WESCO International (WCC)


Market Price (7/22/2026): $329.1 | Market Cap: $16.0 BilSector: Industrials | Industry: Trading Companies & Distributors

WESCO International (WCC)


Market Price (7/22/2026): $329.1
Market Cap: $16.0 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 42%

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 50x

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 42%
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 50x
4 Key risks
WCC key risks include [1] vulnerability to the loss of key suppliers due to agreements being terminable on short notice, Show more.

WCC in ETFs

Weight = WCC's share of each fund

VTI0.02%
ITOT0.02%
IWB0.02%
IJH0.44%
VB0.20%
MDYV0.91%
IJJ0.91%
IVOO0.46%
+18 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/20/2026

WESCO International (WCC) stock has gained about 20% since 3/31/2026 because of the following key factors:

1. Exceptional Fiscal Q1 2026 Performance Exceeded Analyst Expectations.

WESCO International reported robust results for fiscal Q1 2026, which ended on March 31, 2026, with earnings announced on April 30, 2026. The company posted an Earnings Per Share (EPS) of $3.37, significantly surpassing analysts' consensus estimates of $2.88 by $0.49. Additionally, quarterly revenue grew by 13.8% year-over-year to $6.08 billion, exceeding analyst projections of $5.86 billion. This strong earnings beat directly contributed to a 16.95% surge in WCC's stock price in pre-market trading on April 30, 2026.

2. Strategic Expansion in the High-Growth Data Center Market.

WESCO continued to capitalize on the secular growth trend of AI-driven data centers, with data center solutions accounting for 24% of its fiscal Q1 2026 sales. Reinforcing this focus, WESCO announced a definitive agreement to acquire Newark Engineering Group on June 8, 2026, completing the acquisition on July 1, 2026. This strategic move expands WESCO's capabilities in engineered cooling solutions and lifecycle services for data centers, a sector where the company reported record full-year sales of $4.3 billion in fiscal year 2025, representing a 50% year-over-year increase.

Show more
Updated on 7/20/2026

WESCO International (WCC) stock has gained about 20% since 3/31/2026 because of the following key factors:

1. Exceptional Fiscal Q1 2026 Performance Exceeded Analyst Expectations.

WESCO International reported robust results for fiscal Q1 2026, which ended on March 31, 2026, with earnings announced on April 30, 2026. The company posted an Earnings Per Share (EPS) of $3.37, significantly surpassing analysts' consensus estimates of $2.88 by $0.49. Additionally, quarterly revenue grew by 13.8% year-over-year to $6.08 billion, exceeding analyst projections of $5.86 billion. This strong earnings beat directly contributed to a 16.95% surge in WCC's stock price in pre-market trading on April 30, 2026.

2. Strategic Expansion in the High-Growth Data Center Market.

WESCO continued to capitalize on the secular growth trend of AI-driven data centers, with data center solutions accounting for 24% of its fiscal Q1 2026 sales. Reinforcing this focus, WESCO announced a definitive agreement to acquire Newark Engineering Group on June 8, 2026, completing the acquisition on July 1, 2026. This strategic move expands WESCO's capabilities in engineered cooling solutions and lifecycle services for data centers, a sector where the company reported record full-year sales of $4.3 billion in fiscal year 2025, representing a 50% year-over-year increase.

3. Upgraded Analyst Ratings and Positive Price Target Revisions.

WESCO has garnered increased confidence from the analyst community, with a consensus "Buy" rating from ten firms. Several analysts raised their price targets for WCC during the period. For instance, Stephens upgraded WESCO from "equal weight" to "overweight" and increased its price objective from $350.00 to $400.00 on July 14, 2026. Additionally, DA Davidson initiated coverage with a "buy" rating and a $440.00 target price on June 16, 2026. The average 12-month price target for WCC sits around $402.44, indicating significant upside potential.

4. Favorable Fiscal Year 2026 Outlook and Enhanced Capital Structure.

The company provided a positive outlook for fiscal year 2026, projecting reported sales growth of 5% to 8% and adjusted diluted EPS between $14.50 and $16.50. Furthermore, WESCO completed a $1.5 billion debt refinancing on February 27, 2026, at materially lower interest rates, which is expected to generate over $20 million in annual interest savings. This improved capital structure and optimistic guidance underscore the company's anticipated continued financial strength and operational efficiency.

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Stock Movement Drivers

Fundamental Drivers

The 20.5% change in WCC stock from 3/31/2026 to 7/21/2026 was primarily driven by a 14.9% change in the company's P/E Multiple.
(LTM values as of)33120267212026Change
Stock Price ($)273.22329.1620.5%
Change Contribution By: 
Total Revenues ($ Mil)23,51124,2473.1%
Net Income Margin (%)2.7%2.8%2.3%
P/E Multiple20.723.714.9%
Shares Outstanding (Mil)4849-0.6%
Cumulative Contribution20.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/21/2026
ReturnCorrelation
WCC20.5% 
Market (SPY)15.1%53.5%
Sector (XLI)10.5%69.8%

Fundamental Drivers

The 35.0% change in WCC stock from 12/31/2025 to 7/21/2026 was primarily driven by a 29.0% change in the company's P/E Multiple.
(LTM values as of)123120257212026Change
Stock Price ($)243.81329.1635.0%
Change Contribution By: 
Total Revenues ($ Mil)22,94224,2475.7%
Net Income Margin (%)2.8%2.8%-1.0%
P/E Multiple18.423.729.0%
Shares Outstanding (Mil)49490.0%
Cumulative Contribution35.0%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/21/2026
ReturnCorrelation
WCC35.0% 
Market (SPY)10.0%58.4%
Sector (XLI)15.5%70.8%

Fundamental Drivers

The 79.0% change in WCC stock from 6/30/2025 to 7/21/2026 was primarily driven by a 90.4% change in the company's P/E Multiple.
(LTM values as of)63020257212026Change
Stock Price ($)183.89329.1679.0%
Change Contribution By: 
Total Revenues ($ Mil)21,81224,24711.2%
Net Income Margin (%)3.3%2.8%-15.6%
P/E Multiple12.523.790.4%
Shares Outstanding (Mil)49490.2%
Cumulative Contribution79.0%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/21/2026
ReturnCorrelation
WCC79.0% 
Market (SPY)22.1%55.7%
Sector (XLI)22.4%68.0%

Fundamental Drivers

The 88.8% change in WCC stock from 6/30/2023 to 7/21/2026 was primarily driven by a 133.8% change in the company's P/E Multiple.
(LTM values as of)63020237212026Change
Stock Price ($)174.31329.1688.8%
Change Contribution By: 
Total Revenues ($ Mil)22,01024,24710.2%
Net Income Margin (%)4.0%2.8%-30.0%
P/E Multiple10.123.7133.8%
Shares Outstanding (Mil)51494.7%
Cumulative Contribution88.8%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/21/2026
ReturnCorrelation
WCC88.8% 
Market (SPY)74.8%58.2%
Sector (XLI)73.4%66.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
WCC Return68%-5%40%5%36%31%319%
Peers Return28%-2%35%10%7%44%184%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
WCC Win Rate67%42%42%50%67%57% 
Peers Win Rate68%42%65%58%52%69% 
S&P 500 Win Rate75%42%67%75%67%43% 

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 7/21/2026 (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 (WCC) is a global business-to-business distributor and supply chain solutions provider. The company specializes in distributing a vast array of electrical, industrial, communications, and utility products. Beyond product distribution, WESCO also offers comprehensive logistics services and supply chain management expertise, aiming to help businesses efficiently source, manage, and optimize the flow of critical operational products and solutions.

The company operates through three core segments. The Electrical & Electronic Solutions (EES) segment provides a wide range of products including electrical equipment, automation technology, lighting, security devices, and maintenance, repair, and operating (MRO) supplies. This segment also offers contractor solutions, supply chain optimization programs, and advisory services for lighting and renewables.

WESCO's Communications & Security Solutions (CSS) segment focuses on network infrastructure and security markets, serving data communications contractors, security integrators, and end-users with related products and solutions. Its Utility and Broadband Solutions (UBS) segment supplies specialized products like wire, transformers, and transmission hardware to investor-owned utilities, public power companies, and broadband and wireless providers, alongside extensive project management, design support, and materials management services.

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

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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)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Mkt Price329.161,361.6145.01341.13126.43216.23272.69
Mkt Cap16.064.451.712.77.111.114.4
Rev LTM24,24718,3788,7494,8393,83333,51213,564
Op Inc LTM1,2862,6161,7755253231,1611,223
FCF LTM2161,3791,156439215304371
FCF 3Y Avg6331,5671,059429288696664
CFO LTM3182,1081,399466301412439
CFO 3Y Avg7322,1471,285454384792762

Growth & Margins

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Rev Chg LTM11.2%6.6%12.5%7.5%2.2%20.5%9.4%
Rev Chg 3Y Avg3.4%5.5%6.6%3.9%-0.5%-1.9%3.7%
Rev Chg Q13.8%10.1%14.7%7.3%2.9%39.0%12.0%
QoQ Delta Rev Chg LTM3.1%2.4%3.6%1.8%0.7%8.6%2.8%
Op Inc Chg LTM6.9%-0.9%13.6%4.5%-6.0%35.8%5.7%
Op Inc Chg 3Y Avg-4.1%3.5%5.9%4.9%-13.9%-11.0%-0.3%
Op Mgn LTM5.3%14.2%20.3%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%0.0%-0.0%0.0%0.4%0.0%
CFO/Rev LTM1.3%11.5%16.0%9.6%7.9%1.2%8.7%
CFO/Rev 3Y Avg3.3%12.4%16.1%9.9%9.9%2.6%9.9%
FCF/Rev LTM0.9%7.5%13.2%9.1%5.6%0.9%6.6%
FCF/Rev 3Y Avg2.8%9.0%13.3%9.3%7.5%2.3%8.3%

Valuation

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
Mkt Cap16.064.451.712.77.111.114.4
P/S0.73.55.92.61.80.32.2
P/Op Inc12.524.629.124.221.99.623.0
P/EBIT12.424.529.023.323.79.823.5
P/E23.736.138.231.434.015.332.7
P/CFO50.330.636.927.223.426.928.9
Total Yield4.8%3.5%4.7%3.7%5.7%6.5%4.7%
Dividend Yield0.6%0.7%2.0%0.6%2.7%0.0%0.6%
FCF Yield 3Y Avg7.3%3.1%2.4%4.6%5.8%9.9%5.2%
D/E0.40.00.00.00.10.20.1
Net D/E0.40.00.00.00.10.20.1

Returns

WCCGWWFASTAITMSMARWMedian
NameWESCO In.W.W. Gra.Fastenal Applied .MSC Indu.Arrow El. 
1M Rtn-9.9%-0.3%-1.9%0.9%7.5%-7.1%-1.1%
3M Rtn1.6%16.5%-1.0%16.4%31.1%21.4%16.4%
6M Rtn19.6%32.2%6.8%23.4%50.3%90.7%27.8%
12M Rtn63.0%34.4%-0.1%32.0%52.6%65.9%43.5%
3Y Rtn93.6%81.7%66.5%142.8%42.8%55.1%74.1%
1M Excs Rtn-10.0%-0.4%-2.0%0.8%7.3%-7.2%-1.2%
3M Excs Rtn-3.5%11.7%-6.3%10.6%25.5%17.3%11.1%
6M Excs Rtn9.1%19.7%-4.2%13.5%43.5%74.7%16.6%
12M Excs Rtn41.8%14.3%-19.5%12.5%30.8%46.5%22.5%
3Y Excs Rtn29.6%16.4%1.7%74.5%-21.2%-15.3%9.0%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Communications & Security Solutions (CSS)9,1017,5377,1526,4015,715
Electrical & Electronic Solutions (EES)8,9568,5478,6108,8237,621
Utility & Broadband Solutions (UBS)5,4545,7356,6236,1954,881
Total23,51121,81922,38521,42018,218


Operating Income by Segment
$ Mil20252024202320222021
Communications & Security Solutions (CSS)722550607526395
Electrical & Electronic Solutions (EES)667671678799542
Utility & Broadband Solutions (UBS)530615711650413
Stock-based compensation expense-11-14   
Corporate-675-598-590-537-548
Total1,2331,2231,4061,438802


Net Income by Segment
$ Mil2023
Utility & Broadband Solutions (UBS)712
Electrical & Electronic Solutions (EES)669
Communications & Security Solutions (CSS)531
Corporate-1,204
Total708


Assets by Segment
$ Mil20252024202320222021
Communications & Security Solutions (CSS)6,8276,0355,6275,5044,601
Electrical & Electronic Solutions (EES)4,8614,4324,5544,4804,098
Utility & Broadband Solutions (UBS)3,7993,4983,9083,8273,266
Corporate1,0081,0979721,000652
Total16,49515,06115,06114,81212,618


Price Behavior

Price Behavior
Market Price$329.16 
Market Cap ($ Bil)16.0 
First Trading Date05/12/1999 
Distance from 52W High-12.0% 
   50 Days200 Days
DMA Price$347.41$290.25
DMA Trendupup
Distance from DMA-5.3%13.4%
 3M1YR
Volatility51.3%42.0%
Downside Capture305.59186.13
Upside Capture233.52204.69
Correlation (SPY)50.1%55.5%
WCC Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta1.281.721.901.931.811.69
Up Beta0.020.441.711.731.761.69
Down Beta2.371.491.791.991.901.56
Up Capture108%200%227%289%321%739%
Bmk +ve Days11244067140429
Stock +ve Days11213566136397
Down Capture136%230%197%156%136%111%
Bmk -ve Days10172358112321
Stock -ve Days10202859116354

[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
WCC61.3%41.9%1.24-
Sector ETF (XLI)19.3%16.6%0.8868.3%
Equity (SPY)20.3%12.6%1.1955.6%
Gold (GLD)21.6%28.1%0.6927.4%
Commodities (DBC)31.4%19.1%1.30-7.1%
Real Estate (VNQ)15.0%14.0%0.7622.2%
Bitcoin (BTCUSD)-44.6%42.9%-1.2528.2%

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
WCC27.2%44.8%0.69-
Sector ETF (XLI)13.4%17.6%0.5968.6%
Equity (SPY)12.9%17.1%0.5861.2%
Gold (GLD)17.3%18.4%0.7610.2%
Commodities (DBC)8.9%19.5%0.3515.1%
Real Estate (VNQ)2.9%18.9%0.0544.6%
Bitcoin (BTCUSD)14.9%53.4%0.4624.7%

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%45.1%0.58-
Sector ETF (XLI)13.9%20.0%0.6169.7%
Equity (SPY)15.2%17.9%0.7260.8%
Gold (GLD)11.2%16.1%0.577.8%
Commodities (DBC)7.2%17.9%0.3225.9%
Real Estate (VNQ)5.1%20.7%0.2147.6%
Bitcoin (BTCUSD)58.7%66.2%0.9916.6%

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

Short Interest

Short Interest: As Of Date6302026
Short Interest: Shares Quantity1.4 Mil
Short Interest: % Change Since 6152026-22.8%
Average Daily Volume0.6 Mil
Days-to-Cover Short Interest2.2 days
Basic Shares Quantity48.7 Mil
Short % of Basic Shares2.8%

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%
Collapse to Preview
 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%
5/2/20246.9%12.5%16.3%
2/13/2024-31.1%-24.7%-15.2%
11/2/20233.7%4.2%24.0%
8/3/2023-14.6%-15.7%-9.8%
5/4/2023-14.7%-10.5%1.4%
2/14/20238.2%6.0%-5.4%
11/3/2022-15.2%-12.1%-6.8%
8/4/20220.6%4.4%1.3%
5/5/20225.7%-9.1%4.6%
2/15/20226.0%-0.4%6.5%
11/4/2021-2.8%-1.0%-8.6%
8/5/20215.5%12.8%10.3%
5/6/20219.6%8.7%16.0%
2/9/2021-14.2%-8.1%0.8%
11/5/202018.7%32.2%56.3%
8/13/20207.4%6.5%3.0%
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
Collapse to Preview
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
03/31/202205/06/202210-Q
12/31/202102/25/202210-K
09/30/202111/05/202110-Q
06/30/202108/06/202110-Q
03/31/202105/07/202110-Q
12/31/202003/01/202110-K
09/30/202011/09/202010-Q
06/30/202008/18/202010-Q
03/31/202005/01/202010-Q
12/31/201902/24/202010-K
09/30/201911/01/201910-Q
06/30/201908/02/201910-Q

Insider Activity

Updated 7/2/2026
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
Collapse to Preview
#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
6Schulz, David SEVP & Former CFODirectSell5072026360.4431,95111,516,43227,767,746Form
7Kulasa, Matthew SSVP, Corp. Controller & CAODirectSell5072026351.861,030362,4161,106,980Form
8Wolf, Christine AnnEVP & CHRODirectSell5072026351.162,438856,12810,383,870Form
9Singleton, James Louis DirectSell5072026353.372,000706,74013,302,550Form
10Naylor, Dirk WaughEVP & GM, Comm & Sec SolutionsDirectSell5072026351.103,9531,387,8793,144,274Form
11Castillo, Daniel JEVP & GM, EESDirectBuy4022026266.061,400372,4844,070,726Form
12Wolf, Christine AnnEVP & CHRODirectSell3062026287.60844242,7349,204,505Form
13Schulz, David SEVP & Former CFODirectSell3062026282.9715,4464,370,80930,839,429Form
14Kulasa, Matthew SSVP, Corp. Controller & CAODirectSell2202026307.037322,4131,233,821Form
15Lazzaris, DianeEVP and General CounselDirectSell2182026302.612,747831,2578,734,653Form
16Lazzaris, DianeEVP and General CounselDirectSell2182026305.0017,2945,274,6198,864,687Form
17Wolf, Christine AnnEVP & CHRODirectSell11122025259.524,6851,215,8327,836,096Form
18Kulasa, Matthew SSVP, Corp. Controller & CAODirectSell11072025253.18790200,012840,577Form
19Lazzaris, DianeEVP and General CounselDirectSell11062025258.424,0391,043,75011,732,464Form
20Lazzaris, DianeEVP and General CounselDirectSell11062025256.007,5221,925,60811,622,548Form
21Squires, Nelson John IiiRetiring EVP & GM, EESDirectSell9112025219.5913,7803,025,95010,677,534Form
22Cameron, JamesEVP & GM, Util & BroadbandDirectSell9022025226.4510,3252,338,09610,350,104Form
23Porwal, HemantEVP Supply Chain & OperationsDirectSell9022025224.844,6561,046,8554,303,599Form
24Lazzaris, DianeEVP and General CounselDirectSell8282025226.774,260966,06111,999,924Form
25Wolf, Christine AnnEVP & CHRODirectSell8282025224.922,098471,8826,789,948Form
26Engel, JohnChairman, President & CEODirectSell8282025226.1751,05111,546,233107,650,669Form
27Schulz, David SEVP & CFODirectSell8282025225.1712,2272,753,18624,853,721Form
28Lazzaris, DianeEVP and General CounselDirectSell8282025226.273,160714,99911,972,967Form
29Singleton, James Louis DirectSell8282025226.541,500339,8158,807,237Form
30Khurana, AkashEVP, Chief Info & Digital Off.DirectSell8192025208.127,0001,456,8407,088,947Form
31Squires, Nelson John IiiEVP & GM, EESDirectSell8152025210.9111,0932,339,63510,255,515Form

Investor Activity (13F)

Updated Jul 22, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Bayberry Capital Partners LP$17.0 Mil5.6%28TRIM -29.4%13F
Generali Powszechne Towarzystwo Emerytalne$22.6 Mil4.0%28Hold13F
Lyrical Asset Management LP$166.2 Mil2.5%39TRIM -6.8%13F
Clean Energy Transition LLP$28.2 Mil2.3%14TRIM -51.2%13F
PointState Capital LP$80.7 Mil1.9%44TRIM -51.8%13F
Albar Capital Partners LLP$8.2 Mil1.3%36New13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Albar Capital Partners LLP$8.2 Mil1.3%36New13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
PointState Capital LP$80.7 Mil1.9%44TRIM -51.8%13F
Clean Energy Transition LLP$28.2 Mil2.3%14TRIM -51.2%13F
Bayberry Capital Partners LP$17.0 Mil5.6%28TRIM -29.4%13F
Lyrical Asset Management LP$166.2 Mil2.5%39TRIM -6.8%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Lyrical Asset Management LP$166.2 Mil2.5%39TRIM -6.8%13F
PointState Capital LP$80.7 Mil1.9%44TRIM -51.8%13F
Clean Energy Transition LLP$28.2 Mil2.3%14TRIM -51.2%13F
Generali Powszechne Towarzystwo Emerytalne$22.6 Mil4.0%28Hold13F
Bayberry Capital Partners LP$17.0 Mil5.6%28TRIM -29.4%13F
Albar Capital Partners LLP$8.2 Mil1.3%36New13F
Core Cache Last Updated: 7/21/2026