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U.K. (FTSE) Industrials Sector Analysis

UpdatedMar 19, 2024
DataAggregated Company Financials
Companies191
  • 7D0.8%
  • 3M6.1%
  • 1Y16.9%
  • YTD5.7%

Over the last 7 days, the Industrials industry has remained flat, although notably BAE Systems gained 3.6%. As for the the longer term, the industry is up 17% over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024UK£313.2bUK£265.4bUK£13.7b17.2x22.9x1.2x
Thu, 15 Feb 2024UK£305.3bUK£268.6bUK£14.2b15.2x21.6x1.1x
Sat, 13 Jan 2024UK£319.1bUK£289.2bUK£14.5b15.5x22x1.1x
Mon, 11 Dec 2023UK£308.7bUK£289.5bUK£14.5b14.8x21.3x1.1x
Wed, 08 Nov 2023UK£287.8bUK£283.7bUK£13.5b14.3x21.3x1x
Fri, 06 Oct 2023UK£288.8bUK£282.6bUK£13.2b14.8x21.9x1x
Sun, 03 Sep 2023UK£294.0bUK£280.5bUK£12.6b15.3x23.3x1x
Tue, 01 Aug 2023UK£301.1bUK£276.3bUK£12.3b14.6x24.4x1.1x
Thu, 29 Jun 2023UK£292.1bUK£271.7bUK£11.7b14.7x25x1.1x
Sat, 27 May 2023UK£292.5bUK£271.6bUK£11.7b14x25.1x1.1x
Mon, 24 Apr 2023UK£298.6bUK£266.9bUK£12.0b15.7x24.8x1.1x
Wed, 22 Mar 2023UK£290.8bUK£267.3bUK£12.1b15.6x24x1.1x
Fri, 17 Feb 2023UK£289.7bUK£234.2bUK£10.9b17.3x26.6x1.2x
Sun, 15 Jan 2023UK£277.5bUK£232.4bUK£11.2b17.8x24.7x1.2x
Tue, 13 Dec 2022UK£269.6bUK£232.2bUK£11.2b17.4x24.1x1.2x
Thu, 10 Nov 2022UK£274.0bUK£225.5bUK£10.4b16.6x26.4x1.2x
Sat, 08 Oct 2022UK£275.3bUK£261.8bUK£10.9b15.5x25.2x1.1x
Mon, 05 Sep 2022UK£282.6bUK£257.5bUK£11.4b15.9x24.8x1.1x
Wed, 03 Aug 2022UK£300.8bUK£251.3bUK£11.3b16.9x26.7x1.2x
Fri, 01 Jul 2022UK£272.9bUK£236.7bUK£10.9b17.1x25.1x1.2x
Sun, 29 May 2022UK£294.1bUK£233.0bUK£10.6b19.1x27.7x1.3x
Tue, 26 Apr 2022UK£303.8bUK£228.6bUK£10.2b19.7x29.7x1.3x
Thu, 24 Mar 2022UK£311.3bUK£226.5bUK£9.9b19x31.5x1.4x
Sat, 19 Feb 2022UK£306.8bUK£227.2bUK£9.0b21.5x34.2x1.4x
Mon, 17 Jan 2022UK£328.3bUK£226.3bUK£8.9b22.3x36.8x1.5x
Wed, 15 Dec 2021UK£332.0bUK£227.1bUK£9.1b21.3x36.7x1.5x
Fri, 12 Nov 2021UK£348.4bUK£220.9bUK£6.8b26.4x51.5x1.6x
Sun, 10 Oct 2021UK£325.2bUK£217.9bUK£6.5b26x50.1x1.5x
Tue, 07 Sep 2021UK£341.5bUK£216.4bUK£5.7b27.5x59.8x1.6x
Thu, 05 Aug 2021UK£331.7bUK£216.1bUK£5.4b26.9x61x1.5x
Sun, 09 May 2021UK£303.1bUK£214.4bUK£4.0b28.2x76.2x1.4x
Price to Earnings Ratio

75.3x


Total Market Cap: UK£289.1bTotal Earnings: UK£3.8bTotal Revenue: UK£214.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 35.4x202220232024
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 22.9x which is lower than its 3-year average PE of 35.4x.
  • 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 grown 53% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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 Market0.54%
Industrials0.82%
Construction3.82%
Aerospace & Defense3.29%
Transportation1.87%
Building1.21%
Machinery1.19%
Industrials1.02%
Marine and Shipping0.96%
Trade Distributors0.72%
Professional Services0.44%
Airlines0.14%
Electrical-0.81%
Infrastructure-1.98%
Commercial Services-2.96%
Logistics-7.71%
Industry PE
  • Investors are most optimistic about the Professional Services industry which is trading above its 3-year average PE ratio of 31.9x.
    • Analysts are expecting annual earnings growth of 12.2%, which is higher than its past year's earnings decline of 6.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 98% over the next 5 years.
  • This is better than its past earnings decline of 46% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 10% 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£13.053.6%
+UK£1.3b
40.0%PE21.2x
AHT Ashtead GroupUK£52.003.1%
+UK£671.2m
6.9%PE17.8x
RR. Rolls-Royce HoldingsUK£3.901.8%
+UK£568.7m
176.6%PE13.5x
REL RELXUK£33.890.9%
+UK£523.2m
32.7%PE35.7x
WEIR Weir GroupUK£20.005.6%
+UK£276.2m
14.5%PE22.6x
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