Manufacturing US Economy At-a-Glance
December 2025
Manufacturing markets are showing a mix of recovery, resilience, and ongoing strain.
🚚 Heavy-Duty Truck Production remains well below prior highs, though gradual improvement is expected in 2026.
⚙️ Machinery, electrical equipment, and metalworking new orders are positioned to rise through 2026 before leveling off, signaling near-term opportunity with a slower pace ahead.
💻 Computers and Electronics New Orders continue to grow, supported by data center demand and high-tech investment.
🛡️ US Defense Capital Goods New Orders remain a strong area of growth, driven by ongoing geopolitical pressures.
🩺 Medical Equipment Production is rebounding, benefiting from rising healthcare services demand.
For manufacturing leaders, this uneven landscape reinforces the need to align strategy with sector-specific cycles and plan beyond headline trends.
Industrial Production Revised; Targeting Markets in the Near and Long Term
December 2025
“We received updated intel on industrial markets — the Federal Reserve Boad (FRB) issued their annual revision to historical data. Data revisions are routine, and the overall rate-of-change shape is little changed.
However, this revision was noteworthy:
ITR Trends 10
The Trends 10 summary provides a dynamic look at the economy. Each major segment of the economy is shown in terms of where it is in the business cycle. Each phase of the business cycle (A, B, C, D) carries its own Management Objectives™ which enable firms to enhance profitability while preparing for the next phase of the business cycle.
Equipped with accurate insights from the Trends Report, your business will have the foresight to make data-driven decisions and craft strategic plans that promote business growth. By anticipating market trends and efficiently allocating resources, you can mitigate risks and secure a competitive edge!
