Narrative Update • Aug 06
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Italian (Borsa Italiana) Infrastructure Industry Analysis
UpdatedAug 08, 2026
DataAggregated Company Financials
Companies7
- 7D2.4%
- 3M1.2%
- 1Y21.3%
- YTD7.8%
In the last week, the Infrastructure industry is up 2.4%, with ENAV up 2.6%. This means that the industry has gained 21% over the past year. Looking forward, earnings are forecast to grow by 11% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | €3.6b | €1.4b | €148.3m | 21.3x | 24.3x | 2.6x |
| Mon, 06 Jul 2026 | €3.6b | €1.4b | €142.6m | 28.8x | 25.6x | 2.7x |
| Wed, 03 Jun 2026 | €3.6b | €1.4b | €142.6m | 28.8x | 25.4x | 2.7x |
| Fri, 01 May 2026 | €3.4b | €1.3b | €136.5m | 28.9x | 25.2x | 2.6x |
| Sun, 29 Mar 2026 | €3.5b | €1.4b | €138.5m | 24.1x | 25.4x | 2.5x |
| Tue, 24 Feb 2026 | €3.9b | €1.3b | €148.0m | 24.5x | 26.2x | 2.9x |
| Thu, 22 Jan 2026 | €3.3b | €1.3b | €148.0m | 22.1x | 22.4x | 2.5x |
| Sat, 20 Dec 2025 | €3.3b | €1.3b | €148.0m | 22.4x | 22.5x | 2.5x |
| Mon, 17 Nov 2025 | €3.2b | €1.4b | €147.1m | 21.9x | 21.6x | 2.3x |
| Wed, 15 Oct 2025 | €3.2b | €1.3b | €154.8m | 20.8x | 20.5x | 2.4x |
| Fri, 12 Sep 2025 | €3.1b | €1.3b | €152.9m | 27.9x | 20.1x | 2.3x |
| Sun, 10 Aug 2025 | €3.0b | €1.3b | €150.7m | 28x | 19.6x | 2.2x |
| Tue, 08 Jul 2025 | €2.8b | €1.3b | €152.3m | 19.9x | 18.2x | 2.1x |
| Thu, 05 Jun 2025 | €3.0b | €1.3b | €152.9m | 20.2x | 19.6x | 2.2x |
| Sat, 03 May 2025 | €2.8b | €1.3b | €168.9m | 18.7x | 16.7x | 2.1x |
| Mon, 31 Mar 2025 | €2.7b | €1.3b | €158.9m | 18.8x | 16.9x | 2x |
| Wed, 26 Feb 2025 | €2.5b | €1.3b | €156.0m | 17.3x | 16x | 1.9x |
| Fri, 24 Jan 2025 | €2.8b | €1.3b | €156.0m | 18.9x | 18.2x | 2.2x |
| Sun, 22 Dec 2024 | €2.8b | €1.3b | €156.0m | 18.6x | 18x | 2.1x |
| Tue, 19 Nov 2024 | €2.7b | €1.3b | €156.0m | 18.1x | 17.5x | 2x |
| Thu, 17 Oct 2024 | €2.8b | €1.3b | €158.7m | 17.1x | 17.7x | 2.1x |
| Sat, 14 Sep 2024 | €2.8b | €1.3b | €157.3m | 15.9x | 17.5x | 2.1x |
| Mon, 12 Aug 2024 | €2.6b | €1.3b | €155.7m | 16x | 17x | 2x |
| Wed, 10 Jul 2024 | €2.7b | €1.3b | €158.9m | 16.4x | 17x | 2.1x |
| Fri, 07 Jun 2024 | €2.7b | €1.3b | €158.9m | 16.2x | 16.8x | 2.1x |
| Sun, 05 May 2024 | €2.7b | €1.3b | €148.7m | 17.3x | 18.4x | 2.2x |
| Tue, 02 Apr 2024 | €2.7b | €1.3b | €146.7m | 18.6x | 18.6x | 2.2x |
| Thu, 29 Feb 2024 | €2.4b | €1.2b | €130.1m | 21.7x | 18.5x | 2x |
| Sat, 27 Jan 2024 | €21.3b | €8.2b | €208.1m | 23.4x | 102.3x | 2.6x |
| Mon, 25 Dec 2023 | €21.3b | €8.2b | €208.1m | 22.8x | 102.4x | 2.6x |
| Wed, 22 Nov 2023 | €21.2b | €8.2b | €208.1m | 20.8x | 102x | 2.6x |
| Fri, 20 Oct 2023 | €21.1b | €8.2b | €194.2m | 22.9x | 108.9x | 2.6x |
| Sun, 17 Sep 2023 | €21.4b | €8.2b | €191.7m | 27.2x | 111.7x | 2.6x |
| Tue, 15 Aug 2023 | €21.4b | €8.2b | €191.0m | 27.9x | 112.3x | 2.6x |
Price to Earnings Ratio
112.3x
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 24.3x which is lower than its 3-year average PE of 34.2x.
- 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 8.1% 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 | 2.56% | |
| Industrials | 3.44% | |
| Infrastructure | 2.45% | |
| Highways and Railtracks | 9.92% | |
| Airport Services | 2.32% | |
| Marine Ports and Services | 0% | 0 |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 75.8x.
- 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 19.7x.
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 3.4% 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 | |
|---|---|---|---|---|---|
| ENAV ENAV | €5.19 | 2.6% +€70.2m | 23.4% | PE26.4x | |
| ADB Aeroporto Guglielmo Marconi di Bologna | €9.98 | 2.7% +€9.4m | 21.1% | PE14.8x | |
| FCH Franchetti | €5.80 | 12.6% +€5.9m | -14.7% | PE61.4x | |
| GDT Guidotti Ships S.R.L | €2.89 | 2.4% +€467.8k | n/a | PE11.8x | |
| TWL TraWell Co | €23.00 | 0.9% +€100.7k | -13.2% | PS0.4x |