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Economic CalendarFederal Reserve · last release Sep 18, 2026

Industrial Production Release Dates 2026 and Market Reaction

The next Industrial Production and Capacity Utilization is scheduled for Friday, October 16, 2026 at 9:15 AM ET. On 426 Industrial production days since 1993, SPY's move landed in the biggest quarter of all trading days 25.4% of the time, against 25% for any day, within two standard errors (±4.2 points) of chance: by this measure a Industrial production day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days.

Next Industrial productionas of 2026-10-02
Fri, Oct 16
2026 · 9:15 AM ET
Latest print · Industrial Production
103.1from 103.0

August 2026, released Sep 18, 2026

Release days in top quarter
25.4% vs 25%
Median SPY move
0.54% vs 0.53%
01

Upcoming Industrial production dates

  • Friday, October 16, 20269:15 AM ET
  • Tuesday, November 17, 20269:15 AM ET
  • Wednesday, December 16, 20269:15 AM ET

Schedule: FRED release 13. Release record since 1927.

02

Does the market move on release day?

On 426 Industrial production days since 1993, SPY's move landed in the biggest quarter of all trading days 25.4% of the time, against 25% for any day, within two standard errors (±4.2 points) of chance: by this measure a Industrial production day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days. SPY closed higher on 52.6% of release days against 53.6% of all days. The 10-year Treasury yield moved a median 2.9 bp either way, against 3.2 bp on all days.

Release days since 1993
426
Median |SPY move|
0.54%
all days 0.53%
In the top quarter of moves
25.4%
a normal day 25% · ±4.2 pts is chance
SPY closed higher
52.6%
all days 53.6%
Median |10-year yield move|
2.9 bp
all days 3.2 bp
Mean SPY return
+0.05%
all days +0.04%

When the headline Industrial Production came in above its prior reading (253 days), release days carried an average SPY return of +0.12%; when it came in below (145 days), an average SPY return of −0.02%.

The top quarter means a close-to-close SPY move of 1.04% or more either way, the 75th percentile of every trading day since 1993. Headline values are today's revised figures, and no consensus forecasts are used, so above and below compare each print with the previous print. This is not a surprise study: markets react to the gap between a release and what was expected.

-2.4%2.1%20222023202420252026−0.12%
SPY close-to-close move on each Industrial production release day over the last five years
03

Recent Industrial production releases

ReleasedPeriodIndustrial ProductionPriorSPY10-year
Sep 18, 2026August 2026103.1103.0−0.12%+5.1 bp
Aug 18, 2026July 2026103.0102.8−0.68%−1.8 bp
Jul 17, 2026June 2026102.8102.6−0.99%−2.8 bp
Jun 15, 2026May 2026102.6102.6+1.76%−1.8 bp
May 15, 2026April 2026102.6101.7−1.20%+13.4 bp
Apr 16, 2026March 2026101.7101.9+0.25%+2.7 bp
Mar 16, 2026February 2026101.9101.0+1.02%−6.5 bp
Feb 18, 2026January 2026101.0101.5+0.50%+2.7 bp
Jan 16, 2026December 2025101.5101.0−0.08%+7.1 bp
Dec 23, 2025November 2025101.0101.2+0.46%0.0 bp
Dec 3, 2025September 2025101.7101.6+0.35%−2.9 bp
Nov 24, 2025———+1.47%−2.5 bp
Sep 16, 2025August 2025101.6101.9−0.14%−0.8 bp
Aug 15, 2025July 2025101.9101.5−0.23%+3.5 bp
Jul 16, 2025June 2025101.5101.0+0.33%−3.4 bp
Jun 17, 2025May 2025101.0101.1−0.85%−5.9 bp
May 15, 2025April 2025101.1101.0+0.49%−7.3 bp
Apr 16, 2025March 2025101.0101.1−2.22%−4.4 bp
Mar 18, 2025February 2025101.1100.1−1.08%−2.5 bp
Feb 14, 2025January 2025100.1100.30.00%−5.3 bp
Jan 17, 2025December 2024100.399.3+1.00%+0.3 bp
Dec 17, 2024November 202499.399.5−0.41%−1.2 bp
Nov 15, 2024October 202499.599.8−1.28%+1.0 bp
Oct 17, 2024September 202499.8100.4+0.01%+8.0 bp

Newest first. Values are today's revised data; a dash means no matched value.

04

What it measures

The Federal Reserve's monthly measure of output at factories, mines and utilities, with the share of capacity in use.

Published by
Federal Reserve (Fed)
Release time
9:15 AM ET
Schedule source
FRED release 13
05

Frequently asked questions

When is the next Industrial production release?

The next Industrial Production and Capacity Utilization is scheduled for Friday, October 16, 2026 at 9:15 AM ET. After that: Tuesday, November 17, 2026; Wednesday, December 16, 2026. Source: Federal Reserve.

What time is the Industrial production released?

The Federal Reserve publishes the Industrial Production and Capacity Utilization at 9:15 AM Eastern Time on its scheduled release days.

Does the stock market move on Industrial production days?

On 426 Industrial production days since 1993, SPY's move landed in the biggest quarter of all trading days 25.4% of the time, against 25% for any day, within two standard errors (±4.2 points) of chance: by this measure a Industrial production day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days. SPY closed higher on 52.6% of release days against 53.6% of all days. The 10-year Treasury yield moved a median 2.9 bp either way, against 3.2 bp on all days.

How did the market react to the last Industrial production release?

On Friday, September 18, 2026, SPY moved −0.12% close to close and the 10-year Treasury yield +5.1 bp. The headline Industrial Production read 103.1 against 103.0 before.