WASHINGTON (AP) — After a seven-week delay due to the federal government shutdown, the latest U.S. jobs report reveals that employers added a robust 119,000 jobs in September, significantly surpassing economists’ expectations of 50,000.

Despite this encouraging headline figure, the report contained some concerning details. Revised figures from the Labor Department indicated that the economy actually lost 4,000 jobs in August, contrary to the earlier reported gain of 22,000. Additionally, adjustments to July and August statistics resulted in a combined reduction of 33,000 jobs from initial estimates. Notably, June also saw a decline in employment, marking the first instance since the 2020 pandemic that the monthly jobs tally dropped for two separate months within a single year.

Another point of interest in the report is that a substantial portion of September’s employment growth was heavily concentrated. More than 87% of the new positions were generated in just two sectors: healthcare and social assistance, alongside leisure and hospitality.

Labor Department revisions showed that the economy lost 4,000 jobs in August instead of gaining 22,000 as originally reported. Altogether, revisions shaved 33,000 jobs off July and August payrolls. The economy had also shed jobs in June, the first time since the 2020 pandemic that the monthly jobs report has gone negative twice in one year.

And more than 87% of the September job gains were concentrated in two industries: healthcare and social assistance and leisure and hospitality.

“We’ve got these strong headline numbers, but when you look underneath that you’ll see that a lot of that is driven by healthcare,” said Cory Stahle, senior economist at the Indeed Hiring Lab. ”At the end of the day, the question is: Can you support an economic expansion on the back of one industry? Anybody would have a hard time arguing everybody should become a nurse.”

The unemployment rate rose to 4.4% in September, highest since October 2021 and up from 4.3% in August, the Labor Department said Thursday. The jobless rate rose partly because 470,000 people entered the labor market — either working or looking for work — in September and not all of them found jobs right away.

The data, though late, was welcomed by businesses, investors, policymakers and the Federal Reserve. During the 43-day shutdown, they’d been groping in the dark for clues about the health of the American job market because federal workers had been furloughed and couldn’t collect the data.

The report comes at a time of considerable uncertainty about the economy. The job market has been strained by the lingering effects of high interest rates and uncertainty around Trump’s erratic campaign to slap taxes on imports from almost every country on earth. But economic growth at midyear was resilient.

Healthcare and social assistance firms added more than 57,000 jobs in September, restaurants and bars 37,000, construction companies 19,000 and retailers almost 14,000. But factories shed 6,000 jobs — the fifth straight monthly drop. The federal government, targeted by Trump and billionaire Elon Musk’s DOGE cost cutters, lost 3,000 jobs, the eighth straight monthly decline..

Average hourly wages rose just 0.2% from August and 3.8% from a year earlier, edging closer to the 3.5% year-over-year increase that the Federal Reserve’s inflation fighters like to see.

The latest reading on jobs Thursday makes a rate cut by the Fed officials at their next meeting in December less likely. Many were already leaning against a cut next month, according to minutes of their October meeting released Wednesday. Steady hiring suggests the economy doesn’t need lower interest rates to expand.

The September jobs report will be the last one the Fed will see before its Dec. 9-10 meeting. Officials are split between those who see stubbornly high inflation as the main challenge they need to address by keeping rates elevated, and those who are more concerned that hiring is sluggish and needs to be supported by rate reductions.

Hiring has been strained this year by the lingering effects of high interest rates engineered to fight a 2021-2022 spike in inflation and uncertainty around Trump’s campaign to slap taxes on imports from almost every country on earth and on specific products — from copper to foreign films.

Labor Department revisions in September showed that the economy created 911,000 fewer jobs than originally reported in the year that ended in March. That meant that employers added an average of just 71,000 new jobs a month over that period, not the 147,000 first reported. Since March, job creation has fallen farther — to an average 59,000 a month.

With September numbers out, businesses, investors, policymakers and the Fed will have to wait awhile to get another good look at the numbers behind the American labor market.

The Labor Department said Wednesday that it won’t release a full jobs report for October because it couldn’t calculate the unemployment rate during the government shutdown.

Instead, it will release some of the October jobs data — including the number of jobs that employers created last month — along with the full November jobs report on Dec. 16, a couple of weeks late.

The 2025 job market has been marked by an awkward pairing: relatively weak hiring but few layoffs, meaning that Americans who have work mostly enjoy job security – but those who don’t often struggle to find employment.

Megan Fridenmaker, 28, lost her job last month as a writer for a podcast network in Indianapolis. She’s applied for at least 200 jobs and landed just one interview. “I am far from the only unemployed person in my friend group,’’ she said. “Where the job market’s at right now – people will apply for hundreds and hundreds (of jobs) before getting one interview.’’

“Out of everything I’ve applied for, I get a response from maybe a quarter of them,’’ she said. “And the vast majority of the responses are the automated – ‘Thank you so much, but we’ve gone with another candidate.’ ‘Thank you so much, but we’ve already filled the position.’

“The whole job-hunting experience has felt so cold and so distant and so removed from who we are as humans.’’

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AP Economics Writer Christopher Rugaber contributed to this report.