FX.co ★ U.S. Core Durable Goods Orders Accelerate to 0.4% in November, Signaling Firmer Business Investment

U.S. durables excluding transport rose 0.4% month-over-month in November 2025, strengthening from a modest 0.1% increase in October, according to data updated on 29 January 2026. The metric, which strips out often-volatile transportation orders, is watched as a proxy for underlying business investment momentum.

On a month-over-month basis, the November reading indicates that core durable goods orders expanded at a faster pace than in the prior month, suggesting improving demand for longer-lasting equipment and machinery outside the transport sector. By comparison, October’s 0.1% gain reflected only marginal growth from September.

The data underline a firmer backdrop for U.S. manufacturing and capital spending heading into the end of 2025, with the November uptick pointing to steadier investment appetites despite broader economic uncertainties. The figures are calculated as changes versus the previous month, with November measured against October and October measured against September.