Economic GrowthMonthly

SPY & Durable Goods Orders

New orders received by manufacturers for goods expected to last at least three years, a key indicator of business investment and economic momentum.

SPY Price

$681.75

Durable Goods Orders

New orders for manufactured goods expected to last 3+ years

Last Data: Nov 2025
Last Release: Jan 29, 2026
Next Release: Feb 18, 2026
$323.8B

Year-over-Year Change

Last Data: Nov 2025
+12.3%

What It Measures

Durable Goods Orders measures the value of new orders placed with domestic manufacturers for goods designed to last three years or more. Categories include: - **Transportation Equipment** (~50%): Aircraft, motor vehicles, ships, railroad equipment - **Computers and Electronics** (~15%): Computers, communications equipment, semiconductors - **Machinery** (~10%): Industrial machinery, HVAC, construction equipment - **Metals** (~8%): Fabricated metal products - **Electrical Equipment** (~5%): Appliances, electrical components - **Other** (~12%): Furniture, miscellaneous manufacturing Aircraft orders (especially Boeing) can cause significant month-to-month volatility, which is why economists often focus on "ex-transportation" or "core capital goods" readings.

Why It Matters

**Business Investment Proxy**: Durable goods orders, especially "core capital goods" (non-defense, ex-aircraft), reflect business confidence and capital expenditure plans. **Leading Indicator**: Orders precede production, making this a leading indicator of manufacturing activity and GDP growth. **Economic Confidence Signal**: Businesses only order expensive, long-lasting equipment when they're confident about future demand. **Supply Chain Insight**: Order backlogs and unfilled orders provide visibility into future manufacturing activity.

Key Levels

YoY > 10%
Strong business investment, economic expansion
YoY 5-10%
Healthy growth in capital spending
YoY 0-5%
Moderate growth, cautious business sentiment
YoY -5% to 0%
Weakening business investment
YoY < -5%
Contracting orders, recession risk

Data Sources

SPY: S&P 500 ETF daily OHLCV data (1993-02-02 to 2026-02-13)

Durable Goods: DGORDER - Durable Goods Orders from U.S. Census Bureau

Units: , ,