WESCO International (NYSE:WCC) Releases Quarterly Earnings Results, Beats Expectations By $0.55 EPS

by · The Cerbat Gem

WESCO International (NYSE:WCC – Get Free Report) posted its quarterly earnings results on Thursday. The technology company reported $3.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.82 by $0.55, FiscalAI reports. The company had revenue of $6.08 billion for the quarter, compared to analyst estimates of $5.85 billion. WESCO International had a net margin of 2.72% and a return on equity of 13.00%. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.21 earnings per share. WESCO International updated its FY 2026 guidance to 15.000-17.000 EPS.

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

  • Record Q1 sales of $6.1B (+14%) were driven by data centers (~$1.4B, ~+70%) and a record backlog (company-wide +22%), giving increased visibility into future project revenue.
  • Profitability and cash generation improved materially — adjusted EBITDA rose ~25% (margin +60 bps), adjusted EPS increased ~52%, and free cash flow was $213M (128% of adjusted net income).
  • Management raised full‑year 2026 guidance to reported sales growth of 6%–9% (organic 5%–8%), adjusted EPS of $15–$17, and reiterated adjusted EBITDA margin target of ~6.6%–7% and FCF guidance of $500M–$800M.
  • The UBS segment lagged — adjusted EBITDA declined ~5% and segment margin fell ~120 bps to 9.6% due to gross margin pressure and higher SG&A, signaling near‑term margin headwinds in that business.
  • Executed a $1.5B bond refinancing at record pricing for the company, improving the debt maturity profile, exiting the quarter at ~3.2x net debt/EBITDA, and expected to save >$20M annually in interest expense.

WESCO International Price Performance

WCC stock traded up $44.38 during midday trading on Thursday, reaching $349.65. The company had a trading volume of 1,594,369 shares, compared to its average volume of 509,525. The company has a debt-to-equity ratio of 1.15, a current ratio of 2.20 and a quick ratio of 1.27. WESCO International has a 1 year low of $151.45 and a 1 year high of $355.56. The company has a market capitalization of $17.01 billion, a P/E ratio of 26.77, a P/E/G ratio of 1.96 and a beta of 1.44. The firm has a 50-day moving average price of $287.21 and a 200-day moving average price of $271.99.

WESCO International Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $2.00 dividend on an annualized basis and a yield of 0.6%. This is a boost from WESCO International’s previous quarterly dividend of $0.45. WESCO International’s dividend payout ratio is presently 15.31%.

Wall Street Analyst Weigh In

WCC has been the topic of a number of analyst reports. Royal Bank Of Canada upped their target price on shares of WESCO International from $316.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. upped their target price on shares of WESCO International from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. KeyCorp set a $340.00 target price on shares of WESCO International in a report on Wednesday, February 11th. Barclays upped their target price on shares of WESCO International from $302.00 to $313.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Finally, Weiss Ratings lowered shares of WESCO International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $276.00.

Check Out Our Latest Research Report on WESCO International

Key WESCO International News

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

Insider Buying and Selling

In related news, EVP Daniel J. Castillo purchased 1,400 shares of the business’s stock in a transaction on Tuesday, March 31st. The stock was acquired at an average price of $266.06 per share, with a total value of $372,484.00. Following the purchase, the executive vice president directly owned 15,300 shares in the company, valued at approximately $4,070,718. This represents a 10.07% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Diane Lazzaris sold 17,294 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $305.00, for a total transaction of $5,274,670.00. Following the completion of the transaction, the executive vice president directly owned 29,065 shares of the company’s stock, valued at approximately $8,864,825. This represents a 37.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 20,114 shares of company stock valued at $6,128,353. Corporate insiders own 3.30% of the company’s stock.

Institutional Investors Weigh In On WESCO International

A number of institutional investors have recently made changes to their positions in the business. State of Tennessee Department of Treasury boosted its stake in shares of WESCO International by 3.9% in the 4th quarter. State of Tennessee Department of Treasury now owns 18,835 shares of the technology company’s stock valued at $4,608,000 after purchasing an additional 712 shares in the last quarter. Dean Investment Associates LLC boosted its stake in shares of WESCO International by 1.9% in the 4th quarter. Dean Investment Associates LLC now owns 19,716 shares of the technology company’s stock valued at $4,823,000 after purchasing an additional 371 shares in the last quarter. Atlas Capital Advisors Inc. purchased a new stake in shares of WESCO International in the 4th quarter valued at $229,000. Arkadios Wealth Advisors boosted its stake in shares of WESCO International by 52.7% in the 4th quarter. Arkadios Wealth Advisors now owns 2,036 shares of the technology company’s stock valued at $498,000 after purchasing an additional 703 shares in the last quarter. Finally, Hollencrest Capital Management purchased a new stake in shares of WESCO International in the 4th quarter valued at $213,000. Hedge funds and other institutional investors own 93.75% of the company’s stock.

WESCO International Company Profile

(Get Free Report)

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.

Read More