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Italian (Borsa Italiana) Infrastructure Industry Analysis
UpdatedJun 29, 2026
DataAggregated Company Financials
Companies6
- 7D-4.7%
- 3M1.4%
- 1Y28.4%
- YTD7.6%
Over the last 7 days, the Infrastructure industry has dropped 4.7%, driven by a pullback from ENAV of 0.6%. Over the past 12 months, the industry was up 28%. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Italian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €3.6b | €1.4b | €142.6m | 28.3x | 25.1x | 2.6x |
| Wed, 27 May 2026 | €3.6b | €1.4b | €142.6m | 28.8x | 25.4x | 2.7x |
| Fri, 24 Apr 2026 | €3.5b | €1.3b | €136.5m | 29.8x | 25.8x | 2.6x |
| Sun, 22 Mar 2026 | €3.5b | €1.3b | €148.2m | 22.8x | 23.8x | 2.6x |
| Tue, 17 Feb 2026 | €3.6b | €1.3b | €148.0m | 23.6x | 24.5x | 2.7x |
| Thu, 15 Jan 2026 | €3.3b | €1.3b | €148.0m | 22.2x | 22.5x | 2.5x |
| Sat, 13 Dec 2025 | €3.3b | €1.3b | €148.0m | 22.3x | 22.5x | 2.5x |
| Mon, 10 Nov 2025 | €3.1b | €1.3b | €154.8m | 20.9x | 20.3x | 2.3x |
| Wed, 08 Oct 2025 | €3.0b | €1.3b | €154.8m | 19.8x | 19.6x | 2.3x |
| Fri, 05 Sep 2025 | €3.0b | €1.3b | €152.9m | 28.5x | 19.7x | 2.3x |
| Sun, 03 Aug 2025 | €2.9b | €1.3b | €150.7m | 27.8x | 19.2x | 2.2x |
| Tue, 01 Jul 2025 | €2.8b | €1.3b | €152.3m | 19.8x | 18.4x | 2.1x |
| Thu, 29 May 2025 | €3.0b | €1.3b | €152.9m | 19.8x | 19.3x | 2.2x |
| Sat, 26 Apr 2025 | €2.8b | €1.3b | €168.9m | 18.3x | 16.4x | 2.1x |
| Mon, 24 Mar 2025 | €2.6b | €1.3b | €158.9m | 18.4x | 16.6x | 2x |
| Wed, 19 Feb 2025 | €2.5b | €1.3b | €156.0m | 17.7x | 16.3x | 1.9x |
| Fri, 17 Jan 2025 | €2.8b | €1.3b | €156.0m | 19.5x | 18.2x | 2.2x |
| Sun, 15 Dec 2024 | €2.9b | €1.3b | €156.0m | 18.7x | 18.5x | 2.2x |
| Tue, 12 Nov 2024 | €2.7b | €1.3b | €158.7m | 16.4x | 17x | 2.1x |
| Thu, 10 Oct 2024 | €2.8b | €1.3b | €158.4m | 16.9x | 17.4x | 2.1x |
| Sat, 07 Sep 2024 | €2.7b | €1.3b | €155.7m | 16x | 17.5x | 2.1x |
| Mon, 05 Aug 2024 | €2.7b | €1.3b | €159.1m | 16x | 17.1x | 2.1x |
| Wed, 03 Jul 2024 | €2.6b | €1.3b | €158.9m | 15.9x | 16.5x | 2x |
| Fri, 31 May 2024 | €2.6b | €1.3b | €158.9m | 15.9x | 16.4x | 2x |
| Sun, 28 Apr 2024 | €2.7b | €1.3b | €146.7m | 18.7x | 18.4x | 2.1x |
| Tue, 26 Mar 2024 | €2.7b | €1.3b | €146.7m | 18.1x | 18.2x | 2.1x |
| Thu, 22 Feb 2024 | €2.4b | €1.2b | €130.1m | 21.8x | 18.7x | 2x |
| Sat, 20 Jan 2024 | €21.2b | €8.2b | €208.1m | 23.1x | 101.9x | 2.6x |
| Mon, 18 Dec 2023 | €21.3b | €8.2b | €208.1m | 22.7x | 102.3x | 2.6x |
| Wed, 15 Nov 2023 | €21.2b | €8.2b | €202.3m | 23.3x | 104.8x | 2.6x |
| Fri, 13 Oct 2023 | €21.2b | €8.2b | €194.2m | 23.3x | 109.4x | 2.6x |
| Sun, 10 Sep 2023 | €21.4b | €8.2b | €191.7m | 26.9x | 111.9x | 2.6x |
| Tue, 08 Aug 2023 | €21.4b | €8.2b | €191.0m | 27.5x | 112.3x | 2.6x |
| Thu, 06 Jul 2023 | €21.5b | €8.2b | €201.2m | 25.2x | 107x | 2.6x |
Price to Earnings Ratio
107x
Current Industry PE
- Investors are pessimistic on the Italian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 25.1x which is lower than its 3-year average PE of 37.2x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have declined 11% per year over the last three years,
- Revenues have also declined 45% 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 Italian Industrials industry?
| IT Market | -2.72% | |
| Industrials | -7.56% | |
| Infrastructure | -4.71% | |
| Highways and Railtracks | -1.62% | |
| Airport Services | -4.76% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 78.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Airport Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 19.6x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 11% over the next 5 years.
- This is better than its past earnings decline of 4.2% per year.
- In contrast, the Airport Services industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADB Aeroporto Guglielmo Marconi di Bologna | €9.44 | 1.5% +€5.1m | 11.1% | PE14x | |
| TYA Toscana Aeroporti | €18.75 | 0.5% +€1.9m | 17.2% | PE19.3x | |
| TWL TraWell Co | €4.98 | 0.8% +€100.7k | -18.4% | PE114.6x |