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U.K. (FTSE) Transportation Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies2
  • 7D5.2%
  • 3M8.6%
  • 1Y-0.5%
  • YTD6.0%

In the last week, the Transportation industry is up 3.3%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 4.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026UK£2.0bUK£6.8bUK£214.5m9.8x9.3x0.3x
Fri, 15 May 2026UK£1.8bUK£6.8bUK£214.5m8.9x8.6x0.3x
Sun, 12 Apr 2026UK£1.9bUK£6.8bUK£214.5m8.9x8.6x0.3x
Tue, 10 Mar 2026UK£1.8bUK£6.8bUK£214.5m8.8x8.5x0.3x
Thu, 05 Feb 2026UK£1.9bUK£6.8bUK£214.5m9.1x8.9x0.3x
Sat, 03 Jan 2026UK£1.9bUK£6.8bUK£214.5m9x8.8x0.3x
Mon, 01 Dec 2025UK£1.7bUK£6.8bUK£208.3m8.6x8.3x0.3x
Wed, 29 Oct 2025UK£1.9bUK£6.9bUK£202.6m9.7x9.6x0.3x
Fri, 26 Sep 2025UK£1.9bUK£6.9bUK£202.6m9.3x9.4x0.3x
Sun, 24 Aug 2025UK£2.2bUK£10.3b-UK£621,455,000.009.9x-3.6x0.2x
Tue, 22 Jul 2025UK£2.2bUK£10.3b-UK£621,455,000.009.9x-3.6x0.2x
Thu, 19 Jun 2025UK£2.2bUK£10.3b-UK£607,427,000.009.4x-3.7x0.2x
Sat, 17 May 2025UK£2.0bUK£10.1b-UK£635,227,000.009.6x-3.1x0.2x
Mon, 14 Apr 2025UK£1.9bUK£9.9bUK£49.7m8.3x38.8x0.2x
Wed, 12 Mar 2025UK£2.1bUK£9.9bUK£49.7m9x41.9x0.2x
Fri, 07 Feb 2025UK£2.1bUK£9.9bUK£49.7m8.9x42.5x0.2x
Sun, 05 Jan 2025UK£2.2bUK£9.9bUK£49.7m8.9x43.7x0.2x
Tue, 03 Dec 2024UK£2.3bUK£9.9bUK£80.8m8.2x28.3x0.2x
Thu, 31 Oct 2024UK£2.8bUK£10.9bUK£365.4m4.2x7.8x0.3x
Sat, 28 Sep 2024UK£2.2bUK£9.8b-UK£24,382,000.006.8x-90.7x0.2x
Mon, 26 Aug 2024UK£2.3bUK£9.8b-UK£24,382,000.007.3x-95.5x0.2x
Wed, 24 Jul 2024UK£2.3bUK£9.7b-UK£70,282,000.007.5x-33.1x0.2x
Fri, 21 Jun 2024UK£2.2bUK£9.6b-UK£63,495,000.006.9x-33.9x0.2x
Sun, 19 May 2024UK£3.5bUK£10.8bUK£364.5m4.9x9.6x0.3x
Tue, 16 Apr 2024UK£3.3bUK£10.6bUK£243.2m4.4x13.7x0.3x
Thu, 14 Mar 2024UK£3.3bUK£10.6bUK£203.2m4.5x16.4x0.3x
Sat, 10 Feb 2024UK£3.2bUK£10.6bUK£205.4m4.1x15.4x0.3x
Mon, 08 Jan 2024UK£4.3bUK£15.5bUK£199.7m6.1x21.7x0.3x
Wed, 06 Dec 2023UK£4.2bUK£15.3bUK£201.4m5.8x20.7x0.3x
Fri, 03 Nov 2023UK£4.1bUK£15.2bUK£266.7m9.6x15.2x0.3x
Sun, 01 Oct 2023UK£4.1bUK£15.2bUK£266.5m9.2x15.5x0.3x
Tue, 29 Aug 2023UK£4.0bUK£15.3bUK£183.9m9.1x21.9x0.3x
Thu, 27 Jul 2023UK£4.3bUK£15.1bUK£254.9m9.8x16.8x0.3x
Sat, 24 Jun 2023UK£4.3bUK£15.0bUK£274.5m10.7x15.7x0.3x
Price to Earnings Ratio

15.7x


Total Market Cap: UK£4.3bTotal Earnings: UK£274.5mTotal Revenue: UK£15.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Transportation Industry Price to Earnings3Y Average 4.5x202420252026
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 6.6% 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 Market2.65%
Industrials3.37%
Transportation5.23%
Trucking5.48%
Railroads4.95%
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 11.0%, 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 11% 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
ZIG ZigupUK£4.725.5%
+UK£55.0m		33.2%PE12.3x
FGP FirstGroupUK£1.724.9%
+UK£44.0m		-22.7%PE7.3x
MCG Mobico GroupUK£0.223.8%
+UK£5.0m		-13.3%PS0.05x

Latest News

ZIG
UK£4.72
Zigup
7D
5.5%
1Y
33.2%
Narrative Update • Jun 06

ZIG: AI Collaboration Will Likely Deliver Limited Efficiency Benefits Versus Price

Analysts have nudged their Zigup price target slightly higher to £4.10 from £4.00, pointing to updated assumptions around discount rate, revenue growth, profit margins and future P/E as the key drivers behind the revision. What's in the News Zigup plc announced a collaboration with Microsoft aimed at accelerating its digital transformation through advanced AI tools across operations, supporting the next phase of the Group's strategic evolution.
FGP
UK£1.72
FirstGroup
7D
4.9%
1Y
-22.7%
Narrative Update • Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
MCG
UK£0.22
Mobico Group
7D
3.8%
1Y
-13.3%
Narrative Update • Jun 03

MCG: New Leadership And Stable Margins Will Support Future Upside

Analysts have trimmed their price targets on Mobico Group by £0.05, reflecting updated views on risk and earnings multiples after recent research revisions. What's in the News Mobico Group appointed Paco Iglesias as Group Chief Executive Officer, following his tenure as Group Chief Operating Officer since February 2025.