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U.K. (FTSE) Infrastructure Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.05%
  • 3M0.3%
  • 1Y25.9%
  • YTD21.0%

Over the last 7 days, the Infrastructure industry has dropped 1.1%, driven by a pullback from James Fisher and Sons of 1.3%. In the past year, the industry has gained 24%. As for the next few years, earnings are expected to grow by 46% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026UK£318.9mUK£542.9m-UK£47,316,000.0033.6x-6.7x0.6x
Thu, 11 Jun 2026UK£328.0mUK£545.8m-UK£49,128,000.0032.7x-6.7x0.6x
Sat, 09 May 2026UK£315.9mUK£540.0m-UK£47,234,000.0016.6x-6.7x0.6x
Mon, 06 Apr 2026UK£302.8mUK£540.0m-UK£47,234,000.0017.2x-6.4x0.6x
Wed, 04 Mar 2026UK£329.5mUK£553.7mUK£1.9m11.3x176.6x0.6x
Fri, 30 Jan 2026UK£298.5mUK£553.7mUK£1.9m10.6x160x0.5x
Sun, 28 Dec 2025UK£265.1mUK£553.7mUK£1.9m10.5x142.1x0.5x
Tue, 25 Nov 2025UK£594.2mUK£551.5m-UK£24,647,805.8210.7x-24.1x1.1x
Thu, 23 Oct 2025UK£600.5mUK£563.6m-UK£22,205,274.168.1x-27x1.1x
Sat, 20 Sep 2025UK£607.6mUK£570.7mUK£715.3k8.2x849.4x1.1x
Mon, 18 Aug 2025UK£590.9mUK£600.3mUK£2.5m8.2x238.3x1x
Wed, 16 Jul 2025UK£781.6mUK£600.3mUK£2.1m7.2x364.7x1.3x
Fri, 13 Jun 2025UK£793.0mUK£599.7m-UK£656,813.807.8x-1207.3x1.3x
Sun, 11 May 2025UK£712.7mUK£611.6m-UK£2,138,599.809.1x-333.3x1.2x
Tue, 08 Apr 2025UK£687.1mUK£611.6m-UK£3,414,951.807.7x-201.2x1.1x
Thu, 06 Mar 2025UK£715.4mUK£1.0b-UK£21,815,932.8712.2x-32.8x0.7x
Sat, 01 Feb 2025UK£720.8mUK£1.1b-UK£20,217,669.7712.8x-35.7x0.7x
Mon, 30 Dec 2024UK£715.9mUK£1.1b-UK£20,747,132.9911.9x-34.5x0.7x
Wed, 27 Nov 2024UK£678.9mUK£1.1b-UK£19,898,585.2012.1x-34.1x0.6x
Fri, 25 Oct 2024UK£772.8mUK£1.0b-UK£22,115,107.8814.1x-34.9x0.7x
Sun, 22 Sep 2024UK£770.2mUK£1.0b-UK£22,693,626.4514.9x-33.9x0.7x
Tue, 20 Aug 2024UK£758.3mUK£1.1b-UK£22,471,794.7114.6x-33.7x0.7x
Thu, 18 Jul 2024UK£752.5mUK£1.0b-UK£18,435,531.9214.8x-40.8x0.7x
Sat, 15 Jun 2024UK£724.3mUK£1.0b-UK£4,383,505.5213.8x-165.2x0.7x
Mon, 13 May 2024UK£769.2mUK£1.1b-UK£10,754,934.009.6x-71.5x0.7x
Wed, 10 Apr 2024UK£705.6mUK£1.1bUK£41.6m36.1x17x0.7x
Fri, 08 Mar 2024UK£701.4mUK£1.0bUK£25.0m39.4x28x0.7x
Sun, 04 Feb 2024UK£1.0bUK£1.6b-UK£282,176,138.0048.3x-3.6x0.6x
Tue, 02 Jan 2024UK£942.6mUK£1.6b-UK£282,431,369.0044.6x-3.3x0.6x
Thu, 30 Nov 2023UK£897.1mUK£1.6b-UK£274,950,117.0018x-3.3x0.6x
Sat, 28 Oct 2023UK£837.6mUK£1.6b-UK£266,867,031.008.7x-3.1x0.5x
Mon, 25 Sep 2023UK£855.3mUK£1.6b-UK£268,396,881.008.7x-3.2x0.5x
Wed, 23 Aug 2023UK£880.5mUK£1.5b-UK£263,166,429.009.5x-3.3x0.6x
Fri, 21 Jul 2023UK£926.0mUK£1.5b-UK£312,482,686.0014.7x-3x0.6x
Price to Earnings Ratio

-3x


Total Market Cap: UK£926.0mTotal Earnings: -UK£312,482,686.00Total Revenue: UK£1.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Infrastructure Industry Price to Earnings3Y Average -24.2x202420252026
Current Industry PE
  • Investors are pessimistic on the British Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have improved over the last three years.
  • Meanwhile revenues for these companies have declined 29% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, losses have been shrinking.

Industry Trends

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

GB Market-1.34%
Industrials-3.36%
Infrastructure-0.047%
Airport Services0%0
Marine Ports and Services-0.047%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 46% over the next 5 years.
    • This is better than its past earnings decline of 63% per year.
    • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 46% 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£2.401.1%
    +UK£799.7k    		11.4%PE33.6x

    Latest News

    FSJ
    UK£4.60
    James Fisher and Sons
    7D
    -0.2%
    1Y
    36.1%
    Narrative Update • Jul 10

    FSJ: Future P/E Repricing Will Drive Bullish Re-Rating

    Analysts have lifted their fair value estimate for James Fisher and Sons from £4.25 to £5.75, reflecting updated assumptions around the discount rate, growth, margins and a higher future P/E multiple. What’s in the News for James Fisher and Sons James Fisher and Sons plans an Analyst and Investor Day to outline the markets it operates in, the division's strategy, capabilities and future growth opportunities.
    BMS
    UK£2.40
    Braemar
    7D
    1.1%
    1Y
    11.4%
    MPL
    UK£0.012
    Mercantile Ports & Logistics
    7D
    -9.3%
    1Y
    -12.5%