AI Data Insight
In September 2026, the US seasonally adjusted unfilled orders for durable goods reached 1,623,634 million USD, a monthly increase of 0.88%, once again surpassing the previous August value of 1,609,423 million USD and setting a new historical high. This wave of growth is primarily driven by a surge in transportation equipment such as aircraft and the demand for core capital goods fueled by AI. The massive order pool will provide strong downside protection for short-term manufacturing momentum.