In May 2025, new orders for U.S. manufactured goods experienced a significant uptick, jumping by 8.2% from the previous month to reach $642 billion. This increase aligns with market forecasts and effectively compensates for the adjusted 3.9% dip observed in the prior month. The rise marks the most substantial increase in orders since 2014. Notably, transportation equipment orders surged by 48.3% to $145.4 billion, driven primarily by an astounding 239.8% increase in nondefense aircraft and parts orders, totaling $59.8 billion. Remarkably, the growth in aircraft orders was the predominant factor propelling demand for the period, as factory orders excluding this sector saw a modest increase of 0.2%, preserving much of the 0.6% decline from last month. Meanwhile, orders for computers and electronics rose by 1.5% to $26.25 billion, machinery grew by 0.4% to $38 billion, and fabricated metal products witnessed a 0.8% increase to $40.76 billion. Additionally, orders for non-durable goods edged up by 0.1% to $298.47 billion.