Qantas Airways Ltd
F:QAN
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Qantas Airways Ltd
Qantas Airways Ltd., affectionately known as the "Flying Kangaroo," stands as a titan in the aviation industry with a storied history dating back to 1920. Originating from the expanses of the Queensland outback, Qantas has evolved into Australia’s flagship airline, building a reputation for safety, innovation, and exceptional service. Its comprehensive operations extend far beyond merely ferrying passengers across continents. Qantas operates via two distinct segments: Qantas Domestic and Qantas International, covering a vast network that stretches over more than 85 destinations across 20 countries. This robust network is bolstered by its loyalty program, Qantas Frequent Flyer, which not only enhances customer retention but also contributes significantly to its bottom line through partnerships and financial services.
At the core of Qantas's business model is its ability to strategically leverage its brand and operational efficiencies in a highly competitive market. By investing in fleet modernization and technological advancements, the airline enhances fuel efficiency and delivers a premium flying experience. Ancillary services, such as flight upgrades, baggage fees, and in-flight purchases, augment their revenue streams. Moreover, their dedication to sustainability, reflected in initiatives like carbon offset programs, aligns with increasingly eco-conscious consumer preferences, further solidifying customer loyalty. Consequently, despite the challenges synonymous with the aviation industry, including fluctuating fuel prices and economic cycles, Qantas sustains its profitability by maintaining operational excellence and a diversified business approach.
Qantas Airways Ltd., affectionately known as the "Flying Kangaroo," stands as a titan in the aviation industry with a storied history dating back to 1920. Originating from the expanses of the Queensland outback, Qantas has evolved into Australia’s flagship airline, building a reputation for safety, innovation, and exceptional service. Its comprehensive operations extend far beyond merely ferrying passengers across continents. Qantas operates via two distinct segments: Qantas Domestic and Qantas International, covering a vast network that stretches over more than 85 destinations across 20 countries. This robust network is bolstered by its loyalty program, Qantas Frequent Flyer, which not only enhances customer retention but also contributes significantly to its bottom line through partnerships and financial services.
At the core of Qantas's business model is its ability to strategically leverage its brand and operational efficiencies in a highly competitive market. By investing in fleet modernization and technological advancements, the airline enhances fuel efficiency and delivers a premium flying experience. Ancillary services, such as flight upgrades, baggage fees, and in-flight purchases, augment their revenue streams. Moreover, their dedication to sustainability, reflected in initiatives like carbon offset programs, aligns with increasingly eco-conscious consumer preferences, further solidifying customer loyalty. Consequently, despite the challenges synonymous with the aviation industry, including fluctuating fuel prices and economic cycles, Qantas sustains its profitability by maintaining operational excellence and a diversified business approach.
Profit Decline: Qantas reported an underlying profit before tax of $2.08 billion for FY 2024, down $387 million from last year, citing increased customer investment and lower freight yields.
Strong Margins: Operating margin was 10.4%, maintaining industry leadership, though down from the prior year due to higher costs and moderating fares.
Loyalty & Jetstar Shine: Qantas Loyalty and Jetstar delivered strong results, with Jetstar achieving record EBIT of $497 million (up 23%) and Loyalty EBIT of $511 million, driven by new products and higher member engagement.
Fleet Renewal & CapEx: The group invested $3.1 billion in capital expenditure, adding 16 new aircraft and planning over 40 more deliveries in the next two years to boost efficiency and profitability.
Stable Demand & Outlook: Management sees stable forward bookings and expects domestic RASK to rise 2–4% in 1H FY25, while international RASK should turn positive in Q4 FY25.
Shareholder Returns: Announced a new $400 million share buyback and expects to reinstate fully franked base dividends in the second half, subject to board approval.
Transformation Targets: Committed to $400 million in cost and revenue transformation for FY 2025 to offset inflation and absorb new cost pressures.
