General Motors is reportedly increasing full-size truck production to capitalize on low inventory at Ford. Ford's F-Series inventory remains below typical levels. GM aims to capture a larger share of the truck market.
GM plans to launch redesigned Silverado and Sierra pickups later this year. Analysts expect market share gains in the second quarter if GM maximizes output.
GM reports its own low truck inventory. The company attributes this to strong sales at the end of 2025. Factory downtime for retooling also constrained supply.
The company targets a competitive edge over Ford through the remainder of 2026. Success depends on the launch and inventory build-up of new heavy-duty trucks.