A decisive moment that turned the tide of the battle

Chapter 1

Theme:
Font Size:
24px

Butch O’Hare’s Six-Minute Defense of USS Lexington — The Positioning Decision That Put One Wildcat Against an Entire Bomber Formation

At 4:49 p.m. on February 20, 1942, USS Lexington received the radar report every aircraft carrier commander feared.

Another Japanese formation was approaching.

The timing could hardly have been worse.

Most of the carrier’s fighters were already committed against an earlier attack. Several Wildcats were chasing surviving Japanese bombers away from the task force. Others were running low on fuel and preparing to recover. The carrier had already spent much of the afternoon maneuvering, launching aircraft, recovering aircraft, tracking radar contacts, and defending itself against an enemy strike sent from Rabaul.

Now another group was coming from a different direction.

American wartime reports described the new formation as nine twin-engine bombers. Postwar comparison with Japanese records indicates that the second formation probably contained eight Mitsubishi G4M1 Type 1 land-attack aircraft, the bombers later known to the Allies as “Bettys.” The discrepancy matters historically, but it would have meant almost nothing to the man climbing toward them. Whether there were eight or nine, they were only about a dozen nautical miles from the task force when radar acquired them. (Lịch Sử Hải Quân)

Only two American fighters were in position to intercept immediately.

Lieutenant Edward Henry “Butch” O’Hare was flying one.

Lieutenant junior grade Marion “Duff” Dufilho was flying the other.

They were ordered toward the threat.

Within minutes, Dufilho discovered that his guns would not fire.

That left O’Hare alone.

He was twenty-seven years old.

He was on his squadron’s first real combat operation.

He had never before shot down an enemy aircraft.

His fighter carried only four .50-caliber machine guns and roughly thirty-four seconds of total firing time if he simply held the triggers down. (Lịch Sử Hải Quân)

Ahead of him flew a compact formation of multi-engine bombers equipped with defensive machine guns and, critically, a 20 mm cannon in the tail. The Japanese formation was designed so that several bombers could protect one another with overlapping defensive fire. (Bảo tàng Hàng không Smithsonian)

Behind him was USS Lexington.

The Japanese aircraft were not trying to fight O’Hare.

They were trying to get past him.

That distinction defined everything he did next.

O’Hare did not settle directly behind the bombers and try to chase them one by one.

That would have placed his Wildcat in one of the most dangerous positions available: directly inside the cone of the Bettys’ rear defensive weapons while the bombers continued moving toward the carrier.

Instead, he used the advantage he had been given by altitude.

He positioned the Wildcat roughly 1,500 feet above the attacking formation, offset himself to one side, and began making high-side, diving deflection attacks across the bomber formation.

Rather than follow a Betty’s tail, he crossed its flight path.

He would dive through, fire a short burst while calculating where the bomber would be when the bullets arrived, continue through the formation, and then climb or turn to attack again from another angle.

The geometry mattered as much as the shooting.

It allowed him to aim at engines, wings, and fuel areas while reducing the amount of time he spent directly behind the Japanese tail cannon.

That was the decision hidden inside the famous story.

O’Hare did not try to become an immovable barrier between eight bombers and an aircraft carrier.

He turned one fighter into a moving threat that could appear first on one side of the Japanese formation, then the other, forcing the bombers to defend several directions while continuing toward their target.

Within only a few minutes, the formation began coming apart. (Lịch Sử Hải Quân)

The result would turn O’Hare into one of the best-known American aviators of the early Pacific War.

But to understand why one Wildcat mattered so much that afternoon, the story has to begin long before the first bomber entered his gunsight.

February 1942 was one of the darkest moments of the Pacific War

When O’Hare climbed toward the Japanese bombers, the United States had been formally at war for less than eleven weeks.

Pearl Harbor had been attacked on December 7, 1941.

Japan’s offensive had then expanded with extraordinary speed.

Japanese forces struck the Philippines, Guam, Wake Island, Hong Kong, Malaya, and the Dutch East Indies. British naval power in Southeast Asia suffered a catastrophic blow when Prince of Wales and Repulse were sunk. Manila fell. American and Filipino forces were retreating toward Bataan and Corregidor. Singapore surrendered to Japan on February 15, only five days before O’Hare’s action.

The impression created by these events was not simply that the Allies were losing individual battles.

Japan appeared to possess the initiative almost everywhere.

The United States still had enormous industrial potential, but that potential had not yet been converted into the fleets, aircraft, pilots, and logistics that would dominate the Pacific later in the war.

In early 1942, every American fleet carrier mattered enormously.

USS Lexington was one of them.

The United States could not easily replace a carrier lost in February 1942.

A Japanese bomber formation reaching Lexington therefore threatened far more than one ship.

It threatened one of the relatively few mobile American striking forces available while the Pacific balance was still dangerously unfavorable.

This made carrier defense a strategic problem rather than merely a matter of protecting sailors aboard one hull.

USS Lexington had been sent toward Rabaul

In February 1942, Lexington served as the center of Task Force 11, commanded by Vice Admiral Wilson Brown.

The task force was moving toward the Japanese base at Rabaul, on New Britain.

Japan had captured Rabaul in January.

Its location made it extraordinarily important.

From Rabaul, Japanese aircraft and ships could project power southward into the Bismarck Sea and toward New Guinea, the Solomons, and the approaches to Australia.

American commanders wanted to disrupt the growing Japanese concentration before Rabaul became even more powerful.

The plan called for Lexington to move within striking range and launch a carrier-air attack on February 21.

But on February 20, while the carrier was still hundreds of miles from Rabaul, the Japanese found the task force first.

A large Kawanishi H6K flying boat, known to the Allies as a “Mavis,” located the ships.

American fighters intercepted it.

Lieutenant Commander John S. “Jimmy” Thach, commander of Fighting Squadron 3, participated in shooting down the reconnaissance aircraft.

The problem was that the Japanese flying boat had already transmitted a contact report.

The position of Task Force 11 was no longer secret. (Lịch Sử Hải Quân)

The planned American surprise attack was effectively compromised.

Instead of preparing to bomb Rabaul the following morning, Lexington now had to prepare to defend itself.

Rabaul sent its bombers toward the carrier

The Japanese response was rapid.

Aircraft of the 4th Kōkūtai, or 4th Air Group, were ordered against the American force.

The principal striking aircraft was the Mitsubishi G4M1.

Official Japanese terminology described the aircraft as a land-attack plane, but in Allied usage it was generally treated as a medium bomber.

The G4M had been designed around one major requirement: range.

Japan expected naval aviation to operate over the enormous distances of the Pacific.

The G4M could reach targets far from its airfields, carry bombs or torpedoes, and still return home.

That capability came with compromises.

To save weight and preserve range, early G4Ms lacked the level of crew armor and fuel protection later considered essential in many combat aircraft.

American pilots would eventually learn that a properly placed burst could ignite a G4M dramatically.

But in February 1942, American fighter pilots had very limited combat experience against the aircraft.

More importantly for O’Hare, the bomber was far from defenseless.

It carried several smaller defensive machine guns and a powerful 20 mm cannon in the tail.

The tail gun was especially dangerous to a fighter pilot who tried to sit directly behind the aircraft and fire continuously. (Bảo tàng Hàng không Smithsonian)

The Japanese bombers were also not flying independently.

They used formation.

That allowed their defensive weapons to support one another.

A fighter chasing one Betty might expose itself not only to that bomber’s gunner but also to fire from neighboring aircraft.

The bomber formation was therefore both an offensive weapon and a defensive structure.

O’Hare would have to attack the structure, not simply individual aircraft.

The Wildcat was not the fastest fighter in the Pacific

O’Hare’s aircraft was a Grumman F4F-3 Wildcat.

The Wildcat has sometimes been overshadowed in popular memory by later American fighters such as the F6F Hellcat and F4U Corsair.

In early 1942, however, the Wildcat was the Navy’s principal carrier fighter.

The F4F-3 was compact, rugged, and heavily armed for its size.

Production versions carried four wing-mounted .50-caliber Browning machine guns.

The aircraft could exceed 320 mph at altitude, and its sturdy construction would become highly valued by pilots who frequently returned with combat damage. (Lịch Sử Hải Quân)

It was not an aircraft that automatically gave an American pilot air superiority.

Against the Mitsubishi A6M Zero, Wildcat pilots would soon learn not to depend on turning contests.

The Japanese fighter was lighter and extremely maneuverable.

American success required discipline, teamwork, firepower, defensive tactics, and the ability to exploit the Wildcat’s strengths instead of trying to imitate the enemy’s.

O’Hare had spent months learning exactly that kind of flying.

He was not entering combat with a superior machine that would solve the problem for him.

He was entering with an aircraft he knew very well.

That difference was crucial.

Jimmy Thach had already recognized that O’Hare was unusual

Edward O’Hare had been born in St. Louis on March 13, 1914.

He attended Western Military Academy and later entered the United States Naval Academy.

He graduated in 1937 and initially served aboard the battleship USS New Mexico before beginning flight training.

He earned his wings as a naval aviator in May 1940 and joined Fighting Squadron 3. (Lịch Sử Hải Quân)

There he came under the influence of Jimmy Thach.

Thach was more than an experienced squadron commander.

He was intensely interested in fighter tactics, teamwork, and gunnery.

One of the informal methods experienced VF-3 pilots used to test newcomers was to place the new pilot in an apparently advantageous position during mock combat and then demonstrate how quickly the more experienced pilot could reverse the situation.

Thach later remembered that the method did not work normally when O’Hare tried it.

O’Hare maintained the advantage.

Other experienced pilots tested him and encountered the same problem.

He could stay with them. (U.S. Naval Institute)

Thach concluded quickly that the young pilot possessed exceptional natural ability.

That did not make O’Hare reckless.

Descriptions from the squadron repeatedly emphasize his shooting skill.

He understood that aerial combat was not won merely by pointing an airplane toward the enemy and firing.

A pilot needed to understand relative motion.

If an enemy aircraft was crossing in front of him, he needed to fire not at where the target was, but where it would be when the bullets arrived.

That is deflection shooting.

It requires judging distance, speed, crossing angle, and bullet travel in a fraction of a second.

Many pilots could maneuver well.

Far fewer could consistently convert a brief firing opportunity into accurate hits.

O’Hare could.

VF-3 trained for a war it had not yet experienced

The pilots of Fighting Squadron 3 were highly trained, but February 20 would be their first large combat operation.

This distinction is important.

Training could prepare them for speed, formation, gunnery, and aircraft handling.

It could not reproduce every psychological factor associated with enemy fire.

No training exercise could fully duplicate the knowledge that the aircraft ahead contained men trying to kill you.

No mock attack could make a pilot wonder whether the next tracer passing his canopy would enter his engine or body.

Even Thach, one of the Navy’s most respected fighter tacticians, had not yet accumulated the wartime combat experience he would possess later.

VF-3 was about to test theory against reality.

The entire squadron was entering a period in which the lessons learned in minutes could determine how American carrier fighters fought for the next several years.

The future “Thach Weave,” the famous mutual-support fighter tactic associated with Thach, was already being developed and experimented with inside the squadron.

O’Hare himself had participated in testing the concept before the war reached them directly. (U.S. Naval Institute)

This training culture explains part of what happened over Lexington.

O’Hare was not improvising from nothing.

He had spent months thinking about geometry, firing angles, and the difference between a good position and a dangerous one.

On February 20, there would simply be no instructor to stop the exercise.

The first Japanese attack pulled the American fighters away

During the afternoon, Lexington’s radar detected the first major incoming bomber formation.

A contact appeared at long range, disappeared, and was later reacquired.

American fighters were vectored toward it.

Additional fighters launched.

The carrier’s radar and fighter-direction system were still primitive compared with those that would exist later in the war, but even this early capability gave the Americans a critical advantage.

They did not have to wait until Japanese bombers appeared over the horizon.

They could begin moving fighters toward the threat.

The first formation consisted of nine G4Ms.

American Wildcats intercepted.

Dauntless dive bombers were also used in defensive roles.

Japanese losses were severe.

Some bombers still reached bombing position, but their bombs missed the carrier.

American fighters pursued surviving attackers away from the task force. (Lịch Sử Hải Quân)

This pursuit produced the opening the second Japanese formation needed.

Air defense is not simply a question of how many fighters a carrier possesses.

It is a question of where those fighters are at a specific minute.

A Wildcat twenty miles west of the carrier chasing a retreating bomber cannot instantly defend against a new formation appearing from the east.

A fighter low on fuel cannot remain indefinitely in the air.

A plane waiting in the landing pattern may have ammunition but no altitude.

The first attack scattered the defensive resources.

Then radar reported another threat.

At 4:49 p.m., the situation changed immediately

The new formation appeared only about 12 nautical miles from Lexington.

That was dangerously close.

At the speeds involved, the carrier had only minutes.

News in the same category

A decisive moment that turned the tide of the battle

20 Part