The raised full-year outlook and accelerating backlog growth (~80% YoY) suggest sustained momentum into Q4 and 2027, particularly in data center and infrastructure end markets. Monitor the Q4 earnings call for updates on data center sales trajectory and any macro headwinds from tariffs or interest rates.
Price Chart
Executive Summary
Wesco International reported record Q3 2026 results with net sales of $7.226 billion, up 16.6% YoY, and adjusted EPS of $5.77, up 47.2% YoY, significantly exceeding the consensus estimate of $4.69. The company raised its full-year 2026 outlook for the second consecutive quarter, now expecting reported sales growth of 14%-15% (up from 10%-12%) and adjusted EPS of $18.00-$18.50 (up from $16.00-$17.50), driven by accelerating data center demand and record backlog up ~80% YoY.
Key Financial Metrics
Key Facts
- Record Q3 net sales of $7.226 billion, up 16.6% YoY and 8.4% sequentially
- Adjusted EPS of $5.77, up 47.2% YoY, versus consensus estimate of $4.69 (beat by ~23%)
- GAAP diluted EPS of $5.43, up 43.3% YoY
- Record adjusted EBITDA of $561.5 million, up 32.7% YoY, with margin expanding 100 bps to 7.8%
- Data center sales of $1.8 billion, up 55% YoY, now ~23% of company sales
- Record total company backlog up approximately 80% YoY, with all three segments at record levels
- Full-year 2026 outlook raised: reported sales growth now 14%-15% (from 10%-12%), adjusted EPS $18.00-$18.50 (from $16.00-$17.50)
- Financial leverage improved to 2.8x from 3.4x at year-end 2025
- Operating cash flow of $193.9 million, free cash flow of $184.2 million
Financial Impact
Record Q3 revenue of $7.226B (+16.6% YoY), adjusted EPS $5.77 (+47.2% YoY), raised FY2026 adjusted EPS guidance to $18.00-$18.50 from $16.00-$17.50
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| CSS | $2.9B | +21.7% |
| EES | $2.8B | +17.5% |
| UBS | $1.5B | +6.4% |
Risk Factors
- Macroeconomic uncertainty and potential tariff impacts could slow demand
- Higher effective tax rate (~27% in Q4) may temper EPS growth
- Working capital investment required to support rapid growth could pressure free cash flow conversion
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000929008-26-000029 |
| Document: wcc-3q2026slides.htm | 0000929008-26-000029 |
| Document: wcc-20261029.htm | 0000929008-26-000029 |
| Document: 0000929008-26-000029-index-headers.html | 0000929008-26-000029 |
| Document: 0000929008-26-000029-index.html | 0000929008-26-000029 |
| Document: 0000929008-26-000029.txt | 0000929008-26-000029 |
| 8-K Data (Synthetic) | 0000929008-26-000029 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | $366.71 $343.11 | ▼ −6.44% | ▼ −4.66% | $343.11 (−6.44%) |
Oct 27, 2026 5d ago | SC 13G/A | $339.11 $347.22 | ▲ +2.39% | ▲ +2.05% | $343.11 (+1.18%) |
Oct 14, 2026 18d ago | Institutional Cluster | $346.66 $340.89 | ▼ −1.66% | ▼ −0.56% | $343.11 (−1.02%) |
Oct 12, 2026 20d ago | Institutional Cluster | $361.34 $362.94 | ▲ +0.44% | ▲ +0.45% | $343.11 (−5.05%) |
Sep 21, 2026 5w ago | 8-K | $355.31 $362.08 | ▲ +1.91% | ▲ +1.92% | $343.11 (−3.43%) |
Aug 27, 2026 9w ago | Press Release | $336.42 $340.40 | ▲ +1.18% | ▲ +1.48% | $343.11 (+1.99%) |
Aug 19, 2026 10w ago | Insider Cluster | $338.09 $349.14 | ▲ +3.27% | ▲ +2.86% | $343.11 (+1.48%) |
Jul 9, 2026 16w ago | Press Release | $328.91 $335.02 | ▲ +1.86% | ▲ +1.43% | $343.11 (+4.32%) |
May 6, 2026 25w ago | Insider Cluster | $363.12 $350.88 | ▼ −3.37% | ▼ −3.04% | $343.11 (−5.51%) |
May 5, 2026 25w ago | 144 | $363.12 $350.88 | ▼ −3.37% | ▼ −3.04% | $343.11 (−5.51%) |
US Market Status
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