The Construction Economy Brief — December 2025
By: The Birmingham Group Research Desk • Last updated: December 5, 2025
Key Facts
- Nonresidential starts hit ≈ $81.7B in October 2025, among the highest monthly totals ever recorded. “Megaprojects” contributed over $32B of that total.
- Civil/infrastructure momentum: year-to-date (through October) civil starts rose ≈ 9.1%; October civil starts were ≈ $37.2B, the second-highest monthly civil total of 2025.
- Total construction spending (put-in-place): August 2025 SAAR ≈ $2.169T, up 0.2% m/m, down 1.6% y/y.
- Regional split: nonresidential starts growth is highly uneven by Census division; the Mountain division led gains through October while the West Coast was nearly flat.
- Data centers: U.S. data-center construction reached a record ≈ $40B SAAR by June 2025, driven by AI and cloud demand.
- Labor snapshot: BLS’ September 2025 jobs report shows modest national job growth and an atypical data cadence this fall due to the federal shutdown; sector hiring signals remain mixed.
2025 U.S. Construction Snapshot (Latest Verified)
| Category | Latest Figure | Timing |
|---|---|---|
| Nonresidential starts (total) | $81.7B (with >$32B from megaprojects) | Oct 2025 |
| Civil starts (monthly) | $37.2B (2nd-highest month in 2025) | Oct 2025 |
| Civil starts (YTD growth) | +9.1% | Through Oct 2025 |
| Total construction spending (SAAR) | $2.169T | Aug 2025 |
| Data-center construction (SAAR) | ≈ $40B | June 2025 |
| Regional picture | Mountain division leads; West Coast ~flat | Through Oct 2025 |
| Labor backdrop | Modest overall job growth; data irregularities noted due to shutdown | Sept–Nov 2025 |
What This Means (Brief, Non-Speculative Context)
- The pipeline for large nonresidential and civil projects remains strong, especially where megaprojects are active.
- Put-in-place spending is not uniformly rising, which implies timing and execution lags between starts and realized outlays.
- Regional strategy matters: conditions vary sharply by Census division.
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