WESCO International, Inc.
- Open
- 315.02
- Day high
- 331.33
- Day low
- 314.12
- Prev close
- 326.71
- Volume
- 764K
- Mkt cap
- $16.0B
- P/E (TTM)
- 23.0
- EPS (TTM)
- $14.24
- P/B
- 3.1
- P/S
- 0.7
- Yield
- 0.31%
- Per share
- $1.00
- ▼Insiders net selling -$51.8M over the last 3 months (0 open-market buys, 31 sales)
- 🏛Institutions mixed (13F)
WESCO International, Inc. (WCC) is a Industrials company listed on NYSE. The stock is up 59% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 31 sales (SEC Form 4).
WESCO International, Inc. (WCC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
WCC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $2.88 | $3.37 | +17.0% | $6.1B | +3.7% |
| Feb 10, 2026 | $3.82 | $3.40 | -11.0% | $6.1B | +6.0% |
| Oct 30, 2025 | $3.75 | $3.92 | +4.5% | $6.2B | +2.6% |
| Jul 31, 2025 | $3.31 | $3.39 | +2.4% | $5.9B | +0.3% |
| May 1, 2025 | $2.23 | $2.21 | -0.9% | $5.3B | -5.5% |
| Oct 31, 2024 | $3.21 | $3.58 | +11.5% | $5.5B | +1.4% |
| Aug 1, 2024 | $3.60 | $3.21 | -10.8% | $5.5B | -1.4% |
| May 2, 2024 | $2.52 | $2.30 | -8.7% | $5.3B | +1.2% |
| Feb 13, 2024 | $3.86 | $2.65 | -31.3% | $5.5B | -2.1% |
| Nov 2, 2023 | $3.88 | $4.49 | +15.7% | $5.6B | -0.1% |
| Aug 3, 2023 | $4.45 | $3.71 | -16.6% | $5.7B | -3.2% |
| May 4, 2023 | $3.57 | $3.75 | +5.0% | $5.5B | +1.5% |
WCC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Naylor Dirk Waughofficer: EVP & GM, Comm & Sec Solutions | Tax | 284 | $345.43 |
| Jul 2, 2026 | NAGARAJAN SUNDARAMdirector | Grant | 10 | — |
| Jul 2, 2026 | Sundaram Easwarandirector | Grant | 90 | $345.43 |
| Jul 2, 2026 | Wolf Christine Annofficer: EVP & CHRO | Grant | 4 | — |
| Jul 2, 2026 | Naylor Dirk Waughofficer: EVP & GM, Comm & Sec Solutions | Grant | 12 | — |
| Jul 2, 2026 | Dev Indraneelofficer: EVP & CFO | Grant | 24 | — |
| Jul 2, 2026 | Lazzaris Dianeofficer: EVP and General Counsel | Grant | 4 | — |
| Jul 2, 2026 | Sundaram Easwarandirector | Grant | 21 | — |
| Jul 2, 2026 | WAJSGRAS DAVID Cdirector | Grant | 90 | $345.43 |
| Jul 2, 2026 | NAGARAJAN SUNDARAMdirector | Grant | 23 | $345.43 |
| Jul 2, 2026 | Kulasa Matthew Sofficer: SVP, Corp. Controller & CAO | Grant | 1 | — |
| Jul 2, 2026 | Castillo Daniel Jofficer: EVP & GM, EES | Grant | 20 | — |
| Jul 2, 2026 | Thompson Laura Kdirector | Grant | 2 | — |
| Jul 2, 2026 | ESPE MATTHEW Jdirector | Grant | 18 | — |
| Jul 2, 2026 | Porwal Hemantofficer: EVP Supply Chain & Operations | Grant | 3 | — |
Source: WCC SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full WCC insider & 13F page →WESCO International, Inc. company profile
Overview
WESCO International, Inc. (NYSE:WCC) is a leading business-to-business distributor of electrical, communications, and utility products and services. Founded in 1922 and headquartered in Pittsburgh, Pennsylvania, the company went public in 1999. WESCO has evolved from a regional electrical distributor into a comprehensive supply chain solutions provider serving customers across North America and internationally. The company operates through three primary business segments and has grown significantly through strategic acquisitions, including major transformative deals that have expanded its market reach and capabilities in high-growth sectors like data centers and utility infrastructure.
Business
WESCO operates as a specialized distributor in the industrial distribution sector, serving as a critical intermediary between manufacturers and end-users in electrical, communications, and utility markets. The company's role is similar to that of a sophisticated wholesaler, but with significant value-added services including supply chain optimization, logistics management, and technical support. The company operates through three distinct business segments. The Electrical & Electronic Solutions (EES) segment represents approximately 60% of total revenue and supplies electrical equipment, automation devices, lighting, wire and cable, safety products, and maintenance, repair, and operating (MRO) supplies. This segment serves construction contractors, industrial manufacturers, and original equipment manufacturers (OEMs) across various industries. The Communications & Security Solutions (CSS) segment accounts for roughly 20% of revenue and focuses on network infrastructure and security markets, serving data communications contractors, security integrators, and enterprise customers with products ranging from data center equipment to professional audio/visual systems. The Utility and Broadband Solutions (UBS) segment comprises approximately 20% of revenue and serves electric utilities, telecommunications providers, and broadband operators with specialized products like transformers, transmission hardware, and fiber optic equipment. What distinguishes WESCO from a simple distributor is its comprehensive supply chain solutions approach. The company provides inventory management, logistics services, project management, and technical consulting. For example, in data centers, WESCO doesn't just sell electrical components but provides end-to-end solutions covering power infrastructure, cooling systems, and network equipment. In utility markets, the company offers services like meter testing, emergency response, and materials management beyond product distribution.
Revenue model
WESCO generates revenue primarily through product sales with value-added services, operating on a traditional distribution model where it purchases products from manufacturers and sells them to end-users at a markup. The company's gross margins typically range from 20-22%, reflecting the value-added nature of its services beyond simple product distribution. The primary revenue streams include direct product sales, which account for the majority of revenue, and various service fees for supply chain management, logistics, project management, and technical support. Customers include construction contractors, industrial manufacturers, utilities, telecommunications companies, and increasingly, hyperscale data center operators. The company serves both large enterprise customers through national account programs and smaller regional customers through its extensive branch network. Several factors influence WESCO's profitability margins. Positive margin drivers include the company's ability to pass through supplier price increases to customers, volume-based rebates from suppliers that increase with scale, the growing mix of higher-margin services and solutions, and strong demand in high-growth sectors like data centers where customers prioritize reliability over price. The company's digital transformation initiatives also improve operational efficiency and enable better pricing optimization. Margin pressures come from competitive pricing in commodity electrical products, customer consolidation leading to increased bargaining power, economic downturns that reduce demand for construction and industrial products, and supplier direct-to-customer initiatives that could bypass distributors. Additionally, tariffs and trade policies can create pricing volatility, though WESCO has demonstrated ability to manage these through its established supplier relationships and pricing strategies. The cyclical nature of construction and utility spending also creates periodic margin compression during market downturns.
Competitive moat
WESCO's competitive moat is moderately strong, built primarily on scale advantages, customer relationships, and specialized expertise rather than proprietary technology or regulatory barriers. The company's most significant competitive advantage lies in its extensive branch network of over 800 locations, which provides local market presence and rapid delivery capabilities that are difficult for competitors to replicate quickly. The company benefits from high customer switching costs, particularly among large enterprise accounts where WESCO provides integrated supply chain solutions. Once embedded in a customer's operations through inventory management systems, procurement processes, and technical support relationships, switching to alternative suppliers involves significant operational disruption and costs. This is especially pronounced in critical applications like data centers and utility infrastructure where reliability is paramount. WESCO's scale provides meaningful advantages in supplier negotiations, enabling better pricing, priority allocation during supply shortages, and access to volume rebates that smaller distributors cannot achieve. The company's broad product portfolio across electrical, communications, and utility markets also creates cross-selling opportunities and makes it a more valuable partner for customers with diverse needs. However, the moat faces several challenges. The distribution industry has relatively low barriers to entry for basic product distribution, and suppliers occasionally attempt to bypass distributors by selling directly to large customers. Digital transformation in procurement could potentially reduce the value of traditional distributor relationships. Additionally, customer consolidation in sectors like telecommunications and utilities creates larger, more sophisticated buyers with greater bargaining power. While WESCO's specialized expertise and service capabilities provide differentiation, these advantages are not insurmountable for well-capitalized competitors willing to invest in similar capabilities.
Risks & safety
WESCO presents a moderate margin of safety with manageable financial risks but some leverage concerns. • **Solvency and Liquidity**: Strong current ratio of 2.15x and quick ratio of 1.23x indicate solid short-term liquidity. Cash position of $682 million provides adequate cushion for operations. • **Debt Burden**: Debt-to-equity ratio of 1.15x represents moderate leverage. The company generates consistent EBITDA of $1.5+ billion annually, providing reasonable debt service coverage. • **Cash Generation**: Free cash flow of $1.0 billion in 2024 demonstrates strong cash generation capability, though it can be volatile due to working capital fluctuations. • **Valuation Metrics**: Trading at 16.3x P/E ratio and 11.1x EV/EBITDA, which appears reasonable for a cyclical industrial distributor with growth prospects. • **Cyclical Risks**: The business is exposed to construction, industrial, and utility spending cycles, which can create earnings volatility during economic downturns. • **Working Capital Intensity**: The distribution model requires significant inventory investment, making the company sensitive to demand fluctuations and potential inventory write-downs.
Recent development
Over the past few years, WESCO has undergone significant strategic transformation focused on positioning the company for secular growth trends. The most notable development has been the company's aggressive expansion in the data center market, where revenue has grown over 70% year-over-year, now representing 16% of total sales. This growth has been driven by AI and generative AI applications creating unprecedented demand for data center infrastructure. The company has pursued targeted acquisitions to enhance its capabilities, including the acquisition of Ascent for data center services and Rahi Systems to expand its communications and security solutions. These acquisitions have helped WESCO move beyond traditional product distribution toward comprehensive solutions provision. The company has also raised its cross-sell synergy targets multiple times, now targeting $2 billion in synergies from its integrated platform. WESCO has invested heavily in digital transformation initiatives, implementing AI-enabled product search, intelligent pricing systems, and unified sales platforms. These technology investments are designed to improve operational efficiency and enable better customer service while reducing costs. The company is also focused on inventory optimization through digital tools that provide better visibility across its branch network. Strategically, WESCO has been positioning itself to capitalize on long-term secular trends including electrification, grid modernization, renewable energy adoption, and the reshoring of manufacturing. The company expects utility market recovery in the second half of 2025 after experiencing recent softness due to customer destocking and project delays. Management has maintained confidence in the long-term growth prospects despite near-term cyclical headwinds in certain segments.
WCC company profile · for informational purposes only — not investment advice.
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