Economic Impact Group, LLC Economic Data Brief
 
Manufacturing

Durable Goods Orders — August 2026

Released September 25, 2026 · Census Bureau · full release · charts & history on EconomicsGuru
Durable goods new orders was essentially flat in August 2026 at $338.6B, +8.5% from a year ago. Prior month: $338.7B. Prior periods were revised in 11 series — figures below reflect that.
New orders
$338.6B
▼ 0.0% m/m
· +8.5% y/y
Ex transport
$224.5B
▲ +0.3% m/m
· +11.2% y/y
Core capex
$87.6B
▲ +1.6% m/m
· +14.1% y/y

Revision check

REVISIONS DETECTED (11) — since last report. Every change below is calculated on the revised figures.
Core capital goods orders (nondefense ex aircraft) · July 2026$85.9B→$86.3B▲ +$0.3B
Ex transportation · July 2026$223.1B→$223.8B▲ +$0.7B
Nondefense capital goods orders · July 2026$99.1B→$99.3B▲ +$0.2B
Durable goods new orders · July 2026$339.2B→$338.7B▼ −$0.6B
Inventories · July 2026$604.4B→$605.1B▲ +$0.7B
Ex transportation · June 2026$222.1B→$222.2B▲ +$0.1B
Shipments · July 2026$334.7B→$334.6B▼ −$0.2B
Durable goods new orders · June 2026$335.7B→$335.8B▲ +$0.1B
Unfilled orders · July 2026$1,599.9B→$1,599.6B▼ −$0.3B
Inventories · June 2026$602.2B→$602.3B▲ +$0.1B
Unfilled orders · June 2026$1,590.3B→$1,590.4B▲ +$0.1B

Key figures

Headline →August 2026July 2026M/M chgM/M %Y/Y chgY/Y %12-period trend
Durable goods new ordersREVISED
millions of dollars, SA
$338.6B$338.7B▼ −$0.1B▼ 0.0%▲ +$26.5B▲ +8.5%
 
 
 
 
 
 
 
 
 
 
 
 
 
Ex transportationREVISED$224.5B$223.8B▲ +$0.7B▲ +0.3%▲ +$22.7B▲ +11.2%
 
 
 
 
 
 
 
 
 
 
 
 
 
Core capital goods orders (nondefense ex aircraft)REVISED$87.6B$86.3B▲ +$1.4B▲ +1.6%▲ +$10.8B▲ +14.1%
 
 
 
 
 
 
 
 
 
 
 
 
 
Nondefense capital goods ordersREVISED$100.5B$99.3B▲ +$1.2B▲ +1.2%▲ +$5.7B▲ +6.0%
 
 
 
 
 
 
 
 
 
 
 
 
 
Trend bars show year-over-year % change for index series, the level for rates and survey indexes over the last 13 periods; the latest period is highlighted.

What stood out

  • Core capital goods orders (nondefense ex aircraft): highest level on record (data back to January 2005).
  • Inventories: up 3.0% from a year ago — the fastest pace since August 2023.
  • Nondefense capital goods orders: 3 straight months of increase.

Full detail

Show every category and subcategory
Full detail — shipments, backlog, inventories →August 2026July 2026M/M chgM/M %Y/Y chgY/Y %
ShipmentsREVISED$333.8B$334.6B▼ −$0.7B▼ −0.2%▲ +$26.3B▲ +8.6%
Unfilled ordersREVISED$1,609.4B$1,599.6B▲ +$9.8B▲ +0.6%▲ +$130.5B▲ +8.8%
InventoriesREVISED$608.1B$605.1B▲ +$3.0B▲ +0.5%▲ +$17.7B▲ +3.0%

Sources

Economic Impact Group, LLC
Economic research for developing communities
Prepared 2026-09-25 13:23 UTC. Green marks an increase, red a decrease — direction only, not good or bad.