Wesco International (WCC)
NYSE:WCC
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.96Last Year’s EPS
3.39Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational quarter with record sales, exceptional data center-driven growth, margin expansion, robust free cash flow, and an improved full-year outlook. Key achievements include record backlog, meaningful segment EBITDA improvements (especially CSS and EES), and a successful debt refinancing. Offsetting risks are concentrated in UBS margin pressure, project timing volatility (affecting industrial and data center pacing), ongoing ERP/digital investment costs with benefits yet to be realized, and supply-chain/lead-time constraints. Overall, the positives — including raised guidance and strong cash generation — materially outweigh the noted headwinds.Company Guidance
Record Quarterly Sales
Reported sales of $6.1 billion in Q1, up 14% year over year (12% organic); third consecutive quarter of double-digit sales growth.
Data Center Acceleration
Data center sales of approximately $1.4 billion, up ~70% year over year, representing 24% of total company sales in Q1 and ~ $4.8 billion on a trailing twelve-month basis (~20% of sales).
Strong Backlog and Visibility
Company backlog reached a record level, up 22% year over year (CSS backlog up ~40%; EES backlog up ~14%; UBS backlog up ~16%), providing multi-quarter visibility into demand.
Profitability and Margin Expansion
Adjusted EBITDA rose 25% to $389 million and adjusted EBITDA margin expanded by 60 basis points to 6.4% driven by gross margin improvement and operating leverage.
Significant EPS Growth and Upgraded EPS Guidance
Adjusted diluted EPS increased 52% to $3.37 in Q1; full-year adjusted diluted EPS guidance raised to $15–$17 per share.
Free Cash Flow Strength and Guidance
Generated free cash flow of $213 million in Q1 (128% of adjusted net income); full-year free cash flow guidance raised/maintained at $500–$800 million.
Segment-Level Momentum (CSS & EES)
CSS organic sales +22% (reported +24%); CSS adjusted EBITDA +41% and EBITDA margin +110 bps to 9%. EES organic sales +7% (reported +9%); EES adjusted EBITDA +30% and EBITDA margin +130 bps to 8.2%.
Balance Sheet & Capital Management Wins
Executed a $1.5 billion bond refinancing (upsized) at the company's lowest-ever coupon for senior notes, expected >$20 million in annualized interest savings; repurchased $25 million of shares; net debt to adjusted EBITDA exited quarter at 3.2x.
Raised Full-Year Revenue and EBITDA Guidance
Raised full-year reported sales growth outlook to 6%–9% (organic 5%–8%), implying reported sales of ~$24.9–$25.6 billion; adjusted EBITDA margin expected in the 6.6%–7.0% range (dollar increase).
WCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $305.27 | $349.12 | +14.36% |
Feb 10, 2026 | $301.10 | $285.25 | -5.27% |
Oct 30, 2025 | $227.47 | $251.37 | +10.50% |
Jul 31, 2025 | $211.57 | $205.80 | -2.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wesco International (WCC) report earnings?
Wesco International (WCC) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Wesco International (WCC) earnings time?
Wesco International (WCC) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WCC EPS forecast?
WCC EPS forecast for the fiscal quarter 2026 (Q2) is 3.96.