UK Manufacturing Shows Sharpest Contraction Since April

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The S&P Global UK Manufacturing PMI fell to 46.2 in September 2025, down from 47.0 in August and below market expectations of 47.1, a preliminary estimate showed. The reading signaled the steepest contraction in the sector since April, with output declining at the fastest pace since March. Survey respondents pointed to weak domestic and export orders, including specific disruptions in the automotive supply chain due to plant stoppages at Jaguar Land Rover. Employment continued to decline, while factory gate price inflation eased to its lowest level since December 2024, reflecting intense competitive pressures. Despite the contraction, business confidence reached its highest level since February, supported by increased investment and hopes for a rebound in order books.

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