# WESCO International, Inc. (WCC)

> Source: Nexqual · https://nexqual.com/WCC · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, WESCO International, Inc. (WCC), nexqual.com/WCC" · informational, not investment advice.

**Price:** USD 323.68 (-7.23% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 348.92 · day 313.7–342.42 · 52w 214.53–388.64 · market cap $15.8B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $25.0B, net income $710M (2.8% margin), free cash flow $155M (SEC filings).
- Valuation: P/E 22.2x (avg 14.5x at the last 3 fiscal year-ends), EV/EBITDA 13.5x, net debt $5.13B.
- 5 of 80 tracked superinvestors hold WCC (13F, Q2 2026): 0 new, 1 added, 4 reduced, 0 unchanged.
- Analysts: Buy (mean 2.09 on a 1–5 scale) (11 analysts), mean target USD 403.91 (range 275–440).
- Total return with dividends: 1Y +48.3% vs S&P 500 +14.9%; 5Y +166.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 4.69, revenue estimate $6.87B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $18.2B | $21.4B | $22.4B | $21.8B | $23.5B | $25.0B |
| Gross profit | $3.79B | $4.66B | $4.84B | $4.71B | $4.97B | — |
| Operating income | $802M | $1.44B | $1.41B | $1.22B | $1.23B | $1.35B |
| Net income | $465M | $861M | $766M | $718M | $640M | $710M |
| EPS (diluted) | $7.84 | $15.33 | $13.54 | $13.05 | $13.05 | — |
| Free cash flow | $12.4M | -$88.4M | $401M | $1.01B | $25.2M | $155M |
| Gross margin | 20.8% | 21.8% | 21.6% | 21.6% | 21.1% | — |
| Operating margin | 4.4% | 6.7% | 6.3% | 5.6% | 5.2% | 5.4% |
| Net margin | 2.6% | 4.0% | 3.4% | 3.3% | 2.7% | 2.8% |
| Revenue growth | +47.8% | +17.6% | +4.5% | -2.5% | +7.8% | — |
| Cash + short-term investments | $213M | $527M | $524M | $703M | $605M | — |
| Total debt | $4.71B | $5.42B | $5.32B | $5.07B | $5.78B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 22.2x · P/S 0.6x · EV/EBITDA 13.5x · EV/Sales 0.8x · P/FCF 101.7x · P/B 3.0x · FCF yield 0.98% · Earnings yield 4.50% · Dividend yield (paid, TTM) 0.59% · Buyback yield (TTM) 0.41% · Net debt $5.13B · EV $20.9B
P/E at fiscal year-ends: Dec 2025 18.9x, Dec 2024 12.8x, Dec 2023 11.9x.

## Superinvestors (SEC 13F-HR, Q2 2026)
5 of 80 tracked investors hold WCC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Seth Klarman | Baupost Group | 4.23% | $229M | Reduced -53.9% |
| Third Avenue Management |  | 0.94% | $5.9M | Reduced -11.8% |
| Christopher Davis | Davis Advisors | 0.54% | $126M | Reduced -4.5% |
| Richard Pzena | Pzena Investment Management | 0.07% | $24.7M | Reduced -37.0% |
| First Eagle Investment | First Eagle Investment Management | 0.03% | $18.2M | Added +3.1% |

## Analysts
Consensus Buy (mean 2.09 on a 1–5 scale), 11 analysts; mean target USD 403.91 (low 275, high 440).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | RBC Capital | Target raised | Outperform | $430 → $435 |
| 2026-10-12 | Barclays | Target raised | Overweight | $390 → $437 |
| 2026-08-03 | Barclays | Target raised | Overweight | $376 → $390 |
| 2026-07-31 | RBC Capital | Target raised | Outperform | $421 → $430 |
| 2026-07-16 | RBC Capital | Target raised | Outperform | $411 → $421 |
| 2026-07-14 | Stephens & Co. | Upgrade | Equal-Weight → Overweight | $350 → $400 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +48.3% | +166.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +48.5% | +21.6% |
| Volatility (annualized) | 45.2% | 42.0% |
| Max drawdown | -20.5% (Feb 2026→Mar 2026) | -35.4% (Nov 2024→Mar 2025) |

## Peers (Industrial Distribution)
WSO (Watsco, Inc.) USD 327.04 +7.22% · AIT (Applied Industrial Technologies) USD 319.4 -5.75% · QXO (QXO, Inc.) USD 11.02 +6.89% · CNM (Core & Main, Inc.) USD 42.33 +2.17% · FERG (Ferguson Enterprises Inc.) USD 227.31 -0.29% · POOL (Pool Corporation) USD 197.21 +14.36%

## More
Full page: https://nexqual.com/WCC · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name WCC in their own reports (relationship from WCC's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| supplier | Atkore Inc. (ATKR) | 10-K 2025-11-26 | "Our customers include global electrical distributors (such as Consolidated Electrical Distributors, Inc. ("CED"), Graybar Electric Company, Rexel, Sonepar S.A. and Wesco International, Inc.), independ…" |

## Revenue by business segment (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| CSS | $2.68B | 40.2% | +18.4% |
| EES | $2.51B | 37.7% | +11.2% |
| UBS | $1.47B | 22.1% | +7.0% |
| Total revenue | $6.67B | 100% | — |

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| UNITED STATES | $4.89B | 73.4% | +11.6% |
| Non-US | $898.0M | 13.5% | +26.7% |
| CANADA | $872.2M | 13.1% | +8.5% |
| Total revenue | $6.67B | 100% | — |

## Company outlook (8-K filed 2026-07-30)

- "As a result, we are significantly raising our full-year 2026 outlook reflecting the favorable secular growth trends and our confidence in continued strong execution."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $4.69 | $4.48 | +4.7% | $6.87B | 10 |
| Next quarter (ends 2026-12-31) | $4.24 | $4.26 | -0.5% | $6.59B | 9 |
| Current fiscal year (ends 2026-12-31) | $16.91 | $16.07 | +5.2% | $26.18B | 11 |
| Next fiscal year (ends 2027-12-31) | $20.09 | $18.79 | +6.9% | $27.87B | 11 |