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Italian (Borsa Italiana) Infrastructure Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies6
  • 7D1.1%
  • 3M12.1%
  • 1Y41.5%
  • YTD7.3%

In the last week, the Infrastructure industry is up 1.9%, with Aeroporto Guglielmo Marconi di Bologna leading the way, up 5.9%. This takes the industry's 12 month performance to a gain of 42%. Looking forward, earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

Has the Italian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026€3.6b€1.3b€148.0m23.1x24.1x2.7x
Sun, 11 Jan 2026€3.4b€1.3b€148.0m22.8x23.3x2.6x
Tue, 09 Dec 2025€3.2b€1.3b€148.0m21.6x21.9x2.4x
Thu, 06 Nov 2025€3.2b€1.3b€154.8m21.4x20.9x2.4x
Sat, 04 Oct 2025€3.1b€1.3b€154.8m19.9x19.8x2.3x
Mon, 01 Sep 2025€3.0b€1.3b€152.9m28x19.4x2.2x
Wed, 30 Jul 2025€2.8b€1.3b€151.0m27.6x18.7x2.1x
Fri, 27 Jun 2025€2.8b€1.3b€152.3m19.5x18.1x2.1x
Sun, 25 May 2025€2.9b€1.3b€152.9m19.8x19.1x2.2x
Tue, 22 Apr 2025€2.7b€1.3b€168.9m18.2x16x2x
Thu, 20 Mar 2025€2.6b€1.3b€158.9m18.8x16.7x2x
Sat, 15 Feb 2025€2.5b€1.3b€156.0m17.6x16.1x1.9x
Mon, 13 Jan 2025€2.8b€1.3b€156.0m19.3x18.1x2.1x
Wed, 11 Dec 2024€2.9b€1.3b€156.0m19x18.7x2.2x
Fri, 08 Nov 2024€2.7b€1.3b€158.7m16.2x16.9x2x
Sun, 06 Oct 2024€2.7b€1.3b€158.4m16.9x17.3x2.1x
Tue, 03 Sep 2024€2.7b€1.3b€155.7m16.2x17.4x2.1x
Thu, 01 Aug 2024€2.8b€1.3b€159.1m16.3x17.3x2.2x
Sat, 29 Jun 2024€2.6b€1.3b€158.9m15.8x16.3x2x
Mon, 27 May 2024€2.7b€1.3b€158.9m16x17.1x2.1x
Wed, 24 Apr 2024€2.7b€1.3b€146.7m18.4x18.2x2.1x
Fri, 22 Mar 2024€2.5b€1.2b€133.4m19.2x19.1x2.1x
Sun, 18 Feb 2024€2.4b€1.2b€130.1m22.2x18.7x2x
Tue, 16 Jan 2024€21.3b€8.2b€208.1m22.7x102.4x2.6x
Thu, 14 Dec 2023€21.3b€8.2b€208.1m22.5x102.1x2.6x
Sat, 11 Nov 2023€21.2b€8.2b€196.8m23x107.6x2.6x
Mon, 09 Oct 2023€21.3b€8.2b€194.2m23.6x109.5x2.6x
Wed, 06 Sep 2023€21.4b€8.2b€191.0m27.8x112.2x2.6x
Fri, 04 Aug 2023€21.5b€8.2b€193.9m27.8x110.8x2.6x
Sun, 02 Jul 2023€21.5b€8.2b€201.2m25.4x107.1x2.6x
Tue, 30 May 2023€21.6b€8.1b€201.2m25.8x107.5x2.7x
Thu, 27 Apr 2023€21.7b€8.2b€235.3m23.8x92.3x2.7x
Sat, 25 Mar 2023€21.6b€8.2b€235.3m23.2x91.8x2.6x
Mon, 20 Feb 2023€21.6b€8.2b€267.0m19x81x2.6x
Price to Earnings Ratio

81x


Total Market Cap: €21.6bTotal Earnings: €267.0mTotal Revenue: €8.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Infrastructure Industry Price to Earnings3Y Average 45.7x202420252026
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 24.2x which is lower than its 3-year average PE of 45.8x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 18% 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 Market0.61%
Industrials1.69%
Infrastructure1.15%
Airport Services1.15%
Highways and Railtracks1.12%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 90.9x.
    • 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 18.9x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 8.7% over the next 5 years.
  • This is better than its past earnings growth rate of 1.5% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 8.7% 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
ENAV ENAV€5.072.1%
+€57.4m
48.2%PE26.7x
ADB Aeroporto Guglielmo Marconi di Bologna€11.551.3%
+€5.4m
50.0%PE16.9x
TYA Toscana Aeroporti€19.700.5%
+€1.9m
24.3%PE20.2x
FCH Franchetti€5.903.5%
+€1.8m
-18.1%PE38.3x
TWL TraWell Co€6.000.8%
+€125.9k
-2.9%PE138.1x

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