AI-generated summary
The CNI Industrial Indicators measure the performance of the manufacturing industry in Brazil, including revenue, hours worked, use of installed capacity, employment, wage bill and average income. Data from August 2026 shows two consecutive months of falling revenue.
Manufacturing industry revenue fell 3.5% in August, the second consecutive month of decline, according to the Industrial Indicators released by the National Confederation of Industry (CNI) this Wednesday (7).
The result is accompanied by a reduction in hours worked and the use of installed capacity, signaling a loss of pace in industrial activity.
Main indicators
Revenue in August: drop of 3.5%;
Revenue in July: drop of 2.2%;
Revenue for the year: decline of 0.2%
Hours worked: drop of 1% in August
Hours worked in the year: drop of 0.8%
Installed capacity: from 77.5% to 76.9%
Installed capacity in the year: increase of 1.5%
Employment: stability in August
Employment for the year: drop of 0.5%
Wage bill: increase of 0.5% in August and 0.9% in the year
Average income: increase of 0.5% in August and 1.5% in the year
Revenue declines
The gross revenue of companies in the manufacturing industry fell 3.5% in August, after already falling 2.2% in July. With the two consecutive drops, revenue accumulated a decline of 0.2% from January to August 2026, compared to the same period in 2025.
The result reflects the loss of pace in industrial activity throughout the third quarter.
Factories operate less
Hours worked in production decreased by 1% in August. In the first eight months of the year, the indicator registered a drop of 0.8% compared to the same period in 2025.
The reduction in production also affected the use of the industrial park. Installed Capacity Utilization (UCI) fell 0.6 percentage points, from 77.5% to 76.9%.
Despite the monthly drop, the average use of installed capacity in the first eight months of 2026 was 1.5% above that recorded in the same period in 2025.
Employment remains stable
Industrial employment remained stable in August, maintaining the behavior observed in previous months.
However, from January to August, the sector's employment level fell by 0.5% compared to the first eight months of 2025.
The wage bill and the average income of workers continued to rise.
Wage bill: +0.5% in August and +0.9% in the year to date;
Average yield: +0.5% in August and +1.5% year to date.
Pressure on the industry
According to the CNI, among the factors that put pressure on the industry's performance are the tax burden, the cost of inputs and raw materials and high interest rates.
In a note, the entity states that these factors affect both the demand for industrial products and household debt and have had a prolonged impact on the sector.
The dollar closed up 0.83% at R$5.016, interrupting two sessions of decline, while the Ibovespa fell 0.74% to 204,302.33 points, after the rally after the first round of elections. Abroad, Treasuries remained high and Brent oil remained above US$100.
Authorized online betting companies in Brazil are beginning to inform banks of the balances that are still in bettors' accounts, totaling R$1.325 billion from around 26.5 million people. The data will be sent by Thursday (8) and banks must return the amounts from October 9 to 14, with the remainder being sent to Caixa Econômica Federal after that date.
Grupo Pão de Açúcar (GPA) had its extrajudicial recovery plan judicially approved, which reorganizes R$4.568 billion in debts, with creditors representing 57.49% of the total, above the legal minimum required.

Vale must allocate R$21.19 million to ANM after omitting a 2020 report that indicated safety risks in a waste pile at the Fábrica Nova Complex, in Minas Gerais. The agreement provides for the modernization of supervision and permanent monitoring.
The Ministry of Development, Industry, Commerce and Services (Mdic) revised downwards the forecast for the Brazilian trade surplus in 2026, from US$90 billion to US$84.4 billion, due to the drop in oil prices. Despite the cut, the result still represents an increase of 24% compared to 2025 and would be the second highest in the historical series, behind only 2023. In September, the country recorded a surplus of US$7.74 billion, more than double the same month last year.
The dollar fell to R$4.975, its lowest level in almost five months, while the Ibovespa fell 0.52% but remained above 200,000 points after reaching an all-time high the day before. Oil was practically stable, with Brent at US$100.58 and WTI at US$89.44, amid geopolitical tensions and signs of greater supply.