Updated: 26-Nov-25 09:23 ET
| October Durable Orders |
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| Updated: 26-Nov-25 09:23 ET |
Highlights
- Durable goods orders increased 0.5% month-over-month in September (Briefing.com consensus: 0.3%) following an upwardly revised 3.0% increase (from 2.9%) in August.
- Excluding transportation, durable goods orders rose 0.6% (Briefing.com consensus: 0.2%) following an upwardly revised 0.5% increase (from 0.4%) in August.
Key Factors
- New orders for primary metals rose 1.4% after increasing 0.5% in August.
- New orders for fabricated metal products increased 0.5% after increasing 0.5% in August.
- New orders for machinery edged up 0.1% after increasing 2.2% in August.
- New orders for computers and electronic equipment jumped 0.5% after sliding 1.1% in August.
- New orders for transportation equipment increased 0.4% after surging 8.0% in August.
Big Picture
- The key takeaway from the report is that business spending, viewed through the lens of nondefense capital goods orders excluding aircraft (+0.9%), showed no signs of slowing, keeping pace with the 0.9% increase seen in August and exceeding the 0.7% growth rate in July.
| Category | SEP | AUG | JUL | JUN | MAY |
| Total Durable Orders | 0.5% | 3.0% | -2.8% | -9.4% | 16.5% |
| Less Defense | 0.1% | 1.9% | -2.4% | -9.4% | 15.7% |
| Less Transport | 0.6% | 0.5% | 0.9% | 0.4% | 0.6% |
| Transportation | 0.4% | 8.0% | -9.3% | -22.7% | 48.5% |
| Capital Goods | 2.6% | 5.0% | -9.0% | -22.6% | 48.7% |
| Nondefense | -0.9% | 5.0% | -8.6% | -24.4% | 49.9% |
| Nondefense/nonaircarft (core cap gds) | 0.9% | 0.9% | 0.7% | -0.6% | 1.9% |
| Defense Cap Goods | 23.0% | 4.9% | -11.4% | -11.0% | 41.1% |
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