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U.K. (FTSE) Transportation Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies2
  • 7D-4.2%
  • 3M-1.4%
  • 1Y13.8%
  • YTD-3.4%

Over the last 7 days, the Transportation industry has dropped 4.7%, driven by declines from every company within the industry. In the past year, the industry has gained 16%. As for the next few years, earnings are expected to grow by 4.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Apr 2026UK£1.8bUK£6.8bUK£214.5m8.8x8.5x0.3x
Thu, 26 Mar 2026UK£1.8bUK£6.8bUK£214.5m8.7x8.4x0.3x
Sat, 21 Feb 2026UK£1.9bUK£6.8bUK£214.5m9.2x9x0.3x
Mon, 19 Jan 2026UK£1.9bUK£6.8bUK£214.5m8.9x8.7x0.3x
Wed, 17 Dec 2025UK£1.9bUK£6.8bUK£214.5m8.9x8.7x0.3x
Fri, 14 Nov 2025UK£1.9bUK£6.9bUK£202.6m9.5x9.4x0.3x
Sun, 12 Oct 2025UK£1.9bUK£6.9bUK£202.6m9.4x9.5x0.3x
Tue, 09 Sep 2025UK£2.1bUK£10.3b-UK£621,455,000.009.1x-3.3x0.2x
Thu, 07 Aug 2025UK£2.3bUK£10.3b-UK£621,455,000.009.9x-3.6x0.2x
Sat, 05 Jul 2025UK£2.2bUK£10.3b-UK£607,427,000.009.3x-3.7x0.2x
Mon, 02 Jun 2025UK£2.0bUK£10.1b-UK£635,227,000.009.9x-3.2x0.2x
Wed, 30 Apr 2025UK£1.9bUK£9.9bUK£49.7m9x38.4x0.2x
Fri, 28 Mar 2025UK£2.1bUK£9.9bUK£49.7m8.8x41.3x0.2x
Sun, 23 Feb 2025UK£2.1bUK£9.9bUK£49.7m8.8x42.2x0.2x
Tue, 21 Jan 2025UK£2.1bUK£9.9bUK£49.7m8.7x42.8x0.2x
Thu, 19 Dec 2024UK£2.2bUK£9.9bUK£49.7m9.1x44.3x0.2x
Sat, 16 Nov 2024UK£2.9bUK£11.0bUK£460.0m6.5x6.3x0.3x
Mon, 14 Oct 2024UK£2.1bUK£9.8b-UK£24,382,000.006.5x-85.5x0.2x
Wed, 11 Sep 2024UK£2.2bUK£9.8b-UK£24,382,000.006.8x-92.1x0.2x
Fri, 09 Aug 2024UK£2.2bUK£9.7b-UK£70,282,000.007.1x-31x0.2x
Sun, 07 Jul 2024UK£2.3bUK£9.6b-UK£63,495,000.007.2x-36x0.2x
Tue, 04 Jun 2024UK£2.4bUK£9.6b-UK£59,895,000.007.4x-39.7x0.2x
Thu, 02 May 2024UK£3.3bUK£10.7bUK£351.7m4.5x9.3x0.3x
Sat, 30 Mar 2024UK£3.5bUK£10.6bUK£199.6m4.6x17.3x0.3x
Mon, 26 Feb 2024UK£3.3bUK£10.5bUK£191.3m4.4x17.2x0.3x
Wed, 24 Jan 2024UK£3.8bUK£15.5bUK£208.5m5.9x18.3x0.2x
Fri, 22 Dec 2023UK£4.3bUK£15.5bUK£201.6m6.1x21.1x0.3x
Sun, 19 Nov 2023UK£4.2bUK£15.2bUK£266.7m10.3x15.8x0.3x
Tue, 17 Oct 2023UK£3.9bUK£15.2bUK£266.7m8.8x14.6x0.3x
Thu, 14 Sep 2023UK£4.1bUK£15.3bUK£277.0m9.4x15x0.3x
Sat, 12 Aug 2023UK£4.2bUK£15.2bUK£175.4m8.6x23.9x0.3x
Mon, 10 Jul 2023UK£4.2bUK£15.0bUK£250.3m10.8x16.9x0.3x
Wed, 07 Jun 2023UK£4.3bUK£14.9bUK£253.7m10.9x16.8x0.3x
Fri, 05 May 2023UK£4.3bUK£15.0bUK£262.0m14.6x16.5x0.3x
Price to Earnings Ratio

16.5x


Total Market Cap: UK£4.3bTotal Earnings: UK£262.0mTotal Revenue: UK£15.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Transportation Industry Price to Earnings3Y Average 4.9x202420252026
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 declined 5.5% per year over the last three years,
  • Revenues have also declined 23% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

GB Market-2.59%
Industrials-5.59%
Transportation-4.24%
Trucking-3.60%
Railroads-4.86%
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 3.2% 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
MCG Mobico GroupUK£0.263.8%
+UK£5.7m		-22.8%PS0.06x

Latest News

FGP
UK£1.68
FirstGroup
7D
-4.9%
1Y
1.0%

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
ZIG
UK£4.02
Zigup
7D
-3.6%
1Y
30.6%

ZIG: Slightly Lower Discount Rate Will Support Undervalued Upside Potential

Analysts have kept their fair value estimate for Zigup steady around £5.03 per share while slightly adjusting the discount rate, revenue growth, profit margin and future P/E assumptions. This reflects minor tweaks to their models rather than a change in their overall view on the stock.
MCG
UK£0.26
Mobico Group
7D
3.8%
1Y
-22.8%

MCG: Refreshed Profit Outlook Will Support Future Rebound Potential

Narrative Update on Mobico Group The analyst price target for Mobico Group has been reduced by £0.05, with analysts pointing to updated expectations around revenue growth, profit margins and future P/E assumptions following recent research such as the target cut reported by RBC Capital. Analyst Commentary The recent price target reduction of £0.05 reflects updated assumptions on revenue, margins and P/E, rather than a sudden shift in overall stance on Mobico Group.