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U.K. (FTSE) Industrials Sector Analysis

UpdatedJan 17, 2025
DataAggregated Company Financials
Companies183
  • 7D2.0%
  • 3M-0.7%
  • 1Y10.4%
  • YTD2.5%

In the last week, the Industrials industry is up 2.0%, with RELX leading the way, up 2.5%. In the last 12 months, the industry was up 10%. Looking forward, 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
Fri, 17 Jan 2025UK£323.4bUK£270.8bUK£15.2b17x21.2x1.2x
Sun, 15 Dec 2024UK£321.3bUK£269.9bUK£15.1b17.5x21.2x1.2x
Tue, 12 Nov 2024UK£327.6bUK£267.2bUK£14.9b16.9x21.9x1.2x
Thu, 10 Oct 2024UK£317.3bUK£261.3bUK£14.1b17.6x22.4x1.2x
Sat, 07 Sep 2024UK£313.8bUK£261.0bUK£14.0b17.9x22.3x1.2x
Mon, 05 Aug 2024UK£313.2bUK£262.5bUK£14.1b17.9x22.2x1.2x
Wed, 03 Jul 2024UK£317.4bUK£265.6bUK£14.9b17.6x21.4x1.2x
Fri, 31 May 2024UK£323.4bUK£266.1bUK£14.9b17.6x21.8x1.2x
Sun, 28 Apr 2024UK£315.0bUK£263.9bUK£13.8b17.2x22.8x1.2x
Tue, 26 Mar 2024UK£319.3bUK£263.7bUK£13.7b17.2x23.3x1.2x
Thu, 22 Feb 2024UK£310.1bUK£268.6bUK£14.2b15.4x21.9x1.2x
Sat, 20 Jan 2024UK£317.1bUK£289.2bUK£14.5b15.4x21.9x1.1x
Mon, 18 Dec 2023UK£314.2bUK£289.5bUK£14.4b15.5x21.9x1.1x
Wed, 15 Nov 2023UK£294.7bUK£283.4bUK£13.4b14.8x22x1x
Fri, 13 Oct 2023UK£297.3bUK£282.6bUK£13.2b14.4x22.6x1.1x
Sun, 10 Sep 2023UK£295.6bUK£281.4bUK£12.9b15.1x22.9x1.1x
Tue, 08 Aug 2023UK£299.7bUK£279.2bUK£12.7b15x23.7x1.1x
Thu, 06 Jul 2023UK£293.4bUK£271.6bUK£11.6b14.5x25.3x1.1x
Sat, 03 Jun 2023UK£296.8bUK£271.2bUK£11.6b14.1x25.5x1.1x
Mon, 01 May 2023UK£297.4bUK£266.8bUK£12.1b15.1x24.6x1.1x
Wed, 29 Mar 2023UK£288.6bUK£267.5bUK£12.1b15.4x23.9x1.1x
Fri, 24 Feb 2023UK£287.9bUK£234.9bUK£10.9b16.7x26.3x1.2x
Sun, 22 Jan 2023UK£277.0bUK£232.2bUK£11.2b18x24.7x1.2x
Tue, 20 Dec 2022UK£265.8bUK£232.4bUK£11.3b17.1x23.6x1.1x
Thu, 17 Nov 2022UK£268.3bUK£225.4bUK£10.4b16.4x25.7x1.2x
Sat, 15 Oct 2022UK£521.2bUK£261.3bUK£10.9b15.4x47.7x2x
Mon, 12 Sep 2022UK£287.6bUK£258.1bUK£10.9b16x26.3x1.1x
Wed, 10 Aug 2022UK£299.7bUK£253.3bUK£11.2b17.2x26.7x1.2x
Fri, 08 Jul 2022UK£277.9bUK£235.5bUK£10.8b17.3x25.8x1.2x
Sun, 05 Jun 2022UK£289.8bUK£233.4bUK£10.7b18.6x27.2x1.2x
Tue, 03 May 2022UK£303.5bUK£228.9bUK£10.4b19.3x29.2x1.3x
Thu, 31 Mar 2022UK£309.1bUK£226.9bUK£10.0b19.6x30.9x1.4x
Sat, 26 Feb 2022UK£297.4bUK£227.5bUK£9.0b20x33x1.3x
Mon, 24 Jan 2022UK£321.9bUK£226.5bUK£9.0b21.3x35.9x1.4x
Price to Earnings Ratio

35.9x


Total Market Cap: UK£321.9bTotal Earnings: UK£9.0bTotal Revenue: UK£226.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 25.3x202320242025
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 21.2x which is lower than its 3-year average PE of 25.3x.
  • 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 19% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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 Market0.96%
Industrials1.95%
Marine and Shipping8.82%
Transportation3.90%
Trade Distributors2.89%
Professional Services2.88%
Aerospace & Defense1.68%
Machinery1.52%
Infrastructure1.24%
Building1.23%
Industrials1.18%
Construction1.05%
Logistics0.22%
Commercial Services-0.40%
Airlines-1.42%
Electrical-2.38%
Industry PE
  • Investors are most optimistic about the Transportation industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 21.2%, 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 35% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Marine and Shipping industry is expected to see its earnings grow by 2.7% 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£39.022.5%
+UK£1.8b		19.5%PE38.2x
EXPN ExperianUK£36.475.2%
+UK£1.8b		14.1%PE36.7x
AHT Ashtead GroupUK£51.844.4%
+UK£947.8m		6.9%PE17.9x
BA. BAE SystemsUK£12.132.2%
+UK£770.5m		2.9%PE19.7x
BNZL BunzlUK£33.922.7%
+UK£289.5m		5.0%PE22.8x
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DATA

UK£1.86

GlobalData

7D

-9.3%

1Y

-5.8%

EZJ

UK£4.98

easyJet

7D

-3.8%

1Y

-0.2%

WIZZ

UK£12.83

Wizz Air Holdings

7D

-3.5%

1Y

-35.1%

BNZL

UK£33.92

Bunzl

7D

2.7%

1Y

5.0%

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CKN

UK£43.75

Clarkson

7D

12.5%

1Y

25.2%

RWS

UK£1.64

RWS Holdings

7D

-8.1%

1Y

-31.3%

RTO

UK£3.84

Rentokil Initial

7D

-0.9%

1Y

-2.7%

EXPN

UK£36.47

Experian

7D

5.2%

1Y

14.1%

DCC

UK£52.95

DCC

7D

2.9%

1Y

-6.2%

AHT

UK£51.84

Ashtead Group

7D

4.4%

1Y

6.9%

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SPX

UK£69.25

Spirax Group

7D

3.3%

1Y

-28.6%

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JET2

UK£14.39

Jet2

7D

-4.0%

1Y

12.4%

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Jan 08
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RR.

UK£5.79

Rolls-Royce Holdings

7D

-0.4%

1Y

88.8%

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BA.

UK£12.13

BAE Systems

7D

2.2%

1Y

2.9%

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REL

UK£39.02

RELX

7D

2.5%

1Y

19.5%

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MRO

UK£5.58

Melrose Industries

7D

-0.7%

1Y

-3.7%

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