Northrop Wins $3.8 Billion Air Force Tanker Fleet Maintenance Pact
03 October 2009 - 3:56AM
Dow Jones News
The U.S. Air Force Thursday evening awarded to Northrop Grumman
Corp. (NOC) a $3.8 billion maintenance contract for its aging fleet
of airborne refueling tankers, a contract that had belonged to
Boeing Co.'s (BA).
The contract, to service the KC/KDC-10 Extender, is a nine-year
program to provide maintenance for the tanker fleet, 59 aircraft in
all. The current fleet has an average age of close to 50 years and
the Air Force is in the middle of another attempt to award a
lucrative contract to replace them, but for now Northrop will care
for the aircraft.
"We are very excited to work shoulder to shoulder with the Air
Force to keep these important aircraft in the air supporting our
most vital assets," Leah Smith, spokeswoman for Northrop, told Dow
Jones Newswires.
Northrop was teamed with a handful of partners on the bid,
including AAR Corp. (AIR), Chromalloy Gas Turbine LLC, TIMCO
Aviation Services Inc. and the maintenance unit of MTU Aero Engines
Holding AG (MTUAY).
Analysts said that while the contract is an important win for
Northrop, the amount is barely a drop in the $34.5 billion in sales
Northrop expects to record in 2009 and therefore means little in
financial terms for the giant defense contractor.
"It's maybe one percent of sales," said Oppenheimer analyst
Myles Walton.
But it does mark a win over one of its biggest rivals, Boeing,
which had previously been in charge of the maintenance.
"Obviously we are disappointed," Boeing spokeswoman Deborah
VanNierop told Dow Jones Newswires. "We feel very strongly that we
have had outstanding performance on this contract, which we have
been supporting for over a decade providing 24/7 global readiness
to the fleet."
Morgan Keegan analyst Brian Ruttenbur said he would expect
Boeing to protest the award, as that means the contract will stay
in Boeing's hands until the protest is heard.
"That's a negative for Boeing," Ruttenbur said. "I'd be
surprised if there wasn't a protest."
Boeing's VanNeirop said it was premature to comment on whether
the company would be fighting the award adding, "We are waiting to
go through the briefings to find out exactly why the Air Force made
the decision that they made."
Northrop, meanwhile, said it believed the process was sound.
"We think the Air Force conducted a very fair, very open and
very thorough search," Smith said.
The Air Force's tanker fleet has already been a sore subject
between the defense contractors, after the Pentagon has tried twice
to award a contract to build a new fleet and has been forced to
withdraw from the process each time. Last week the Air Force
launched its third attempt to award the $40 billion contract.
Northrop, and its partner European Aeronautic Defence &
Space Co. (EADSY), had won the previous award in February 2008 but
Boeing successfully protested. The contract is closely watched by
Washington given the jobs at stake.
Both Northrop and Boeing said Friday they didn't attach any
underlying meaning to the maintenance award, only saying that they
were concentrating on the current fleet.
Northrop shares were recently down 2 cents to $50.08, while
Boeing was down 1.4% to $51.39. Northrop partner AAR was up 2.7% to
$22.01.
-By David Benoit, Dow Jones Newswires; 212-416-2458;
david.benoit@dowjones.com