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), Communications & Security Solutions (CSS), and Utility & Broadband Solutions (UBS). The EES segment offers electrical equipment and supplies, automation and connected devices, security, lighting, wire and cable, and safety, as well as maintenance, repair, and operating (MRO) products. This segment also offers project execution solutions, direct and indirect manufacturing supply chain optimization programs, lighting and renewables advisory services, and digital and automation solutions. The CSS segment provides data center, network infrastructure, and security solutions. This segment sells products directly to security and network, professional audio/visual, and systems integrators, as well as data communications contractors. It also provides professional A/V, safety, facilities, and energy management solutions. The UBS segment offers products and services to investor-owned utilities, electric power cooperatives and municipalities, service and wireless providers, broadband operators, and contractors. This segment’s products include wires and cables, transformers, transmission and distribution hardware, switches, protective devices, connectors, lighting and connectivity products, conduits, fiber and power cables, pole line hardware, racks, cabinets, safety and MRO products, and wireless devices. It also offers fiber project management, high and medium voltage project design and support, pre-wired meters and capacitor banks, meter testing and advanced metering infrastructure installation, personal protective equipment, dielectric testing, and tool repair, as well as emergency response, storage yard, materials, and logistics management solutions. The company was founded in 1922 and is headquartered in Pittsburgh, Pennsylvania.
Datacenter Dynamo | WESCO's datacenter vertical surges 70%, now 14% of total revenue, showcasing the company's strategic focus on high-growth markets and increasing share-of-wallet |
Mixed Performance | Despite Q1 challenges in project and product mix, WESCO reaffirms 2025 guidance and reports 7% sales growth in April, signaling resilience |
Price Increase Potential | Supplier price notifications up 150% quarter-to-date, with high single-digit increases, potentially boosting WESCO's margins in late 2025 and early 2026 |
Analyst Outlook | Analysts project bullish earnings of $19 per share for 2026, with price targets ranging from $163 to $245, reflecting optimism in WESCO's growth prospects |
Metrics to compare | WCC | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipWCCPeersSector | |
|---|---|---|---|---|
P/E Ratio | 21.8x | 39.3x | 12.8x | |
PEG Ratio | - | 0.19 | 0.03 | |
Price/Book | 2.8x | 1.6x | 1.4x | |
Price / LTM Sales | 0.6x | 1.4x | 1.3x | |
Upside (Analyst Target) | 11.2% | −2.4% | 14.4% | |
Fair Value Upside | Unlock | 3.1% | 4.1% | Unlock |