Am I misunderstanding? As I understand it the problem isn't about whether the number of planes is a lot or a little but about the difference from the number of planes that they intended to build?
The Swedes hopefully know that they're making X aircraft and invest in the capacity to do that.
Lockheed and it's suppliers must have invested to build many more planes than they actually are right now so they are presumably carrying debt without the revenue that justifies it.