UK real GDP rose +0.1% in the three months to December 2025 and +1.0% YoY, marking a modest rebound after two consecutive three-month declines.

• Real GDP increased +0.1% in the three months to December (vs -0.1% in the three months to November and -0.1% in the three months to October), indicating a return to marginal expansion after earlier weakness.

• Services output was flat over the three months (0.0%), the third consecutive three-month period of no growth, while production rose +1.2% and construction fell -2.1%, highlighting sector divergence.

• On a monthly basis, GDP rose +0.1% MoM in December (after +0.2% in November and -0.1% in October), with services up +0.3% offset by production -0.9% and construction -0.5%.

• Over the three months to December YoY, GDP grew +1.0%, with services +1.0%, production +1.0%, and construction +0.2%; annual GDP for 2025 rose +1.3% YoY, the first annual growth in production since 2021.

• Within services, administrative and support activities rose +1.2%, information and communication +0.4%, and health and social work +0.2%, while professional, scientific and technical activities fell -1.1% and education -0.5%, showing mixed subsector momentum.

• Production growth over the three months was driven by manufacturing +0.9%, electricity and gas +3.1%, mining and quarrying +1.4%, and water supply +0.7%, reversing prior multi-month declines; however, manufacturing fell -0.5% MoM in December.

• Construction output declined -2.1% over the three months, with new work -2.6% and repair and maintenance -1.5%, marking the largest three-month fall since September 2021; monthly output fell -0.5% in December, led by -2.5% in repair and maintenance.