Analysts surveyed by The Wall Street Journal had expected a 0.3% monthly fall. Manufacturing output declined 1.7%, including a 4.1% drop in the automotive industry and a 2.1% decrease in computers and electronic equipment. Construction activity fell 2%. All monthly figures were seasonally adjusted.

Mining output rose 0.4%. Oil and gas production slipped 0.9%, while mineral extraction increased 0.7% and mining-related services climbed 12.7%. Output from electricity, water and gas utilities was up 1.4% from August.

Compared with September 2025, industrial production increased 1.3% on an unadjusted basis. Growth for the first nine months of the year was 1.1%.