US Ex-Transportation Durable Goods Growth Rises To 0.5% From 0.3%

United States durable goods orders excluding transportation rose 0.5% month over month in September, falling short of the 0.6% consensus estimate despite recording another increase in orders for manufactured products outside the transportation sector. The September gain followed August’s 0.3% increase, marking a faster monthly pace than the preceding reading while leaving the latest result below the pace analysts had anticipated for this measure of demand for durable manufactured goods. Both monthly readings showed rising orders rather than declines, although this indicator measures changes in order values and does not use the expansion and contraction threshold associated with purchasing managers’ surveys of business activity. The transportation exclusion removes aircraft and motor vehicle orders from the measure, keeping the focus on other durable goods categories without establishing which individual industry contributed most to September’s increase or how broadly orders improved. For broader context, the latest monthly increase fell below the 1.3% gain reported in the June release, placing September’s acceleration against a stronger earlier reading while distinguishing demand for manufactured goods from overall economic growth. Subsequent durable goods reports will provide additional readings on orders, shipments and unfilled orders, while industrial production releases will report factory output, a separate measure from the bookings tracked in this series. Updated 10/27/26