Komori
Japan Airlines (9201) · RiskRestated

Constraints on Aviation Supply Capacity Due to Talent Shortages

First written in FY2024-Q2. 2 of 3 entries say "Restated". Latest entry: FY2025.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – FY20252023: 120232024: 120242025: 12025
Same theme, other companies
Labor Shortage in the Aviation Industry Amid a Rapid Recovery in Air Travel DemandA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Restated".

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Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Going forward, the business environment will change substantially due to developments in climate change, labor shortages, continued price increases and other factors.」

    We continue to recognize labor shortages as a risk in medium- to long-term business structural reform. Our policy is to address this through recruitment, training personnel with the required qualifications, and productivity improvements.
  2. FY2024RestatedAnnual report

    「Operating our Group's business requires securing personnel with various qualifications and skills, including nationally certified qualifications legally required for aircraft operations. Because it takes a considerable amount of time for Group employees to obtain the qualifications and skills required for their duties, our business operations could be affected if we are unable to secure the staffing levels we anticipate at the required time.」

    We explicitly identified the risk of labor shortages in business risks, citing their potential impact on supply capacity due to the need to secure personnel with national qualifications and skills and the time required to train them.
  3. FY2024-Q2First statedAnnual report

    「Meanwhile, the environment surrounding society as a whole is becoming increasingly challenging due to the weaker yen, higher fuel costs, rising prices, labor shortages, disruptions in the supply chains for aircraft parts and other items, and an unstable global situation.」

    We first explicitly identified labor shortages as a current business-environment risk that could constrain supply capacity as passenger demand recovers rapidly.
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Japan Airlines's next results are scheduled for 2026-11-02. Read the earnings preview
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