New orders for U.S.-manufactured durable goods increased 1.1% in July to a seasonally adjusted $339.4 billion, according to final data released Sept. 2 by the U.S. Census Bureau.
The final estimate was slightly above the $339.3 billion reported in Census’ Aug. 26 advance release, while the 1.1% monthly increase was unchanged. June’s increase was revised to 0.6% from the previously reported 0.5%.
Excluding transportation equipment, July durable goods orders increased 0.4% from June. Orders excluding defense equipment rose 1.3%, while orders for manufacturers with unfilled orders increased 1.2%.
Transportation equipment led the monthly increase with a 2.3% gain. Nondefense aircraft and parts orders jumped 12.7%, defense aircraft and parts increased 4.9% and motor vehicles and parts rose 0.9%.
Primary metals orders increased 2.0% in July, while machinery gained 0.8% and fabricated metal products rose 0.6%. Computers and electronic products orders declined 1.1%, while electrical equipment, appliances and components decreased 0.3%.
Core capital goods orders — nondefense capital goods excluding aircraft, a closely watched indicator of business equipment investment — were virtually unchanged from June. They were 13.2% higher than a year earlier and up 9.9% through the first seven months of 2026.
Overall durable goods orders were 13.0% higher than in July 2025 on a nonseasonally adjusted basis and increased 7.6% year to date. Communications equipment remained among the strongest categories, with orders up 35.0% YTD, while primary metals increased 14.4% and machinery gained 12.3%.
Meanwhile, shipments of durable goods increased 0.9% in July to $334.6 billion. Durable goods shipments were up 9.7% year over year and 8.4% YTD.
Durable Goods New Orders
| Product Category | July MoM | July YoY | 2026 YTD |
|---|---|---|---|
| Durable goods total | +1.1% | +13.0% | +7.6% |
| Excluding transportation | +0.4% | +12.0% | +9.2% |
| Excluding defense | +1.3% | +10.9% | +5.9% |
| Manufacturing with unfilled orders | +1.2% | +15.5% | +8.1% |
| Primary metals | +2.0% | +20.7% | +14.4% |
| Fabricated metal products | +0.6% | +11.8% | +8.9% |
| Machinery | +0.8% | +16.5% | +12.3% |
| Computers and electronic products | -1.1% | +16.4% | +14.3% |
| Computers and related products | -0.3% | +18.8% | +19.8% |
| Communications equipment | +0.4% | +43.1% | +35.0% |
| Electrical equipment, appliances and components | -0.3% | +6.6% | +6.7% |
| Transportation equipment | +2.3% | +15.1% | +4.7% |
| Motor vehicles and parts | +0.9% | +12.0% | +10.6% |
| Nondefense aircraft and parts | +12.7% | +3.7% | -21.8% |
| Defense aircraft and parts | +4.9% | +38.4% | +22.9% |
| All other durable goods | +0.3% | +3.9% | +2.5% |
| Capital goods | +1.1% | +16.2% | +6.3% |
| Nondefense capital goods | +1.8% | +10.5% | +1.0% |
| Nondefense capital goods excluding aircraft | +0.0% | +13.2% | +9.9% |
| Defense capital goods | -1.5% | +58.5% | +43.3% |
Source: U.S. Census Bureau, Manufacturers’ Shipments, Inventories and Orders Survey, July 2026 final report. Month-over-month changes are seasonally adjusted. Year-over-year and year-to-date changes are based on nonseasonally adjusted data.
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