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U.K. (FTSE) Transportation Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies2
  • 7D2.1%
  • 3M-0.5%
  • 1Y20.9%
  • YTD-2.0%

In the last week, the Transportation industry is up 2.6%, with all of the companies up. In the last 12 months, the industry was up 21%. Earnings are forecast to grow by 4.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026UK£1.8bUK£6.8bUK£214.5m8.9x8.6x0.3x
Fri, 13 Mar 2026UK£1.8bUK£6.8bUK£214.5m8.9x8.6x0.3x
Sun, 08 Feb 2026UK£1.9bUK£6.8bUK£214.5m9.1x8.9x0.3x
Tue, 06 Jan 2026UK£1.9bUK£6.8bUK£214.5m9x8.8x0.3x
Thu, 04 Dec 2025UK£1.8bUK£6.8bUK£208.3m9.3x8.9x0.3x
Sat, 01 Nov 2025UK£1.9bUK£6.9bUK£202.6m9.6x9.6x0.3x
Mon, 29 Sep 2025UK£1.9bUK£6.9bUK£202.6m9.3x9.5x0.3x
Wed, 27 Aug 2025UK£2.2bUK£10.3b-UK£621,455,000.009.7x-3.5x0.2x
Fri, 25 Jul 2025UK£2.2bUK£10.3b-UK£621,455,000.009.7x-3.5x0.2x
Sun, 22 Jun 2025UK£2.2bUK£10.3b-UK£607,427,000.009.3x-3.6x0.2x
Tue, 20 May 2025UK£2.0bUK£10.1b-UK£635,227,000.009.7x-3.1x0.2x
Thu, 17 Apr 2025UK£2.0bUK£9.9bUK£49.7m8.6x40.5x0.2x
Sat, 15 Mar 2025UK£2.1bUK£9.9bUK£49.7m9.2x42.7x0.2x
Mon, 10 Feb 2025UK£2.1bUK£9.9bUK£49.7m8.9x42.5x0.2x
Wed, 08 Jan 2025UK£2.1bUK£9.9bUK£49.7m8.7x42.8x0.2x
Fri, 06 Dec 2024UK£2.2bUK£9.9bUK£49.7m8.9x44.7x0.2x
Sun, 03 Nov 2024UK£2.7bUK£10.9bUK£360.6m4.1x7.6x0.3x
Tue, 01 Oct 2024UK£2.2bUK£9.8b-UK£24,382,000.006.8x-89.4x0.2x
Thu, 29 Aug 2024UK£2.3bUK£9.8b-UK£24,382,000.007.4x-95x0.2x
Sat, 27 Jul 2024UK£2.3bUK£9.7b-UK£70,282,000.007.5x-33.1x0.2x
Mon, 24 Jun 2024UK£2.1bUK£9.6b-UK£63,495,000.006.9x-33.7x0.2x
Wed, 22 May 2024UK£2.4bUK£9.6b-UK£59,895,000.007.3x-40.5x0.3x
Fri, 19 Apr 2024UK£3.3bUK£10.6bUK£239.8m4.4x13.7x0.3x
Sun, 17 Mar 2024UK£3.5bUK£10.6bUK£200.0m4.6x17.4x0.3x
Tue, 13 Feb 2024UK£3.2bUK£10.6bUK£205.9m4.1x15.5x0.3x
Thu, 11 Jan 2024UK£4.4bUK£15.5bUK£206.7m6.2x21.3x0.3x
Sat, 09 Dec 2023UK£4.2bUK£15.5bUK£193.6m6.4x21.9x0.3x
Mon, 06 Nov 2023UK£4.1bUK£15.2bUK£266.7m9.6x15.2x0.3x
Wed, 04 Oct 2023UK£4.1bUK£15.2bUK£260.7m8.9x15.8x0.3x
Fri, 01 Sep 2023UK£4.1bUK£15.3bUK£277.4m8.9x14.6x0.3x
Sun, 30 Jul 2023UK£4.2bUK£15.3bUK£193.4m7.7x21.6x0.3x
Tue, 27 Jun 2023UK£4.3bUK£15.0bUK£261.3m10.7x16.3x0.3x
Thu, 25 May 2023UK£4.3bUK£14.9bUK£258.8m10.9x16.4x0.3x
Sat, 22 Apr 2023UK£3.8bUK£14.9bUK£248.5m13.9x15.4x0.3x
Price to Earnings Ratio

15.4x


Total Market Cap: UK£3.8bTotal Earnings: UK£248.5mTotal Revenue: UK£14.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Transportation Industry Price to Earnings3Y Average 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 4.8% 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 Market1.71%
Industrials2.91%
Transportation2.07%
Trucking3.34%
Railroads0.88%
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
ZIG ZigupUK£4.187.5%
+UK£65.1m		41.3%PE10.9x
FGP FirstGroupUK£1.784.2%
+UK£38.6m		8.6%PE7.5x
MCG Mobico GroupUK£0.2323.8%
+UK£27.3m		-62.0%PS0.05x

Latest News

FGP
UK£1.78
FirstGroup
7D
4.2%
1Y
8.6%

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
ZIG
UK£4.18
Zigup
7D
7.5%
1Y
41.3%

ZIG: Higher Earnings Assumptions And Lower Discount Rate Will Support Upside

Analysts now set a higher Zigup price target of £5.03, up from £4.76, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a revised future P/E multiple. Valuation Changes Fair Value: price target moved from £4.76 to £5.03, a change of around 6%.
MCG
UK£0.23
Mobico Group
7D
23.8%
1Y
-62.0%

MCG: Revised Margin Outlook Will Support Future Upside Potential

Analysts have lowered their price target on Mobico Group by £0.05 to a new fair value estimate of £0.37, reflecting revised expectations for revenue growth, profit margins and future P/E assumptions following recent research, including the latest cut from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the revised £0.37 fair value as still leaving room for upside if execution on revenue and margin targets meets internal plans.