Goldman Sachs 2026-06-21

Qantas Airways (QAN.AX): First Take: Sunrise Showcase - summary and key takeaways

Report Coverage

Broker
Goldman Sachs
Region
Global
Sector
Semiconductors
Report Type
Market Report
Primary Focus
Qantas Airways (QAN.AX)

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Report Summary

In a prior note (see here) we looked to disaggregate Qantas’ A$400m EBIT target to better Niraj Shah +61(2)9320-1369 | [email protected] understand the underlying drivers/assumptions. The analysis showed the business case for Goldman Sachs Australia Pty Ltd Project Sunrise was underpinned by incremental revenues - a view reinforced at Qantas Sophie Yu +61(3)9679-1076 | [email protected] Project Sunrise Showcase, hosted at Airbus facilities in Toulouse. In this note we summarise Goldman Sachs Australia Pty Ltd key take-aways from the event. Alex Nosatti +61(2)9321-8342 | [email protected] Goldman Sachs Australia Pty Ltd Project premise/promise. The strategic and commercial rationale of Product

Key Takeaways

  • In a prior note (see here) we looked to disaggregate Qantas’ A$400m EBIT target to better Niraj Shah +61(2)9320-1369 | niraj.
  • com understand the underlying drivers/assumptions.
  • The analysis showed the business case for Goldman Sachs Australia Pty Ltd Project Sunrise was underpinned by incremental revenues - a view reinforced at Qantas Sophie Yu +61(3)9679-1076 | sophie.
  • com Project Sunrise Showcase, hosted at Airbus facilities in Toulouse.
  • In this note we summarise Goldman Sachs Australia Pty Ltd key take-aways from the event.

Why This Report Matters

Goldman Sachs's 9-page analysis on "Qantas Airways (QAN.AX): First Take: Sunrise Showcase - summary and key takeaways" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.

Topics Covered

revenue Qantas Airways First Take:

Companies Mentioned

Equity Research June Qantas Airways First Take Sunrise Showcase Qantas Niraj Shah Qantas Sophie Yu

Who this summary is for

This summary is for users researching the Goldman Sachs Qantas Airways (QAN.AX) report. It helps users review Qantas Airways (QAN.AX): First Take: Sunrise Showcase - summary and key takeaways coverage, key takeaways, and related broker or sector research paths across revenue, Qantas, Airways; Equity Research, June.

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