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German (DAX) Infrastructure Industry Analysis

UpdatedMar 20, 2026
DataAggregated Company Financials
Companies4
  • 7D1.0%
  • 3M9.1%
  • 1Y31.2%
  • YTD6.7%

The Infrastructure is pretty flat in the last 7 days, but Fraport has stood out, gaining 3.7%. As for the the longer term, the industry is up 34% over the past 12 months. In the next few years, earnings are forecast to decline by 8.5% annually.

Industry Valuation and Performance

Has the German Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Mar 2026€9.5b€7.7b€561.8m13.6x16.8x1.2x
Sun, 15 Feb 2026€10.3b€7.7b€598.5m13.6x17.3x1.3x
Tue, 13 Jan 2026€9.2b€7.7b€598.5m12.3x15.4x1.2x
Thu, 11 Dec 2025€8.7b€7.7b€598.5m11.8x14.5x1.1x
Sat, 08 Nov 2025€8.8b€7.6b€519.3m13.8x17x1.2x
Mon, 06 Oct 2025€9.1b€7.6b€519.9m12.8x17.4x1.2x
Wed, 03 Sep 2025€8.8b€7.6b€506.7m13.2x17.3x1.2x
Fri, 01 Aug 2025€8.2b€7.6b€532.6m12.1x15.4x1.1x
Sun, 29 Jun 2025€7.8b€7.6b€532.6m12x14.7x1x
Tue, 27 May 2025€7.4b€7.6b€532.6m11.4x13.8x1x
Thu, 24 Apr 2025€7.5b€7.5b€525.3m14.9x14.3x1x
Sat, 22 Mar 2025€7.2b€7.5b€524.0m15x13.8x1x
Mon, 17 Feb 2025€7.3b€7.4b€530.0m15.1x13.8x1x
Wed, 15 Jan 2025€7.0b€7.4b€530.6m12.1x13.1x0.9x
Fri, 13 Dec 2024€6.7b€7.4b€530.6m12.8x12.6x0.9x
Sun, 10 Nov 2024€6.2b€7.4b€524.4m12.6x11.9x0.8x
Tue, 08 Oct 2024€6.2b€7.2b€530.5m12.4x11.7x0.9x
Thu, 05 Sep 2024€5.9b€7.2b€529.2m15.5x11.1x0.8x
Sat, 03 Aug 2024€6.0b€7.1b€488.7m16.7x12.2x0.8x
Mon, 01 Jul 2024€6.2b€7.1b€488.7m13.9x12.6x0.9x
Wed, 29 May 2024€6.5b€7.1b€488.7m15.7x13.3x0.9x
Fri, 26 Apr 2024€6.0b€6.9b€467.2m23.4x12.8x0.9x
Sun, 24 Mar 2024€6.2b€6.9b€467.2m23.1x13.2x0.9x
Tue, 20 Feb 2024€6.4b€6.7b€471.8m24.2x13.5x0.9x
Thu, 18 Jan 2024€6.5b€6.7b€471.8m23.5x13.8x1x
Sat, 16 Dec 2023€6.9b€6.7b€471.8m24.7x14.6x1x
Mon, 13 Nov 2023€6.3b€6.8b€494.1m16.9x12.7x0.9x
Wed, 11 Oct 2023€6.2b€6.6b€373.1m19.7x16.5x0.9x
Fri, 08 Sep 2023€5.9b€6.6b€410.4m16.1x14.5x0.9x
Sun, 06 Aug 2023€5.6b€6.4b€383.0m15.9x14.5x0.9x
Tue, 04 Jul 2023€5.9b€6.4b€383.0m16.4x15.3x0.9x
Thu, 01 Jun 2023€5.8b€6.4b€383.0m16.3x15.1x0.9x
Sat, 29 Apr 2023€5.9b€6.1b€340.3m19.6x17.4x1x
Mon, 27 Mar 2023€5.2b€6.1b€350.4m18.8x14.9x0.9x
Price to Earnings Ratio

14.9x


Total Market Cap: €5.2bTotal Earnings: €350.4mTotal Revenue: €6.1bTotal Market Cap vs Earnings and Revenue0%0%0%
German Infrastructure Industry Price to Earnings3Y Average 14.4x202420252026
Current Industry PE
  • Investors are optimistic on the German Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 16.0x which is higher than its 3-year average PE of 14.4x.
  • The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 German Industrials industry?

DE Market-2.66%
Industrials-3.29%
Infrastructure0.96%
Airport Services1.98%
Marine Ports and Services-1.71%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry, which is trading close to its 3-year average PE ratio of 19.4x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Airport Services industry, which is trading close to its 3-year average of 14.6x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 8.5% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 2.6% per year.
  • In contrast, the Airport Services industry is expected to see its earnings decline by 8.5% 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
FRA Fraport€74.752.0%
+€139.8m
28.7%PE16x
BLH BREMER LAGERHAUS-GESELLSCHAFT -Aktiengesellschaft von 1877-€10.404.0%
+€1.5m
13.0%PE11.1x