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U.K. (FTSE) Infrastructure Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies4
  • 7D0.7%
  • 3M-6.4%
  • 1Y7.0%
  • YTD1.5%

The Infrastructure is pretty flat in the last 7 days, but Braemar has stood out, gaining 3.3%. As for the the longer term, the industry is up 7.0% over the past 12 months. Looking forward, earnings are forecast to decline by 26% per year.

Industry Valuation and Performance

Has the U.K. Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026UK£266.8mUK£553.7mUK£1.9m10.5x143x0.5x
Sun, 07 Dec 2025UK£606.6mUK£551.5m-UK£24,181,842.6210.1x-25.1x1.1x
Tue, 04 Nov 2025UK£608.5mUK£563.6m-UK£22,613,334.588.3x-26.9x1.1x
Thu, 02 Oct 2025UK£588.7mUK£563.6m-UK£10,056,264.708.1x-58.5x1x
Sat, 30 Aug 2025UK£596.4mUK£600.3mUK£2.4m7.6x248.4x1x
Mon, 28 Jul 2025UK£674.1mUK£600.3mUK£2.2m7.9x300.1x1.1x
Wed, 25 Jun 2025UK£810.6mUK£599.7m-UK£622,366.807.8x-1302.5x1.4x
Fri, 23 May 2025UK£735.4mUK£611.6m-UK£1,922,127.609.8x-382.6x1.2x
Sun, 20 Apr 2025UK£723.6mUK£611.6m-UK£2,183,562.208.1x-331.4x1.2x
Tue, 18 Mar 2025UK£743.0mUK£1.0b-UK£22,300,965.6112.3x-33.3x0.7x
Thu, 13 Feb 2025UK£740.4mUK£1.1b-UK£20,207,796.3312.6x-36.6x0.7x
Sat, 11 Jan 2025UK£714.7mUK£1.1b-UK£19,269,819.5312.7x-37.1x0.7x
Mon, 09 Dec 2024UK£716.1mUK£1.0b-UK£20,654,520.4512.5x-34.7x0.7x
Wed, 06 Nov 2024UK£747.2mUK£1.0b-UK£22,305,788.6913.8x-33.5x0.7x
Fri, 04 Oct 2024UK£784.4mUK£1.0b-UK£22,642,719.8314.9x-34.6x0.8x
Sun, 01 Sep 2024UK£802.5mUK£1.1b-UK£22,985,213.5915.4x-34.9x0.8x
Tue, 30 Jul 2024UK£728.0mUK£1.0b-UK£17,860,260.0814.5x-40.8x0.7x
Thu, 27 Jun 2024UK£730.5mUK£1.0b-UK£4,110,620.1614.1x-177.7x0.7x
Sat, 25 May 2024UK£714.1mUK£1.1b-UK£11,648,013.368.6x-61.3x0.7x
Mon, 22 Apr 2024UK£722.7mUK£1.1b-UK£10,083,113.048.9x-71.7x0.7x
Wed, 20 Mar 2024UK£683.7mUK£1.0bUK£25.3m37.3x27.1x0.7x
Fri, 16 Feb 2024UK£704.8mUK£1.1bUK£25.6m38.4x27.5x0.7x
Sun, 14 Jan 2024UK£967.1mUK£1.6b-UK£282,487,621.0048.1x-3.4x0.6x
Tue, 12 Dec 2023UK£903.0mUK£1.6b-UK£281,574,724.0041.6x-3.2x0.6x
Thu, 09 Nov 2023UK£820.5mUK£1.6b-UK£267,425,376.008.6x-3.1x0.5x
Sat, 07 Oct 2023UK£871.6mUK£1.6b-UK£267,284,976.009.3x-3.3x0.6x
Mon, 04 Sep 2023UK£876.3mUK£1.5b-UK£262,743,370.009.5x-3.3x0.6x
Wed, 02 Aug 2023UK£921.1mUK£1.5b-UK£312,596,604.0015x-2.9x0.6x
Fri, 30 Jun 2023UK£902.3mUK£1.5b-UK£312,751,793.0014.7x-2.9x0.6x
Sun, 28 May 2023UK£853.7mUK£1.5b-UK£312,588,467.0014.6x-2.7x0.6x
Tue, 25 Apr 2023UK£825.2mUK£1.5b-UK£360,560,730.007.8x-2.3x0.5x
Thu, 23 Mar 2023UK£847.6mUK£1.5b-UK£354,155,330.008x-2.4x0.6x
Sat, 18 Feb 2023UK£873.5mUK£1.5b-UK£354,312,440.008.2x-2.5x0.6x
Mon, 16 Jan 2023UK£854.2mUK£1.5b-UK£354,153,020.008.4x-2.4x0.6x
Price to Earnings Ratio

-2.4x


Total Market Cap: UK£854.2mTotal Earnings: -UK£354,153,020.00Total Revenue: UK£1.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Infrastructure Industry Price to Earnings3Y Average -33.6x202420252026
Current Industry PE
  • Investors are optimistic on the British Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 143x which is higher than its 3-year average PE of -33.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • Total earnings for the Infrastructure industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 29% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the U.K. Industrials industry?

GB Market1.28%
Industrials7.07%
Infrastructure0.66%
Marine Ports and Services0.66%
Airport Services0%0
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 26.0%, which is worse than the prior year's decline of 19.9%.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Marine Ports and Services industry since they expect its earnings to decline by only 26% per year over the next 5 years, which isn't as bad as the other industries.
  • This is even lower than its past earnings decline of 20% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 26% 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
BMS BraemarUK£2.304.8%
+UK£3.3m
-13.5%PE17.4x
FSJ James Fisher and SonsUK£3.741.6%
+UK£3.0m
22.6%PE4.2x
MPL Mercantile Ports & LogisticsUK£0.0063108.3%
+UK£1.2m
-46.8%PS0.5x