Investor Optimism Abounds Diploma PLC (LON:DPLM) But Growth Is Lacking
Jul 29
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U.K. (FTSE) Industrials Sector Analysis
UpdatedAug 03, 2025
DataAggregated Company Financials
Companies178
- 7D0.2%
- 3M10.2%
- 1Y24.6%
- YTD20.8%
Over the last 7 days, the Industrials industry has remained flat, although notably Rolls-Royce Holdings gained 9.0%. The past year has been better, since the industry has gained 25% in that time. Earnings are forecast to grow by 6.7% annually.
Sector Valuation and Performance
Has the U.K. Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 04 Aug 2025 | UK£427.3b | UK£275.2b | UK£19.9b | 17x | 21.4x | 1.6x |
| Wed, 02 Jul 2025 | UK£340.4b | UK£257.3b | UK£13.8b | 17.8x | 24.6x | 1.3x |
| Fri, 30 May 2025 | UK£333.5b | UK£253.1b | UK£13.6b | 16.7x | 24.6x | 1.3x |
| Sun, 27 Apr 2025 | UK£314.6b | UK£267.1b | UK£14.8b | 14.9x | 21.2x | 1.2x |
| Tue, 25 Mar 2025 | UK£320.6b | UK£267.3b | UK£14.9b | 16.3x | 21.6x | 1.2x |
| Thu, 20 Feb 2025 | UK£336.5b | UK£265.5b | UK£14.9b | 17.9x | 22.6x | 1.3x |
| Sat, 18 Jan 2025 | UK£328.3b | UK£271.0b | UK£15.3b | 17x | 21.5x | 1.2x |
| Mon, 16 Dec 2024 | UK£321.3b | UK£269.9b | UK£15.1b | 17.5x | 21.2x | 1.2x |
| Wed, 13 Nov 2024 | UK£326.1b | UK£267.5b | UK£15.0b | 17x | 21.8x | 1.2x |
| Fri, 11 Oct 2024 | UK£313.7b | UK£261.3b | UK£14.1b | 17.6x | 22.2x | 1.2x |
| Sun, 08 Sep 2024 | UK£313.8b | UK£261.0b | UK£14.0b | 17.9x | 22.3x | 1.2x |
| Tue, 06 Aug 2024 | UK£307.0b | UK£262.5b | UK£14.3b | 17.3x | 21.5x | 1.2x |
| Thu, 04 Jul 2024 | UK£319.7b | UK£265.5b | UK£14.8b | 17.7x | 21.6x | 1.2x |
| Sat, 01 Jun 2024 | UK£324.0b | UK£266.1b | UK£14.9b | 17.8x | 21.8x | 1.2x |
| Mon, 29 Apr 2024 | UK£315.0b | UK£263.9b | UK£13.8b | 17.2x | 22.8x | 1.2x |
| Wed, 27 Mar 2024 | UK£320.5b | UK£263.7b | UK£13.7b | 17.2x | 23.4x | 1.2x |
| Fri, 23 Feb 2024 | UK£313.6b | UK£269.1b | UK£14.1b | 15.3x | 22.3x | 1.2x |
| Sun, 21 Jan 2024 | UK£317.1b | UK£289.2b | UK£14.5b | 15.4x | 21.9x | 1.1x |
| Tue, 19 Dec 2023 | UK£314.5b | UK£289.7b | UK£14.4b | 15.8x | 21.8x | 1.1x |
| Thu, 16 Nov 2023 | UK£300.3b | UK£286.5b | UK£13.7b | 14.9x | 21.9x | 1x |
| Sat, 14 Oct 2023 | UK£294.8b | UK£282.6b | UK£13.2b | 14.4x | 22.4x | 1x |
| Mon, 11 Sep 2023 | UK£295.6b | UK£281.4b | UK£12.9b | 15.1x | 22.9x | 1.1x |
| Wed, 09 Aug 2023 | UK£299.2b | UK£279.3b | UK£12.6b | 14.6x | 23.7x | 1.1x |
| Fri, 07 Jul 2023 | UK£287.8b | UK£272.2b | UK£11.7b | 14.3x | 24.7x | 1.1x |
| Sun, 04 Jun 2023 | UK£296.9b | UK£271.2b | UK£11.6b | 14.1x | 25.5x | 1.1x |
| Tue, 02 May 2023 | UK£297.4b | UK£266.8b | UK£12.1b | 15.1x | 24.6x | 1.1x |
| Thu, 30 Mar 2023 | UK£291.2b | UK£267.5b | UK£12.1b | 15.4x | 24.1x | 1.1x |
| Sat, 25 Feb 2023 | UK£287.8b | UK£237.5b | UK£11.2b | 16.5x | 25.8x | 1.2x |
| Mon, 23 Jan 2023 | UK£277.0b | UK£232.2b | UK£11.2b | 18x | 24.7x | 1.2x |
| Wed, 21 Dec 2022 | UK£264.5b | UK£232.4b | UK£11.2b | 16.3x | 23.5x | 1.1x |
| Fri, 18 Nov 2022 | UK£266.5b | UK£225.8b | UK£10.3b | 16.6x | 25.9x | 1.2x |
| Sun, 16 Oct 2022 | UK£272.8b | UK£261.3b | UK£10.9b | 15.4x | 25x | 1x |
| Tue, 13 Sep 2022 | UK£291.8b | UK£257.7b | UK£10.9b | 16.5x | 26.8x | 1.1x |
| Thu, 11 Aug 2022 | UK£304.6b | UK£253.1b | UK£11.2b | 17.2x | 27.2x | 1.2x |
Price to Earnings Ratio
27.2x
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 24.1x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 2.8% 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 | -2.54% | |
| Industrials | 0.22% | |
| Aerospace & Defense | 4.12% | |
| Construction | 0.095% | |
| Logistics | 0% | 0 |
| Transportation | -0.39% | |
| Airlines | -0.92% | |
| Industrials | -1.15% | |
| Machinery | -1.42% | |
| Electrical | -1.88% | |
| Professional Services | -2.20% | |
| Commercial Services | -2.22% | |
| Trade Distributors | -2.74% | |
| Building | -2.80% | |
| Marine and Shipping | -3.60% | |
| Infrastructure | -11.23% | |
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 29.9%, 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 26% 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 30% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RR. Rolls-Royce Holdings | UK£10.65 | 9.0% +UK£8.1b | 129.6% | PE15.5x | |
| MRO Melrose Industries | UK£5.38 | 4.7% +UK£305.1m | 11.4% | PE21.6x | |
| GDWN Goodwin | UK£86.40 | 15.2% +UK£85.6m | 12.2% | PE26.4x | |
| BOY Bodycote | UK£6.27 | 7.7% +UK£79.4m | -2.3% | PE38.9x | |
| DPLM Diploma | UK£53.50 | 1.0% +UK£73.8m | 31.3% | PE42.9x |
