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New Zealand (NZX) Infrastructure Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.3%
  • 3M3.2%
  • 1Y12.0%
  • YTD3.2%

The Infrastructure industry has stayed flat over the last week. The past year has been better, since the industry has gained 12% in that time. Earnings are forecast to grow by 6.8% annually.

Industry Valuation and Performance

Has the New Zealand Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026NZ$21.1bNZ$1.7bNZ$535.6m30.2x39.4x12.3x
Fri, 31 Jul 2026NZ$21.3bNZ$1.7bNZ$638.5m27.7x33.4x12.6x
Sun, 28 Jun 2026NZ$21.2bNZ$1.7bNZ$638.5m29.1x33.2x12.5x
Tue, 26 May 2026NZ$20.6bNZ$1.7bNZ$638.5m27.7x32.2x12.1x
Thu, 23 Apr 2026NZ$20.4bNZ$1.7bNZ$640.7m26.6x31.8x12.1x
Sat, 21 Mar 2026NZ$20.2bNZ$1.7bNZ$640.7m26.2x31.5x11.9x
Mon, 16 Feb 2026NZ$20.6bNZ$1.6bNZ$641.0m27.4x32.2x12.5x
Wed, 14 Jan 2026NZ$20.5bNZ$1.6bNZ$638.3m28.4x32.1x12.5x
Fri, 12 Dec 2025NZ$19.7bNZ$1.6bNZ$638.3m26.5x30.8x12x
Sun, 09 Nov 2025NZ$19.7bNZ$1.6bNZ$641.8m24.8x30.8x12.1x
Tue, 07 Oct 2025NZ$19.6bNZ$1.6bNZ$641.8m24.8x30.5x12x
Thu, 04 Sep 2025NZ$18.5bNZ$1.6bNZ$641.8m23.6x28.8x11.3x
Sat, 02 Aug 2025NZ$18.2bNZ$1.6bNZ$218.7m33.2x83.4x11.7x
Mon, 30 Jun 2025NZ$18.3bNZ$1.6bNZ$218.7m32.7x83.8x11.7x
Wed, 28 May 2025NZ$18.5bNZ$1.6bNZ$222.6m43.4x83.2x11.8x
Fri, 25 Apr 2025NZ$18.7bNZ$1.6bNZ$216.7m41x86.1x11.9x
Sun, 23 Mar 2025NZ$18.4bNZ$1.6bNZ$216.7m42.3x84.8x11.8x
Tue, 18 Feb 2025NZ$19.7bNZ$1.5bNZ$135.8m30.8x145x13.2x
Thu, 16 Jan 2025NZ$19.3bNZ$1.5bNZ$133.0m30.2x145.3x13x
Sat, 14 Dec 2024NZ$18.9bNZ$1.5bNZ$133.0m32.1x141.8x12.7x
Mon, 11 Nov 2024NZ$17.2bNZ$1.5bNZ$131.0m32.2x131.2x11.6x
Wed, 09 Oct 2024NZ$16.9bNZ$1.5bNZ$131.0m32.4x129.3x11.5x
Fri, 06 Sep 2024NZ$15.7bNZ$1.5bNZ$131.0m30.8x119.5x10.6x
Sun, 04 Aug 2024NZ$15.7bNZ$1.3bNZ$298.3m22.4x52.8x11.7x
Tue, 02 Jul 2024NZ$15.4bNZ$1.3bNZ$298.3m21.7x51.5x11.4x
Thu, 30 May 2024NZ$15.3bNZ$1.3bNZ$292.7m30.4x52.3x11.4x
Sat, 27 Apr 2024NZ$15.7bNZ$1.3bNZ$292.7m28.6x53.7x11.7x
Mon, 25 Mar 2024NZ$16.4bNZ$1.3bNZ$292.7m27.4x56x12.2x
Wed, 21 Feb 2024NZ$16.5bNZ$1.2bNZ$194.4m29.5x84.8x13.6x
Fri, 19 Jan 2024NZ$17.1bNZ$1.2bNZ$196.6m29.2x87.1x14.2x
Sun, 17 Dec 2023NZ$17.0bNZ$1.2bNZ$196.6m30.6x86.5x14.1x
Tue, 14 Nov 2023NZ$15.7bNZ$1.2bNZ$197.3m27.2x79.6x13x
Thu, 12 Oct 2023NZ$16.3bNZ$1.2bNZ$197.3m25.9x82.7x13.5x
Sat, 09 Sep 2023NZ$16.4bNZ$1.2bNZ$197.3m26.1x82.9x13.5x
Price to Earnings Ratio

82.9x


Total Market Cap: NZ$16.4bTotal Earnings: NZ$197.3mTotal Revenue: NZ$1.2bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Infrastructure Industry Price to Earnings3Y Average 70.1x202420252026
Current Industry PE
  • Investors are pessimistic on the New Zealander 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 39.4x which is lower than its 3-year average PE of 70.1x.
  • The industry is trading close to its 3-year average PS ratio of 12.3x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 39% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the New Zealand Industrials industry?

NZ Market-1.29%
Industrials-0.39%
Infrastructure-0.31%
Marine Ports and Services0.039%
Airport Services-0.46%
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 491x.
    • Analysts are expecting annual earnings growth of 6.6%, which is higher than its past year's earnings decline of 20.4% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 32.5x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 7.2% over the next 5 years.
  • This is better than its past earnings decline of 6.4% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 6.6% 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
POT Port of TaurangaNZ$8.270.9%
+NZ$47.6m		12.8%PE36x
SPN South Port New ZealandNZ$8.921.4%
+NZ$3.1m		17.4%PE14.5x

Latest News

POT
NZ$8.27
Port of Tauranga
7D
0.9%
1Y
12.8%
Analysis Article • 23h

Port of Tauranga Limited (NZSE:POT) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The yearly results for Port of Tauranga Limited ( NZSE:POT ) were released last week, making it a good time to revisit...
SPN
NZ$8.92
South Port New Zealand
7D
1.4%
1Y
17.4%
AIA
NZ$8.57
Auckland International Airport
7D
-1.5%
1Y
14.0%
NPH
NZ$3.57
Napier Port Holdings
7D
-2.2%
1Y
12.3%