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U.K. (FTSE) Infrastructure Industry Analysis

UpdatedMay 05, 2026
DataAggregated Company Financials
Companies4
  • 7D5.9%
  • 3M9.6%
  • 1Y31.8%
  • YTD22.6%

In the last week, the Infrastructure industry is up 4.3%, with James Fisher and Sons up 5.6%. During this same period, the Mercantile Ports & Logistics underperformed, falling 11%. This takes the industry's 12 month performance to a gain of 35%. As for the next few years, earnings are expected to grow by 53% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026UK£323.9mUK£540.0m-UK£47,234,000.0016.5x-6.9x0.6x
Thu, 02 Apr 2026UK£310.4mUK£540.0m-UK£47,234,000.0017.2x-6.6x0.6x
Sat, 28 Feb 2026UK£333.7mUK£553.7mUK£1.9m11.2x178.8x0.6x
Mon, 26 Jan 2026UK£272.9mUK£553.7mUK£1.9m10.7x146.3x0.5x
Wed, 24 Dec 2025UK£264.2mUK£553.7mUK£1.9m10.4x141.6x0.5x
Fri, 21 Nov 2025UK£605.0mUK£551.5m-UK£24,685,494.0211x-24.5x1.1x
Sun, 19 Oct 2025UK£589.5mUK£563.6m-UK£22,050,752.548.1x-26.7x1x
Tue, 16 Sep 2025UK£608.2mUK£570.7mUK£986.9k8.2x616.3x1.1x
Thu, 14 Aug 2025UK£589.6mUK£600.3mUK£2.5m8.3x234.3x1x
Sat, 12 Jul 2025UK£774.8mUK£600.3mUK£2.5m7.2x307.2x1.3x
Mon, 09 Jun 2025UK£782.2mUK£599.6m-UK£796,414.807.8x-982.2x1.3x
Wed, 07 May 2025UK£716.2mUK£611.6m-UK£2,000,811.808.7x-358x1.2x
Fri, 04 Apr 2025UK£733.6mUK£611.6m-UK£2,617,231.808.5x-280.3x1.2x
Sun, 02 Mar 2025UK£733.7mUK£1.1b-UK£20,749,601.3512.8x-35.4x0.7x
Tue, 28 Jan 2025UK£717.5mUK£1.1b-UK£20,338,002.3212.9x-35.3x0.7x
Thu, 26 Dec 2024UK£712.4mUK£1.1b-UK£20,628,651.7111.9x-34.5x0.7x
Sat, 23 Nov 2024UK£680.8mUK£1.1b-UK£19,785,657.7311.8x-34.4x0.6x
Mon, 21 Oct 2024UK£812.0mUK£1.0b-UK£22,362,560.9714.5x-36.3x0.8x
Wed, 18 Sep 2024UK£753.0mUK£1.0b-UK£20,695,672.7014.3x-36.4x0.7x
Fri, 16 Aug 2024UK£752.1mUK£1.1b-UK£21,973,185.9914.6x-34.2x0.7x
Sun, 14 Jul 2024UK£737.3mUK£1.0b-UK£18,343,005.6814.6x-40.2x0.7x
Tue, 11 Jun 2024UK£727.3mUK£1.0b-UK£4,552,466.4813.9x-159.8x0.7x
Thu, 09 May 2024UK£764.8mUK£1.1b-UK£10,623,519.929.6x-72x0.7x
Sat, 06 Apr 2024UK£714.6mUK£1.1bUK£41.8m36.4x17.1x0.7x
Mon, 04 Mar 2024UK£711.9mUK£1.0bUK£25.5m39.3x28x0.7x
Wed, 31 Jan 2024UK£1.0bUK£1.6b-UK£282,347,222.0049.5x-3.6x0.6x
Fri, 29 Dec 2023UK£936.3mUK£1.6b-UK£282,477,859.0045.2x-3.3x0.6x
Sun, 26 Nov 2023UK£916.4mUK£1.6b-UK£274,720,921.0018.4x-3.3x0.6x
Tue, 24 Oct 2023UK£852.7mUK£1.6b-UK£267,257,082.009.2x-3.2x0.5x
Thu, 21 Sep 2023UK£871.8mUK£1.5b-UK£262,151,088.009x-3.3x0.6x
Sat, 19 Aug 2023UK£871.6mUK£1.5b-UK£263,182,236.009.3x-3.3x0.6x
Mon, 17 Jul 2023UK£916.4mUK£1.5b-UK£312,209,284.0014.7x-2.9x0.6x
Wed, 14 Jun 2023UK£900.8mUK£1.5b-UK£312,278,649.0015.6x-2.9x0.6x
Fri, 12 May 2023UK£866.8mUK£1.5b-UK£312,408,813.0014x-2.8x0.6x
Price to Earnings Ratio

-2.8x


Total Market Cap: UK£866.8mTotal Earnings: -UK£312,408,813.00Total Revenue: UK£1.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Infrastructure Industry Price to Earnings3Y Average -24x202420252026
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 Market0.37%
Industrials1.73%
Infrastructure5.89%
Marine Ports and Services5.89%
Airport Services0%0
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 53% over the next 5 years.
    • This is better than its past earnings decline of 20% per year.
    • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 53% 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
    		FSJ James Fisher and SonsUK£4.969.5%
    +UK£21.7m    		59.0%PS0.6x
    		BMS BraemarUK£2.202.6%
    +UK£1.8m    		-4.3%PE16.9x

    Latest News

    BMS
    UK£2.20
    Braemar
    7D
    2.6%
    1Y
    -4.3%
    MPL
    UK£0.0043
    Mercantile Ports & Logistics
    7D
    -10.5%
    1Y
    -56.4%
    FSJ
    UK£4.96
    James Fisher and Sons
    7D
    9.5%
    1Y
    59.0%