PrintNovember Durable Goods Orders Log Stronger-Than-Expected Rebound Amid Civilian Aircraft Strength
BY MT Newswires | ECONOMIC | 01/26/26 12:41 PM EST12:41 PM EST, 01/26/2026 (MT Newswires) -- Demand for US durable goods rebounded more than projected in November, as orders for commercial aircrafts almost doubled, delayed official data showed Monday.
Orders for tangible items with an average life of at least three years rose 5.3% sequentially to about $323.79 billion in November, following a revised 2.1% drop the prior month, the Census Bureau said. The consensus was for a 3.8% gain for November in a survey compiled by Bloomberg.
The report was delayed because of a 43-day-long US federal government shutdown that ended in November.
"Durable goods orders jumped nicely in November, but that was entirely due to the surge in volatile transportation bookings," BMO Capital Markets Senior Economist Priscilla Thiagamoorthy said in a note.
Demand for transportation equipment turned positive in November, jumping 15% as civilian aircraft orders soared 98%, according to Census Bureau data. The defense aircraft component dropped 1.2% following a 33% slide in October. Orders for the motor vehicles and parts component decreased 0.5% in November.
Earlier this month, plane maker Boeing's
Excluding transportation, durable goods orders nudged 0.5% higher in November, topping the 0.3% increase expected by Wall Street, according to the latest Census Bureau data.
Shipments of manufactured durable goods fell 0.2% in November, following a 0.5% rise the previous month, the report showed.
"While the control measure of core shipments sagged, we still expect healthy capex gains in (the fourth quarter), which proved to be one of the biggest engines of economic growth in the first half of 2025," Thiagamoorthy said.
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