Being detached from Ford should lower their resources, yet perhaps free them up to act more quickly. We’ll see. In general, I think this isn’t good for them in the short term.
I wonder if they’ll maintain their vertical integration with truckers. Several truck companies use Volvo engines exclusively. Perhaps the integration may break down and open the market to Caterpillar.
I thought that Volvo Trucks were not part of Volvo-Ford?
I think you may be confusing the Volvo passenger car operations that Ford bought in 1999 with the Swedish AB Volvo (VOLV) which is competitor of Navistar and Caterpillar and manufactures heavy equipment and engines. I think Ford is buying industrial / truck engines from Navistar.
-— AB Volvo - Selected Products and Brand Names
Trucks
Mack
Renault
Volvo
Construction Equipment
Articulated haulers
Backhoe loaders
Excavators
Motor graders
Skid steer loaders
Wheel loaders
Buses
City buses
Coaches
Intercity buses
Financial Services
Customer financing
Insurance
Volvo Penta
Marine engines (luxury and work boats)
Industrial engines (forklifts and construction equipment)
Volvo Aero
Aircraft engines
Engine components