Geopolitics Alpha

23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC

Published . Updated .

23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC MarketBeat

Directly affected

  • BLDR Builders FirstSource

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BLDR-4.56%-7.50%—-3.17%-0.70%——
LMT———————
RTX———————
NOC———————
GD-2.62%-2.77%—-0.81%+0.02%——
ITA-1.45%-2.33%—-0.71%-1.56%——
BA-0.30%-2.89%—+0.68%+0.80%——
LHX———————
HII-2.79%-2.64%—-0.77%+0.42%——

23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC MarketBeat

Source: MarketBeat

How Builders FirstSource (BLDR) moved after the last 4 defense shocks

Those 4 earlier stories put Builders FirstSource (BLDR) at an average move of +0.43% the next day. Largest gain +3.81%, largest drop -0.70%, from 4 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Builders FirstSource (BLDR)the next day+0.43%+3.81%-0.70%4
Builders FirstSource (BLDR)three days later+2.32%+2.32%+2.32%1

The price since 18 Oct 2026: Builders FirstSource (BLDR) versus the S&P 500

CompanyWhenMoveStatus
BAthat day+0.68%final price
BAthe next day+0.80%still updating
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
Builders FirstSource (BLDR)that day-3.17%final price
Builders FirstSource (BLDR)the next day-0.70%still updating
Builders FirstSource (BLDR)three days earlier-7.50%final price
Builders FirstSource (BLDR)five days earlier-4.56%final price
GDthat day-0.81%final price
GDthe next day+0.02%still updating
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthat day-0.77%final price
HIIthe next day+0.42%still updating
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
ITAthat day-0.71%final price
ITAthe next day-1.56%still updating
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price

Who reported a Builders FirstSource (BLDR) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Builders FirstSource (BLDR)

Companies mentioned with this story

  • BLDR Builders FirstSource

    For “23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC,” Builders FirstSource (BLDR) is linked, with no stored direction, high confidence. Reason on file: The source item explicitly associated this symbol with the reported development

How defense news reaches Builders FirstSource (BLDR)

On 18 Oct 2026, “23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC” is the story that connects Builders FirstSource (BLDR) to Defense.

The link for Builders FirstSource (BLDR) is this: The source item explicitly associated this symbol with the reported development

Price levels for Builders FirstSource (BLDR)

BLDR traded between 49.70 and 61.22 across 20 sessions. The latest close on file is 52.92.

How solid the defense case looks

14 out of 100Price not final

“23,582 Shares in Builders FirstSource, Inc. $BLDR Bought by Howard Capital Management LLC” scores 14 out of 100. The score uses 1 sources, and 1 linked companies. The price is not final yet.