Estados Unidos Encomedas à Indústria

New orders for US manufactured goods rose 0.2% month-over-month in September 2025, following a downwardly revised 1.3% gain in August and falling short of expectations for a 0.5% increase. Transportation equipment orders climbed for a second month (0.4% vs. 8.0% in August), supported by a rebound in vehicle orders (0.2% vs. –0.3%) and another strong surge in defense aircraft (30.9% vs. 48.3%). Demand also strengthened across several key categories, including electrical equipment, appliances, and components (1.7% vs. 0.5%), primary metals (1.5% vs. 0.5%), computers and electronic products (0.5% vs. –1.1%), and fabricated metal products (0.5% vs. 0.5%). Meanwhile, machinery orders were unchanged, following a 2.1% increase in August. Excluding transportation, new factory orders also rose 0.2% after a 0.1% decline, while excluding defense, orders were flat after a 0.7% gain the prior month.