Manufacturing Labor Productivity

Output per hour in the manufacturing sector, index 2017=100 (FRED OPHMFG, quarterly, SA). Tracks capital-deepening and technology gains in US factories; diverged from the broader economy over the past decade.

Exclude COVID

99.57Index

Trend YoY growth is -0.3%, slowing by 0.1 pp/year over the last 38Y. Latest: +2.1%, 2.4 pp above trend, a 1.2σ deviation.

Level

YoY %

y = 4.4% 0.1 pp/yr · t

Deviation from trend

Forecast

Projected value by forecast vintage (Index)

Projected value (Index)

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '2598.5899.3299.5399.87101.3102.5103.7103.4105.614%
Q2 '2599.3699.5999.94101.4102.6103.8103.5105.819%
Q3 '25100.2100.0101.5102.7103.9103.6106.021%
Q4 '2599.57101.1102.2103.4103.0104.9
Q1 '26101.1102.2103.4103.0104.9

YoY change forecast

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '25+1.2%+1.8%+2.1%+2.5%+2.8%+3.1%+3.5%+3.8%+4.2%14%
Q2 '25+1.8%+2.2%+2.5%+2.9%+3.2%+3.6%+4.0%+4.3%19%
Q3 '25+2.8%+2.6%+3.0%+3.3%+3.7%+4.0%+4.4%21%
Q4 '25+2.1%+2.6%+2.9%+3.1%+3.4%+3.7%
Q1 '26+2.6%+2.9%+3.1%+3.4%+3.7%

Forecasts use ordinary least-squares linear regression fitted to the YoY change series over a rolling 3Y window. Each row shows a vintage — the forecast as it would have appeared at that point in time. Projected values apply the forecasted YoY change to the prior year's level, chaining forward where actuals are unavailable. MAPE measures forecast accuracy against realized values. These are mechanical trend extrapolations, not economic models.