Economic Impact Group, LLC Economic Data Brief
 
Manufacturing

Durable Goods Orders — September 2026

Released October 27, 2026 · Census Bureau · full release · charts & history on EconomicsGuru
Durable goods new orders rose 1.8% in September 2026 to $345.4B, +9.9% from a year ago. Prior month: $339.1B. Prior periods were revised in 8 series — figures below reflect that.
New orders
$345.4B
▲ +1.8% m/m
· +9.9% y/y
Ex transport
$225.6B
▲ +0.5% m/m
· +11.1% y/y
Core capex
$88.0B
▲ +0.5% m/m
· +13.5% y/y

Revision check

REVISIONS DETECTED (8) — since last report. Every change below is calculated on the revised figures.
Nondefense capital goods orders · August 2026$100.5B→$101.5B▲ +$1.0B
Durable goods new orders · August 2026$338.6B→$339.1B▲ +$0.5B
Unfilled orders · August 2026$1,609.4B→$1,610.1B▲ +$0.6B
Shipments · August 2026$333.8B→$333.7B▼ −$0.1B
Ex transportation · August 2026$224.5B→$224.5B▲ +$0.1B
Shipments · July 2026$334.6B→$334.5B▼ −$0.1B
Inventories · August 2026$608.1B→$608.2B▲ +$0.1B
Unfilled orders · July 2026$1,599.6B→$1,599.7B▲ +$0.1B

Key figures

Headline →September 2026August 2026M/M chgM/M %Y/Y chgY/Y %12-period trend
Durable goods new ordersREVISED
millions of dollars, SA
$345.4B$339.1B▲ +$6.3B▲ +1.8%▲ +$31.2B▲ +9.9%
 
 
 
 
 
 
 
 
 
 
 
 
 
Ex transportationREVISED$225.6B$224.5B▲ +$1.0B▲ +0.5%▲ +$22.5B▲ +11.1%
 
 
 
 
 
 
 
 
 
 
 
 
 
Core capital goods orders (nondefense ex aircraft)$88.0B$87.6B▲ +$0.4B▲ +0.5%▲ +$10.4B▲ +13.5%
 
 
 
 
 
 
 
 
 
 
 
 
 
Nondefense capital goods ordersREVISED$107.8B$101.5B▲ +$6.3B▲ +6.2%▲ +$13.9B▲ +14.8%
 
 
 
 
 
 
 
 
 
 
 
 
 
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

  • Shipments: up 9.4% from a year ago — the fastest pace since October 2022.
  • Inventories: up 3.4% from a year ago — the fastest pace since August 2023.
  • Durable goods new orders: 4 straight months of increase.
  • Nondefense capital goods orders: 4 straight months of increase.

Full detail

Show every category and subcategory
Full detail — shipments, backlog, inventories →September 2026August 2026M/M chgM/M %Y/Y chgY/Y %
ShipmentsREVISED$336.8B$333.7B▲ +$3.0B▲ +0.9%▲ +$29.0B▲ +9.4%
Unfilled ordersREVISED$1,623.6B$1,610.1B▲ +$13.6B▲ +0.8%▲ +$133.5B▲ +9.0%
InventoriesREVISED$610.0B$608.2B▲ +$1.9B▲ +0.3%▲ +$20.2B▲ +3.4%

Sources

Economic Impact Group, LLC
Economic research for developing communities
Prepared 2026-10-27 14:01 UTC. Green marks an increase, red a decrease — direction only, not good or bad.