U.S. manufacturing activity is showing a marked resurgence in both hiring plans and capital deployment after a period of stagnation earlier in 2026, according to new research from Savills. The firm reports that job announcements and capital investment tied to manufacturing projects have accelerated sharply over the past year, reversing the plateau seen in recent months.
Savills’ latest Manufacturing Pulse highlights 78,117 manufacturing jobs announced over the trailing 12 months, alongside nearly $70 billion in capital investment commitments. On a year-over-year basis, those figures represent increases of 46.6% for jobs and 108.3% for capital investment, signaling a significant upswing in planned industrial activity across the country.
Project execution metrics have improved alongside the headline growth numbers. Savills notes that the stall rate for manufacturing projects, defined as the share of initiatives that are delayed or canceled, reached a two-year low in August. This suggests that a greater proportion of announced projects are continuing to move forward instead of remaining indefinitely on hold or being abandoned.
The sector mix behind this momentum is notably concentrated. Defense-related manufacturing and AI and energy infrastructure together account for 69% of the jobs announced over the past 12 months, according to Savills. This concentration underscores the outsized role of national security, advanced technologies and energy systems in shaping where and how new manufacturing capacity is being added.
Within this broader wave of industrial expansion, several high-profile projects stand out. Savills points to Saronic Technologies’ planned $3.2 billion facility in Brownsville as a leading example among recent announcements. Additional activity from SpaceX, Janicki Industries and Electra.aero is also cited as part of the same trend, reflecting a cluster of advanced manufacturing, aerospace and related operations within the current project pipeline.
Texas has emerged as a primary beneficiary of this latest manufacturing cycle. Over the past year, the state has captured 24,615 announced manufacturing jobs and nearly $30 billion in associated capital investment, according to Savills’ data. This positions Texas ahead of other states in terms of recently announced manufacturing employment and spending volumes.
One of the notable projects within this Texas surge is a recently announced SpaceX Terafab facility planned near College Station, Texas. While detailed specifications for the Terafab project were not disclosed in the Savills summary, the facility illustrates how major industrial users are expanding in the state as part of the broader national rebound in manufacturing investment.
Together, the rebound in job and investment announcements, the reduced stall rate and the concentration of activity in defense and AI and energy infrastructure highlight a manufacturing landscape that is regaining momentum. For industrial stakeholders, these trends frame a growing pipeline of large-scale projects, particularly in states such as Texas that are currently capturing a disproportionate share of new commitments.
