WESCO International (NYSE:WCC) Releases Earnings Results

WESCO International (NYSE:WCC) issued its quarterly earnings results on Thursday. The technology company reported $5.77 earnings per share (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%. The company’s revenue for the quarter was up 16.6% compared to the same quarter last year. During the same quarter last year, the company posted $3.92 EPS.

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 Trading Up 5.2%

Shares of WCC stock traded up $17.95 during trading hours on Thursday, hitting $365.17. 1,483,991 shares of the company were exchanged, compared to its average volume of 608,297. The firm has a market cap of $17.79 billion, a P/E ratio of 25.24, a P/E/G ratio of 1.90 and a beta of 1.54. WESCO International has a fifty-two week low of $221.43 and a fifty-two week high of $388.64. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.23 and a current ratio of 2.09. The company has a 50 day simple moving average of $350.06 and a two-hundred day simple moving average of $326.18.

WESCO International Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently issued reports on WCC shares. 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. Zacks Research downgraded shares of WESCO International from a “strong-buy” rating to a “hold” rating in a report on Monday, October 19th. Royal Bank Of Canada increased their price target on WESCO International from $430.00 to $435.00 and gave the company an “outperform” rating in a research note on Wednesday, October 14th. Weiss Ratings lowered WESCO International from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, October 23rd. Finally, Wall Street Zen upgraded shares of WESCO International from a “hold” rating to a “buy” rating in a research report on Saturday, October 24th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, WESCO International currently has a consensus rating of “Moderate Buy” and an average price target of $402.83.

Insider Activity at WESCO International

In related news, EVP Daniel J. Castillo bought 960 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were acquired at an average cost of $365.89 per share, with a total value of $351,254.40. Following the completion of the purchase, the executive vice president directly owned 16,305 shares in the company, valued at $5,965,836.45. The trade was a 6.26% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Akash Khurana sold 3,400 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $366.78, for a total value of $1,247,052.00. Following the completion of the sale, the executive vice president owned 27,404 shares of the company’s stock, valued at approximately $10,051,239.12. This represents a 11.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.60% of the stock is owned by corporate insiders.

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.