macro

US durable goods orders rose 1.8% in September, above forecasts

According to Reuters, citing the US Commerce Department, durable goods orders rose 1.8% in September against a 1.7% forecast. Excluding transport, orders rose 0.5%.

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what happened

The US Commerce Department published seasonally adjusted data on durable goods orders for September, which Reuters compiled in a summary table. Total new orders rose 1.8% from August, after a 0.1% gain the month before. Reuters surveyed economists had expected an increase of 1.7%.

Excluding transportation equipment, orders gained 0.5% against a forecast of 0.6%, while excluding defense they rose 2.2%. Nondefense aircraft and parts orders jumped 28.4%. Capital goods orders overall climbed 4.8%, and excluding aircraft they rose 0.5%.

why it matters

The strong headline figure points to resilient demand in manufacturing, but the softer gain excluding transport and aircraft suggests that the rise relies heavily on a few large orders. For markets this is a moderately important signal about activity in the US factory sector.

market impact

US industrial stocks: resilient demand supports sector expectations, though excluding aircraft orders the gain was weaker

tags

instruments

US dollarUS stocksUS TreasuriesEUR/USD

sources

  1. TABLE-US Sept durable goods orders data — Reuters, 27 October 2026 at 12:38 UTC
  2. US September durable goods orders data — Reuters, 27 October 2026 at 12:36 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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