WESCO International (WCC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-09
$355.51-1.29%
Close 2026-09-09 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-09
Warn: Primary pillar under pressure — Maintain or raise EPS guidance for FY 2026 at least $16.08: FY26 EPS guide $7.93 vs $16.08 target.
WESCO International grows revenue steadily, hitting $6.08B in 2026-Q1. Profit rises with operating income up to $293.5M and net income to $153.8M. The company raised EPS guidance for 2026, showing confidence. Strategic acquisitions support growth.
Recent selloff and soft guidance show risks. Operating costs and market headwinds may pressure profits. CEO transition and debt issuance add uncertainty.
The stock trades about 8% above our fair value near $290, reflecting roughly 7% revenue growth expected by analysts. Our fair value is 27% below the Street median, indicating some valuation risk.
Breaks if: EPS guidance falls below $13.1 for FY 2026
Breaks if: Net income falls below $118.4M next quarter
Operating income falls below $240.9M next quarter
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on revenue growth and profitability. The current thesis state is intact, supported by recent earnings beats and management's commitment to operational efficiency.
The market seems to have a neutral view on WCC's valuation, with expectations slightly below what is justified. It trades at a premium compared to peers, indicating that some growth is already priced in.
Fundamentals are likely to show continued growth in revenue and profitability, as management is on track with its priorities. However, there is a near-term risk of a miss, although the probability is relatively low.
The long-term thesis hinges on the performance of sector bellwethers like GWW, FAST, and FERG. If these companies continue to perform well, it could positively influence WCC; conversely, any negative guidance from them could impact WCC's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats identified that could weaken the thesis.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 7% next year
Continue driving double-digit organic sales growth across all segments, fueled by data center demand and infrastructure projects.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $6.08B in 2026-Q1 to $6.67B in 2026-Q2, representing 14% and 13% year-over-year growth respectively. Management's emphasis on double-digit organic sales growth fueled by data centers and infrastructure projects is delivering with consistent strong revenue increases.
“We delivered another exceptional quarter marked by continued market outperformance and accelerating business momentum with 13% YOY sales growth.”
“Record first quarter reported net sales of $6.1 billion, up 14% YOY with organic sales up 12% YOY.”
Overall, WCC is positioned well but faces challenges that could affect its trajectory. Not investment advice.