An Empirical Analysis of the Patterns in Defense Industry Consolidation and Their Subsequent Impact
Abstract
The defense industry has witnessed significant consolidation since the end of the Cold War. This paper explores the causes of the wave of defense mergers, as well as their impact. The analysis finds that the frequency of defense mergers is more strongly correlated with overall merger activity in the economy than with DoD outlays. In examining SAR cost data on weapons systems, only 50-65% of the weapons systems' costs were affected following consolidation activity by the primary contractor that made them, of which 40% of the systems experienced a statistically significant decrease in their costs, and 15-20% experienced a statistically significant increase. Despite a 2/3 reduction in the number of prime contractors in the fixed-wing aircraft sector between 1990 and 1998, about 60% of the systems experienced a statistically significant lower cost estimate. For the tactical missile category, in which the number of prime contractors also fell by 2/3, 28.6% of the systems indicated statistically significant higher post-merger estimates and 28.6% of them indicated statistically significant lower post-merger estimates. Boeing, Lockheed, and Raytheon were among the few main primary contractors following the consolidation wave. About 70-80% of the weapons systems examined in this analysis which were produced by them indicated a statistically significant change in their cost estimates. For Boeing and Lockheed, 50-57% of the systems exhibited a statistically significant reduction in cost estimates, while, for Raytheon, 60% of the systems experienced a significant cost increase. About 2/3 of the systems made by Lockheed and Martin Marietta manifested significant cost declines following the Lockheed-Martin Marietta merger, and about 1/2 of the systems made by Boeing and McDonnell Douglas experienced a statistically significant decline in cost estimates following their merger. The paper includes 23 briefing charts that summarize the presentation.
Document Details
- Document Type
- Technical Report
- Publication Date
- Apr 30, 2007
- Accession Number
- ADA493548
Entities
People
- Nayantara Hensel
Organizations
- Naval Postgraduate School