU$8.5b | AU$6.3b | AU$493.1m | 15.5x | 17.1x | 1.3x |
| Wed, 19 Jun 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.5x | 17.1x | 1.3x |
| Fri, 17 May 2024 | AU$8.7b | AU$6.3b | AU$493.1m | 16x | 17.7x | 1.4x |
| Sun, 14 Apr 2024 | AU$9.3b | AU$6.3b | AU$493.1m | 17x | 18.8x | 1.5x |
| Tue, 12 Mar 2024 | AU$9.4b | AU$6.5b | AU$567.2m | 13.3x | 16.6x | 1.5x |
| Thu, 08 Feb 2024 | AU$9.4b | AU$5.8b | AU$389.0m | 15.6x | 24.2x | 1.6x |
| Sat, 06 Jan 2024 | AU$9.6b | AU$5.8b | AU$389.0m | 16x | 24.8x | 1.7x |
| Mon, 04 Dec 2023 | AU$9.0b | AU$5.8b | AU$388.9m | 15.1x | 23.1x | 1.5x |
| Wed, 01 Nov 2023 | AU$8.6b | AU$5.8b | AU$388.9m | 14.1x | 22.1x | 1.5x |
| Fri, 29 Sep 2023 | AU$8.7b | AU$5.8b | AU$391.4m | 14.8x | 22.1x | 1.5x |
| Sun, 27 Aug 2023 | AU$9.4b | AU$5.7b | AU$411.7m | 18.1x | 22.9x | 1.7x |
Price to Earnings Ratio
22.9x
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 1.0x.
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 9.6% 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 | -1.54% | |
| Industrials | -2.24% | |
| Transportation | -11.05% | |
| Cargo Ground Transportation | 7.94% | |
| Trucking | -2.82% | |
| Railroads | -13.19% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 36.5x.
- Analysts are expecting annual earnings growth of 7.6%, 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 6.1% 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$0.69 | 3.0% +AU$7.3m | -9.3% | PE16x | |
| CHL Camplify Holdings | AU$0.25 | 13.6% +AU$2.5m | -45.1% | PS0.5x |