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U.K. (FTSE) Industrials Sector Analysis

UpdatedDec 07, 2021
DataAggregated Company Financials
Companies210
  • 7D1.5%
  • 3M-0.7%
  • 1Y23.7%
  • YTD18.9%

Over the last 7 days, the Industrials industry has risen 1.5%, driven by gains from Experian of 4.3%. This takes the industry's 12 month performance to a gain of 24%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 07 Dec 2021UK£338.4bUK£224.1bUK£7.8b24.1x
Thu, 04 Nov 2021UK£341.1bUK£217.9bUK£6.5b26.8x
Sat, 02 Oct 2021UK£328.3bUK£218.1bUK£6.5b26x
Mon, 30 Aug 2021UK£337.0bUK£216.1bUK£5.4b27.7x
Tue, 06 Jul 2021UK£311.5bUK£215.7bUK£5.4b27x
Fri, 09 Apr 2021UK£289.1bUK£214.0bUK£3.8b26.8x
Thu, 31 Dec 2020UK£277.0bUK£214.2bUK£2.8b23.4x
Sun, 04 Oct 2020UK£246.6bUK£217.0bUK£3.9b20.9x
Wed, 08 Jul 2020UK£242.1bUK£222.9bUK£6.0b19.9x
Tue, 31 Mar 2020UK£207.4bUK£249.9bUK£8.7b15.3x
Fri, 03 Jan 2020UK£285.5bUK£255.3bUK£12.6b19.6x
Mon, 07 Oct 2019UK£264.1bUK£257.4bUK£13.1b15.7x
Sun, 30 Jun 2019UK£257.3bUK£256.0bUK£12.6b16.3x
Wed, 03 Apr 2019UK£241.2bUK£248.6bUK£11.6b16.7x
Sat, 05 Jan 2019UK£228.7bUK£246.3bUK£12.7b15x
PE Ratio

15x

Total Market Cap: UK£228.7bTotal Earnings: UK£12.7bTotal Revenue: UK£246.3b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 20.6x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Industrials industry have declined 15% per year over the last three years, and revenues have also declined 3.1% per year. This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Industrials sector?

Airlines11.41%
Transportation8.49%
Industrials3.06%
Professional Services2.56%
Construction2.44%
Marine and Shipping0.92%
Aerospace & Defense0.91%
Machinery0.71%
Commercial Services0.50%
Trade Distributors0.50%
Infrastructure-0.22%
Building-0.50%
Logistics-3.16%
Electrical-4.57%

Industry PE: Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 30.8x. However analysts are expecting annual earnings growth of 18%, which is lower than the prior year's growth of 29% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 17.5x.

Forecasted Growth: Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 76% over the next 5 years. This is better than its past earnings decline of 33% per year. Meanwhile, the Logistics industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
EXPN Experian4.3%+UK£1.3b31.6%PE44.2x
REL RELX1.5%+UK£697.0m33.1%PE34.2x
RR. Rolls-Royce Holdings5.9%+UK£600.0m-0.9%PE4.3x
IAG International Consolidated Airlines Group8.7%+UK£562.8m-14.9%PS1.3x
WIZZ Wizz Air Holdings14.0%+UK£557.1m-8.2%PS4.7x
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Latest News

EZJ

UK£5.56

easyJet

7D

10.6%

1Y

-38.0%