Events · who it helps and who it hurts

Durable goods orders

Monthly orders for long-lasting goods like machinery, appliances and aircraft.

Next release: Sep 25, 2026 at 08:30 US/Eastern

The reads below are for when orders come in stronger than expected. Expect the opposite when orders fall short.

Sectors

IndustrialsUsually helpsIndustrial companies sell into exactly this activity.

Basic MaterialsUsually helpsMore building and manufacturing means more demand for raw materials.

Consumer CyclicalUsually helpsA stronger economy means more consumer spending.

EnergyUsually helpsA busier economy burns more fuel.

Financial ServicesUsually helpsBusinesses borrow more when they are growing.

UtilitiesUsually hurtsUtilities fall when a strong economy lifts rates.

Communication ServicesLittle effectLittle direct link.

Consumer DefensiveLittle effectEveryday essentials sell the same either way.

HealthcareLittle effectHealthcare does not track the business cycle.

Real EstateLittle effectMore tenants but higher rates; mixed.

TechnologyLittle effectCompany tech budgets follow growth with a delay; higher rates offset it on the day.

Where each sector’s relative strength sits this week is on the rotation board.

Electrical Equipment & PartsUsually helpsEquipment orders are the heart of this report.

Farm & Heavy Construction MachineryUsually helpsMachinery orders are the heart of this report.