🏭 US Manufacturing News — Mid-September 2026

US manufacturing continues to expand, although growth has cooled slightly.

📊 Factory Activity
• ISM Manufacturing PMI: 54.6 in August, marking the 8th straight month of expansion
• S&P Global PMI: 53.9
• Domestic demand remains strong, while export orders continue to weaken
• Manufacturing hiring reached its strongest pace of 2026

💰 Major Investments
• Ford committed $1B to its Kentucky Truck Plant
• Recent US manufacturing projects total nearly $2B
• Steel, rare earths, healthcare, energy and appliance production are seeing new investments

⚙️ Industry Developments
• GE Aerospace plans an $11.75B acquisition of Consolidated Precision Products
• Cybersecurity remains a major risk for manufacturers
• AI adoption is accelerating across production, design and supply chains
• Reshoring continues, but tariffs, costs and policy uncertainty remain key challenges

📈 The Bigger Picture
US manufacturing remains in expansion territory, supported by domestic demand and investment. However, elevated input costs, weak exports and policy uncertainty could shape the sector's performance through the rest of 2026.