Canada’s manufacturing sales fell -1.0% MoM (revised up from the advance estimate of -1.5% MoM) to $69.4B in August 2025, following a 1.2% MoM July gain, reflecting weaker transportation and food output alongside a rebound in primary metals.

• Transportation equipment sales declined -5.7% MoM to $10.7B, led by aerospace products (-8.6%), motor vehicle parts (-5.2%), and motor vehicles (-3.3%), following July’s 7.7% surge; exports of motor vehicles and parts fell -4.7% MoM.

• Food manufacturing decreased -1.9% MoM to $12.9B, the second straight decline, driven by lower real sales (-2.7%) and broad weakness across grain, oilseed, and dairy industries.

• Primary metals rose +3.6% MoM to $5.8B, supported by alumina and aluminum production; unwrought aluminum exports jumped +45.1% MoM.

• Provincial performance: Sales fell in six provinces, led by Quebec (-1.6% MoM) and Ontario (-0.8% MoM), while Manitoba posted the largest gain. Quebec’s drop was driven by aerospace (-10.2%), and Ontario’s by transportation equipment (-5.3%).

• Inventories increased +0.3% MoM to $121.6B, the highest since November 2023, pushing the inventory-to-sales ratio up to 1.75 (from 1.73).

• Unfilled orders edged up +0.3% MoM to $112.8B, mainly from aerospace (+0.7%).

• Capacity utilization rose to 78.6% (from 77.2%), with chemical (+6.7 pp) and transportation (+3.7 pp) sectors showing the largest gains.