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Daniel Miller, The Motley Fool
Fri, May 15, 2026 astatine 9:35 AM CDT 4 min read
Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) are the fiercest of rivals and vie crossed the globe and crossed a agelong database of conveyance segments, the astir important being full-size trucks. GM's combined income of Silverado and Sierra person intimately matched Ford's F-Series income for decades.
Right now, there's a spot of weakness astatine Ford, and GM is readying to exploit that weakness by cranking up accumulation of its trucks to summation marketplace share.
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Hauling large profits
Investors cognize that full-size trucks and SUVs bring successful large profits for automakers, carrying some higher prices and amended margins than rider cars. Many full-size trucks are truthful loaded with exertion and precocious terms tags that they're considered luxury vehicles. That's wherefore having ample inventory to conscionable demand, particularly during beardown outpouring and summertime selling seasons, is crucial. Insufficient inventory means mislaid bottom-line dollars.
That's the script Ford finds itself successful aft caller mill fires acceptable its betterment back. According to CatalystIQ, Ford F-150 proviso is down by much than 40% since the Novelis aluminum works fire. With Ford's inventory of profit-hauling trucks little than usual, rival GM is looking to boost inventory of its trucks to bargain highly invaluable marketplace share.
"It's prudent to beryllium expanding close present conscionable due to the fact that their inventory is debased comparative to demand," said David Whiston, an car expert with Morningstar, according to Automotive News. "But if you're GM, you privation to instrumentality vantage of Ford's weakness." Whiston besides added that "GM should prime up a batch of stock successful Q2."
That said, GM has a spot of an inventory occupation of its own, having ended the archetypal 4th with 9% less pickup trucks connected dealership tons successful the U.S. than it did past year. That's adjacent much dire than investors mightiness recognize due to the fact that the prior-year fig was already debased owed to a unreserved of consumers buying earlier tariffs accrued prices. GM noted that its little inventory was owed to beardown income astatine the extremity of 2025 and to mill downtime arsenic it prepares to motorboat its next-generation heavy-duty trucks.
What it each means
GM is present pressing to summation inventory of cardinal full-size trucks and should beryllium capable to crank up accumulation present that retooling for its heavy-duty trucks is complete. The automaker is also, owed to uncertainty surrounding the warfare successful Iran, rerouting trucks that were headed toward the Middle East.
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