US Factory Orders Rise More Than Expected

2026-11-03 15:06 By Joana Ferreira 1 min. read

New orders for US manufactured goods increased 1.8% month over month in September 2026, following a revised 0.3% gain in August and comfortably exceeding market expectations of a 1.2% rise.

This marked the strongest increase in factory orders since April, driven primarily by a 4.6% jump in transportation equipment orders, including a sharp 28.3% surge in civilian aircraft and parts.

Orders for defense aircraft and parts also rose 5.8%, while motor vehicle orders edged up just 0.1% and orders for ships and boats dropped sharply by 9.9%.

Elsewhere, demand increased for machinery (1.5%), computers and electronic products (0.8%), fabricated metal products (0.5%), and primary metals (0.4%).

By contrast, orders for electrical equipment, appliances and components declined 0.3%.

Excluding transportation, factory orders rose 1.3%, while orders excluding defense increased 2.0%, pointing to broader strength in manufacturing demand.



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US Factory Orders Rise More Than Expected
New orders for US manufactured goods increased 1.8% month over month in September 2026, following a revised 0.3% gain in August and comfortably exceeding market expectations of a 1.2% rise. This marked the strongest increase in factory orders since April, driven primarily by a 4.6% jump in transportation equipment orders, including a sharp 28.3% surge in civilian aircraft and parts. Orders for defense aircraft and parts also rose 5.8%, while motor vehicle orders edged up just 0.1% and orders for ships and boats dropped sharply by 9.9%. Elsewhere, demand increased for machinery (1.5%), computers and electronic products (0.8%), fabricated metal products (0.5%), and primary metals (0.4%). By contrast, orders for electrical equipment, appliances and components declined 0.3%. Excluding transportation, factory orders rose 1.3%, while orders excluding defense increased 2.0%, pointing to broader strength in manufacturing demand.
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US Factory Orders Barely Grow in August
New orders for US manufactured goods edged up by 0.1% month over month in August 2026, following a downwardly revised 0.8% increase in July and matching market forecasts. Non-durable goods orders rose by 0.3%, after a 0.7% increase previously, mainly supported by electrical equipment, appliances, and components (1% vs 0%); primary metals (1.2% vs. 2.1% in July) and machinery (1.1% vs. 1.5%). Conversely, orders declined for nondefense aircraft and parts (-4.3%) and fabricated metal products (-1.4%). Meanwhile, durable goods orders fell by 0.1%, reversing a 0.9% advance in the prior month. Excluding transportation, factory orders rose 0.3%, while excluding defense they increased 0.1%.
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US Factory Orders Rise More Than Expected in July
New orders for US manufactured goods rose 0.9% month over month in July 2026, rebounding from a revised 0.2% decline in June and beating market expectations of a 0.6% increase. The increase was led by a 2.3% jump in transportation equipment orders, driven by a 12.7% surge in civilian aircraft and parts. Orders also rose for defense aircraft and parts (4.9%), ships and boats (5.3%) and motor vehicles (0.4%). Demand increased for primary metals (2.0%), machinery (0.8%) and fabricated metal products (0.6%), while orders fell for computers and electronic products (-1.1%) and electrical equipment, appliances and components (-0.3%). Excluding transportation, factory orders rose 0.6%, while excluding defense they increased 1.0%.
2026-09-02