US Durable Goods Orders Slip as Expected

2026-06-25 12:38 By Luisa Carvalho 1 min. read

New orders for US-manufactured durable goods dropped by 4.5% mom to $332 billion in May 2026, after an upwardly revised 8.5% jump in April and matching market forecasts.

This followed two consecutive months of gains and marked the steepest decline since June 2025, driven by a 14% drop in transport equipment orders, on account of nondefense aircraft and parts (-51.8%).

Orders also fell sharply for capital goods (-13.6%).

Meanwhile, demand rebounded slightly for computers and electronic products (0.3% vs -0.4%) and electrical equipment, appliances, and components (0.3% vs -0.2%).

Excluding transportation, orders rose by 1.3%, following a revised 1.4% advance in April and surpassing estimates of a 0.6% increase; while excluding defense, they slipped by 4.6%, after April's revised 8.4% surge.

Orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 1.6%, after a downwardly revised 0.7% decrease in April.



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US Durable Goods Orders Slip as Expected
New orders for US-manufactured durable goods dropped by 4.5% mom to $332 billion in May 2026, after an upwardly revised 8.5% jump in April and matching market forecasts. This followed two consecutive months of gains and marked the steepest decline since June 2025, driven by a 14% drop in transport equipment orders, on account of nondefense aircraft and parts (-51.8%). Orders also fell sharply for capital goods (-13.6%). Meanwhile, demand rebounded slightly for computers and electronic products (0.3% vs -0.4%) and electrical equipment, appliances, and components (0.3% vs -0.2%). Excluding transportation, orders rose by 1.3%, following a revised 1.4% advance in April and surpassing estimates of a 0.6% increase; while excluding defense, they slipped by 4.6%, after April's revised 8.4% surge. Orders for non-defense capital goods excluding aircraft, a closely watched proxy for business spending plans, rose by 1.6%, after a downwardly revised 0.7% decrease in April.
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New orders for US-manufactured durable goods rose by 0.8% from the previous month to $318.9 billion in March of 2026, rebounding from the revised 1.2% drop in the previous month, and slightly ahead of market expectations of a 0.5% increase. The result reflected some traction to goods orders despite the jump injection of uncertainty in the period as the war with Iran triggered a surge in energy prices and disrupted global shipping. Orders rose sharply for computers and electronic products (3.7% to $29.6 billion), aligned with the stronger momentum for AI products. Orders were also higher for machinery (0.8% to $41.8 billion), primary metals (0.4% to 28.8 billion), electrical equipment (0.8% to $18.3 billion), and the commonly volatile transportation equipment space (0.8% to $106.7 billion).
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