AI Data Insight
In May 2026 (Q2), the seasonally adjusted total U.S. durable goods inventory rose to $600 billion, increasing by approximately 0.22% from the previous figure and marking eight consecutive months of growth. However, new orders for durable goods during the same period fell sharply by 4.5% due to a drag from transportation equipment, highlighting the divergence risk between slowing front-end demand and back-end inventory accumulation.