Industrie
In der Thurgauer Industrie geht es leicht aufwärts
Die Geschäftslage in der Thurgauer Industrie hat sich trotz des anspruchsvollen geopolitischen Umfelds aufgehellt. Im Juli 2026 meldeten mehr Betriebe eine gute (28 %) als eine schlechte (17 %) Geschäftslage. Im April hatten noch die Schlecht-Meldungen überwogen.
Das Wichtigste in Kürze
- Die Thurgauer Industriebetriebe meldeten im Juli eine deutlich bessere Geschäftslage als im April.
- Trotz der leichten Besserung sind die Auftragsbücher ungenügend gefüllt.
- Die Zukunftserwartungen sind verhalten positiv.
year_month,Thurgau,Schweiz
2016/1/30,-19.57,-8.18
2016/2/28,-21.03,-11.07
2016/3/30,-15.31,-3.73
2016/4/30,-13.72,-2.11
2016/5/30,-6.49,-2.15
2016/6/30,-11.3,-0.96
2016/7/30,1.08,-0.88
2016/8/30,-4.15,-3.41
2016/9/30,-9.31,-1.93
2016/10/30,-4.93,2.05
2016/11/30,-1.04,-3.79
2016/12/30,-0.76,-2.43
2017/1/30,1.31,-1.82
2017/2/28,10.82,-3.5
2017/3/30,17.07,0.69
2017/4/30,18.14,5.08
2017/5/30,16.24,3.9
2017/6/30,34.75,10
2017/7/30,26.01,8.68
2017/8/30,31.78,11.34
2017/9/30,34.31,14.96
2017/10/30,29.48,17.51
2017/11/30,33.78,19.21
2017/12/30,37.43,18.41
2018/1/30,35.49,19.28
2018/2/28,38.31,20.94
2018/3/30,42.28,21.99
2018/4/30,44.25,22.37
2018/5/30,43.07,27.35
2018/6/30,41.65,25.82
2018/7/30,38.18,27.79
2018/8/30,34.4,28.38
2018/9/30,34.61,26.38
2018/10/30,28.3,23.25
2018/11/30,28.14,26.51
2018/12/30,40.68,25.69
2019/1/30,31.17,21.53
2019/2/28,31.44,20.06
2019/3/30,25.99,19.21
2019/4/30,22.8,15.28
2019/5/30,16.19,13.59
2019/6/30,18.61,11.72
2019/7/30,14.1,8.94
2019/8/30,18.48,8.53
2019/9/30,21.62,6.14
2019/10/30,21.75,5.49
2019/11/30,16.21,1.98
2019/12/30,4.61,-1.17
2020/1/30,-3.42,0.2
2020/2/28,3.01,3.69
2020/3/30,-21.74,-1.9
2020/4/30,-24.01,-14.62
2020/5/30,-35.75,-24.23
2020/6/30,-43.37,-27.75
2020/7/30,-23.97,-23.15
2020/8/30,-19.86,-19.86
2020/9/30,-19.9,-17.04
2020/10/30,-13.25,-4.84
2020/11/30,-7.45,-10.92
2020/12/30,0.29,-0.26
2021/1/30,-1.09,-3.94
2021/2/28,4.53,0.85
2021/3/30,1.59,4.34
2021/4/30,21.01,20.68
2021/5/30,34.69,24.67
2021/6/30,32.39,25.08
2021/7/30,37.14,30.89
2021/8/30,18.8,31.89
2021/9/30,31.74,34.5
2021/10/30,29.17,35.95
2021/11/30,33.97,35.84
2021/12/30,50.59,33.4
2022/1/30,44.53,36.24
2022/2/28,39.15,36.33
2022/3/30,41.43,35.31
2022/4/30,28.82,33.8
2022/5/30,31.96,33.37
2022/6/30,28.32,36.35
2022/7/30,23.94,31.5
2022/8/30,25.54,25.42
2022/9/30,16.3,24.31
2022/10/30,27.62,21.08
2022/11/30,22.26,21.06
2022/12/30,22.89,19.85
2023/1/30,25.43,25.95
2023/2/28,25.75,19.65
2023/3/30,15.55,14.91
2023/4/30,19.17,8.73
2023/5/30,17.18,1.18
2023/6/30,12.19,1.82
2023/7/30,5.37,-3.09
2023/8/30,0.13,-1.25
2023/9/30,0.25,-3.11
2023/10/30,1.68,-7.97
2023/11/30,-7.06,-7.96
2023/12/30,-10.16,-7.59
2024/1/30,-6.82,-12.06
2024/2/28,6.19,-12.5
2024/3/30,-1.56,-9.39
2024/4/30,-0.33,-9.02
2024/5/30,-6.76,-6.2
2024/6/30,-7.38,-9.29
2024/7/30,0.51,-2.36
2024/8/30,3.8,-0.96
2024/9/30,-3.39,-4.01
2024/10/30,-3.78,-2.45
2024/11/30,2.85,-4.79
2024/12/30,-3.83,-3.97
2025/1/30,-4.5,-5.58
2025/2/28,-10.84,-5.15
2025/3/30,-9.32,-5.06
2025/4/30,-5.48,-0.68
2025/5/30,-5.33,-0.67
2025/6/30,-6.8,0.24
2025/7/30,-9.06,-4.39
2025/8/30,-9.57,-12.67
2025/9/30,-6.01,-12.91
2025/10/30,-7.54,-4.66
2025/11/30,-11.87,-9.06
2025/12/30,-18.77,-7.06
2026/1/30,-11.57,9.49
2026/2/28,-8.49,7.83
2026/3/30,2.27,-0.15
2026/4/30,0.32,5.21
2026/5/30,7.41,3.27
2026/6/30,11.38,0.26
2026/7/30,6.76,7.85
2026/8/30,NA,NA
2026/9/30,NA,NA
2026/10/30,NA,NA
2026/11/30,NA,NA
2026/12/30,NA,NA
Die Auftragslage hat sich gebessert
Zuletzt gingen wieder mehr Bestellungen ein. Im Juli meldeten weniger Betriebe als im April zu dünne Auftragspolster. Trotzdem bleibt der Auftragsbestand ungenügend.
year_month,Thurgau,Schweiz
2016/1/30,-41.98,-30.94
2016/2/28,-47.25,-33.25
2016/3/30,-39.22,-31.46
2016/4/30,-33.18,-25.51
2016/5/30,-29.56,-28.23
2016/6/30,-30.75,-29.45
2016/7/30,-17.17,-26.69
2016/8/30,-29.54,-29
2016/9/30,-33.52,-25.64
2016/10/30,-41.57,-24.84
2016/11/30,-38.74,-28.74
2016/12/30,-30.93,-26.74
2017/1/30,-36.15,-28.7
2017/2/28,-31.59,-27.1
2017/3/30,-29.69,-26.07
2017/4/30,-20.58,-18.16
2017/5/30,-13.15,-20.12
2017/6/30,-14.22,-17.89
2017/7/30,10.94,-18.72
2017/8/30,12.05,-15.29
2017/9/30,6.1,-11.06
2017/10/30,-7.33,-7.7
2017/11/30,7.18,-4.33
2017/12/30,12.43,-1.52
2018/1/30,11.25,-0.11
2018/2/28,17.2,1.01
2018/3/30,22.52,4.46
2018/4/30,15.94,4.26
2018/5/30,17.68,5.38
2018/6/30,19.95,7.28
2018/7/30,8.59,10.5
2018/8/30,4.11,8.56
2018/9/30,6.77,7.57
2018/10/30,0.4,4.21
2018/11/30,7.47,5.51
2018/12/30,3.96,1
2019/1/30,6.65,-0.63
2019/2/28,3.6,0.72
2019/3/30,0.52,0.81
2019/4/30,-5.5,-5.05
2019/5/30,-15.9,-9.5
2019/6/30,-14.7,-10.12
2019/7/30,-12.12,-15.19
2019/8/30,-20.21,-13.08
2019/9/30,-19.19,-17.04
2019/10/30,-21.5,-17.79
2019/11/30,-19.09,-18.78
2019/12/30,-28.35,-19.25
2020/1/30,-29.02,-22.06
2020/2/28,-29.9,-20.68
2020/3/30,-39.44,-22.16
2020/4/30,-35.87,-25.24
2020/5/30,-39.31,-42.21
2020/6/30,-36.2,-42.04
2020/7/30,-37.13,-39.33
2020/8/30,-34.8,-38.1
2020/9/30,-34.41,-39.68
2020/10/30,-28.38,-32.77
2020/11/30,-9.4,-27.07
2020/12/30,-21.89,-28.27
2021/1/30,-27.42,-21.29
2021/2/28,-24.43,-18.67
2021/3/30,-18.52,-12.82
2021/4/30,-0.01,-1.42
2021/5/30,3.04,4.73
2021/6/30,0.41,-1.7
2021/7/30,2.28,3.77
2021/8/30,7.22,6.98
2021/9/30,2.3,10.26
2021/10/30,20.82,15.8
2021/11/30,14.86,15.19
2021/12/30,15.93,19.14
2022/1/30,25.2,20.44
2022/2/28,21.19,17.66
2022/3/30,25.55,19.52
2022/4/30,7.88,16.95
2022/5/30,8.19,18.26
2022/6/30,7.99,20.08
2022/7/30,8.75,17.69
2022/8/30,8.66,12.31
2022/9/30,0.44,10.9
2022/10/30,2.78,7.08
2022/11/30,-7.75,3.71
2022/12/30,3.32,2.4
2023/1/30,-5.03,3.8
2023/2/28,-3.38,-1.45
2023/3/30,0.81,-5.84
2023/4/30,-6.81,-11.23
2023/5/30,-11.03,-16.88
2023/6/30,-16.58,-21.65
2023/7/30,-19.71,-22.07
2023/8/30,-17.11,-17.36
2023/9/30,-12.34,-23.57
2023/10/30,-17.87,-28.75
2023/11/30,-25.42,-26.89
2023/12/30,-30.87,-28.45
2024/1/30,-24.26,-31.5
2024/2/28,-20.15,-31.42
2024/3/30,-36.54,-29.97
2024/4/30,-38.24,-26.46
2024/5/30,-39.06,-23.87
2024/6/30,-35.63,-24.6
2024/7/30,-31.17,-25.17
2024/8/30,-32.6,-23.68
2024/9/30,-33.39,-24.22
2024/10/30,-44.04,-23.85
2024/11/30,-38.58,-25.87
2024/12/30,-33.94,-22.64
2025/1/30,-41.13,-25.84
2025/2/28,-34.4,-22.29
2025/3/30,-44.4,-25.22
2025/4/30,-31.25,-22.87
2025/5/30,-29.13,-24.51
2025/6/30,-27.98,-23.54
2025/7/30,-34.02,-29.04
2025/8/30,-38.1,-19.38
2025/9/30,-41.71,-26.68
2025/10/30,-38.96,-25.48
2025/11/30,-34.11,-22.86
2025/12/30,-44.02,-24.07
2026/1/30,-39.8,-15.44
2026/2/28,-40.81,-18.92
2026/3/30,-36.32,-23.07
2026/4/30,-31.7,-18.94
2026/5/30,-27.05,-16.85
2026/6/30,-27.1,-13.95
2026/7/30,-30.07,-12.96
2026/8/30,NA,NA
2026/9/30,NA,NA
2026/10/30,NA,NA
2026/11/30,NA,NA
2026/12/30,NA,NA
year_month,Thurgau,Schweiz
2016/1/30,-45.68,-40.6
2016/2/28,-42.67,-37.85
2016/3/30,-38.89,-35.07
2016/4/30,-34.92,-32.14
2016/5/30,-31.85,-29.05
2016/6/30,-30.48,-25.97
2016/7/30,-30.74,-23.58
2016/8/30,-32.23,-22.35
2016/9/30,-34.22,-22.27
2016/10/30,-35.84,-23.03
2016/11/30,-36.65,-24.21
2016/12/30,-36.17,-24.87
2017/1/30,-34.3,-24.12
2017/2/28,-31.13,-21.83
2017/3/30,-26.91,-18.83
2017/4/30,-21.89,-15.8
2017/5/30,-16.14,-12.99
2017/6/30,-10.04,-10.5
2017/7/30,-4.27,-8.09
2017/8/30,0.53,-5.61
2017/9/30,4.24,-3
2017/10/30,7.19,-0.16
2017/11/30,9.73,2.83
2017/12/30,12.02,5.49
2018/1/30,14.31,7.64
2018/2/28,16.6,9.4
2018/3/30,18.08,10.74
2018/4/30,18.23,11.4
2018/5/30,16.68,11.34
2018/6/30,13.81,10.72
2018/7/30,10.4,9.74
2018/8/30,7.33,8.72
2018/9/30,5.37,7.93
2018/10/30,4.63,7.46
2018/11/30,4.83,6.98
2018/12/30,5.18,6.24
2019/1/30,4.43,4.83
2019/2/28,2.12,2.4
2019/3/30,-1.46,-0.68
2019/4/30,-5.74,-3.6
2019/5/30,-10.08,-6.11
2019/6/30,-13.6,-7.94
2019/7/30,-16.12,-9.24
2019/8/30,-17.85,-10.73
2019/9/30,-19.23,-12.88
2019/10/30,-20.89,-15.98
2019/11/30,-23.19,-19.87
2019/12/30,-26.11,-23.85
2020/1/30,-29.31,-27.71
2020/2/28,-32.51,-31.27
2020/3/30,-35.26,-34.7
2020/4/30,-37.11,-38.06
2020/5/30,-37.92,-40.9
2020/6/30,-37.77,-42.51
2020/7/30,-36.67,-42.43
2020/8/30,-34.7,-40.44
2020/9/30,-32.4,-36.88
2020/10/30,-30.38,-32.52
2020/11/30,-28.66,-28.1
2020/12/30,-26.73,-24.25
2021/1/30,-23.84,-20.76
2021/2/28,-19.7,-16.88
2021/3/30,-14.31,-12.42
2021/4/30,-8.47,-7.57
2021/5/30,-3.05,-2.98
2021/6/30,1.23,0.76
2021/7/30,4.12,3.21
2021/8/30,6.19,4.53
2021/9/30,8.5,5.35
2021/10/30,11.77,6.34
2021/11/30,15.61,8.04
2021/12/30,18.77,10.09
2022/1/30,20.2,11.86
2022/2/28,19.61,12.61
2022/3/30,17.42,12.22
2022/4/30,14.34,10.64
2022/5/30,11.39,7.83
2022/6/30,8.74,3.83
2022/7/30,6.68,-0.63
2022/8/30,5.01,-5.21
2022/9/30,3.14,-9.81
2022/10/30,1.23,-14.09
2022/11/30,-0.39,-17.88
2022/12/30,-1.3,-21.12
2023/1/30,-1.79,-23.92
2023/2/28,-2.63,-26.48
2023/3/30,-4.58,-28.82
2023/4/30,-7.57,-30.84
2023/5/30,-10.78,-32.2
2023/6/30,-13.51,-33.07
2023/7/30,-15.6,-33.99
2023/8/30,-17.29,-35.42
2023/9/30,-18.66,-37.41
2023/10/30,-20.29,-39.95
2023/11/30,-22.66,-42.79
2023/12/30,-25.77,-45.43
2024/1/30,-29.3,-47.62
2024/2/28,-32.54,-49.62
2024/3/30,-34.86,-51.5
2024/4/30,-35.98,-52.92
2024/5/30,-36.09,-53.8
2024/6/30,-35.62,-54.32
2024/7/30,-34.87,-54.62
2024/8/30,-34.52,-54.95
2024/9/30,-35.08,-55.54
2024/10/30,-36.25,-56.64
2024/11/30,-37.36,-58.39
2024/12/30,-37.78,-60.29
2025/1/30,-37.03,-61.59
2025/2/28,-35.27,-61.63
2025/3/30,-33.13,-60.96
2025/4/30,-31.49,-60.6
2025/5/30,-31.09,-61.17
2025/6/30,-31.85,-62.49
2025/7/30,-33.62,-64.08
2025/8/30,-35.89,-65.34
2025/9/30,-37.98,-65.73
2025/10/30,-39.61,-64.92
2025/11/30,-40.53,-62.68
2025/12/30,-40.61,-59.79
2026/1/30,-39.76,-57.34
2026/2/28,-38.01,-55.52
2026/3/30,-35.62,-53.77
2026/4/30,-32.94,-51.72
2026/5/30,-30.52,-49.14
2026/6/30,-28.76,-45.98
2026/7/30,-27.55,-42.56
2026/8/30,NA,NA
2026/9/30,NA,NA
2026/10/30,NA,NA
2026/11/30,NA,NA
2026/12/30,NA,NA
Personalengpässe nehmen zu – Nachfrage bleibt Schwachstelle
Mit dem regeren Bestellungseingang und der höheren Produktion berichteten im Juli wieder mehr Betriebe von Engpässen beim Personal (22 %, verglichen mit 8 % im April). Insgesamt stufen sie ihren Personalbestand jedoch nach wie vor als zu gross ein. Weitaus stärker als durch Personalengpässe werden die Unternehmen weiterhin durch die ungenügende Nachfrage beschränkt (51 % der Betriebe).
Etwas mehr Betriebe bauten Kapazitäten aus
Zur günstigeren Stimmung in der Thurgauer Industrie passt auch, dass zuletzt leicht mehr Betriebe in ihre technischen Produktionskapazitäten investierten. Erstmals seit drei Jahren stufen die Industrieunternehmen ihre Kapazitäten nicht mehr als zu gross ein.
Leise Zuversicht
Die Zukunftserwartungen der Thurgauer Industriebetriebe sind verhalten zuversichtlich. Für das dritte Quartal rechnen die Betriebe mit etwas höheren Bestellungen und leicht anziehenden Exporten. Tendenziell soll eher zusätzliches Personal eingestellt werden. Jedes dritte befragte Unternehmen erwartet höhere Einkaufspreise; dies sind nicht mehr so viele wie zuvor. Für den Ausblick auf den längeren Zeitraum von einem halben Jahr äussern sich die Betriebe ebenfalls leise optimistisch.