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U.K. (FTSE) Industrials Sector Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies181
  • 7D1.2%
  • 3M6.8%
  • 1Y11.1%
  • YTD7.9%

Over the last 7 days, the Industrials industry has risen 1.2%, driven by gains from BAE Systems of 11%. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

Has the U.K. Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Feb 2025UK£336.5bUK£265.5bUK£14.9b17.9x22.6x1.3x
Sat, 18 Jan 2025UK£328.3bUK£271.0bUK£15.3b17x21.5x1.2x
Mon, 16 Dec 2024UK£321.3bUK£269.9bUK£15.1b17.5x21.2x1.2x
Wed, 13 Nov 2024UK£326.1bUK£267.5bUK£15.0b17x21.8x1.2x
Fri, 11 Oct 2024UK£313.7bUK£261.3bUK£14.1b17.6x22.2x1.2x
Sun, 08 Sep 2024UK£313.8bUK£261.0bUK£14.0b17.9x22.3x1.2x
Tue, 06 Aug 2024UK£307.0bUK£262.5bUK£14.3b17.3x21.5x1.2x
Thu, 04 Jul 2024UK£319.7bUK£265.5bUK£14.8b17.7x21.6x1.2x
Sat, 01 Jun 2024UK£324.0bUK£266.1bUK£14.9b17.8x21.8x1.2x
Mon, 29 Apr 2024UK£315.0bUK£263.9bUK£13.8b17.2x22.8x1.2x
Wed, 27 Mar 2024UK£320.5bUK£263.7bUK£13.7b17.2x23.4x1.2x
Fri, 23 Feb 2024UK£313.6bUK£269.1bUK£14.1b15.3x22.3x1.2x
Sun, 21 Jan 2024UK£317.1bUK£289.2bUK£14.5b15.4x21.9x1.1x
Tue, 19 Dec 2023UK£314.5bUK£289.7bUK£14.4b15.8x21.8x1.1x
Thu, 16 Nov 2023UK£300.3bUK£286.5bUK£13.7b14.9x21.9x1x
Sat, 14 Oct 2023UK£294.8bUK£282.6bUK£13.2b14.4x22.4x1x
Mon, 11 Sep 2023UK£295.6bUK£281.4bUK£12.9b15.1x22.9x1.1x
Wed, 09 Aug 2023UK£299.2bUK£279.3bUK£12.6b14.6x23.7x1.1x
Fri, 07 Jul 2023UK£287.8bUK£272.2bUK£11.7b14.3x24.7x1.1x
Sun, 04 Jun 2023UK£296.9bUK£271.2bUK£11.6b14.1x25.5x1.1x
Tue, 02 May 2023UK£297.4bUK£266.8bUK£12.1b15.1x24.6x1.1x
Thu, 30 Mar 2023UK£291.2bUK£267.5bUK£12.1b15.4x24.1x1.1x
Sat, 25 Feb 2023UK£287.8bUK£237.5bUK£11.2b16.5x25.8x1.2x
Mon, 23 Jan 2023UK£277.0bUK£232.2bUK£11.2b18x24.7x1.2x
Wed, 21 Dec 2022UK£264.5bUK£232.4bUK£11.2b16.3x23.5x1.1x
Fri, 18 Nov 2022UK£266.5bUK£225.8bUK£10.3b16.6x25.9x1.2x
Sun, 16 Oct 2022UK£272.8bUK£261.3bUK£10.9b15.4x25x1x
Tue, 13 Sep 2022UK£291.8bUK£257.7bUK£10.9b16.5x26.8x1.1x
Thu, 11 Aug 2022UK£304.6bUK£253.1bUK£11.2b17.2x27.2x1.2x
Sat, 09 Jul 2022UK£278.6bUK£235.4bUK£10.8b17.2x25.8x1.2x
Mon, 06 Jun 2022UK£289.8bUK£233.4bUK£10.7b18.6x27.2x1.2x
Wed, 04 May 2022UK£300.9bUK£229.0bUK£10.4b19.2x28.9x1.3x
Fri, 01 Apr 2022UK£307.4bUK£227.0bUK£10.0b19.6x30.7x1.4x
Sun, 27 Feb 2022UK£306.6bUK£227.7bUK£9.2b20.1x33.4x1.3x
Price to Earnings Ratio

33.4x


Total Market Cap: UK£306.6bTotal Earnings: UK£9.2bTotal Revenue: UK£227.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 24.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Industrials 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 24.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 U.K. Industrials sector?

GB Market-0.17%
Industrials1.16%
Aerospace & Defense9.41%
Commercial Services4.27%
Industrials2.60%
Transportation1.91%
Machinery1.62%
Trade Distributors0.55%
Logistics-0.055%
Construction-0.084%
Infrastructure-0.96%
Airlines-1.42%
Marine and Shipping-1.44%
Electrical-1.60%
Professional Services-1.71%
Building-1.87%
Industry PE
  • Investors are most optimistic about the Transportation industry which is trading above its 3-year average PE ratio of 1.6x.
    • Analysts are expecting annual earnings growth of 20.2%, which is higher than its past year's earnings decline of 28.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Marine and Shipping industry is expected to see its earnings grow by 2.7% 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
BA. BAE SystemsUK£13.4511.2%
+UK£4.0b		8.3%PE21.8x
RR. Rolls-Royce HoldingsUK£6.433.5%
+UK£1.8b		95.0%PE23.3x
RTO Rentokil InitialUK£4.162.2%
+UK£228.6m		-1.4%PE26.7x
BAB Babcock International GroupUK£6.506.8%
+UK£209.0m		31.8%PE17x
QQ. QinetiQ GroupUK£4.028.4%
+UK£172.5m		7.5%PE16.1x
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