Narrative Update • Jun 01
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German (DAX) Infrastructure Industry Analysis
UpdatedJun 07, 2026
DataAggregated Company Financials
Companies4
- 7D-4.1%
- 3M-7.0%
- 1Y11.7%
- YTD-0.9%
Over the last 7 days, the Infrastructure industry has dropped 4.1%, driven by Fraport declining 5.5%. In the past year, the industry has gained 12%. As for the next few years, earnings are expected to grow by 4.4% per annum.
Industry Valuation and Performance
Has the German Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | €8.8b | €7.7b | €503.1m | 14.7x | 17.4x | 1.1x |
| Tue, 05 May 2026 | €8.8b | €7.8b | €512.4m | 13.3x | 17.3x | 1.1x |
| Thu, 02 Apr 2026 | €9.6b | €7.8b | €527.2m | 13.6x | 18.2x | 1.2x |
| Sat, 28 Feb 2026 | €10.3b | €7.7b | €598.5m | 14x | 17.1x | 1.3x |
| Mon, 26 Jan 2026 | €9.5b | €7.7b | €598.5m | 12.9x | 15.8x | 1.2x |
| Wed, 24 Dec 2025 | €8.7b | €7.7b | €598.5m | 11.8x | 14.6x | 1.1x |
| Fri, 21 Nov 2025 | €8.9b | €7.7b | €598.5m | 12.1x | 14.8x | 1.2x |
| Sun, 19 Oct 2025 | €9.4b | €7.6b | €519.3m | 14x | 18x | 1.2x |
| Tue, 16 Sep 2025 | €9.2b | €7.6b | €506.7m | 13.6x | 18.1x | 1.2x |
| Thu, 14 Aug 2025 | €9.2b | €7.6b | €509.8m | 13.9x | 18.1x | 1.2x |
| Sat, 12 Jul 2025 | €7.9b | €7.6b | €532.6m | 12x | 14.8x | 1x |
| Mon, 09 Jun 2025 | €7.8b | €7.6b | €532.6m | 11.9x | 14.7x | 1x |
| Wed, 07 May 2025 | €7.4b | €7.6b | €556.2m | 11.2x | 13.3x | 1x |
| Fri, 04 Apr 2025 | €7.0b | €7.6b | €525.3m | 15x | 13.2x | 0.9x |
| Sun, 02 Mar 2025 | €7.0b | €7.4b | €530.0m | 15x | 13.2x | 0.9x |
| Tue, 28 Jan 2025 | €7.1b | €7.4b | €530.0m | 14.4x | 13.3x | 1x |
| Thu, 26 Dec 2024 | €7.3b | €7.4b | €530.6m | 13x | 13.7x | 1x |
| Sat, 23 Nov 2024 | €6.4b | €7.4b | €530.6m | 12.8x | 12x | 0.9x |
| Mon, 21 Oct 2024 | €6.3b | €7.2b | €530.5m | 12.4x | 11.8x | 0.9x |
| Wed, 18 Sep 2024 | €6.2b | €7.2b | €529.2m | 14.8x | 11.7x | 0.9x |
| Fri, 16 Aug 2024 | €5.9b | €7.2b | €520.3m | 16.6x | 11.3x | 0.8x |
| Sun, 14 Jul 2024 | €6.1b | €7.1b | €488.7m | 16.8x | 12.4x | 0.9x |
| Tue, 11 Jun 2024 | €6.7b | €7.1b | €488.7m | 15x | 13.8x | 1x |
| Thu, 09 May 2024 | €6.2b | €7.0b | €454.7m | 15.5x | 13.6x | 0.9x |
| Sat, 06 Apr 2024 | €6.1b | €6.9b | €467.2m | 22.8x | 13.2x | 0.9x |
| Mon, 04 Mar 2024 | €6.4b | €6.7b | €471.8m | 24.4x | 13.5x | 0.9x |
| Wed, 31 Jan 2024 | €6.7b | €6.7b | €471.8m | 24.7x | 14.2x | 1x |
| Fri, 29 Dec 2023 | €6.7b | €6.7b | €471.8m | 24.4x | 14.3x | 1x |
| Sun, 26 Nov 2023 | €6.5b | €6.7b | €471.9m | 21.1x | 13.7x | 1x |
| Tue, 24 Oct 2023 | €5.9b | €6.6b | €373.1m | 19x | 15.8x | 0.9x |
| Thu, 21 Sep 2023 | €6.6b | €6.6b | €410.4m | 20.3x | 16x | 1x |
| Sat, 19 Aug 2023 | €5.7b | €6.6b | €410.4m | 15.4x | 13.8x | 0.9x |
| Mon, 17 Jul 2023 | €5.8b | €6.4b | €383.0m | 16.3x | 15.2x | 0.9x |
| Wed, 14 Jun 2023 | €5.7b | €6.4b | €383.0m | 16.5x | 15x | 0.9x |
Price to Earnings Ratio
15x
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 17.4x which is higher than its 3-year average PE of 14.5x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 9.5% per year over the last three years.
- Revenues for these companies have grown 6.6% 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 | -1.53% | |
| Industrials | -1.90% | |
| Infrastructure | -4.10% | |
| Marine Ports and Services | -0.37% | |
| Airport Services | -5.48% | |
Industry PE
- Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 20.9x.
- 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 13.8x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 4.4% over the next 5 years.
- This is better than its past earnings growth rate of 2.9% per year.
- In contrast, the Airport Services industry is expected to see its earnings grow by 4.4% 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 | |
|---|---|---|---|---|---|
| HHFA Hamburger Hafen und Logistik | €21.70 | 0.5% +€7.5m | 18.6% | PE592.7x | |
| BLH BREMER LAGERHAUS-GESELLSCHAFT -Aktiengesellschaft von 1877- | €11.20 | 5.7% +€2.3m | 22.4% | PE14.8x |