AI Data Insight
According to the latest data from DataTrack, US non-seasonally adjusted durable goods shipments for Q3 2026 (September observation) reached $356.303 billion, representing a significant increase of approximately 4.5% compared to the previous period's $340.835 billion. Overall seasonally adjusted durable goods orders surged by 1.8% month-over-month, successfully beating market expectations, primarily attributed to a surge in commercial passenger aircraft orders and AI infrastructure demand. Going forward, attention must be paid to whether equipment spending can smoothly expand from specific sectors to traditional industries, as well as the wait-and-see attitude of enterprises toward capital expenditures following the election.