UK industrial production rebounds to eight-month high

Industrial production in the UK rose by 1.1% month-over-month in October 2025, rebounding from a 2% decline in the previous month and exceeding market expectations of a 0.7% gain.

It represented the strongest monthly growth since February, as output recovered in the manufacturing subsector (0.5% vs -1.7% in September), particularly in the manufacture of transport equipment (3.6% vs -13.8%), machinery (4.4% vs -1.6%), and other manufacturing repair (2.8% vs 1.1%).

Overall output was also supported by rebounds in mining and quarrying (4.3% vs -3.4%), electricity, gas, steam, and air-conditioning supply (2.1% vs -3.4%), and water supply, sewerage, and waste management (1.5% vs -0.7%).

On a yearly basis, industrial production fell 0.8%, easing from a 2.5% decline in the previous month and better than market expectations of a 1.2% drop.

UK construction output increased 0.9% year-on-year in October 2025, easing from 1.3% in the previous month and missing market expectations of 1.6%.

Although it marked the 15th straight month of expansion, it was the slowest pace since January. Growth in new work moderated (1.9% vs 2.5% in September), while repair and maintenance activity continued to drop (-0.6% vs -0.5%).

On a monthly basis, construction output fell 0.6%, reversing a 0.2% gain in September, as both new work (-0.7%) and repair and maintenance (-0.6%) declined.

Over the three months to October, total construction output edged down 0.3%, with repair and maintenance dipping 0.1% while new work posted a slight 0.1% rise.