In the seasonally-adjusted series, the national industrial output retreated 1.2% in December 2025 over November, the most intense drop since July 2024 (-1.5%). In relation to December 2024, the industry increased 0.4%, interrupting two consecutive months of negative rates: November (-1.4%) and October 2025 (-0.5%). The quarterly moving average in December was -0.5%. In 2025, the industry accumulated growth of 0.6%, after recording 3.1% in 2024 and 0.1% in 2023. In the fourth quarter of 2025, compared to the same period of the previous year, the industry accumulated a loss of 0.5%.

In the 1.2% reduction in the industrial activity between November and December 2025, the four broad economic categories and most (17) of the 25 sectors surveyed showed a decline in production. It is worth highlighting that, with these results, the industrial production is 0.6% above the pre-pandemic level (February 2020); but it is still 16.3% below the record level reached in May 2011.

Among the activities, the most important negative influences were recorded by motor vehicles, trailers and bodies (-8.7%), chemicals (-6.2%) and basic metals (-5.4%), with the first two marking two consecutive months of decline in the production, a period in which they accumulated losses of 10.4% and 7.4%, respectively; and the last one offsetting the 3.5% expansion accumulated in the August-November 2025 period.

Other relevant negative contributions to the total industry came from computer equipment, electronic and optical products (-9.2%), non-metallic mineral products (-6.6%), machinery and equipment (-4.6%), textiles (-9.0%), rubber and plastic products (-2.2%) and manufacture of wearing apparel and accessories (-4.1%).

On the other hand, among the eight activities that showed an increase in production, coke, petroleum products and biofuels (5.4%) exerted the main impact on the industry average and interrupted three consecutive months of decline, a period in which it accumulated a loss of 5.0%. It is also worth highlighting the positive impacts reported by the pharmochemical and pharmaceutical sectors (6.7%) and mining and quarrying industries (0.9%).

Among the broad economic categories, still in comparison with November in the seasonally-adjusted series, capital goods (-8.3%) and durable consumer goods (-4.4%) recorded the most significant negative rates in December 2025, with the first one interrupting three consecutive months of growth in the production, a period in which it accumulated a gain of 1.5%; and the second one stepping up the 3.0% drop seen in November 2025. The sectors producing intermediate goods (-1.1%) and semi and non-durable consumer goods (-0.7%) also showed a decline this month, with the first one accumulating a reduction of 3.2% in the last four months of 2025; and the second one offsetting part of the 1.5% growth recorded in the October-November 2025 period.

Indicators of Industrial Production by Broad Economic Category
Brazil - December 2025

Moving average was -0.5% in quarter ended in December

Still in the seasonally-adjusted series, the evolution of the index of quarterly moving average for the total industry showed a negative change of 0.5% in the quarter ending in December 2025 compared to the level of the previous month and accentuated the magnitude of the loss recorded in November 2025 (-0.2%).

Among the broad economic categories, still in relation to the marginal movement of this index, capital goods (-2.5%), durable consumer goods (-1.6%) and intermediate goods (-0.9%) recorded negative rates in December 2025, with the first one offsetting the 0.5% increase registered in the previous month, when it interrupted the downward trajectory that began in April 2025; the second one stepping up the 0.7% decline seen in November 2025; and the last one marking the third consecutive month of decline, a period in which it accumulated a reduction of 1.8%. On the other hand, the segment of semi and non-durable consumer goods (0.2%) recorded the only positive result in December 2025 and maintained the upward trend that began in July 2025.

Compared to December 2024, industry advances 0.4%

In the comparison with the same month of the previous year, the industrial sector advanced 0.4% in December 2025, with positive results in one out of four broad economic categories, 10 out of 25 sectors, 33 out of 80 groups and 47.3% of the 789 products surveyed. It is worth mentioning that December 2025 (22 days) had one more business day than the same month in the previous year (21).

Among the activities, the main positive influences on the total industry were recorded by mining and quarrying industries (7.0%), food products (5.5%) and pharmochemicals and pharmaceuticals (28.6%). It is also worth highlighting the positive contributions made by the sectors of rubber and plastic products (4.7%), maintenance, repair and installation of machinery and equipment (9.7%), miscellaneous products (11.0%), machinery and equipment (2.4%) and leather articles, travel articles and footwear (6.3%).

On the other hand, still in comparison with December 2024, among the fifteen activities that showed a reduction in production, coke, petroleum products and biofuels (-4.6%), chemicals (-7.1%) and motor vehicles, trailers and bodies (-8.0%) exerted the greatest influence on the formation of the industry average.

Still in comparison with the same month of the previous year, semi and non-durable consumer goods (5.0%) recorded, in December 2025, the only positive rate among the broad economic categories, interrupting eight consecutive months of negative rates in this type of comparison. On the other hand, the segments of capital goods (-7.5%), durable consumer goods (-3.5%) and intermediate goods (-0.9%) recorded negative rates this month.

Industry drops 0.5% in the last quarter of the year

On a quarterly basis, the industrial sector, recording a drop of 0.5% in the October-December 2025 period, interrupted the positive behavior that began in the fourth quarter of 2023 (1.1%), all comparisons against the same period of the previous year.

The movement of less dynamism from the third (0.5%) to the fourth quarter of 2025 (-0.5%) was seen in three out of four broad economic categories, with emphasis on intermediate goods (from 2.4% to -0.7%) and capital goods (from -2.5% to -5.0%), pressured, to a large extent, by the smaller production of elaborate fuels and lubricants (from 3.1% to -9.5%), in the former; and of capital goods for transportation equipment (from -7.2% to -12.9%), in the latter.

The sector producing durable consumer goods (from -1.7% to -3.0%) also showed a loss of pace between these two periods, while the segment of semi and non-durable consumer goods (from -3.0% to 0.7%) was the only one that showed a gain and interrupted two consecutive quarters of negative results.

Industry closes 2025 with growth of 0.6%

In the cumulative index in the year, compared to the same period of the previous year, the industrial sector registered an increase of 0.6%, with positive results in two out of four broad economic categories, 15 out of 25 sectors, 42 out of 80 groups and 49.6% of the 789 products surveyed.

Among the activities, the main positive influences on the total industry were recorded by mining and quarrying industries (4.9%) and food products (1.5%). Other relevant positive contributions were made by the sectors of machinery and equipment (5.0%), maintenance, repair and installation of machinery and equipment (9.6%), basic metals (1.6%), textiles (5.6%), chemicals (1.0%), rubber and plastic products (1.5%) and pharmochemicals and pharmaceuticals (2.3%).

On the other hand, still in the comparison with January-December 2024, among the ten activities that showed a reduction in the production, coke, petroleum products and biofuels (-5.3%) exerted the greatest influence on the formation of the industry average. It is also worth mentioning the negative impacts recorded by the sectors of beverages (-2.6%), fabricated metal products (-2.2%), wooden products (-6.0%) and computer equipment, electronic and optical products (-3.1%).

Among the broad economic categories, the profile of results for the twelve months of 2025 showed greater dynamism for the segments of durable consumer goods (2.5%) and intermediate goods (1.5%), driven, to a large extent, by the greater production of cars (3.3%) and motorcycles (12.2%), in the former; and crude petroleum oil and natural gas, in the latter.

On the other hand, the sectors producing semi and non-durable consumer goods (-1.7%) and capital goods (-1.5%) recorded negative rates, mainly pressured by the reduction in the production of ethyl alcohol, in the former; and of capital goods for transportation equipment (-5.5%), in the latter.