US durable goods new orders surged +16.4% MoM in May 2025 to $343.6 billion, rebounding sharply from a revised -6.6% MoM (down from -6.3% MoM) drop in April, driven primarily by a spike in aircraft and capital goods orders.

• Ex-transportation new orders rose +0.5% MoM, with gains in computers & electronics (+1.5% MoM), fabricated metals (+0.7% MoM), and electrical equipment (+0.8% MoM).
• Transportation equipment new orders jumped +48.3% MoM, led by nondefense aircraft & parts (+230.8% MoM) and defense aircraft (+2.1% MoM).
• Nondefense capital goods ex-aircraft orders were up +1.7% MoM after a -1.4% MoM decline previously.
• Shipments of durable goods rose +0.2% MoM. Ex-transport durable goods shipments were also up 0.2% MoM.