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U.K. (FTSE) Industrials Sector Analysis

UpdatedOct 31, 2023
DataAggregated Company Financials
Companies219
  • 7D-1.0%
  • 3M-6.3%
  • 1Y6.1%
  • YTD2.4%

Over the last 7 days, the Industrials industry has dropped 1.2%, driven by a pullback from Experian of 9.4%. In the past year, the industry has gained 5.2%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

Has the U.K. Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Oct 2023UK£280.9bUK£283.9bUK£13.5b13.9x20.8x1x
Thu, 28 Sep 2023UK£291.5bUK£282.7bUK£13.2b15.2x22.1x1x
Sat, 26 Aug 2023UK£288.1bUK£280.2bUK£12.6b14.8x22.9x1x
Mon, 24 Jul 2023UK£299.5bUK£272.7bUK£11.4b14.6x26.4x1.1x
Wed, 21 Jun 2023UK£298.3bUK£271.3bUK£11.7b14.5x25.5x1.1x
Fri, 19 May 2023UK£297.8bUK£271.1bUK£11.7b14.8x25.5x1.1x
Sun, 16 Apr 2023UK£295.4bUK£267.0bUK£12.1b15.1x24.5x1.1x
Tue, 14 Mar 2023UK£285.3bUK£262.7bUK£11.9b15.2x24x1.1x
Thu, 09 Feb 2023UK£285.9bUK£234.2bUK£11.2b17.2x25.4x1.2x
Sat, 07 Jan 2023UK£273.5bUK£232.5bUK£11.2b17.5x24.3x1.2x
Mon, 05 Dec 2022UK£273.7bUK£231.9bUK£11.3b17.1x24.2x1.2x
Wed, 02 Nov 2022UK£260.3bUK£222.0bUK£10.3b15.8x25.2x1.2x
Fri, 30 Sep 2022UK£268.4bUK£262.4bUK£10.9b15x24.6x1x
Sun, 28 Aug 2022UK£289.6bUK£255.6bUK£11.3b16.6x25.5x1.1x
Tue, 26 Jul 2022UK£290.2bUK£237.8bUK£11.2b17.5x25.9x1.2x
Thu, 23 Jun 2022UK£268.0bUK£236.0bUK£10.9b17.1x24.7x1.1x
Sat, 21 May 2022UK£286.6bUK£233.0bUK£10.4b18.5x27.4x1.2x
Mon, 18 Apr 2022UK£306.1bUK£227.5bUK£10.1b19.4x30.2x1.3x
Wed, 16 Mar 2022UK£303.4bUK£226.9bUK£9.9b19.4x30.6x1.3x
Fri, 11 Feb 2022UK£318.3bUK£226.9bUK£8.8b21.4x36x1.4x
Sun, 09 Jan 2022UK£339.2bUK£226.5bUK£9.0b21.7x37.9x1.5x
Tue, 07 Dec 2021UK£338.4bUK£224.1bUK£7.8b24.1x43.5x1.5x
Thu, 04 Nov 2021UK£341.1bUK£217.9bUK£6.5b26.8x52.7x1.6x
Sat, 02 Oct 2021UK£328.3bUK£218.1bUK£6.5b26x50.5x1.5x
Mon, 30 Aug 2021UK£337.0bUK£216.1bUK£5.4b27.7x61.9x1.6x
Tue, 06 Jul 2021UK£311.5bUK£215.7bUK£5.4b27x57.8x1.4x
Fri, 09 Apr 2021UK£289.1bUK£214.0bUK£3.8b26.8x75.3x1.4x
Thu, 31 Dec 2020UK£277.0bUK£214.2bUK£2.8b23.4x98.2x1.3x
Price to Earnings Ratio

60.3x


Total Market Cap: UK£235.8bTotal Earnings: UK£3.9bTotal Revenue: UK£217.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 43.2x202120222023
Current Industry PE
  • Investors are pessimistic on the British Industrials 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 20.6x which is lower than its 3-year average PE of 43.7x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 51% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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 U.K. Industrials sector?

GB Market-0.43%
Industrials-1.02%
Industrials2.47%
Transportation2.32%
Aerospace & Defense2.17%
Airlines0.97%
Building0.68%
Logistics0.0016%
Trade Distributors-0.33%
Marine and Shipping-0.50%
Construction-0.50%
Infrastructure-0.53%
Electrical-1.33%
Machinery-1.73%
Professional Services-2.91%
Commercial Services-4.59%
Industry PE
  • Investors are most optimistic about the Professional Services industry even though it's trading below its 3-year average PE ratio of 32.5x.
    • Analysts are expecting annual earnings growth of 12.2%, which is higher than its past year's earnings growth of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 92% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 8.8% 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
BA. BAE SystemsUK£11.033.3%
+UK£1.1b		35.4%PE17.2x
SMIN Smiths GroupUK£16.003.3%
+UK£174.6m		2.5%PE24.6x
MRO Melrose IndustriesUK£4.671.8%
+UK£97.5m		33.1%PS0.8x
IAG International Consolidated Airlines GroupUK£1.431.0%
+UK£71.3m		17.9%PE3.4x
HMSG HMS Hydraulic Machines & Systems GroupUS$3.50n/a
US$81.1m		-20.5%PE4.4x
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Latest News

IAG

UK£1.43

International Consolidated Airlines Group

7D

1.0%

1Y

17.9%

WEIR

UK£16.76

Weir Group

7D

-3.6%

1Y

10.0%

BA.

UK£11.03

BAE Systems

7D

3.3%

1Y

35.4%

RWS

UK£2.04

RWS Holdings

7D

-14.8%

1Y

-33.3%

EXPN

UK£24.35

Experian

7D

-9.4%

1Y

-12.2%

Experian (LON:EXPN) Has Some Way To Go To Become A Multi-Bagger

Oct 26
Experian (LON:EXPN) Has Some Way To Go To Become A Multi-Bagger

AHT

UK£46.87

Ashtead Group

7D

-0.4%

1Y

3.0%

Ashtead Group (LON:AHT) Has Some Way To Go To Become A Multi-Bagger

Oct 25
Ashtead Group (LON:AHT) Has Some Way To Go To Become A Multi-Bagger

RTO

UK£4.23

Rentokil Initial

7D

-8.4%

1Y

-22.3%

SPX

UK£81.04

Spirax-Sarco Engineering

7D

-1.9%

1Y

-24.6%

RR.

UK£2.02

Rolls-Royce Holdings

7D

-0.7%

1Y

158.5%

DATA

UK£1.49

GlobalData

7D

4.9%

1Y

-6.3%

GlobalData (LON:DATA) Has A Pretty Healthy Balance Sheet

Oct 17
GlobalData (LON:DATA) Has A Pretty Healthy Balance Sheet

ITRK

UK£37.91

Intertek Group

7D

-6.1%

1Y

3.7%

SMIN

UK£16.00

Smiths Group

7D

3.3%

1Y

2.5%

Smiths Group's (LON:SMIN) Upcoming Dividend Will Be Larger Than Last Year's

Oct 13
Smiths Group's (LON:SMIN) Upcoming Dividend Will Be Larger Than Last Year's

MRO

UK£4.67

Melrose Industries

7D

1.8%

1Y

33.1%

These 4 Measures Indicate That Melrose Industries (LON:MRO) Is Using Debt Extensively

Oct 07
These 4 Measures Indicate That Melrose Industries (LON:MRO) Is Using Debt Extensively

DCC

UK£45.13

DCC

7D

1.5%

1Y

-6.8%

Returns On Capital At DCC (LON:DCC) Have Stalled

Sep 25
Returns On Capital At DCC (LON:DCC) Have Stalled

EZJ

UK£3.72

easyJet

7D

2.1%

1Y

6.8%

These 4 Measures Indicate That easyJet (LON:EZJ) Is Using Debt Extensively

Sep 21
These 4 Measures Indicate That easyJet (LON:EZJ) Is Using Debt Extensively

HMSG

US$3.50

HMS Hydraulic Machines & Systems Group

7D

n/a

1Y

-20.5%

HMS Hydraulic Machines & Systems Group (LON:HMSG) Is Reinvesting At Lower Rates Of Return

Jul 20
HMS Hydraulic Machines & Systems Group (LON:HMSG) Is Reinvesting At Lower Rates Of Return