WESCO International, Inc. (WCC) Earnings
WESCO International, Inc. is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $3.95. WCC has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise +3.2% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 30, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Delivered an exceptional start to 2026 with double-digit sales growth, margin expansion, and over 50% earnings per share growth. • Booming data center demand is a significant growth driver. • AI-driven data centers and related investments are key drivers of growth. • Generated strong cash flow and improved debt maturity profile. • Neil Dev joined as CFO and focuses on partnering to scale business, drive profitable growth, etc. • CSS, EES, and UBS have respective strong performances with margin improvements.
Guidance
• Raised full year 2026 outlook. • Expected reported sales growth of 6 to 9%, with organic sales growth of 5 to 8%. • Adjusted EBITDA margin in the range of 6.6 to 7%. • Raised adjusted diluted EPS outlook to $15 to $17 per share. • Expect free cash flow of 500 to 800 million.
Segment performance
In the first quarter, CSS had organic sales up 22% year-over-year and reported sales up 24%. Adjusted EBITDA increased 41% to $223 million, and adjusted EBITDA margin expanded 110 basis points to 9%. EES had organic sales up 7% and reported sales up 9% year-over-year. Adjusted EBITDA increased 30% to $185 million, and adjusted EBITDA margin expanded 130 basis points to 8.2%. UBS had 6% organic sales growth in the first quarter. Adjusted EBITDA was $131 million, down 5% versus the prior year, and adjusted EBITDA margin decreased 120 basis points to 9.6%. Data center sales in the first quarter were $1.4 billion, up approximately 70% versus prior year and represented 24% of total company sales in the quarter.
Risks & headwinds
• Volatility of the broader macroeconomic environment. • Secondary impacts on transportation costs from the Middle East, but manageable. • Tariff impact on Wesco is not material. • No material recoveries expected from the IEPA decision.
Analyst Q&A
Q: David Manthe with Baird asked about lead times in EES and UBS and MNA process.
A: John and Neil responded discussing lead times being an intra - quarter project timing issue, EES industrial book - to - bills strong, and thoughts on Wesco MNA process being disciplined and focused on strategy, growth, and margin.
Q: Dean Dre with RBC Capital Markets asked about data center strength and growth rate step - down.
A: John responded on data center growth in white space, gray space, and services, and outlook explanation.
Q: Sam Darkatch with Raymond James asked about April trends and grid infrastructure impact.
A: John and Neil responded on April trends and grid infrastructure being supportive of secular growth trends.
Q: Guy Hardwick with Barclays asked about backlog growth vs sales and EES backlog driven by data center.
A: John responded on backlog trend and EES backlog growth not primarily driven by disclosed data center number.
Q: Christopher Glenn with Oppenheimer asked about ES margin trends and WDCS.
A: John and Neil responded on margin improvement focus in EES, operating leverage, and WDCS growth.
Q: Ken Newman with KeyBank Capital Markets asked about pricing and data center space.
A: Neil and John responded on pricing carryover benefit, data center space growth context.
Q: Patrick Allman with J.P. Morgan asked about digital transformation.
A: John responded on ERP rollout progress, deployment, and benefits phasing in.