Narrative Update • Jun 25

Over the last 7 days, the Trucking industry has dropped 2.6%, driven by declines from every company within the industry. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 7.2% annually.
Has the Australian Trucking Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | AU$1.2b | AU$2.4b | AU$55.9m | 18.2x | 22x | 0.5x |
| Fri, 29 May 2026 | AU$1.2b | AU$2.4b | AU$55.9m | 17.4x | 21.1x | 0.5x |
| Sun, 26 Apr 2026 | AU$1.1b | AU$2.4b | AU$55.9m | 15.8x | 19.3x | 0.5x |
| Tue, 24 Mar 2026 | AU$1.0b | AU$2.4b | AU$55.9m | 15.2x | 18.5x | 0.4x |
| Thu, 19 Feb 2026 | AU$1.1b | AU$2.3b | AU$38.6m | 19.8x | 28.7x | 0.5x |
| Sat, 17 Jan 2026 | AU$1.2b | AU$2.3b | AU$38.6m | 20.8x | 30.2x | 0.5x |
| Mon, 15 Dec 2025 | AU$1.2b | AU$2.3b | AU$32.9m | 21.2x | 36.2x | 0.5x |
| Wed, 12 Nov 2025 | AU$1.4b | AU$2.3b | AU$32.9m | 24.1x | 41x | 0.6x |
| Fri, 10 Oct 2025 | AU$1.4b | AU$2.3b | AU$33.8m | 15.3x | 41.5x | 0.6x |
| Sun, 07 Sep 2025 | AU$1.4b | AU$2.3b | AU$33.8m | 15.2x | 41.5x | 0.6x |
| Tue, 05 Aug 2025 | AU$1.0b | AU$2.2b | AU$38.6m | 12.7x | 26.7x | 0.5x |
| Thu, 03 Jul 2025 | AU$1.1b | AU$2.2b | AU$38.6m | 13x | 27.4x | 0.5x |
| Sat, 31 May 2025 | AU$907.7m | AU$2.2b | AU$37.8m | 17.6x | 24x | 0.4x |
| Mon, 28 Apr 2025 | AU$728.3m | AU$2.2b | AU$37.8m | 13.9x | 19.3x | 0.3x |
| Wed, 26 Mar 2025 | AU$773.6m | AU$2.2b | AU$37.8m | 14.8x | 20.5x | 0.4x |
| Fri, 21 Feb 2025 | AU$1.1b | AU$2.1b | AU$49.9m | 17.7x | 21.7x | 0.5x |
| Sun, 19 Jan 2025 | AU$1.1b | AU$2.1b | AU$49.9m | 17.4x | 21.5x | 0.5x |
| Tue, 17 Dec 2024 | AU$1.0b | AU$2.1b | AU$49.9m | 16.8x | 20.5x | 0.5x |
| Thu, 14 Nov 2024 | AU$1.1b | AU$2.1b | AU$48.0m | 17.8x | 23.2x | 0.5x |
| Sat, 12 Oct 2024 | AU$1.3b | AU$2.1b | AU$48.0m | 20x | 26.2x | 0.6x |
| Mon, 09 Sep 2024 | AU$1.2b | AU$2.1b | AU$48.0m | 18.6x | 24.5x | 0.6x |
| Wed, 07 Aug 2024 | AU$1.4b | AU$1.8b | AU$26.3m | 45.6x | 54.5x | 0.8x |
| Fri, 05 Jul 2024 | AU$1.4b | AU$1.8b | AU$26.3m | 44x | 52.9x | 0.8x |
| Sun, 02 Jun 2024 | AU$1.5b | AU$1.8b | AU$26.3m | 47.2x | 57x | 0.8x |
| Tue, 30 Apr 2024 | AU$1.6b | AU$1.8b | AU$26.3m | 50.7x | 61.9x | 0.9x |
| Thu, 28 Mar 2024 | AU$1.9b | AU$1.9b | AU$100.4m | 27.4x | 18.5x | 1x |
| Sat, 24 Feb 2024 | AU$2.1b | AU$1.6b | AU$78.1m | 43.3x | 26.9x | 1.3x |
| Mon, 22 Jan 2024 | AU$2.2b | AU$1.6b | AU$30.5m | 47.6x | 72.2x | 1.4x |
| Wed, 20 Dec 2023 | AU$2.2b | AU$1.6b | AU$30.5m | 47.7x | 72.7x | 1.4x |
| Fri, 17 Nov 2023 | AU$2.1b | AU$1.6b | AU$30.4m | 44.8x | 69.2x | 1.3x |
| Sun, 15 Oct 2023 | AU$1.9b | AU$1.6b | AU$32.9m | 41.3x | 59.1x | 1.2x |
| Tue, 12 Sep 2023 | AU$2.1b | AU$1.6b | AU$32.9m | 44.4x | 63.4x | 1.3x |
| Thu, 10 Aug 2023 | AU$2.4b | AU$1.5b | AU$14.5m | 40.4x | 162.8x | 1.5x |
| Sat, 08 Jul 2023 | AU$2.5b | AU$1.5b | AU$14.5m | 42.3x | 169.6x | 1.6x |
169.6x
How does Australian Trucking compare with similar industries?
| AU Market | 0.033% | |
| Industrials | 0.47% | |
| Transportation | -0.63% | |
| Trucking | 2.99% | |
| Railroads | -1.18% | |
| Cargo Ground Transportation | -2.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KLS Kelsian Group | AU$4.47 | 3.0% +AU$35.3m | 19.2% | PE18.2x | |
| CHL Camplify Holdings | AU$0.20 | 2.6% +AU$411.1k | -39.4% | PS0.4x |