Data
Dodge Momentum Index fell 9.0% in October to 260.4 as commercial planning dropped 13.4%
The Dodge Momentum Index fell 9.0% in October to 260.4, its first year-over-year decline in 13 releases, as data center and warehouse planning slowed.
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Feature Data
ABC's backlog indicator fell 0.6 months to 8.1 in October, as firms without data center work dropped to 7.6 months and those with it rose to 11.5.
8.1 October 2026 · -6.9% on the month · -3.6% on the year
Backlog fell to 8.1 months after two monthly gains
ABC Construction Backlog Indicator, months of work under contract, October 2024 to October 2026
Data
The Dodge Momentum Index fell 9.0% in October to 260.4, its first year-over-year decline in 13 releases, as data center and warehouse planning slowed.
Data
Census puts September 2026 construction spending at $2,186.1 billion SAAR, down 1.9% from a revised August, as private residential fell 5.5%.
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The AIA/Deltek Architecture Billings Index fell to 44.7 in September from 47.2 in August, as design contracts dropped and inquiries rose.
Feature Data
BLS producer prices for goods bought by construction rose 2.2% in September and 11.2% in a year. Nonresidential building prices rose 5.4% in a year.
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ABC's Construction Backlog Indicator rose 0.2 months to 8.7 months in September, with commercial and institutional backlog at 9.0 months.
Data
The Dodge Momentum Index rose 2.4% in September to 288.0, with institutional planning up 9.4% and commercial planning down 1.3%.
| Date | Trend | Category | Title | Summary |
|---|---|---|---|---|
| Data | ABC's Construction Backlog Indicator fell to 8.1 months in October as backlog for contractors without data center work dropped to 7.6 Feature | ABC's backlog indicator fell 0.6 months to 8.1 in October, as firms without data center work dropped to 7.6 months and those with it rose to 11.5. | ||
| Data | Dodge Momentum Index fell 9.0% in October to 260.4 as commercial planning dropped 13.4% | The Dodge Momentum Index fell 9.0% in October to 260.4, its first year-over-year decline in 13 releases, as data center and warehouse planning slowed. | ||
| Data | Construction spending fell 1.9% in September as residential improvement spending dropped | Census puts September 2026 construction spending at $2,186.1 billion SAAR, down 1.9% from a revised August, as private residential fell 5.5%. | ||
| Data | Architecture billings index fell to 44.7 in September, the lowest reading since May | The AIA/Deltek Architecture Billings Index fell to 44.7 in September from 47.2 in August, as design contracts dropped and inquiries rose. | ||
| Data | Prices of goods bought by construction rose 2.2% in September, led by a 24% jump in diesel Feature | BLS producer prices for goods bought by construction rose 2.2% in September and 11.2% in a year. Nonresidential building prices rose 5.4% in a year. | ||
| Data | ABC's Construction Backlog Indicator rose to 8.7 months in September, its second monthly gain | ABC's Construction Backlog Indicator rose 0.2 months to 8.7 months in September, with commercial and institutional backlog at 9.0 months. | ||
| Data | Dodge Momentum Index rose 2.4% in September to 288.0 as institutional planning grew 9.4% | The Dodge Momentum Index rose 2.4% in September to 288.0, with institutional planning up 9.4% and commercial planning down 1.3%. | ||
| Data | Construction spending rose 0.9% in August after Census revised July up $27 billion | Census says US construction spending ran at $2,203.1 billion SAAR in August 2026, up 0.9% from a July figure revised up by 1.2%. | ||
| AI | a16z says AI accounts for nearly all new construction spending, and Census shows data centers up 57.2% as the total fell 3.8% Feature | a16z's State of Markets deck credits AI with nearly all new construction spending. Census shows data centers up 57.2% in a year as the total fell 3.8%. | ||
| Data | Architecture billings index rose to 47.2 in August as Northeast firms fell to their lowest reading since 2020 | The AIA/Deltek Architecture Billings Index rose to 47.2 in August from 46.6 in July, still below 50, as the Northeast fell to 40.7. |