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U.K. (FTSE) Industrials Sector Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies176
  • 7D0.5%
  • 3M6.1%
  • 1Y21.4%
  • YTD20.2%

The Industrials industry has stayed flat over the last week. As for the the longer term, the industry is up 21% over the past 12 months. Looking forward, earnings are forecast to grow by 6.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025UK£423.8bUK£274.5bUK£19.8b17.4x21.4x1.5x
Mon, 21 Jul 2025UK£348.1bUK£258.1bUK£13.9b17.9x25.1x1.3x
Wed, 18 Jun 2025UK£337.6bUK£257.1bUK£13.8b17.3x24.5x1.3x
Fri, 16 May 2025UK£335.3bUK£266.0bUK£14.2b16.6x23.6x1.3x
Sun, 13 Apr 2025UK£301.0bUK£267.9bUK£14.9b14.7x20.2x1.1x
Tue, 11 Mar 2025UK£318.6bUK£267.8bUK£14.9b16.5x21.4x1.2x
Thu, 06 Feb 2025UK£328.8bUK£265.6bUK£14.9b17.5x22.1x1.2x
Sat, 04 Jan 2025UK£312.1bUK£270.0bUK£15.2b16.9x20.6x1.2x
Mon, 02 Dec 2024UK£325.7bUK£269.0bUK£15.0b17.3x21.7x1.2x
Wed, 30 Oct 2024UK£317.2bUK£263.3bUK£14.5b16.5x21.9x1.2x
Fri, 27 Sep 2024UK£320.6bUK£260.6bUK£14.0b17.7x22.8x1.2x
Sun, 25 Aug 2024UK£316.4bUK£261.1bUK£14.1b18.5x22.4x1.2x
Tue, 23 Jul 2024UK£321.3bUK£265.7bUK£14.9b17.9x21.5x1.2x
Thu, 20 Jun 2024UK£323.4bUK£265.9bUK£14.9b17.7x21.8x1.2x
Sat, 18 May 2024UK£325.7bUK£262.4bUK£13.9b17.4x23.4x1.2x
Mon, 15 Apr 2024UK£314.9bUK£264.0bUK£13.8b17.2x22.8x1.2x
Wed, 13 Mar 2024UK£314.1bUK£265.3bUK£13.8b17.1x22.8x1.2x
Fri, 09 Feb 2024UK£304.3bUK£268.5bUK£14.1b15.4x21.5x1.1x
Sun, 07 Jan 2024UK£315.3bUK£289.2bUK£14.5b15.7x21.8x1.1x
Tue, 05 Dec 2023UK£301.4bUK£288.5bUK£14.1b14.8x21.4x1x
Thu, 02 Nov 2023UK£282.7bUK£283.9bUK£13.5b14x20.9x1x
Sat, 30 Sep 2023UK£294.2bUK£282.6bUK£13.1b15.3x22.4x1x
Mon, 28 Aug 2023UK£288.1bUK£280.2bUK£12.6b14.9x22.9x1x
Wed, 26 Jul 2023UK£297.3bUK£272.5bUK£11.4b14.4x26.1x1.1x
Fri, 23 Jun 2023UK£295.0bUK£271.5bUK£11.7b14.8x25.3x1.1x
Sun, 21 May 2023UK£297.1bUK£271.1bUK£11.7b14.7x25.4x1.1x
Tue, 18 Apr 2023UK£297.7bUK£267.0bUK£12.1b15.1x24.7x1.1x
Thu, 16 Mar 2023UK£282.2bUK£263.0bUK£11.9b15x23.7x1.1x
Sat, 11 Feb 2023UK£283.2bUK£234.4bUK£11.2b17x25.2x1.2x
Mon, 09 Jan 2023UK£273.5bUK£232.5bUK£11.2b17.5x24.3x1.2x
Wed, 07 Dec 2022UK£271.7bUK£231.9bUK£11.3b16.8x24x1.2x
Fri, 04 Nov 2022UK£260.2bUK£222.0bUK£10.3b15.7x25.2x1.2x
Sun, 02 Oct 2022UK£269.5bUK£261.8bUK£10.9b15.2x24.6x1x
Tue, 30 Aug 2022UK£289.6bUK£256.0bUK£11.4b16.6x25.5x1.1x
Price to Earnings Ratio

25.5x


Total Market Cap: UK£289.6bTotal Earnings: UK£11.4bTotal Revenue: UK£256.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 24x202320242025
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 21.4x which is lower than its 3-year average PE of 24.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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-0.39%
Industrials0.55%
Machinery3.47%
Trade Distributors2.79%
Industrials2.27%
Marine and Shipping1.81%
Professional Services1.72%
Airlines1.30%
Infrastructure1.29%
Transportation0.65%
Electrical0.17%
Building0.06%
Logistics0%0
Construction-0.00084%
Commercial Services-0.22%
Aerospace & Defense-1.55%
Industry PE
  • Investors are most optimistic about the Infrastructure industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 29.5%, which is lower than the prior year's growth of 33.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings decline by 29% 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£35.841.7%
+UK£1.1b		2.4%PE34x
EXPN ExperianUK£38.691.8%
+UK£604.9m		6.3%PE41x
AHT Ashtead GroupUK£54.622.5%
+UK£577.2m		2.9%PE21.1x
BNZL BunzlUK£23.844.6%
+UK£340.8m		-25.8%PE15.6x
IAG International Consolidated Airlines GroupUK£3.951.8%
+UK£311.8m		119.6%PE6.7x

Latest News

COST
UK£1.31
Costain Group
7D
-20.9%
1Y
25.0%

Costain Group's (LON:COST) Dividend Will Be £0.01

Aug 23
Costain Group's (LON:COST) Dividend Will Be £0.01
IAG
UK£3.95
International Consolidated Airlines Group
7D
1.8%
1Y
119.6%

Is International Consolidated Airlines Group (LON:IAG) Using Too Much Debt?

Aug 23
Is International Consolidated Airlines Group (LON:IAG) Using Too Much Debt?
CHRT
UK£12.30
Cohort
7D
-2.7%
1Y
40.1%
MRO
UK£5.91
Melrose Industries
7D
-1.0%
1Y
24.5%

Is Now An Opportune Moment To Examine Melrose Industries PLC (LON:MRO)?

Aug 21
Is Now An Opportune Moment To Examine Melrose Industries PLC (LON:MRO)?
SPX
UK£73.40
Spirax Group
7D
3.8%
1Y
0.4%

Some May Be Optimistic About Spirax Group's (LON:SPX) Earnings

Aug 21
Some May Be Optimistic About Spirax Group's (LON:SPX) Earnings
IMI
UK£23.30
IMI
7D
3.7%
1Y
27.3%

IMI plc's (LON:IMI) Shareholders Might Be Looking For Exit

Aug 20
IMI plc's (LON:IMI) Shareholders Might Be Looking For Exit
WEIR
UK£25.12
Weir Group
7D
3.1%
1Y
29.6%

Weir Group's (LON:WEIR) Returns On Capital Are Heading Higher

Aug 18
Weir Group's (LON:WEIR) Returns On Capital Are Heading Higher
AHT
UK£54.62
Ashtead Group
7D
2.5%
1Y
2.9%

Calculating The Intrinsic Value Of Ashtead Group plc (LON:AHT)

Aug 17
Calculating The Intrinsic Value Of Ashtead Group plc (LON:AHT)
MGNS
UK£44.00
Morgan Sindall Group
7D
-0.9%
1Y
46.9%

With EPS Growth And More, Morgan Sindall Group (LON:MGNS) Makes An Interesting Case

Aug 16
With EPS Growth And More, Morgan Sindall Group (LON:MGNS) Makes An Interesting Case
KIE
UK£2.02
Kier Group
7D
-2.4%
1Y
31.5%

Estimating The Intrinsic Value Of Kier Group plc (LON:KIE)

Aug 10
Estimating The Intrinsic Value Of Kier Group plc (LON:KIE)
EXPN
UK£38.69
Experian
7D
1.8%
1Y
6.3%

Return Trends At Experian (LON:EXPN) Aren't Appealing

Aug 08
Return Trends At Experian (LON:EXPN) Aren't Appealing
RTO
UK£3.63
Rentokil Initial
7D
-0.5%
1Y
-25.0%
EZJ
UK£5.11
easyJet
7D
-1.0%
1Y
14.0%

We Think easyJet (LON:EZJ) Can Stay On Top Of Its Debt

Aug 06
We Think easyJet (LON:EZJ) Can Stay On Top Of Its Debt
RR.
UK£10.43
Rolls-Royce Holdings
7D
-2.9%
1Y
109.1%

Rising Supply Chain Risks And Slowing Demand Will Undercut Margins

Analysts have raised their price target for Rolls-Royce Holdings to £9.97, citing stronger cash flow forecasts, sustained operational improvements, and a more optimistic long-term aerospace outlook. Analyst Commentary Valuation concerns leading to a more cautious outlook after strong share price appreciation.
REL
UK£35.84
RELX
7D
1.7%
1Y
2.4%

RELX (LON:REL) Will Pay A Dividend Of £0.195

Jul 27
RELX (LON:REL) Will Pay A Dividend Of £0.195
BNZL
UK£23.84
Bunzl
7D
4.6%
1Y
-25.8%