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U.K. (FTSE) Industrials Sector Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies182
  • 7D-1.4%
  • 3M-0.8%
  • 1Y9.3%
  • YTD8.9%

Over the last 7 days, the Industrials industry has dropped 1.9%, driven by a pullback from Ashtead Group of 5.7%. Over the past 12 months, the industry was up 11%. 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
Wed, 18 Dec 2024UK£316.9bUK£269.5bUK£15.1b17.2x21x1.2x
Fri, 15 Nov 2024UK£323.0bUK£267.6bUK£15.0b17x21.6x1.2x
Sun, 13 Oct 2024UK£315.4bUK£261.3bUK£14.1b17.4x22.3x1.2x
Tue, 10 Sep 2024UK£318.0bUK£261.1bUK£14.1b18.2x22.6x1.2x
Thu, 08 Aug 2024UK£312.8bUK£262.5bUK£14.3b17.6x21.9x1.2x
Sat, 06 Jul 2024UK£320.5bUK£265.4bUK£14.8b17.8x21.6x1.2x
Mon, 03 Jun 2024UK£323.9bUK£265.9bUK£14.9b17.9x21.8x1.2x
Wed, 01 May 2024UK£313.0bUK£263.8bUK£13.8b16.8x22.7x1.2x
Fri, 29 Mar 2024UK£321.5bUK£263.6bUK£13.7b17.3x23.4x1.2x
Sun, 25 Feb 2024UK£314.0bUK£269.0bUK£14.1b15.4x22.3x1.2x
Tue, 23 Jan 2024UK£318.8bUK£289.2bUK£14.5b15.3x22x1.1x
Thu, 21 Dec 2023UK£319.6bUK£289.4bUK£14.5b15.9x22.1x1.1x
Sat, 18 Nov 2023UK£301.3bUK£287.0bUK£13.7b15.1x21.9x1.1x
Mon, 16 Oct 2023UK£294.9bUK£282.7bUK£13.2b14.4x22.4x1x
Wed, 13 Sep 2023UK£295.3bUK£281.4bUK£12.9b15.4x22.9x1x
Fri, 11 Aug 2023UK£301.7bUK£279.6bUK£12.6b14.9x23.9x1.1x
Sun, 09 Jul 2023UK£286.0bUK£272.1bUK£11.6b14.4x24.6x1.1x
Tue, 06 Jun 2023UK£299.5bUK£271.3bUK£11.6b14.1x25.7x1.1x
Thu, 04 May 2023UK£295.9bUK£267.0bUK£12.1b14.9x24.4x1.1x
Sat, 01 Apr 2023UK£295.7bUK£267.0bUK£12.1b15.3x24.5x1.1x
Mon, 27 Feb 2023UK£294.5bUK£257.8bUK£11.5b16.7x25.5x1.1x
Wed, 25 Jan 2023UK£279.4bUK£232.3bUK£11.2b18x24.9x1.2x
Fri, 23 Dec 2022UK£266.2bUK£232.5bUK£11.2b16.3x23.7x1.1x
Sun, 20 Nov 2022UK£268.6bUK£225.6bUK£10.3b16.6x26.1x1.2x
Tue, 18 Oct 2022UK£272.8bUK£261.3bUK£10.9b15.4x25x1x
Thu, 15 Sep 2022UK£282.4bUK£258.2bUK£10.9b16.3x25.8x1.1x
Sat, 13 Aug 2022UK£301.7bUK£253.6bUK£11.1b17.5x27.1x1.2x
Mon, 11 Jul 2022UK£278.6bUK£235.4bUK£10.8b17.2x25.8x1.2x
Wed, 08 Jun 2022UK£292.7bUK£233.2bUK£10.7b19.1x27.5x1.3x
Fri, 06 May 2022UK£298.7bUK£229.6bUK£10.5b19x28.6x1.3x
Sun, 03 Apr 2022UK£305.8bUK£227.3bUK£10.0b19.6x30.5x1.3x
Tue, 01 Mar 2022UK£312.0bUK£227.5bUK£9.2b20.5x34.1x1.4x
Thu, 27 Jan 2022UK£315.3bUK£226.6bUK£9.0b21.1x35.2x1.4x
Sat, 25 Dec 2021UK£342.4bUK£226.9bUK£9.0b21.5x38.1x1.5x
Price to Earnings Ratio

38.1x


Total Market Cap: UK£342.4bTotal Earnings: UK£9.0bTotal Revenue: UK£226.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 25.8x202220232024
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 25.8x.
  • 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 5.9% 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-1.36%
Industrials-1.44%
Airlines3.12%
Logistics1.34%
Infrastructure0.39%
Professional Services-0.47%
Electrical-0.68%
Commercial Services-1.04%
Aerospace & Defense-1.28%
Construction-2.27%
Industrials-2.32%
Marine and Shipping-2.69%
Machinery-2.76%
Transportation-3.39%
Building-3.70%
Trade Distributors-4.78%
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 21.6%, 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 36% 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 2.5% 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
RR. Rolls-Royce HoldingsUK£5.812.7%
+UK£1.3b		96.9%PE21.1x
IAG International Consolidated Airlines GroupUK£2.975.4%
+UK£737.2m		87.5%PE6.2x
REL RELXUK£37.070.4%
+UK£278.4m		20.7%PE36.4x
WIZZ Wizz Air HoldingsUK£15.137.1%
+UK£103.4m		-28.2%PE6.4x
RWS RWS HoldingsUK£1.7912.2%
+UK£71.5m		-27.5%PE13.9x
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