• Prior revised down to +9.2% from +9.8%
  • Ex-transportation +1.5% vs -0.5% exp
  • Nondefense ex-air +1.7% vs -0.5% exp (biggest increase since May)
  • No respondents indicated immediate effects due to Hurricane Sandy

There were some decent-sized downward revisions to the September data but overall this report is much stronger than expected.