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KKR bought Atlantic Aviation for $4.5 billion in 2021. It is now valued near $10 billion, with its tracked workforce barely changed. The hiring is happening at NetJets and Flexjet, in maintenance, engineering and operations, as fleets fly more hours through the same airports.
Sanctions, tariffs and reshoring are one story: the world is getting more expensive to coordinate. Companies still built for cheap globalization carry the risk, and it shows up in their org charts before it reaches earnings.
Workforce risks are real... and we are laundering the hell out of it.
Archer - Joby... and why eVTOL Is Entering the Phase Where Headcount Becomes the Risk
This reallocation could erode 10-15% of stock value
15,000 laid off. H-1B scrutiny intensifying. And now a PR response that employees say doesn’t match what’s really happening behind the scenes.
How Workforce Shifts, Layoffs, and Talent Shortages Are Reshaping the Sector in 2025
$HAL Earnings report TOTAL restructuring charge hits $356 million
What about Unemployment?