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U.K. (FTSE) Industrials Sector Analysis

UpdatedApr 23, 2025
DataAggregated Company Financials
Companies179
  • 7D-1.3%
  • 3M-5.4%
  • 1Y0.9%
  • YTD-0.4%

Over the last 7 days, the Industrials industry has dropped 1.3%, driven by a pullback from Bunzl of 23%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 23 Apr 2025UK£309.1bUK£267.2bUK£14.8b14.9x20.9x1.2x
Fri, 21 Mar 2025UK£323.4bUK£267.3bUK£14.8b16.4x21.8x1.2x
Sun, 16 Feb 2025UK£333.5bUK£265.7bUK£14.9b17.8x22.4x1.3x
Tue, 14 Jan 2025UK£312.6bUK£270.8bUK£15.3b16.5x20.5x1.2x
Thu, 12 Dec 2024UK£323.4bUK£269.4bUK£15.0b17.6x21.5x1.2x
Sat, 09 Nov 2024UK£325.7bUK£262.4bUK£14.5b17x22.4x1.2x
Mon, 07 Oct 2024UK£315.7bUK£261.2bUK£14.1b16.8x22.3x1.2x
Wed, 04 Sep 2024UK£319.4bUK£261.0bUK£14.0b18.4x22.7x1.2x
Fri, 02 Aug 2024UK£322.3bUK£265.4bUK£15.2b17.9x21.2x1.2x
Sun, 30 Jun 2024UK£321.0bUK£265.7bUK£14.9b17.3x21.6x1.2x
Tue, 28 May 2024UK£328.4bUK£266.0bUK£14.8b18.3x22.2x1.2x
Thu, 25 Apr 2024UK£314.6bUK£264.2bUK£13.8b17.1x22.7x1.2x
Sat, 23 Mar 2024UK£321.3bUK£263.7bUK£13.7b17.2x23.4x1.2x
Mon, 19 Feb 2024UK£310.8bUK£268.6bUK£14.2b15.3x21.9x1.2x
Wed, 17 Jan 2024UK£317.9bUK£289.4bUK£14.5b15.4x21.9x1.1x
Fri, 15 Dec 2023UK£315.4bUK£289.5bUK£14.4b15.5x22x1.1x
Sun, 12 Nov 2023UK£291.5bUK£283.9bUK£13.4b14.4x21.7x1x
Tue, 10 Oct 2023UK£291.4bUK£282.4bUK£13.2b14.4x22.1x1x
Thu, 07 Sep 2023UK£293.5bUK£281.0bUK£12.7b15x23.1x1x
Sat, 05 Aug 2023UK£299.4bUK£279.3bUK£12.8b14.8x23.4x1.1x
Mon, 03 Jul 2023UK£298.3bUK£271.6bUK£11.6b14.6x25.8x1.1x
Wed, 31 May 2023UK£291.9bUK£271.4bUK£11.7b14.4x25x1.1x
Fri, 28 Apr 2023UK£294.8bUK£266.9bUK£12.0b15.1x24.5x1.1x
Sun, 26 Mar 2023UK£288.1bUK£267.6bUK£12.1b15.4x23.9x1.1x
Tue, 21 Feb 2023UK£289.1bUK£234.9bUK£11.0b16.6x26.4x1.2x
Thu, 19 Jan 2023UK£280.2bUK£232.2bUK£11.2b18.1x25x1.2x
Sat, 17 Dec 2022UK£265.5bUK£232.5bUK£11.3b17.1x23.6x1.1x
Mon, 14 Nov 2022UK£267.6bUK£225.5bUK£10.5b16.6x25.6x1.2x
Wed, 12 Oct 2022UK£272.6bUK£261.8bUK£10.9b15.2x24.9x1x
Fri, 09 Sep 2022UK£284.3bUK£258.2bUK£11.1b16.2x25.7x1.1x
Sun, 07 Aug 2022UK£300.2bUK£253.1bUK£11.2b17.1x26.9x1.2x
Tue, 05 Jul 2022UK£273.0bUK£234.5bUK£10.7b16.8x25.5x1.2x
Thu, 02 Jun 2022UK£289.8bUK£233.5bUK£10.7b18.6x27.1x1.2x
Sat, 30 Apr 2022UK£303.5bUK£228.8bUK£10.4b19.4x29.3x1.3x
Price to Earnings Ratio

29.3x


Total Market Cap: UK£303.5bTotal Earnings: UK£10.4bTotal Revenue: UK£228.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 24.4x202320242025
Current Industry PE
  • Investors are pessimistic on the British Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 20.9x which is lower than its 3-year average PE of 24.4x.
  • 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 13% 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 Market0.97%
Industrials-1.31%
Commercial Services3.01%
Airlines1.55%
Professional Services0.84%
Logistics-0.055%
Infrastructure-0.27%
Construction-0.45%
Electrical-1.16%
Transportation-1.34%
Building-1.77%
Marine and Shipping-1.95%
Aerospace & Defense-2.30%
Machinery-2.94%
Industrials-3.64%
Trade Distributors-7.02%
Industry PE
  • Investors are most optimistic about the Transportation industry which is trading above its 3-year average PE ratio of 8.3x.
    • Analysts are expecting annual earnings growth of 20.9%, 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 52% over the next 5 years.
  • In contrast, the Marine and Shipping industry is expected to see its earnings grow by 2.4% 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
REL RELXUK£39.341.0%
+UK£679.8m		16.9%PE37.5x
EXPN ExperianUK£35.321.3%
+UK£420.2m		7.9%PE36.5x
RTO Rentokil InitialUK£3.432.6%
+UK£216.1m		-19.3%PE28.1x
MTO Mitie GroupUK£1.3510.7%
+UK£158.9m		12.5%PE13.7x
IAG International Consolidated Airlines GroupUK£2.531.3%
+UK£142.1m		43.7%PE5.1x
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DCC

UK£47.54

DCC

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-4.1%

1Y

-14.0%

BNZL

UK£23.70

Bunzl

7D

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RTO

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DPLM

UK£37.86

Diploma

7D

-4.4%

1Y

6.2%

Diploma PLC (LON:DPLM) Investors Are Less Pessimistic Than Expected

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RR.

UK£7.16

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7D

-2.2%

1Y

71.6%

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MTO

UK£1.35

Mitie Group

7D

10.7%

1Y

12.5%

AHT

UK£38.94

Ashtead Group

7D

-1.2%

1Y

-32.0%

JET2

UK£13.57

Jet2

7D

3.7%

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-8.8%

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EXPN

UK£35.32

Experian

7D

1.3%

1Y

7.9%

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MRO

UK£4.09

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7D

-5.5%

1Y

-35.7%

SMIN

UK£17.76

Smiths Group

7D

-3.3%

1Y

8.6%

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WIZZ

UK£15.55

Wizz Air Holdings

7D

5.5%

1Y

-27.3%