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Wesco International (WCC)
NYSE:WCC
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.84Last Year’s EPS
2.21Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line momentum driven by an exceptional data center cycle, record backlog, solid segment-level performance (particularly CSS and EES), an upgraded shareholder return profile, and a constructive 2026 outlook for revenue, margins, EPS, and materially improved free cash flow. Offsetting these positives are 2025 cash conversion weaknesses, gross margin pressure from project mix and public power competition (impacting UBS), higher interest expense from financing activity, and some seasonal/inventory-driven working capital builds. Overall, management presented a credible path to improved cash generation and margin expansion in 2026 while acknowledging near-term working capital and public power headwinds.Company Guidance
Record Quarterly and Strong Full-Year Sales
Q4 revenue of $6.1 billion, up 10% year-over-year with 9% organic growth; full-year sales of $23.5 billion, up 8% with organic sales up 9%.
Data Center Sales Surge
Q4 data center sales ~ $1.2 billion (≈ +30% YoY); full-year data center sales $4.3 billion, up approximately 50% and representing ~18% of 2025 company sales; CSS data center growth drove outsized contribution.
Business Unit Outperformance — CSS & EES
CSS: Q4 organic sales +14% (reported +16%), full-year organic +17%, CSS backlog nearly +40% YoY; CSS adjusted EBITDA margin 9.1% (+90 bps) and segment adjusted EBITDA grew ~30% in Q4. EES: Q4 organic +9%, full-year organic +8%, Q4 adjusted EBITDA +16% with margin expanding 50 bps to 8.5%.
Backlog and Demand Momentum
Company backlog up 19% YoY; CSS backlog up ~40% and UBS backlog up 23%, indicating strong near-term project visibility across segments.
2026 Outlook — Above-Market Growth and Profitability Targets
Guidance for reported sales growth of 5%–8% and organic sales 4%–7% for 2026; adjusted EBITDA margin guidance 6.6%–7.0%; adjusted diluted EPS guidance $14.50–$16.50 (midpoint ≈ +20% YoY).
Material Free Cash Flow Improvement Targeted for 2026
Management expects free cash flow of $500 million to $800 million in 2026, a substantial improvement from $54 million generated in 2025 as working capital conversion improves.
Capital Allocation and Shareholder Returns
Plan to increase annual common stock dividend by >10% to $2.00 per share (~$100 million annually); continued priorities: debt reduction, disciplined share repurchases, and selective M&A.
Digital Transformation & Recognition
Deployed new tech stack pilots across SBUs with a centralized data lake and AI applications planned; Fortune inaugural AI ranking placed WESCO at #10 among Fortune 500 companies.
Leadership Continuity
Planned CFO succession: David Schulz to retire May 2026 and transition responsibilities to incoming CFO Neil Deve; structured transition to preserve continuity.
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 |
|---|---|---|---|
Feb 10, 2026 | $301.69 | $285.80 | -5.27% |
Oct 30, 2025 | $227.92 | $251.86 | +10.50% |
Jul 31, 2025 | $211.98 | $206.20 | -2.73% |
May 01, 2025 | $161.94 | $151.08 | -6.71% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Wesco International (WCC) earnings time?
Wesco International (WCC) earnings time is at Apr 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 (Q1) is 2.84.