Manufacturing PMI Expands for Sixth Consecutive Month

Manufacturing continues to outperform expectations. The ISM Manufacturing PMI expanded for the sixth consecutive month in June, supported by strong new orders and growing production activity. Yet manufacturers remain cautious about hiring, highlighting the ongoing tension between healthy demand and economic uncertainty. Learn what the latest manufacturing data means for workforce planning and talent strategy. Read Workforce Optics: https://lnkd.in/eRH2bAbb #Manufacturing #PMI #EconomicOutlook #WorkforcePlanning

Manufacturing continues to outperform expectations. The ISM Manufacturing PMI expanded for the sixth consecutive month in June, supported by strong new orders and growing production activity. Yet manufacturers remain cautious about hiring, highlighting the ongoing tension between healthy demand and economic uncertainty. Learn what the latest manufacturing data means for workforce planning and talent strategy. Read Workforce Optics: https://lnkd.in/eRH2bAbb #Manufacturing #PMI #EconomicOutlook #WorkforcePlanning

June Manufacturing PMI slightly reduced to 52.5, but still positive.  Client strategic stockpiling is helping manufacturing output rise despite slowing momentum in new orders. – Manufacturing production expansion continues – Consolidation over growth: 48% expect output to rise – Global shipping under stress ⇢ https://lnkd.in/eZbRjMtZ

June Manufacturing PMI slightly reduced to 52.5, but still positive.  Client strategic stockpiling is helping manufacturing output rise despite slowing momentum in new orders. – Manufacturing production expansion continues – Consolidation over growth: 48% expect output to rise – Global shipping under stress ⇢ https://lnkd.in/ed2kjB5m

U.S. manufacturing just posted its sixth consecutive month of expansion. June's ISM Manufacturing PMI came in at 53.3 percent, per the Institute for Supply Management, a reading that confirms growth even as it dipped slightly from May's 54.0. The more consequential number sits underneath the headline: the Prices Paid Index fell more than nine points in a single month, from 82.1 to 73.0. That is the steepest single-month decline since July 2022, and it suggests peak input cost pressure may finally be breaking. Fourteen of 18 industries reported growth, and inventories expanded for the first time in 13 months, a sign manufacturers are rebuilding stock rather than operating lean out of caution. Heading into the second half of 2026, the macro foundation for U.S. manufacturing looks stronger than it has in years. Full episode on IndustrialSage 🔗 Link in comments. #Manufacturing #ISMPMI #USManufacturing #SupplyChain #IndustrialSageHeadlines

Manufacturing output grew for six straight months through June. Employment stayed in contraction for the 33rd month running. This is not a hiring problem. It is a capital allocation signal. When output rises without headcount, the marginal dollar goes into automation, not payroll. The ISM Manufacturing PMI hit 53.3 percent in June, its sixth straight month of expansion. The Employment Index climbed to 49.7 percent but has stayed below the 50 percent line for 33 consecutive months. S&P Global's flash PMI told the same story more sharply: June output hit a 49-month high while factory headcount reductions reached their steepest pace since 2009, outside the 2020 collapse. Three years of employment contraction is not a blip in the data. It is a substitution pattern that ran the entire time leadership debated whether to commit capex or wait for another quarter of proof. The pilot programs stayed pilots. The automation kept arriving anyway, just not as strategy. Manufacturing leaders modeling next year's automation capex should stop asking if substitution is coming. The ISM data says it arrived thirty-three months ago. The real question is whether your organization is capturing that substitution on purpose, or watching it happen inside headcount numbers nobody reads as a strategy signal. When did your organization's output-to-headcount ratio actually start shifting? All opinions are my own and do not reflect those of my employer. #ManufacturingMindsetMonday #AutomotiveCloudWatch #Manufacturing #Automation #OperationalExcellence

The June ISM Manufacturing report tells a story the modest headline decline misses. The PMI eased to 53.3, but that level still marks the sixth straight month of expansion following ten months of contraction. New orders edged lower to 56.0, marking the sixth consecutive month above the key 50 breakeven level. The production series has been above 50 for the past eight months. The factory sector accounts for the bulk of the cyclical swing in the economy and the first half strength points to stronger GDP growth in the second half of the year. Employment is the laggard, but is still improved. The Employment Index came in at 49.7, a 33rd consecutive month of contraction. A reading above 50.3 is the level consistent with rising factory payrolls, so June still implies manufacturing employment edging lower even as output climbs. The Index is close to the critical breakeven level and we expect hiring to increase once order backlogs rise. Rising output on flat-to-falling hours is not weakness. It is productivity. This is the capital-led recovery our productivity work has been pointing to: plant, automation, and semiconductor capacity installed over the past two years now converting into orders and production, without a matching rise in headcount. On prices, the index fell 9.1 points to 73.0, the sharpest drop since July 2022, as the oil war premium faded. But 73 is still high, and Section 232 steel and aluminum tariffs keep a structural floor under input costs. That combination, a firming industrial recovery layered on still-elevated prices, gives the Fed no room to cut. We carry no 2026 rate reduction in our base case and judge the next move as more likely up than down. Please read our full report and leave a comment on your thoughts about the second half of the year. https://lnkd.in/eG_K6rQJ #Manufacturing #ISM #Economy #FederalReserve #Productivity

The June ISM Manufacturing report tells a story the modest headline decline misses. The PMI eased to 53.3, but that level still marks the sixth straight month of expansion following ten months of contraction. New orders edged lower to 56.0, marking the sixth consecutive month above the key 50 breakeven level. The production series has been above 50 for the past eight months. The factory sector accounts for the bulk of the cyclical swing in the economy and the first half strength points to stronger GDP growth in the second half of the year. Employment is the laggard, but is still improved. The Employment Index came in at 49.7, a 33rd consecutive month of contraction. A reading above 50.3 is the level consistent with rising factory payrolls, so June still implies manufacturing employment edging lower even as output climbs. The Index is close to the critical breakeven level and we expect hiring to increase once order backlogs rise. Rising output on flat-to-falling hours is not weakness. It is productivity. This is the capital-led recovery our productivity work has been pointing to: plant, automation, and semiconductor capacity installed over the past two years now converting into orders and production, without a matching rise in headcount. On prices, the index fell 9.1 points to 73.0, the sharpest drop since July 2022, as the oil war premium faded. But 73 is still high, and Section 232 steel and aluminum tariffs keep a structural floor under input costs. That combination, a firming industrial recovery layered on still-elevated prices, gives the Fed no room to cut. We carry no 2026 rate reduction in our base case and judge the next move as more likely up than down. Please read our full report and leave a comment on your thoughts about the second half of the year. https://lnkd.in/eG_K6rQJ #Manufacturing #ISM #Economy #FederalReserve #Productivity

Manufacturing is in its 6th consecutive month of expansion. The ISM PMI registered 53.3% in June. New orders have been growing for 6 straight months. And a new industrial investor sentiment survey shows the most bullish reading in 5 years. But the CEO Confidence Index tells a more nuanced story. Current conditions are strong, rated 5.6 out of 10 by manufacturing CEOs. But the 12-month forecast just dropped to 5.9, down from 6.3 last month and the lowest reading of 2026. What's driving the caution: - Rising costs and regulatory burden - Shifting policy that creates planning uncertainty - New export orders slipping back into contraction Even so, 65% of manufacturing CEOs expect growth over the next six months, up from 63% in June. For manufacturers, this is exactly the kind of environment where marketing and business development make the biggest difference. When demand is steady but the future is uncertain, the companies that keep building their pipeline are the ones that come out ahead no matter what the next 12 months bring. We work with manufacturers every day, and the pattern holds: the businesses that invest in visibility and lead generation during stable periods don't have to scramble when conditions shift. Want to see what that looks like? Check out our results: https://lnkd.in/g7byfBHd #ManufacturingMarketing #B2BMarketing #IndustrialMarketing #Manufacturing #MarketingStrategy

Global manufacturing activity continued to expand in June, though growth slowed for a second straight month, with the J.P. Morgan Global Manufacturing PMI easing to 52.2 from May’s 50-month high of 52.7. #Manufacturing #PMI https://lnkd.in/gwbra67w