WESCO International (NYSE:WCC) Announces Earnings Results

WESCO International (NYSE:WCC) posted its quarterly earnings data on Tuesday. The technology company reported $3.40 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.82 by ($0.42), FiscalAI reports. The business had revenue of $6.07 billion for the quarter, compared to analysts’ expectations of $6.03 billion. WESCO International had a return on equity of 13.00% and a net margin of 2.72%.WESCO International’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.16 earnings per share. WESCO International updated its FY 2026 guidance to 14.500-16.500 EPS.

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

• CFO transition announced — Dave Schulz will retire in May 2026 and Neil Dev will join as EVP & CFO with an overlap period to support a smooth handoff.
• Data-center-led growth — Q4 revenue was $6.1 billion (+10% YoY, 9% organic) and full-year data center sales reached $4.3 billion (~+50%), contributing to a company backlog up ~19% YoY and a record CSS backlog (+40%).
• 2026 financial outlook targets above-market performance — management expects reported sales +5–8% (organic +4–7%), adjusted EBITDA margin 6.6%–7%, adjusted EPS of $14.50–$16.50 (midpoint ≈20% growth), free cash flow of $500M–$800M, and a >10% dividend increase to $2 per share.
• UBS headwinds — Public Power customers caused sales and margin pressure in 2025 (notably on transformers) due to inventory normalization and competitive pricing, which weighed on UBS margins despite IOU improvement and a UBS backlog increase of 23%.
• Digital transformation as a strategic lever — WESCO deployed a new tech stack and global data lake to apply AI, earned a #10 spot in Fortune’s AI ranking, and expects these investments to drive cross-sell, margin expansion, and working-capital efficiency.

WESCO International Stock Performance

NYSE:WCC traded up $15.04 during mid-day trading on Thursday, hitting $317.98. The stock had a trading volume of 182,798 shares, compared to its average volume of 576,470. The stock has a market capitalization of $15.47 billion, a price-to-earnings ratio of 24.34, a P/E/G ratio of 1.82 and a beta of 1.45. The company has a 50 day simple moving average of $273.56 and a 200-day simple moving average of $243.13. WESCO International has a 52 week low of $125.21 and a 52 week high of $319.67. The company has a current ratio of 2.20, a quick ratio of 1.20 and a debt-to-equity ratio of 1.15.

WESCO International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 12th were issued a $0.4538 dividend. This represents a $1.82 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, December 12th. WESCO International’s dividend payout ratio (DPR) is 13.86%.

Institutional Investors Weigh In On WESCO International

A number of hedge funds have recently made changes to their positions in WCC. Ameriprise Financial Inc. grew its holdings in WESCO International by 6.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 324,068 shares of the technology company’s stock worth $68,541,000 after buying an additional 19,056 shares in the last quarter. Public Employees Retirement System of Ohio boosted its position in WESCO International by 0.9% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 83,734 shares of the technology company’s stock worth $17,710,000 after acquiring an additional 777 shares during the period. California State Teachers Retirement System grew its stake in shares of WESCO International by 1.1% in the third quarter. California State Teachers Retirement System now owns 46,127 shares of the technology company’s stock worth $9,756,000 after purchasing an additional 523 shares in the last quarter. BNP Paribas Financial Markets increased its holdings in shares of WESCO International by 516.8% during the second quarter. BNP Paribas Financial Markets now owns 41,354 shares of the technology company’s stock valued at $7,659,000 after purchasing an additional 34,649 shares during the period. Finally, Lazard Asset Management LLC raised its stake in shares of WESCO International by 1.4% during the second quarter. Lazard Asset Management LLC now owns 4,006 shares of the technology company’s stock valued at $740,000 after purchasing an additional 54 shares in the last quarter. Institutional investors own 93.75% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Royal Bank Of Canada lifted their price target on shares of WESCO International from $316.00 to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday. Barclays boosted their target price on shares of WESCO International from $302.00 to $313.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen cut shares of WESCO International from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Weiss Ratings restated a “hold (c+)” rating on shares of WESCO International in a research note on Wednesday, January 21st. Finally, JPMorgan Chase & Co. increased their target price on WESCO International from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, WESCO International has an average rating of “Moderate Buy” and an average target price of $276.00.

About WESCO International

WESCO International, Inc is a leading global distributor of electrical, industrial, communications and utility products, serving a diverse customer base across maintenance, repair and operations (MRO), original equipment manufacturing (OEM) and construction markets. The company offers a comprehensive portfolio of products ranging from power distribution and automation solutions to data communications, security systems and lighting controls. Through an extensive branch network, WESCO provides critical components and value‐added services that help organizations streamline operations and improve reliability in their facilities and infrastructure.

In addition to its broad product offering, WESCO delivers advanced supply chain management and logistics solutions designed to optimize inventory levels, reduce downtime and lower overall procurement costs.