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Special Report

Canada Industrial Research Brief

November 2025

Manufacturing Recovery Continues, Setting Stage for Stronger Industrial Demand

Sales momentum continues to build. Total manufacturing sales rebounded in September, rising 3.3 per cent after a modest decline in August. This monthly gain pushed year-over-year growth back into positive territory, marking the fourth consecutive month of improvement since the measure bottomed in May. The recovery was broad-based across most subsectors and evident in nine provinces. Notably, sales of transportation equipment climbed 9.2 per cent as Ontario-based assembly plants resumed production following summer shutdowns and retooling. In Quebec, sales of aerospace products and parts hit a record high with a 14.9 per cent surge, supported by strong deliveries of business and commercial aircraft an increased production of aerospace engines and parts.

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