FX.co ★ US Durable Goods Orders Edge Higher in September

In September 2025, new orders for durable goods manufactured in the U.S. recorded a 0.5% month-over-month increase, surpassing market expectations which predicted a 0.3% uptick. This figure follows an upwardly revised 3.0% growth in August. Demand within the transportation equipment sector saw a 0.4% rise, compared to the previous month's 8.0% surge, influenced by moderate increases in vehicles (up 0.4% from 0.6%) and defense aircraft (up 30.9% from 48.3%). Other sectors showed notable performance as well, with electrical equipment, appliances, and components advancing 1.5% from the prior 0.6%; primary metals climbing 1.4% over the previous 0.5%; computers and electronic products recovering to a 0.5% increase from a 1.1% decrease; fabricated metal products maintaining a 0.5% gain; and machinery experiencing a modest rise of 0.1% compared to a 2.2% rise in August. When transportation is excluded, new orders grew by 0.6% in September following a 0.5% increase in August. Excluding defense, new orders only marginally grew by 0.1%, a slowdown compared to the 1.9% increase observed the month before.