Recent Updates — WCC
WESCO International reported record third-quarter net sales of $7.2 billion, a 17% increase year-over-year, driven by strong demand across its Communications and Security Solutions, Electrical and Electronic Solutions, and Utility and Broadband segments. Data center sales surged approximately 55%, contributing to a total company backlog that rose roughly 80% to a new record level. The company posted record diluted earnings per share of $5.43 and adjusted diluted EPS of $5.77, up 47% from the prior year period. Operating cash flow reached $194 million, generating $184 million in free cash flow while reducing financial leverage to 2.8x. Management raised its full-year 2026 outlook for sales and earnings, citing accelerating business momentum and diversified secular growth drivers. Wesco International operates as a leading provider of business-to-business distribution, logistics services, and supply chain solutions.
On September 17, 2026, WESCO International amended its revolving credit facility to extend the maturity date to September 17, 2031, increase revolving commitments from $1.725 billion to $1.85 billion, and decrease interest rate spreads. The company also amended its receivables securitization facility, extending the termination date to September 17, 2029, increasing the purchase limit from $1.55 billion to $1.75 billion, and decreasing drawn spreads. These changes enhance liquidity flexibility and reduce borrowing costs for WESCO Distribution, a wholly owned subsidiary. The company operates in the electrical and industrial supply distribution industry.
WESCO International reported record second quarter 2026 net sales of $6.7 billion, a 13% year-over-year increase, driven by strong demand in data center infrastructure. Diluted earnings per share reached $4.23, with adjusted diluted EPS rising 35% to $4.57. The company achieved record total backlog, up approximately 60% year-over-year, fueled by multi-year customer commitments and significant Grid Services awards. Management raised its full-year 2026 outlook, projecting reported sales growth of 10-12% and adjusted diluted EPS between $16.00 and $17.50. Wesco International operates in the business-to-business distribution industry, providing logistics services and supply chain solutions for electrical, electronic, communications, security, utility, and power markets.