Tearsheet
WCC Home Investment Highlights Valuation, Metrics & Events Price Chart Why The Stock Moved Return vs. Risk About WCC Interactive Breakdown Better Bets vs. WCC Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Forward Guidance Insider Activity Trade Sentinel Industry Resource Links External Quote Links

WESCO International (WCC)

Market Price (6/6/2026): $354.34 | Market Cap: $17.3 BilSector: Industrials | Industry: Trading Companies & Distributors

WESCO International (WCC)

Market Price (6/6/2026): $354.34
Market Cap: $17.3 Bil
Sector: Industrials
Industry: Trading Companies & Distributors

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Stock buyback support
Stock Buyback 3Y Total is 1.1 Bil

Low stock price volatility
Vol 12M is 40%

Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Data Centers & Infrastructure, Show more.

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 54x

Stock price has recently run up significantly
12M Rtn12 month market price return is 110%

Key risks
WCC key risks include [1] vulnerability to the loss of key suppliers due to agreements being terminable on short notice, Show more.

0 Stock buyback support
Stock Buyback 3Y Total is 1.1 Bil
1 Low stock price volatility
Vol 12M is 40%
2 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Data Centers & Infrastructure, Show more.
3 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 54x
4 Stock price has recently run up significantly
12M Rtn12 month market price return is 110%
5 Key risks
WCC key risks include [1] vulnerability to the loss of key suppliers due to agreements being terminable on short notice, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/5/2026

WESCO International (WCC) stock has gained about 25% since 2/28/2026 because of the following key factors:

1. Exceptional Fiscal Q1 2026 Financial Results and Upgraded Outlook. WESCO International reported record fiscal Q1 2026 results (ended March 31, 2026), significantly exceeding analyst expectations. Adjusted earnings per share (EPS) of $3.37 topped estimates by $0.56, marking a 52.5% increase year-over-year, while record net sales reached $6.1 billion, a 14% year-over-year rise, surpassing forecasts by approximately $152 million. The company also announced a record total company backlog, up 22% year-over-year, and expanded its adjusted EBITDA margin by 60 basis points to 6.4%. Following these strong results, WESCO raised its full-year 2026 outlook, projecting reported sales of $24.9-$25.6 billion and adjusted EPS guidance of $15-$17 per share, up from an earlier range of $14.50 to $16.50.

2. Surging Demand in Data Center Solutions. A primary driver of WESCO's growth was the robust demand in its data center segment. Data center sales surged by approximately 70% year-over-year in fiscal Q1 2026, reaching $1.4 billion and constituting 24% of the company's total quarterly revenue. This strong performance is attributed to secular growth trends, particularly those fueled by AI-driven data center infrastructure development.

Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The 22.6% change in WCC stock from 2/28/2026 to 6/5/2026 was primarily driven by a 16.9% change in the company's P/E Multiple.
(LTM values as of)22820266052026Change
Stock Price ($)288.94354.3122.6%
Change Contribution By: 
Total Revenues ($ Mil)23,51124,2473.1%
Net Income Margin (%)2.7%2.8%2.3%
P/E Multiple21.825.516.9%
Shares Outstanding (Mil)4849-0.6%
Cumulative Contribution22.6%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/5/2026
ReturnCorrelation
WCC22.6% 
Market (SPY)7.8%63.6%
Sector (XLI)-1.4%77.2%

Fundamental Drivers

The 33.0% change in WCC stock from 11/30/2025 to 6/5/2026 was primarily driven by a 27.1% change in the company's P/E Multiple.
(LTM values as of)113020256052026Change
Stock Price ($)266.45354.3133.0%
Change Contribution By: 
Total Revenues ($ Mil)22,94224,2475.7%
Net Income Margin (%)2.8%2.8%-1.0%
P/E Multiple20.125.527.1%
Shares Outstanding (Mil)49490.0%
Cumulative Contribution33.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/5/2026
ReturnCorrelation
WCC33.0% 
Market (SPY)8.5%60.9%
Sector (XLI)14.0%72.7%

Fundamental Drivers

The 112.8% change in WCC stock from 5/31/2025 to 6/5/2026 was primarily driven by a 126.3% change in the company's P/E Multiple.
(LTM values as of)53120256052026Change
Stock Price ($)166.52354.31112.8%
Change Contribution By: 
Total Revenues ($ Mil)21,81224,24711.2%
Net Income Margin (%)3.3%2.8%-15.6%
P/E Multiple11.325.5126.3%
Shares Outstanding (Mil)49490.2%
Cumulative Contribution112.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/5/2026
ReturnCorrelation
WCC112.8% 
Market (SPY)26.6%56.4%
Sector (XLI)23.6%68.8%

Fundamental Drivers

The 165.1% change in WCC stock from 5/31/2023 to 6/5/2026 was primarily driven by a 228.3% change in the company's P/E Multiple.
(LTM values as of)53120236052026Change
Stock Price ($)133.63354.31165.1%
Change Contribution By: 
Total Revenues ($ Mil)22,01024,24710.2%
Net Income Margin (%)4.0%2.8%-30.0%
P/E Multiple7.825.5228.3%
Shares Outstanding (Mil)51494.7%
Cumulative Contribution165.1%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/5/2026
ReturnCorrelation
WCC165.1% 
Market (SPY)83.4%58.3%
Sector (XLI)88.1%67.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
WCC Return68%-5%40%5%36%50%380%
Peers Return28%-2%35%10%7%43%182%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
WCC Win Rate67%42%42%50%67%83% 
Peers Win Rate68%42%65%58%52%77% 
S&P 500 Win Rate75%42%67%75%67%67% 

Max Drawdowns [4]
WCC Max Drawdown-15%-30%-32%-32%-33%-21% 
Peers Max Drawdown-16%-23%-15%-19%-21%-13% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: GWW, FAST, AIT, MSM, ARW.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/5/2026 (YTD)

How Low Can It Go

EventWCCS&P 500
2025 US Tariff Shock
  % Loss-32.4%-18.8%
  % Gain to Breakeven47.9%23.1%
  Time to Breakeven92 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-29.3%-9.5%
  % Gain to Breakeven41.5%10.5%
  Time to Breakeven50 days24 days
2023 SVB Regional Banking Crisis
  % Loss-19.6%-6.7%
  % Gain to Breakeven24.4%7.1%
  Time to Breakeven34 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-22.9%-24.5%
  % Gain to Breakeven29.7%32.4%
  Time to Breakeven30 days427 days
2020 COVID-19 Crash
  % Loss-67.8%-33.7%
  % Gain to Breakeven210.3%50.9%
  Time to Breakeven204 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.9%-19.2%
  % Gain to Breakeven38.6%23.8%
  Time to Breakeven693 days105 days

Compare to GWW, FAST, AIT, MSM, ARW

In The Past

WESCO International's stock fell -32.4% during the 2025 US Tariff Shock. Such a loss loss requires a 47.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventWCCS&P 500
2025 US Tariff Shock
  % Loss-32.4%-18.8%
  % Gain to Breakeven47.9%23.1%
  Time to Breakeven92 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-29.3%-9.5%
  % Gain to Breakeven41.5%10.5%
  Time to Breakeven50 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-22.9%-24.5%
  % Gain to Breakeven29.7%32.4%
  Time to Breakeven30 days427 days
2020 COVID-19 Crash
  % Loss-67.8%-33.7%
  % Gain to Breakeven210.3%50.9%
  Time to Breakeven204 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.9%-19.2%
  % Gain to Breakeven38.6%23.8%
  Time to Breakeven693 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-36.7%-12.2%
  % Gain to Breakeven58.1%13.9%
  Time to Breakeven91 days62 days
2014-2016 Oil Price Collapse
  % Loss-57.1%-6.8%
  % Gain to Breakeven133.0%7.3%
  Time to Breakeven1813 days15 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-42.9%-17.9%
  % Gain to Breakeven75.0%21.8%
  Time to Breakeven99 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-22.6%-15.4%
  % Gain to Breakeven29.2%18.2%
  Time to Breakeven107 days125 days
2008-2009 Global Financial Crisis
  % Loss-70.5%-53.4%
  % Gain to Breakeven239.0%114.4%
  Time to Breakeven517 days1085 days
Summer 2007 Credit Crunch
  % Loss-34.1%-8.6%
  % Gain to Breakeven51.7%9.5%
  Time to Breakeven1299 days47 days

Compare to GWW, FAST, AIT, MSM, ARW

In The Past

WESCO International's stock fell -32.4% during the 2025 US Tariff Shock. Such a loss loss requires a 47.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About WESCO International (WCC)

WESCO International, Inc. provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally. It operates through three segments: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility and Broadband Solutions (UBS). The EES segment supplies products and supply chain solutions, including electrical equipment and supplies, automation and connected devices, security, lighting, wire and cable, and safety, as well as maintenance, repair, and operating (MRO) products. This segment also offers contractor solutions, direct and indirect manufacturing supply chain optimization programs, lighting and renewables advisory services, and digital and automation solutions. The CSS segment operates in the network infrastructure and security markets. This segment sells products directly to end-users or through various channels, including data communications contractors, security, network, professional audio/visual, and systems integrators. It also provides safety and energy management solutions. The UBS segment offers products and services to investor-owned utilities; public power companies; and service and wireless providers, broadband operators, and contractors. This segment's products include wire and cable, transformers, transmission and distribution hardware, switches, protective devices, connectors, conduits, pole line hardware, racks, cabinets, safety and MRO products, and point-to-point wireless devices. This segment also offers various service solutions, including fiber project management, high and medium voltage project design and support, pre-wired meters and capacitor banks, meter testing and metering infrastructure installation, personal protective equipment dielectric testing, and tool repair, as well as emergency response, storage yard, materials, and logistics management. The company was founded in 1922 and is headquartered in Pittsburgh, Pennsylvania.

AI Analysis | Feedback

Here are a few analogies to describe WESCO International (WCC):

  • Imagine a Home Depot for utilities, industrial sites, and large-scale communication networks.
  • It's like Grainger, but specializing in all the electrical, communications, and utility infrastructure supplies and logistics.

AI Analysis | Feedback

  • Business-to-Business Distribution: Provides a wide range of electrical, electronic, communication, security, utility, and broadband products.
  • Logistics Services: Offers comprehensive logistics solutions to manage product movement and storage for various industries.
  • Supply Chain Solutions: Designs and implements optimized supply chain strategies to enhance efficiency and reduce costs.
  • Electrical & Industrial Products: Includes electrical equipment, automation and connected devices, security, lighting, wire and cable, safety, and MRO products.
  • Communication & Security Products: Supplies network infrastructure and security components for data communications, security, and audio/visual systems.
  • Utility & Broadband Products: Provides wire and cable, transformers, transmission and distribution hardware, switches, and pole line equipment for utilities and broadband operators.
  • Project Design & Management Services: Offers fiber project management and high/medium voltage project design and support.
  • Testing & Repair Services: Provides services such as meter testing, personal protective equipment dielectric testing, and tool repair.
  • Supply Chain Optimization Services: Delivers contractor solutions, manufacturing supply chain optimization programs, and lighting/renewables advisory services.
  • Digital & Automation Solutions: Implements digital strategies and automation technologies to improve operational efficiency.
  • Emergency & Materials Management: Offers emergency response, storage yard management, and comprehensive materials management for utility projects.

AI Analysis | Feedback

WESCO International (WCC) primarily serves other companies across a diverse range of industries.

Its major customer categories include:

  • Contractors and Integrators: This broad category includes electrical contractors, data communications contractors, security integrators, network integrators, professional audio/visual integrators, and systems integrators who utilize WESCO's products and solutions for their projects.
  • Industrial, Commercial, and Manufacturing Businesses: WESCO provides products such as electrical equipment, automation and connected devices, security, lighting, wire and cable, safety, and MRO (Maintenance, Repair, and Operating) products. It also offers supply chain optimization programs to various manufacturing and other commercial and industrial clients.
  • Utility and Telecommunication Service Providers: This segment's customers include investor-owned utilities, public power companies, service and wireless providers, and broadband operators, for whom WESCO supplies infrastructure products and offers a range of specialized services.

AI Analysis | Feedback

null

AI Analysis | Feedback

Here is the management team for WESCO International (WCC):

John J. Engel – Chairman, President and Chief Executive Officer

Mr. Engel has served as Chairman of the Board of Directors since 2011 and as President and Chief Executive Officer since 2009. Prior to these appointments, he was WESCO's Senior Vice President and Chief Operating Officer from 2004 to 2009. Before joining WESCO, Mr. Engel held leadership positions at Gateway, Inc. as Senior Vice President and General Manager, at PerkinElmer, Inc. as Executive Vice President and Senior Vice President, and at AlliedSignal as Vice President and General Manager. He also held various engineering, manufacturing, and general management roles at General Electric Company.

Indraneel "Neel" Dev – Executive Vice President and Chief Financial Officer

Mr. Dev was appointed Executive Vice President and Chief Financial Officer, effective February 16, 2026, succeeding Dave Schulz. Prior to joining WESCO, Mr. Dev served as Chief Financial Officer of Congruex and Lumen Technologies. He also held various senior finance leadership roles at Level 3 Communications, MCI, and MFS Communications, and served as CFO for Honeywell's Integrated Supply Chain.

Daniel Castillo – Executive Vice President and General Manager, Electrical and Electronic Solutions

Mr. Castillo assumed leadership of the Electrical and Electronic Solutions (EES) strategic business unit effective September 1, 2025. Before joining WESCO, he was Executive Vice President and President, North America for Brinks, Inc. His previous experience includes serving as Executive Vice President and President, North America at JELD-WEN, Inc., and as President of Cree Lighting. He also held business leadership positions at Eaton and Cooper Industries and began his career with General Electric.

Dirk Naylor – Executive Vice President and General Manager, Communications and Security Solutions

Mr. Naylor was promoted to Executive Vice President and General Manager of Wesco's Communications & Security Solutions (CSS) business effective June 30, 2025. He has been a member of WESCO's leadership team since 2005, previously holding roles such as Senior Vice President and General Manager for USA and Global Accounts. Prior to WESCO, he served as Eastern Regional Vice President for Lowry Computer Products and as District Sales Manager at Panduit.

Diane E. Lazzaris – Executive Vice President, General Counsel and Corporate Secretary

Ms. Lazzaris has served as Executive Vice President, General Counsel and Corporate Secretary since 2014, and previously held the position of Vice President of Legal Affairs for WESCO from 2010 to 2013. Before joining WESCO, she served as Senior Vice President - Legal, General Counsel and Corporate Secretary for Dick's Sporting Goods, Inc. from 2008 to 2010. From 1994 to 2008, Ms. Lazzaris held various in-house counsel positions at Alcoa Inc., including Group Counsel to a group of global businesses. Earlier in her career, she was an auditor at Ernst & Young.

AI Analysis | Feedback

The key risks to WESCO International (WCC) primarily stem from its reliance on broad economic conditions, the evolving nature of the distribution industry, and potential disruptions within its global supply chain.

  1. Economic Fluctuations and Cyclical Demand: WESCO International's business performance is highly susceptible to the overall health of the global economy and the cyclical nature of its served markets, including industrial, construction, and utility sectors. Economic downturns, shifts in trade policies, and changes in currency exchange rates can lead to reduced demand for its products and services, impacting revenue and profitability. For instance, WESCO experienced disappointing fourth-quarter 2023 results with organic sales declines in broadband, specific-OEM, and certain construction-related sectors, reflecting its sensitivity to a mixed economic environment. Lower volume growth and decreased construction activity, particularly in the Electrical & Electronic Solutions (EES) segment, can adversely affect its financial results.
  2. Disintermediation and Intense Competition: The business-to-business (B2B) distribution model faces significant structural threats from evolving customer buying behaviors and increasing direct sales by manufacturers. There is a growing trend of manufacturers bypassing distributors to sell directly to end-users, with statistics suggesting that 78% of manufacturers expect to adopt direct selling. Customers are increasingly seeking self-service models and conducting online research, relying less on traditional distributors for product information. WESCO operates in a highly competitive industry, facing pressure from global distributors, regional specialists, and online platforms, which can lead to reduced differentiation and pricing power. Failure to adapt to these digital shifts and changing customer preferences could result in a loss of market share and relevance.
  3. Supply Chain Disruptions and Cost Pressures: As a global distributor and supply chain solutions provider, WESCO is vulnerable to disruptions within its supply chain and inflationary cost pressures. Factors such as shortages of key materials, material cost increases, logistics constraints, and demand volatility can materially impact the company's operations, leading to higher costs and an inability to meet customer demand. Unpredictable supply chains are a significant challenge for B2B wholesale distributors. WESCO's 2023 performance involved navigating "changing customer buying patterns as supply chains healed," highlighting its ongoing exposure to these risks.

AI Analysis | Feedback

The increasing prevalence and sophistication of online B2B marketplaces and direct-to-customer (D2C) sales channels by manufacturers, which could disintermediate traditional distributors like WESCO for certain product categories, particularly more standardized or commodity items.

AI Analysis | Feedback

WESCO International, Inc. (WCC) operates across diverse and substantial addressable markets globally. The estimated sizes for their main products and services are as follows:

Electrical & Electronic Solutions (EES) Segment

  • Electrical Distribution Equipment: The global electrical distribution equipment market was valued at approximately USD 334.57 billion in 2025 and is projected to reach USD 610.94 billion by 2033.

  • Industrial Automation: The global industrial automation market size was estimated at USD 272.51 billion in 2025 and is expected to rise to USD 632.12 billion by 2034.

  • Commercial Lighting: The global commercial lighting market size was valued at approximately USD 56.44 billion in 2024 and is projected to reach USD 148.90 billion by 2034.

  • Wire and Cable: The global wires and cables market size was valued at USD 233 billion in 2025 and is projected to reach USD 409.01 billion by 2034.

  • Maintenance, Repair, and Operating (MRO) Products Distribution: The global MRO distribution market size is estimated at USD 691.90 billion in 2025 and is anticipated to reach approximately USD 887.11 billion by 2034.

Communications & Security Solutions (CSS) Segment

  • Network Infrastructure: The global network infrastructure market size was valued at USD 270 billion in 2025 and is projected to reach USD 600 billion by 2033.

  • Physical Security: The global physical security market size was valued at USD 120.83 billion in 2025 and is projected to grow to USD 222.25 billion by 2034.

  • Data Communication Solutions: The global data communication solutions market size was valued at approximately USD 200 billion in 2023 and is projected to reach USD 450 billion by 2032.

  • Professional Audio/Visual (Pro AV): The global professional audio-visual (Pro AV) market size was valued at USD 292.3 billion in 2025 and is projected to grow to USD 501.76 billion by 2034.

Utility and Broadband Solutions (UBS) Segment

  • Electricity Transmission and Distribution Equipment: The global electricity transmission and distribution market size was valued at USD 397.99 billion in 2025 and is projected to reach USD 580.51 billion by 2034.

  • Broadband Infrastructure: This market is addressed through products and services also relevant to the broader Network Infrastructure and Wire and Cable markets, as detailed above. For example, the global network infrastructure market was valued at USD 270 billion in 2025 and is projected to reach USD 600 billion by 2033. Similarly, the global wires and cables market size was valued at USD 233 billion in 2025 and is projected to reach USD 409.01 billion by 2034.

AI Analysis | Feedback

WESCO International (NYSE: WCC) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  1. Continued Strong Growth in the Data Center Market: WESCO anticipates robust demand from the data center sector, particularly for AI-driven infrastructure development. Its Communications & Security Solutions (CSS) segment has experienced exceptional growth in data center sales, which are projected to continue their mid-teens growth in 2026.

  2. Increased Investments in Grid Modernization, Electrification, and Broadband Infrastructure: WESCO is strategically positioned to benefit from ongoing investments in power infrastructure, including grid hardening, electrification spending, and broadband expansion. These trends are expected to drive growth in its Utility and Broadband Solutions (UBS) and Electrical & Electronic Solutions (EES) segments.

  3. Leveraging Digital Transformation and Operational Excellence: The company aims to become a leading tech-enabled supply chain solutions provider through digital transformation and operational efficiency. This involves advancing its technology capabilities and deploying a new tech stack across its business units to enhance service offerings and customer solutions.

  4. Organic Sales Growth Driven by Volume Gains and Strategic Pricing: WESCO expects to achieve organic sales growth across all three business segments, supported by volume gains and disciplined pricing strategies. Management has indicated a focus on improving operating performance and expanding margins.

AI Analysis | Feedback

Share Repurchases

  • WESCO International announced a $1 billion share repurchase authorization in 2022.
  • By the end of 2025, the company had completed repurchases totaling $587.39 million for 3,435,895 shares under the buyback plan announced on June 1, 2022.
  • Share repurchases remain a capital allocation priority, often aimed at offsetting annual equity award dilution.

Share Issuance

  • Shares have been issued primarily through equity awards, such as Restricted Stock Units (RSUs), Performance Stock Units (PSUs), and Stock Appreciation Rights (SARs), for employee compensation.

Outbound Investments

  • WESCO International actively pursues acquisitions as a key capital allocation strategy, focusing on expanding capabilities in high-growth markets like data centers.
  • In 2022, the company acquired Rahi Systems for $217 million, significantly expanding its footprint in the rapidly growing data center market.
  • WESCO acquired Ascent in December 2024 for $185 million, further strengthening its position in data center solutions.

Capital Expenditures

  • WESCO International's capital expenditures were approximately $99 million in 2022, $92 million in 2023, $95 million in 2024, and $99.8 million in 2025.
  • These expenditures are primarily focused on funding long-term assets and infrastructure.
  • The company also invests in its tech-enabled business transformation and digital capabilities to drive organic growth and efficiencies.

Better Bets vs. WESCO International (WCC)

Latest Trefis Analyses

Recent Active Movers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons

Peers to compare with:

Financials

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Mkt Price354.311,300.0146.79315.29115.51219.09267.19
Mkt Cap17.361.553.711.76.411.214.5
Rev LTM24,24718,3788,4434,8393,83333,51213,410
Op Inc LTM1,2862,6161,7105253231,1611,223
FCF LTM2161,3791,164439215304371
FCF 3Y Avg6331,5671,074429288696664
CFO LTM3182,1081,412466301412439
CFO 3Y Avg7322,1471,297454384792762

Growth & Margins

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Rev Chg LTM11.2%6.6%10.9%7.5%2.2%20.5%9.2%
Rev Chg 3Y Avg3.4%5.5%5.8%3.9%-0.5%-1.9%3.7%
Rev Chg Q13.8%10.1%12.4%7.3%2.9%39.0%11.2%
QoQ Delta Rev Chg LTM3.1%2.4%3.0%1.8%0.7%8.6%2.7%
Op Inc Chg LTM6.9%-0.9%12.9%4.5%-6.0%35.8%5.7%
Op Inc Chg 3Y Avg-4.1%3.5%4.9%4.9%-13.9%-11.0%-0.3%
Op Mgn LTM5.3%14.2%20.2%10.9%8.4%3.5%9.6%
Op Mgn 3Y Avg5.6%15.0%20.3%10.9%9.7%3.6%10.3%
QoQ Delta Op Mgn LTM0.1%0.3%0.1%-0.0%0.0%0.4%0.1%
CFO/Rev LTM1.3%11.5%16.7%9.6%7.9%1.2%8.7%
CFO/Rev 3Y Avg3.3%12.4%16.6%9.9%9.9%2.6%9.9%
FCF/Rev LTM0.9%7.5%13.8%9.1%5.6%0.9%6.6%
FCF/Rev 3Y Avg2.8%9.0%13.8%9.3%7.5%2.3%8.3%

Valuation

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Mkt Cap17.361.553.711.76.411.214.5
P/S0.73.36.42.41.70.32.1
P/Op Inc13.423.531.422.320.09.721.2
P/EBIT13.323.431.321.521.710.021.6
P/E25.534.541.329.131.015.530.1
P/CFO54.229.238.025.221.427.328.2
Total Yield4.4%3.3%4.3%3.8%3.2%6.5%4.0%
Dividend Yield0.5%0.4%1.9%0.3%0.0%0.0%0.3%
FCF Yield 3Y Avg7.1%3.2%2.3%5.0%5.8%11.2%5.4%
D/E0.40.00.00.00.10.20.1
Net D/E0.30.00.00.00.10.20.1

Returns

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
1M Rtn-2.4%11.3%4.7%0.1%10.0%14.2%7.3%
3M Rtn34.4%17.1%1.2%17.9%27.6%58.3%22.8%
6M Rtn30.1%33.8%14.0%22.7%42.1%94.8%31.9%
12M Rtn110.0%20.8%15.6%38.6%49.2%81.4%43.9%
3Y Rtn144.7%94.5%86.5%143.7%39.8%67.6%90.5%
1M Excs Rtn-2.7%11.1%4.4%-0.1%9.7%13.9%7.1%
3M Excs Rtn24.9%7.5%-8.3%8.4%18.0%48.8%13.2%
6M Excs Rtn23.6%26.6%7.0%13.5%34.5%89.7%25.1%
12M Excs Rtn85.4%-1.8%-6.8%14.9%25.5%58.8%20.2%
3Y Excs Rtn88.5%28.9%10.2%85.0%-32.3%-3.6%19.5%

Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Communications & Security Solutions (CSS)6,0355,6275,5044,6014,276
Electrical & Electronic Solutions (EES)4,4324,5544,4804,0983,727
Utility & Broadband Solutions (UBS)3,4983,9083,8273,2662,947
Corporate1,0979721,000652930
Total15,06115,06114,81212,61811,880


Price Behavior

Price Behavior
Market Price$354.31 
Market Cap ($ Bil)17.3 
First Trading Date05/12/1999 
Distance from 52W High-5.4% 
   50 Days200 Days
DMA Price$329.50$272.01
DMA Trendupup
Distance from DMA7.5%30.3%
 3M1YR
Volatility48.9%39.7%
Downside Capture181.55154.58
Upside Capture228.20201.40
Correlation (SPY)63.5%56.4%
WCC Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta3.342.572.292.201.901.71
Up Beta2.102.362.212.212.061.76
Down Beta1.572.182.192.071.911.56
Up Capture287%259%280%318%344%815%
Bmk +ve Days13283667141432
Stock +ve Days10233364135400
Down Capture594%346%212%181%138%111%
Bmk -ve Days7132757109318
Stock -ve Days10183060115351

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with WCC
WCC109.7%39.7%1.95-
Sector ETF (XLI)22.8%15.5%1.1368.8%
Equity (SPY)25.3%12.1%1.5756.4%
Gold (GLD)27.6%26.9%0.8823.1%
Commodities (DBC)36.9%19.0%1.52-11.6%
Real Estate (VNQ)12.5%13.3%0.6333.0%
Bitcoin (BTCUSD)-39.7%42.2%-1.0831.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with WCC
WCC28.0%44.5%0.70-
Sector ETF (XLI)12.3%17.4%0.5569.1%
Equity (SPY)13.5%17.1%0.6261.3%
Gold (GLD)17.3%18.1%0.789.6%
Commodities (DBC)9.5%19.4%0.3815.8%
Real Estate (VNQ)3.2%18.8%0.0746.4%
Bitcoin (BTCUSD)12.1%54.6%0.4223.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with WCC
WCC20.2%45.0%0.58-
Sector ETF (XLI)14.1%20.0%0.6269.9%
Equity (SPY)15.3%17.9%0.7361.0%
Gold (GLD)13.0%16.0%0.676.6%
Commodities (DBC)7.1%18.0%0.3226.4%
Real Estate (VNQ)5.6%20.7%0.2448.2%
Bitcoin (BTCUSD)63.9%66.9%1.0316.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5152026
Short Interest: Shares Quantity1.9 Mil
Short Interest: % Change Since 430202650.8%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest2.8 days
Basic Shares Quantity48.7 Mil
Short % of Basic Shares3.9%

Returns Analyses

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/30/202614.4%19.0%18.3%
2/10/2026-5.3%-0.3%-11.9%
10/30/202510.5%12.4%16.6%
7/31/2025-2.7%-3.1%6.0%
5/1/2025-6.7%-2.5%3.0%
2/11/20251.7%7.9%-11.6%
10/31/20248.0%19.5%19.0%
8/1/2024-9.3%-14.6%-6.9%
...
SUMMARY STATS   
# Positive141216
# Negative10128
Median Positive7.2%10.5%8.4%
Median Negative-11.7%-8.6%-9.2%
Max Positive18.7%32.2%56.3%
Max Negative-31.1%-24.7%-15.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/30/202610-Q
12/31/202502/13/202610-K
09/30/202510/30/202510-Q
06/30/202507/31/202510-Q
03/31/202505/01/202510-Q
12/31/202402/14/202510-K
09/30/202410/31/202410-Q
06/30/202408/01/202410-Q
03/31/202405/02/202410-Q
12/31/202302/20/202410-K
09/30/202311/02/202310-Q
06/30/202308/07/202310-Q
03/31/202305/05/202310-Q
12/31/202202/21/202310-K
09/30/202211/04/202210-Q
06/30/202208/05/202210-Q

Insider Activity

Updated 5/11/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Porwal, HemantEVP Supply Chain & OperationsDirectSell5112026363.214,4451,614,4686,035,860Form
2Lazzaris, DianeEVP and General CounselDirectSell5072026359.489,9103,562,4697,049,805Form
3Khurana, AkashEVP, Chief Info & Digital Off.DirectSell5072026359.134,0001,436,53311,052,359Form
4Wolf, Christine AnnEVP & CHRODirectSell5072026355.252,549905,53210,504,813Form
5Engel, JohnChairman, President & CEODirectSell5072026358.7579,44028,499,177171,822,249Form

Industry Resources

External Quote Links


Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 6/5/2026