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US manufacturing activity at four-year high, supply constraints growing

New orders and factory production drove the increase, while prices stayed elevated and supplier-delivery delays remained at their highest level since 2022.

  • US manufacturing activity rose to its highest level in four years in May, driven by rising new orders and stronger production volumes.
  • Employment in the sector showed signs of stabilization, while supplier delivery times lengthened, indicating tighter capacity in parts of the supply chain.
  • The ISM data suggests firms are responding to steadier domestic orders while navigating volatile international sourcing conditions, with materials costs continuing to rise sharply.
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US manufacturing activity rose to its highest level in four years in May

·Belgrade, Serbia
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Manufacturing activity recorded its best performance in four years in May, surpassing analysts’ expectations despite geopolitical tensions and trade uncertainties, according to the monthly report of the Institute of Supply Management (ISM) published on Monday. The ISM index stood at 54%, above the 53.2% that anticipated the consensus of economists. It is the highest data since May 2022, when it reached 55.9%. Any reading above 50% indicates expa…

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Manufacturing Dive broke the news on Monday, June 1, 2026.
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