tiprankstipranks
Wesco International (WCC)
NYSE:WCC
Want to see WCC full AI Analyst Report?

Wesco International (WCC) AI Stock Analysis

602 Followers

Top Page

WCC

Wesco International

(NYSE:WCC)

Select Model
Select Model
Select Model
Neutral 68 (OpenAI - 5.2)
Rating:68Neutral
Price Target:
$333.00
â–²(4.37% Upside)
Action:ReiteratedDate:04/30/26
The score is driven by strong, upgraded forward outlook and operational momentum from the latest earnings call, supported by an established uptrend in the technicals. Offsetting this are weaker underlying cash-flow consistency and higher leverage on the balance sheet, while valuation appears roughly mid-range with a low dividend yield.
Positive Factors
Record Sales & Backlog
Sustained record sales and a 22% larger backlog provide multi-quarter revenue visibility and support resource planning. For a distributor, a rising backlog signals durable demand across end markets and reduces short-term revenue volatility from lumpy projects.
Negative Factors
Elevated Leverage
Higher leverage reduces financial flexibility if markets slow and increases interest-sensitivity. With material debt outstanding, the company faces constrained ability to absorb project timing volatility or fund large inorganic initiatives without pressuring liquidity or capital allocation priorities.
Read all positive and negative factors
Positive Factors
Negative Factors
Record Sales & Backlog
Sustained record sales and a 22% larger backlog provide multi-quarter revenue visibility and support resource planning. For a distributor, a rising backlog signals durable demand across end markets and reduces short-term revenue volatility from lumpy projects.
Read all positive factors

Wesco International (WCC) vs. SPDR S&P 500 ETF (SPY)

Wesco International Business Overview & Revenue Model

Company Description
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), Co...
How the Company Makes Money
Wesco primarily makes money by selling products and solutions it sources from manufacturers to business customers at a markup, recognizing revenue when goods and related services are delivered under customer contracts. Its revenue is largely gener...

Wesco International Key Performance Indicators (KPIs)

Any
Any
Revenue by Geography
Revenue by Geography
Chart Insights
Data provided by:The Fly

Wesco International Earnings Call Summary

Earnings Call Date:Apr 30, 2026
(Q1-2026)
|
Next Earnings Date:Jul 30, 2026
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.
Positive Updates
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.
Negative Updates
UBS Profitability Pressure
UBS adjusted EBITDA declined 5% to $131 million and adjusted EBITDA margin decreased 120 basis points to 9.6%, driven by gross margin pressure and higher SG&A as a percentage of sales (weakness in transformers and wire & cable).
Read all updates
Q1-2026 Updates
Negative
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.
Read all positive updates
Company Guidance
WESCO raised its 2026 outlook, now targeting reported sales growth of 6–9% (organic 5–8%), implying roughly $24.9–$25.6 billion of revenue, with adjusted EBITDA margin of 6.6–7.0% and adjusted diluted EPS of $15–$17; free cash flow is expected to be $500–$800 million (with historically ~70% of cash flow in H2), FX and pricing assumptions unchanged, and no change to interest expense guidance (management assumes no rate cuts). The company exited Q1 at 3.2x net debt/adjusted EBITDA after a $1.5 billion refinancing expected to deliver >$20 million of annualized interest savings; it also raised CSS guidance to low double‑digit growth with data‑center sales now expected to be up >20% for the year. Near term, WESCO expects Q2 EBITDA margin to be roughly flat year‑over‑year (incentive comp ≈25 bps headwind), April MTD sales per workday up ~10%, and reported Q2 sales up high single digits.

Wesco International Financial Statement Overview

Summary
Income statement trends are solid but not accelerating (resilient revenue, solid distributor margins with mild compression). The balance sheet is constrained by elevated leverage (debt-to-equity ~1.5x). Cash flow is the main weakness due to volatile, inconsistent free cash flow and weak cash conversion versus earnings in the latest period.
Income Statement
72
Positive
Balance Sheet
56
Neutral
Cash Flow
44
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue24.24B23.51B21.82B22.39B21.42B18.22B
Gross Profit3.72B4.77B4.71B4.84B4.66B3.79B
EBITDA1.50B1.44B1.50B1.56B1.61B1.05B
Net Income675.70M640.20M717.60M765.50M860.50M465.40M
Balance Sheet
Total Assets16.96B16.49B15.06B15.06B14.81B12.62B
Cash, Cash Equivalents and Short-Term Investments696.60M604.80M702.60M524.10M527.30M212.58M
Total Debt22.80M7.48B5.68B5.96B5.93B5.13B
Total Liabilities11.87B11.47B10.10B10.03B10.36B8.84B
Stockholders Equity5.10B5.03B4.97B5.04B4.45B3.78B
Cash Flow
Free Cash Flow215.60M25.20M1.01B400.90M-88.37M12.39M
Operating Cash Flow318.40M125.00M1.10B493.20M11.04M67.14M
Investing Cash Flow-106.20M-140.70M40.40M-89.60M-283.57M2.54M
Financing Cash Flow-203.20M-92.70M-928.30M-403.90M584.03M-310.78M

Wesco International Technical Analysis

Technical Analysis Sentiment
Positive
Last Price319.06
Price Trends
50DMA
284.11
Positive
100DMA
276.67
Positive
200DMA
247.46
Positive
Market Momentum
MACD
10.24
Negative
RSI
69.64
Neutral
STOCH
88.43
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WCC, the sentiment is Positive. The current price of 319.06 is above the 20-day moving average (MA) of 284.24, above the 50-day MA of 284.11, and above the 200-day MA of 247.46, indicating a bullish trend. The MACD of 10.24 indicates Negative momentum. The RSI at 69.64 is Neutral, neither overbought nor oversold. The STOCH value of 88.43 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCC.

Wesco International Risk Analysis

Wesco International disclosed 32 risk factors in its most recent earnings report. Wesco International reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Wesco International Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$10.96B24.9521.64%0.70%7.54%6.04%
77
Outperform
$54.18B28.3345.93%0.86%4.51%-8.75%
74
Outperform
$50.18B39.2033.25%2.10%10.94%12.68%
68
Neutral
$14.88B18.8913.02%0.72%7.76%-0.29%
66
Neutral
$49.80B28.0035.56%1.35%0.42%-9.05%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
$5.63B31.3015.00%3.96%2.16%-2.18%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WCC
Wesco International
305.27
154.48
102.45%
AIT
Applied Industrial Technologies
296.57
69.52
30.62%
FAST
Fastenal Company
43.71
4.18
10.58%
MSM
MSC Industrial
100.75
27.78
38.07%
GWW
WW Grainger
1,144.81
100.63
9.64%
FERG
Ferguson PLC
256.16
89.04
53.28%

Wesco International Corporate Events

Business Operations and StrategyFinancial Disclosures
Wesco International Posts Record Q1 2026 Results, Raises Outlook
Positive
Apr 30, 2026
On April 30, 2026, Wesco International reported record first-quarter 2026 results, with net sales rising 13.8% year over year to $6.1 billion and organic sales up 12.3%, driven by strong volume growth across all segments and a sharp increase in da...
Business Operations and StrategyPrivate Placements and Financing
Wesco International Completes $1.5 Billion Senior Notes Offering
Positive
Feb 27, 2026
On February 27, 2026, WESCO Distribution completed a private offering of $650 million in 5.250% senior notes due 2031 and $850 million in 5.500% senior notes due 2034, both issued at par and governed by an indenture with U.S. Bank Trust Company as...
Business Operations and StrategyPrivate Placements and Financing
Wesco International Refinances Debt With New Senior Notes
Positive
Feb 25, 2026
On February 24, 2026, Wesco International announced that its subsidiary, Wesco Distribution, had launched and priced a private offering of $650 million in 5.250% senior notes due 2031 and $850 million in 5.500% senior notes due 2034, increasing th...
Executive/Board Changes
Wesco International Announces Chief Financial Officer Transition
Neutral
Feb 17, 2026
Wesco International, Inc. announced a planned chief financial officer transition in February 2026, reflecting an orderly leadership change in its finance organization. The company reported that David S. Schulz remained Executive Vice President and...
Business Operations and StrategyDividendsFinancial Disclosures
Wesco International Posts Record 2025 Results, Raises Dividend
Positive
Feb 10, 2026
Wesco International reported record fourth-quarter and full-year 2025 results on February 10, 2026, with quarterly net sales up 10.3% year on year to $6.1 billion and full-year sales rising 7.8% to $23.5 billion, including strong data center growt...
Executive/Board Changes
Wesco International Announces CFO Transition and New Appointment
Positive
Feb 10, 2026
On February 10, 2026, Wesco International Inc. announced that long-serving Executive Vice President and Chief Financial Officer Dave Schulz plans to retire effective May 31, 2026, after nearly a decade in the role. Schulz will remain CFO until an ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Apr 30, 2026