Global Capacity Utilization and Leasing Data for Multi-Industry

This report analyzes global capacity utilization, equipment leasing momentum, and labor trends as leading indicators for the European Multi-Industry sector. It finds sequential improvements in the US and EU, but a slight downturn in China.

Key Takeaways

• 1.US and European industrial capacity utilization showed sequential recovery in early 2026, while China saw a marginal decline.
• 2.The US Equipment Leasing and Financing Momentum Index for Industrial Equipment improved, which is a positive indicator for the capital goods sector.
• 3.Chinese capacity utilization remains below median levels, posing risks for both local demand and increased competition in European and other emerging markets.

Table of Contents

• Our toolkit for picking stocks in Multi-Industry
• Summary Capacity Utilization - US & Europe sequentially better, China marginally down
• US Capacity Utilization Indicators
• EU Capacity Utilization Indicators
• China Capacity Utilization Indicators
• US Equipment Leasing and Finance Momentum Index
• US Non-Farm Payroll Employment trends
• US Average Weekly Hours of Employees on Private Non Farm Payroll
• Job Postings on Indeed
• Appendix I: Stock OSG vs US Capacity Indicators
• Appendix II: Stock OSG vs US Employment
• Disclosure Appendix

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