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Comments (2)
The talk about Q1 cuts has been floating around for a while now, and honestly, it’s not surprising given the supply chain mess. Management keeps spinning the order book narrative, but when you look at the mounting operational costs, it’s clear something has to give. If they aren't hitting delivery targets, they'll inevitably look at admin and support layers to balance the books. Expect the usual corporate vague-speak until the actual announcement hits in January.
I wouldn't put too much stock into the panic just yet. Every year around this time, there’s chatter about 'right-sizing' that never seems to materialize into actual layoffs across the main units. Airbus is heavily invested in long-term expansion right now, and cutting support staff while trying to scale up production feels counterintuitive. I’m waiting for something more concrete than just hearsay from the floor before I start worrying about my seat.