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Northrop Grumman nears deal to purchase Orbital ATK - source

Published 18/09/2017, 03:38
© Reuters. A UAV helicopter build by Northrop Gruman is on deck aboard the soon to be commissioned littoral combat ship USS Coronado during a media tour in Coronado
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By Jessica Resnick-Ault and Mike Stone

NEW YORK (Reuters) - U.S. defence contractor Northrop Grumman Corp (N:NOC) is poised to announce a purchase of missile and rocket maker Orbital ATK Inc (N:OA) as soon as Monday, a person familiar with the transaction said on Sunday.

The deal would come as the firing of missiles by North Korea in recent months has focused attention on missile defence systems.

With Orbital's stock market value of $6.3 billion and $1.4 billion of long-term debt, the deal's final value will likely exceed $7.7 billion (5.66 billion pounds).

Northrop Grumman declined to comment. Orbital did not immediately respond to a request for comment.

Orbital's rocket motors, missiles and electro-optical countermeasure product lines would enlarge Northrop's offerings to its largest customer, the U.S. Department of Defense, analyst Byron Callan of Capital Alpha Partners LLC said in a research note on Sunday.

The deal is noteworthy not only because it boosts Northrop's exposure to missile defence, but also because the company has not bought a large rival in many years. It would also represent a departure from a focus of returning earnings to shareholders.

Orbital ATK has contracts with NASA as well as the U.S. Army and the deal would give Northrop more than $4.4 billion in annual revenue according to Orbital's 2016 financials.

Despite infrequent strategic mergers, Northrop has not shied away from bold corporate actions to please investors. In 2011 Northrop spun off its Huntington Ingalls Industries (N:HII) shipbuilding business to shareholders. In 2009, it sold its government services business, TASC.

Northrop's last buying spree more than a decade ago included the 2002 purchase of TRW Inc for about $7.8 billion.

Based on Friday's closing stock price, Northrop was valued at $46.5 billion. The acquisition price could exceed $7.5 billion if a typical premium was attached to it, the Wall Street Journal said in a report published earlier on Sunday.

Another reason for the deal could be the Pentagon's efforts to rebuild missiles defenses. The Air Force had asked the defence industry last summer for proposals to replace the ageing nuclear cruise missiles and intercontinental ballistic missile system as the military moved ahead with a costly modernization of its ageing atomic weapons systems.

In August, Northrop received a $328 million contract to continue developing a replacement of the ageing Minuteman III intercontinental ballistic missile system for the U.S. Air Force.

Northrop is also the prime contractor for the B-21 bomber as well as the maker of the Global Hawk unmanned aerial vehicle.

Orbital is a subcontractor for composite structures on the B-21, and Callan of Capital Alpha Partners said the deal might spark concerns at the Pentagon because of vertical integration within that programme.

So far this year Orbital's stock has increased 25 percent as investors have eyed an increase in U.S. defence spending.

© Reuters. A UAV helicopter build by Northrop Gruman is on deck aboard the soon to be commissioned littoral combat ship USS Coronado during a media tour in Coronado

Earlier in September, aerospace supplier United Technologies Corp (N:UTX) agreed to buy avionics and interiors maker Rockwell Collins Inc (N:COL) in $30 billion deal that would be the largest in the industry's history.

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