WESCO International (NYSE:WCC) Announces Earnings Results

WESCO International (NYSE:WCC) issued its quarterly earnings data on Thursday. The technology company reported $5.77 EPS for the quarter, beating the consensus estimate of $4.70 by $1.07, FiscalAI reports. The company had revenue of $7.23 billion for the quarter, compared to analyst estimates of $6.87 billion. WESCO International had a return on equity of 14.95% and a net margin of 2.84%. WESCO International’s quarterly revenue was up 16.6% compared to the same quarter last year. During the same period last year, the company earned $3.92 earnings per share.

Here are the key takeaways from WESCO International’s conference call:

• WESCO reported record third-quarter results, with organic sales up 17% to $7.2 billion, adjusted EBITDA up 33% to $562 million, EBITDA margin expanding 100 basis points to 7.8%, and adjusted EPS up 47% to $5.77.
• Data center demand remains a major growth engine, with sales up 55% year over year to $1.8 billion and CSS backlog up approximately 140%; management said the business is now margin-accretive and increasingly spans hyperscale, multi-tenant, enterprise, private AI, and edge infrastructure.
• Growth is broadening beyond data centers. EES sales rose 18%, driven by OEM, construction, and industrial demand, while UBS sales increased 6%, utility grew at a high-single-digit rate, and backlog reached records across all three business units.
• WESCO significantly raised its 2026 outlook to 13%–14% organic sales growth, approximately $26.8 billion–$27.0 billion in sales, 7.2% adjusted EBITDA margin, and $18.00–$18.50 adjusted EPS; October sales per workday were up in the high teens, though fourth-quarter guidance reflects seasonal factors and continued business investment.
• Free cash flow was $184 million and net leverage improved to 2.8 times from 3.4 times at year-end. Management expects mid- to high-single-digit sales growth and continued margin expansion in 2027, but will provide detailed guidance with fourth-quarter results.

WESCO International Price Performance

WCC stock traded up $17.95 during mid-day trading on Thursday, reaching $365.17. The company’s stock had a trading volume of 1,484,000 shares, compared to its average volume of 608,598. The stock has a market cap of $17.79 billion, a PE ratio of 25.24, a P/E/G ratio of 1.90 and a beta of 1.54. The company has a current ratio of 2.09, a quick ratio of 1.23 and a debt-to-equity ratio of 1.13. WESCO International has a fifty-two week low of $221.43 and a fifty-two week high of $388.64. The company’s 50 day moving average is $350.06 and its two-hundred day moving average is $326.18.

WESCO International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Friday, September 11th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, September 11th. WESCO International’s dividend payout ratio is currently 13.82%.

Analysts Set New Price Targets

WCC has been the topic of a number of research analyst reports. Wall Street Zen raised shares of WESCO International from a “hold” rating to a “buy” rating in a research note on Saturday, October 24th. Stephens upgraded shares of WESCO International from an “equal weight” rating to an “overweight” rating and upped their price objective for the stock from $350.00 to $400.00 in a research report on Tuesday, July 14th. Royal Bank Of Canada increased their price objective on shares of WESCO International from $430.00 to $435.00 and gave the company an “outperform” rating in a report on Wednesday, October 14th. Barclays lifted their target price on shares of WESCO International from $390.00 to $437.00 and gave the company an “overweight” rating in a research report on Monday, October 12th. Finally, Weiss Ratings cut shares of WESCO International from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $402.83.

Key Headlines Impacting WESCO International

Here are the key news stories impacting WESCO International this week:

• Positive Sentiment: Record sales and earnings: Third-quarter net sales reached $7.226 billion, up 16.6% year over year and 8% sequentially. GAAP diluted EPS was $5.43, while adjusted EPS was $5.77—well above analyst estimates of approximately $4.61 to $4.70 and up from $3.92 a year earlier. Wesco International Reports Record Third Quarter 2026 Results
• Positive Sentiment: Data-center growth was a major catalyst: Data-center sales rose roughly 55% year over year to $1.8 billion, while non-data-center sales increased 7%. The results support continued demand tied to data-center infrastructure and related technology spending. Wesco International Tops Q3 2026 Estimates on Data Center Surge
• Positive Sentiment: Profitability and cash generation improved: Operating profit rose 30.5% to $450.8 million, operating margin expanded to 6.2%, and adjusted EBITDA margin reached 7.8%. Operating cash flow was $193.9 million versus cash use of $82.7 million in the prior-year quarter, with free cash flow of $184 million. WESCO International Reports Earnings Results
• Positive Sentiment: Outlook and backlog strengthened: WESCO raised its 2026 guidance after reporting record sales, profitability and backlog. Backlog increased approximately 80% year over year, while financial leverage declined to 2.8x from 3.4x at the end of 2025. Wesco Raises 2026 Guidance
• Neutral Sentiment: The strong report reinforces WCC’s premium valuation and momentum, but investors will likely monitor whether exceptional data-center growth can continue and whether backlog converts into sustained revenue and margins.

Insider Transactions at WESCO International

In related news, Director Laura Thompson sold 270 shares of WESCO International stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $368.45, for a total transaction of $99,481.50. Following the transaction, the director owned 10,720 shares in the company, valued at approximately $3,949,784. This trade represents a 2.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Akash Khurana sold 3,400 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $366.78, for a total value of $1,247,052.00. Following the transaction, the executive vice president directly owned 27,404 shares in the company, valued at $10,051,239.12. This trade represents a 11.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 2.60% of the company’s stock.

About WESCO International

WESCO International, Inc is a business-to-business provider of electrical, communications, security, and supply chain solutions. The company distributes products used in electrical and electronic systems, including wire and cable, lighting, circuit protection, automation and control equipment, data communications infrastructure, security products, and other electrical and industrial supplies.

WESCO serves a broad range of customers, including electrical and data communications contractors, industrial companies, original equipment manufacturers, utilities, commercial and institutional businesses, government entities, and telecommunications providers.