CLAIM #28265 · General Motors Company (GM) · 2026Q1 earnings call · Apr 28, 2026

“As we look ahead, the SAAR is holding steady, showroom traffic is stable, and we continue to operate with lean inventory.”

Mary Barra · CEO

How to check this claim

Look at: GM dealer days of supply (inventory), US

It came true if: Days of supply <= 60 (remains in 'lean' range, roughly in line with the ~47 days cited)

Where: Management commentary on Q2 2026 earnings call / company-disclosed inventory data

Knowable after: 2026-07-31

In context

“eliveries, and we were #2 in EVs. As we exited the quarter, our EV market share in the U.S. was 13% up from about 10% in December 2025, which underscores the appeal of our portfolio as the segment stabilizes. I would also like to highlight the growth of our crossover business, which is an important differentiator for GM. Since we began refreshing our lineup in 2023, crossovers have grown from just over 40% of our sales to more than 46%. We've also gained 2 full points of share in vehicles like the Chevrolet Trax and Equinox, the [indiscernible] and the GMC Terrain and the Chevrolet Traverse and GMC Acadia. have become significant contributors to our profitability. Additionally, we delivered these results with incentives that continue to be [indiscernible] the industry for both ICE and EV. As we look ahead, the SAAR is holding steady, showroom traffic is stable, and we continue to operate with lean inventory. We began the second quarter with about 47 days of supply on dealer lots. All of these winning vehicles are laying the groundwork for higher company level profitability around the world through durable reoccurring digital revenue streams. We are on pace to add more than 1 million OnStar subscribers in 2026 with about 30% of our existing customers choosing a premium plan. Outside of the U.S. and Canada, we have more than 20 revenue-generating markets and regions, including Mexico, Brazil, China, South Korea and the Middle East. Within the OnStar platform, Super Cruise is also scaling quickly. Our customers have now driven 1 billion hands-free miles and our subscription performance is on pace to exceed 850,000 subscribers by the end of the year with strong renewal trends in the 30% to 40% ra”

Verify independently

SEC filings for GM ↗ · Quote is verbatim from the 2026Q1 earnings call.