Header cover image

U.K. (FTSE) Industrials Sector Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies213
  • 7D-0.2%
  • 3M5.6%
  • 1Y-10.3%
  • YTD-13.0%

Over the last 7 days, the Industrials industry has remained flat. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022UKĀ£273.7bUKĀ£231.9bUKĀ£11.3b17.1x24.2x1.2x
Mon, 31 Oct 2022UKĀ£260.8bUKĀ£221.8bUKĀ£10.3b15.9x25.3x1.2x
Wed, 28 Sep 2022UKĀ£271.6bUKĀ£263.5bUKĀ£11.0b15.4x24.7x1x
Fri, 26 Aug 2022UKĀ£294.5bUKĀ£255.4bUKĀ£11.4b16.8x25.9x1.2x
Sun, 24 Jul 2022UKĀ£292.1bUKĀ£237.9bUKĀ£10.9b17.8x26.9x1.2x
Tue, 21 Jun 2022UKĀ£268.2bUKĀ£236.1bUKĀ£10.9b17.1x24.7x1.1x
Thu, 19 May 2022UKĀ£288.5bUKĀ£231.9bUKĀ£10.4b19x27.6x1.2x
Sat, 16 Apr 2022UKĀ£306.1bUKĀ£227.5bUKĀ£10.1b19.4x30.2x1.3x
Mon, 14 Mar 2022UKĀ£298.0bUKĀ£225.3bUKĀ£9.7b18.9x30.6x1.3x
Wed, 09 Feb 2022UKĀ£314.0bUKĀ£227.1bUKĀ£8.9b21.5x35.5x1.4x
Fri, 07 Jan 2022UKĀ£340.1bUKĀ£226.5bUKĀ£9.0b21.6x37.9x1.5x
Sun, 05 Dec 2021UKĀ£334.0bUKĀ£224.2bUKĀ£7.8b24x42.9x1.5x
Tue, 02 Nov 2021UKĀ£339.0bUKĀ£217.9bUKĀ£6.5b26.4x52.3x1.6x
Thu, 30 Sep 2021UKĀ£331.7bUKĀ£217.8bUKĀ£6.1b26.5x54.8x1.5x
Sat, 28 Aug 2021UKĀ£337.0bUKĀ£216.1bUKĀ£5.4b27.7x61.9x1.6x
Sun, 04 Jul 2021UKĀ£311.5bUKĀ£215.7bUKĀ£5.4b27x57.8x1.4x
Wed, 07 Apr 2021UKĀ£289.1bUKĀ£214.0bUKĀ£3.8b26.8x75.3x1.4x
Sat, 09 Jan 2021UKĀ£277.0bUKĀ£214.2bUKĀ£2.8b23.4x98.2x1.3x
Fri, 02 Oct 2020UKĀ£246.6bUKĀ£217.0bUKĀ£3.9b20.9x63.6x1.1x
Mon, 06 Jul 2020UKĀ£242.1bUKĀ£222.9bUKĀ£6.0b19.9x40.3x1.1x
Thu, 09 Apr 2020UKĀ£207.4bUKĀ£249.9bUKĀ£8.7b15.3x23.7x0.8x
Wed, 01 Jan 2020UKĀ£285.5bUKĀ£255.3bUKĀ£12.6b19.6x22.7x1.1x
Price to Earnings Ratio

21.2x


Total Market Cap: UKĀ£275.3bTotal Earnings: UKĀ£13.0bTotal Revenue: UKĀ£256.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 46.7x202020212022
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 24.2x which is lower than its 3-year average PE of 46.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 4.5% per year over the last three years,
  • Revenues have also declined 3.3% 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?

GB Market0.79%
Industrials-0.22%
Electrical1.12%
Professional Services0.79%
Construction0.63%
Aerospace & Defense0.32%
Transportation0.051%
Building-0.43%
Machinery-0.59%
Commercial Services-0.69%
Trade Distributors-1.08%
Infrastructure-1.11%
Marine and Shipping-1.63%
Airlines-2.19%
Industrials-2.43%
Logistics-2.92%
Industry PE
  • Investors are most optimistic about the Airlines industry which is trading above its 3-year average PE ratio of 16.2x.
    • Analysts are expecting annual earnings growth of 34.9% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 83% over the next 5 years.
  • However this is lower than its past earnings growth rate of 117% per year.
  • In contrast, the Logistics industry is expected to see its earnings decline by 20% 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
EXPN ExperianUKĀ£29.670.7%
+UKĀ£444.8m
-14.0%PE34.9x
REL RELXUKĀ£23.370.5%
+UKĀ£351.0m
-0.3%PE28.5x
BA. BAE SystemsUKĀ£8.130.8%
+UKĀ£187.7m
47.6%PE18.3x
ITRK Intertek GroupUKĀ£41.302.6%
+UKĀ£166.0m
-24.4%PE22.5x
WIZZ Wizz Air HoldingsUKĀ£23.637.2%
+UKĀ£163.2m
-44.8%PS1x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

EZJ

UKĀ£3.92

easyJet

7D

-3.3%

1Y

-25.9%

REL

UKĀ£23.37

RELX

7D

0.5%

1Y

-0.3%

MRO

UKĀ£1.29

Melrose Industries

7D

-4.5%

1Y

-10.9%

ROR

UKĀ£3.11

Rotork

7D

5.4%

1Y

-11.8%

MRL

UKĀ£4.80

Marlowe

7D

-17.5%

1Y

-48.1%

BA.

UKĀ£8.13

BAE Systems

7D

0.8%

1Y

47.6%

DPLM

UKĀ£29.30

Diploma

7D

2.4%

1Y

-10.1%

WIZZ

UKĀ£23.63

Wizz Air Holdings

7D

7.2%

1Y

-44.8%

RTO

UKĀ£5.44

Rentokil Initial

7D

-0.8%

1Y

-11.0%