United Kingdom Monthly GDP MoM

The UK’s monthly real GDP fell by 0.1% in September 2025, compared with August’s and market expectations of zero growth. Production output declined by 2%, reversing a 0.3% gain in the previous month and marking the largest drop since January 2021. This was largely due to lower manufacturing output (-1.7% vs 0.6%), led by a 28.6% plunge in the manufacture of motor vehicles, trailers, and semi-trailers as a cyberattack forced Jaguar Land Rover to suspend production. On the other hand, the services sector rose by 0.2%, rebounding from a 0.1% drop in August, supported by strong growth in wholesale and retail trade; repair of motor vehicles and motorcycles (+1.4%), information and communication (+0.8%), and education (+0.8%). Construction output also increased by 0.2%, after falling 0.5%, driven entirely by a 0.7% rise in new work.