FX.co ★ US Durable Goods Orders Unexpectedly Rebound

In August 2025, orders for durable goods in the United States experienced a notable increase of 2.9% from the previous month, reaching $312.1 billion. This growth effectively reversed a downwardly revised 2.7% decline seen in July and significantly outperformed market predictions, which had anticipated a 0.5% drop. August's data marks the first rise in durable goods orders in three months, primarily driven by a surge in the transportation equipment sector, which saw a 7.9% increase. Noteworthy contributors to this surge included defense aircraft and parts with a significant rise of 50.1%, as well as nondefense aircraft and parts, which jumped by 21.6%. When transportation is excluded, new orders still advanced by 0.4%, and the increase was 1.9% when defense was excluded. In addition, orders for non-defense capital goods aside from aircraft—an important indicator of business investment intentions—climbed by 0.6% in August, following a 0.8% rise in July.