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U.K. (FTSE) Transportation Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies2
  • 7D-4.5%
  • 3M-0.6%
  • 1Y11.5%
  • YTD-2.4%

Last week, the Transportation industry hasn't moved much but Mobico Group is up 36% in that time. As for the the longer term, the industry is up 23% over the past 12 months. Looking forward, earnings are forecast to grow by 4.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026UK£1.8bUK£6.8bUK£214.5m8.8x8.5x0.3x
Mon, 02 Feb 2026UK£1.9bUK£6.8bUK£214.5m8.9x8.7x0.3x
Wed, 31 Dec 2025UK£1.9bUK£6.8bUK£214.5m9x8.9x0.3x
Fri, 28 Nov 2025UK£1.7bUK£6.8bUK£208.3m8.5x8.3x0.3x
Sun, 26 Oct 2025UK£1.9bUK£6.9bUK£202.6m9.6x9.5x0.3x
Tue, 23 Sep 2025UK£1.9bUK£6.9bUK£202.6m9.3x9.4x0.3x
Thu, 21 Aug 2025UK£2.2bUK£10.3b-UK£621,455,000.009.8x-3.6x0.2x
Sat, 19 Jul 2025UK£2.2bUK£10.3b-UK£621,455,000.009.8x-3.6x0.2x
Mon, 16 Jun 2025UK£2.3bUK£10.3b-UK£607,427,000.009.5x-3.7x0.2x
Wed, 14 May 2025UK£2.0bUK£10.1b-UK£635,227,000.009.5x-3.1x0.2x
Fri, 11 Apr 2025UK£1.9bUK£9.9bUK£49.7m8.2x38.6x0.2x
Sun, 09 Mar 2025UK£2.1bUK£9.9bUK£49.7m9.2x43x0.2x
Tue, 04 Feb 2025UK£2.1bUK£9.9bUK£49.7m8.8x42.5x0.2x
Thu, 02 Jan 2025UK£2.2bUK£9.9bUK£49.7m8.9x43.6x0.2x
Sat, 30 Nov 2024UK£2.3bUK£9.9bUK£80.8m8.2x28.3x0.2x
Mon, 28 Oct 2024UK£2.1bUK£9.8b-UK£24,382,000.006.5x-84.7x0.2x
Wed, 25 Sep 2024UK£2.1bUK£9.8b-UK£24,382,000.006.6x-88x0.2x
Fri, 23 Aug 2024UK£2.3bUK£9.8b-UK£24,382,000.007.2x-94.2x0.2x
Sun, 21 Jul 2024UK£2.3bUK£9.7b-UK£70,282,000.007.5x-33.1x0.2x
Tue, 18 Jun 2024UK£2.1bUK£9.6b-UK£63,495,000.006.8x-33.3x0.2x
Thu, 16 May 2024UK£3.5bUK£10.8bUK£364.0m4.8x9.5x0.3x
Sat, 13 Apr 2024UK£3.3bUK£10.6bUK£245.8m4.4x13.6x0.3x
Mon, 11 Mar 2024UK£3.3bUK£10.6bUK£206.0m4.5x16.2x0.3x
Wed, 07 Feb 2024UK£3.3bUK£10.6bUK£206.6m4.2x15.9x0.3x
Fri, 05 Jan 2024UK£4.3bUK£15.5bUK£198.0m6.1x21.9x0.3x
Sun, 03 Dec 2023UK£4.2bUK£15.3bUK£208.7m5.9x20x0.3x
Tue, 31 Oct 2023UK£4.0bUK£15.2bUK£266.7m9.2x14.8x0.3x
Thu, 28 Sep 2023UK£4.1bUK£15.3bUK£271.2m9.2x15.1x0.3x
Sat, 26 Aug 2023UK£4.0bUK£15.3bUK£185.9m9.1x21.6x0.3x
Mon, 24 Jul 2023UK£4.3bUK£15.1bUK£254.5m9.7x16.8x0.3x
Wed, 21 Jun 2023UK£4.4bUK£15.0bUK£260.7m10.8x16.8x0.3x
Fri, 19 May 2023UK£4.3bUK£14.9bUK£257.5m11x16.8x0.3x
Sun, 16 Apr 2023UK£4.1bUK£14.9bUK£246.4m13.8x16.6x0.3x
Tue, 14 Mar 2023UK£4.2bUK£14.9bUK£223.3m13.6x18.7x0.3x
Price to Earnings Ratio

18.7x


Total Market Cap: UK£4.2bTotal Earnings: UK£223.3mTotal Revenue: UK£14.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Transportation Industry Price to Earnings3Y Average 5.3x202420252026
Current Industry PE
    There are only 2 companies in the British Transportation industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 23% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market-5.72%
Industrials-3.05%
Transportation-4.48%
Railroads-4.46%
Trucking-4.51%
Industry PE
  • Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings decline of 8.4% per year.
  • Investors are most pessimistic about the Railroads industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings decline of 8.4% per year.
  • In contrast, the Railroads industry is expected to see its earnings decline by 2.4% 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
No data available

Latest News

MCG
UK£0.24
Mobico Group
7D
-24.1%
1Y
-63.3%

MCG: Updated Margin Outlook And P/E Assumptions Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for Mobico Group from £0.37 to £0.36 per share, reflecting updated assumptions on revenue growth, profit margins and the future P/E multiple. Valuation Changes Fair Value: Adjusted slightly from £0.37 to £0.36 per share.
FGP
UK£1.76
FirstGroup
7D
-4.5%
1Y
1.3%

FGP: New Overground Contract Will Drive Future Returns

Analysts have kept their £2.51 price target for FirstGroup broadly steady, citing only minor tweaks to assumptions such as a slightly higher discount rate and modestly adjusted revenue growth, profit margin and forward P/E inputs. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17 million.
ZIG
UK£3.92
Zigup
7D
-4.5%
1Y
25.2%

ZIG: Dividend Payout Will Support Stronger Long-Term Profitability Outlook

Analysts have maintained their fair value estimate for Zigup at £6.00. Only small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions were made, resulting in an unchanged price target.