US Durable Goods Orders Fall Less than Anticipated

2026-02-18 13:41 By Luisa Carvalho 1 min. read

New orders for US-manufactured durable goods decreased by 1.4% mom in December 2025, following an upwardly revised 5.4% jump in November, delayed data showed.

The drop was milder than the 2% decline expected by analysts and was largely driven by a 5.3% fall in transportation equipment, notably a 25.9% slump in nondefense aircraft and parts.

Orders also declined significantly for capital goods (-3.9%), but picked up for defense aircraft and parts (9.5% vs 3.2%) and computers and electronic products (3% vs 0.7%).

Excluding transportation, new orders increased by 0.9%, after a downwardly revised 0.4% rise in November and above the expected 0.3% gain; while excluding defense, they slipped by 2.5% following a 6.6% jump the prior month.

Meanwhile, orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 0.6%, following an upwardly revised 0.7% increase in the month before.

In 2025, new orders increased by 7.8% over a year ago.



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US Durable Goods Orders Fall Less than Anticipated
New orders for US-manufactured durable goods decreased by 1.4% mom in December 2025, following an upwardly revised 5.4% jump in November, delayed data showed. The drop was milder than the 2% decline expected by analysts and was largely driven by a 5.3% fall in transportation equipment, notably a 25.9% slump in nondefense aircraft and parts. Orders also declined significantly for capital goods (-3.9%), but picked up for defense aircraft and parts (9.5% vs 3.2%) and computers and electronic products (3% vs 0.7%). Excluding transportation, new orders increased by 0.9%, after a downwardly revised 0.4% rise in November and above the expected 0.3% gain; while excluding defense, they slipped by 2.5% following a 6.6% jump the prior month. Meanwhile, orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 0.6%, following an upwardly revised 0.7% increase in the month before. In 2025, new orders increased by 7.8% over a year ago.
2026-02-18
US Durable Goods Orders Surge in November
New orders for US-manufactured durable goods jumped 5.3% month over month in November 2025, rebounding from a revised 2.1% decline in October and beating market expectations for a 3.7% increase. The gain was driven by a sharp rebound in transportation equipment orders, which surged 14.7% after a 6.3% fall in October, led by a 97.6% spike in civilian aircraft bookings. Elsewhere, orders also rose for electrical equipment, appliances and components (1.7% vs. -0.5%), fabricated metal products (1.0% vs. 0.8%), machinery (0.5% vs. 0.6%), and computers and electronic products (0.2%, unchanged). Excluding transportation, new orders increased 0.5% after a 0.1% gain in October, while orders excluding defense surged 6.6%, reversing a 1.3% decline in the previous month. Meanwhile, orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 0.7%, after a 0.3% gain the previous month.
2026-01-26
US Durable Goods Orders Fall More than Expected
New orders for US-manufactured durable goods fell by 2.2% from the previous month to $307.4 billion in October of 2025, more than erasing the upwardly revised 0.7% increase from September, more pronounced than market expectations that orders would have fallen by 1.5%. Orders were lower for transportation equipment (-6.5% to $103.8 billion) amid plunges for nondefense (-20.1% to $17.4 billion) and defense (-32.4% to $6.1 billion) aircraft orders, capital goods (-5.6% to $107.4 billion), and primary metals (-0.7% to $27.2 billion). In turn, orders were higher for fabricated metal products (0.5% to $41.9 billion) and machinery (0.8% to $40 billion). Meanwhile, orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 0.5%.
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