This Week in Manufacturing - 2/11/26

Transporting to the next stage of US manufacturing

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This report is brought to you in partnership with Sustainment, a market network dedicated to the success of American Manufacturing. Learn More →

💴 This Week in Manufacturing

Due to the recent partial government shutdown, the January jobs report was delayed to release today. U.S. manufacturing showed its first meaningful sign of life in over a year as that January activity returned to expansion, led by gains in new orders and production. Transportation equipment and industrial machinery emerged as early leaders, benefiting domestic supplier networks. At the same time, avoiding labor disruption in energy and lingering data gaps from the aforementioned government shutdown reinforced how fragile momentum remains for small manufacturers planning ahead.

This week’s headlines cover the transportation and industrial equipment areas from a few different angles, along with the expected AI growth, and more!

Our first podcast, from The Manufacturing Report, describes a story of perseverance within a West Virginia furniture factory. The second podcast, from Manufacturing Happy Hour, literally goes into the heart of the industrial zone recording in an Imerys mine site.

The Social Video and Fun Fact each highlight achievements and potential in industrial equipment within the construction manufacturing industry.

Thanks for joining us!

COMMENTARY

♨️ Manufacturing Activity Turns Positive—With Caveats

January marked the first return to expansion for U.S. manufacturing in over a year, as factory activity rebounded on stronger new orders and rising production.

This week’s manufacturing headlines pointed to a sector beginning to move again, though carefully. January data showed factory activity back in expansion for the first time in over a year, with transportation equipment and industrial machinery leading the rebound.

Behind the improvement, however, were familiar constraints: demand being pulled forward, labor stability acting as a strategic risk factor, and delayed jobs data limiting visibility. The result is renewed momentum—but not yet full confidence.

Upshot: Within the broader rebound, transportation equipment and industrial machinery stood out as consistent contributors to January’s gains.

FROM THE FEED

📱Alimak elevators lead the new era of industrial vertical transportation

🤨Did You Know?

The North American construction equipment market is expected to reach

$26.92B

by 2030, rising at a CAGR of 3.34%.

🎧 Podcasts Worth A Listen

THE MANUFACTURING REPORT
A Factory That Refused to Die

MANUFACTURING HAPPY HOUR
The Only Podcast Ever Recorded in an Open-Pit Mine featuring Imerys' Ken Rasmussen