WESCO International, Inc. WCC
This picture changes. Follow WESCO International, Inc. free — email when the signal or risk changes + a Sunday weekly brief.
Follow WESCO International, Inc. freeEmail when the signal or risk changes · Sunday weekly brief
No card · No time limit on free tier · Upgrade when you need more
Full analysis: 31 Jul 2026
Latest news check: 7 Jun 2026
General analysis — not personal advice.
BUY
8/10
Confidence
A full position may be justified at current valuation given the growth momentum.
Strong data center growth, record backlog and raised guidance support the add signal.
Market sentiment
8/10
↑
Trend: Improving
The market reacts positively to the strong order intake and data center momentum. Analysts highlight the company's positioning in AI infrastructure.
Price context
The price sits 8.5 % below the 52-week high after a 65.6 % rise over twelve months. The level already reflects elevated expectations for data center growth but leaves room for positive surprise on continued execution.
Risk assessment
4/10
Dilution:
Low
Profitable operations with positive cash flow and buybacks
Jurisdiction:
Low
Primary operations in the US and stable markets
Execution:
Medium
Need to integrate acquisitions and manage global chains
About the company
WESCO International is a global B2B distributor of electrical, industrial and communications products. The company provides supply chain solutions with strong exposure to data centers, utilities and broadband. Operations are primarily in North America with presence in about 50 countries.
Sector:
Electrical and industrial distribution
Type:
Industrial
Next report
30 Oct 2026
Q3
Catalysts
Oct 2026
Q3 report
High
Q4 2026
Newark integration
Medium
Horizon:
Bull case
Strong data center growth and record backlog sustain momentum after the Q2 beat.
Bear case
Elevated debt and cyclical exposure outside data centers may limit upside in a macro slowdown.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| Data center demand | Weaker data center demand → lower backlog growth and margin expansion. | Continued strong data center demand → higher CSS segment growth and improved profitability. |
| Newark Engineering integration | Delayed integration → missed synergies in data center cooling. | Successful integration → increased capacity and revenue in cooling solutions. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Strong data center growth, record backlog and raised guidance support the add signal.
Recent news
- Q2 2026 results significantly beat expectations with 13 % sales growth and raised full-year guidance. The company completed the acquisition of Newark Engineering Group to strengthen its data center cooling offering. A multi-year Grid Services contract with a hyperscale customer was signed.
Key figures
Revenue
Q2 2026
USD 6.7B
EBITDA
Q2 2026
USD 433M
Cash
Q2 2026
USD 809M
Total debt
Q2 2026
USD 6.0B
Gross margin
Q2 2026
21.8%
Shares outstanding
2026-02-12
48.7M
Price & valuation
Last close
USD 367
Market Cap
USD 17.9B
1 week
-1.8 %
3 months
+1.7 %
12 months
+73.5 %
From 52w high
-2.1 %
From 52w low
+80.1 %
Exchange
NYSE
Type
Industrials
Sector
Electrical and industrial distribution
This picture changes. Follow WESCO International, Inc. free — email when the signal or risk changes + a Sunday weekly brief.
Follow 3 companies freeEmail when the signal or risk changes · Sunday weekly brief
No card · No time limit on free tier · Upgrade when you need more
Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.