By Iain Gilbert
Date: Monday 26 Jan 2026
(Sharecast News) - US durable goods orders rose 5.3% in November, according to the Census Bureau, bouncing back from a revised 2.1% decline in October and beating expectations for a more modest 3.7% increase.
November's gain was primarily due to a sharp rebound in transportation equipment orders, which surged 14.7% following a 6.3% drop in October, driven by a 97.6% surge in civilian aircraft bookings.
Elsewhere, orders rose for electrical equipment, appliances and components, up 1.7%, while orders for fabricated metal products rose 1%, machinery orders were 0.5% higher, and computers and electronic products orders increased 0.2%.
Excluding transportation, however, new orders ticked up just 0.5% after a 0.1% gain in October. Orders excluding defence shot up 6.6%, reversing a 1.3% decline in October.
Reporting by Iain Gilbert at Sharecast.com
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