New orders for US manufactured goods rose 0.9% month over month in July 2026, rebounding from a revised 0.2% decline in June and beating market expectations of a 0.6% increase. The increase was led by a 2.3% jump in transportation equipment orders, driven by a 12.7% surge in civilian aircraft and parts. Orders also rose for defense aircraft and parts (4.9%), ships and boats (5.3%) and motor vehicles (0.4%). Demand increased for primary metals (2.0%), machinery (0.8%) and fabricated metal products (0.6%), while orders fell for computers and electronic products (-1.1%) and electrical equipment, appliances and components (-0.3%). Excluding transportation, factory orders rose 0.6%, while excluding defense they increased 1.0%.