Jun 2026 (Q2 FY26) — Jul 30, 2026
WESCO Q2 FY26 — Record Performance Driven by Data Center and Broad-Based Growth, Full-Year Outlook Raised
Read the full callWESCO (WCC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
WESCO earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,665 | +13.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.7 | +0.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 209 | +19.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
14 of 17 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Public power customer segment return to sales growth | return to growth by the end of 2026 | Dec 2025 | We actually returned to growth in public power this quarter. | Achieved |
| Full-year adjusted EBITDA margin | 6.6% to 7% | Dec 2025 | Consistent with our stronger growth outlook, we are raising our adjusted EBITDA margin outlook to 6.9% to 7.1%, representing an EBITDA raise in dollar terms at the midpoint of over $100 million compared to the previous outlook. | Revised Up |
| Grid services full-year revenue growth | double digits | Dec 2025 | We've now struck 3 quarters of double-digit growth in a row, Q4, Q1, Q2. | On Track |
3 of WESCO INTERNATIONAL INC's 32 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 29 more targets are in the full ledger.
Claimed
- Record sales of $6.7 billion, up 13% reported and organic.
- Record adjusted EBITDA of $487 million, up 24%, with margin expanding 60 bps to 7.3%.
- Record adjusted EPS of $4.57, up 35%.
- Record backlog up 60% year-over-year, with all three business units posting double-digit growth.
- CSS achieved a record 10.2% EBITDA margin, EES expanded to 9.2%, and UBS returned to 10%.
Qualified
- Q3 FY26 adjusted EBITDA margin expected to be slightly lower sequentially due to anticipated mix of business.
- Public power competitive dynamics remained a margin headwind in UBS in the near term.
Price
$341.98 +0.32% · +$1.09
Performance +60.0% 1Y
1Y: $213.78 on 17 Oct 2025 → $341.98. High $384.09 (6 Oct 2026), low $213.59 (22 Oct 2025).
- Previous close
- $340.89
- 52-week range
- $213.59 – $384.09
- One year
- +56.26%
Overview
- Symbol
- WCC
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
14 of 17 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Public power customer segment return to sales growth | return to growth by the end of 2026 | Dec 2025 | We actually returned to growth in public power this quarter. | Achieved |
| Full-year adjusted EBITDA margin | 6.6% to 7% | Dec 2025 | Consistent with our stronger growth outlook, we are raising our adjusted EBITDA margin outlook to 6.9% to 7.1%, representing an EBITDA raise in dollar terms at the midpoint of over $100 million compared to the previous outlook. | Revised Up |
| Grid services full-year revenue growth | double digits | Dec 2025 | We've now struck 3 quarters of double-digit growth in a row, Q4, Q1, Q2. | On Track |
Claimed
- Record sales of $6.7 billion, up 13% reported and organic.
- Record adjusted EBITDA of $487 million, up 24%, with margin expanding 60 bps to 7.3%.
- Record adjusted EPS of $4.57, up 35%.
- Record backlog up 60% year-over-year, with all three business units posting double-digit growth.
- CSS achieved a record 10.2% EBITDA margin, EES expanded to 9.2%, and UBS returned to 10%.
Qualified
- Q3 FY26 adjusted EBITDA margin expected to be slightly lower sequentially due to anticipated mix of business.
- Public power competitive dynamics remained a margin headwind in UBS in the near term.
The full ledger
Open WESCO INTERNATIONAL INC’s full ledger
A free account opens 5 company ledgers a month. All 32 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
WESCO Q1 FY26 — Exceptional Start Driven by Data Center Demand and Raised Full-Year Outlook
Read the full callEvery analysed call
WESCO earnings calls (WCC)
Financials
What the filings say
Net profit, year on year: +20% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5,489 | 5,500 | 5,344 | 5,900 | 6,199 | 6,069 | 6,080 | 6,665 |
| Operating profit | 336 | 301 | 241 | 322 | 345 | 325 | 294 | 382 |
| Operating margin | 6.1% | 5.5% | 4.5% | 5.5% | 5.6% | 5.3% | 4.8% | 5.7% |
| Profit before tax | 274 | 209 | 154 | 237 | 246 | 219 | 197 | 272 |
| Tax rate | 25.3% | 20.8% | 23.4% | 26.1% | 23.5% | 26.4% | 21.9% | 22.9% |
| Net profit | 204 | 165 | 118 | 175 | 188 | 160 | 154 | 209 |
| EPS ($ per share) | 3.87 | — | 2.13 | 3.88 | 3.85 | — | 3.16 | 4.28 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 2,307 | 2,530 | 2,602 | 3,005 | 3,795 | 4,392 | 4,961 | 5,513 |
| Total liabilities | 2,475 | 2,759 | 8,544 | 8,841 | 10,362 | 10,029 | 10,096 | 11,469 |
| Fixed assets | 161 | 181 | 399 | 379 | 403 | 424 | 443 | 467 |
| Total assets | 4,605 | 5,018 | 11,880 | 12,618 | 14,812 | 15,061 | 15,061 | 16,495 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 297 | 224 | 544 | 67 | 11 | 493 | 1,101 | 125 |
| Cash from investing | -34 | -61 | -3,735 | 3 | -284 | -90 | 40 | -141 |
| Cash from financing | -275 | -110 | 3,481 | -311 | 584 | -404 | -928 | -93 |
| Net cash flow | -22 | 55 | 298 | -237 | 315 | -3 | 179 | -98 |
| Capital expenditure | -36 | -44 | -57 | -55 | -99 | -92 | -95 | -100 |
| Free cash flow | 261 | 180 | 487 | 12 | -88 | 401 | 1,007 | 25 |
WCC revenue by segment
CSS grew from 36% to 40% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| CSS | 36% | 37% | 37% | 38% | 39% | 40% | 41% | 40% | +18.4% |
| EES | 39% | 39% | 39% | — | 38% | — | 37% | 38% | — |
| UBS | 25% | 24% | 24% | 23% | 23% | 23% | 22% | 22% | +7.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 73%
- Non Us 13% ↑ 1 pt
- CA 13% ↓ 1 pt
As WCC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
239 filings between Nov 4, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
$723.7K
2 purchases by 1 insider
Sales
$68.32M
55 sales by 10 insiders
Compensation
not trading decisions- 121
- Award — granted as compensation
- 14
- Option exercise — converted options into shares
- 37
- Tax withheld — shares kept back by the company to cover tax
Also filed: 9 dispositions to the issuer, 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ENGEL JOHN | — | $28.50M | May 6, 2026 |
| Schulz David S. | — | $15.89M | May 6, 2026 |
| Lazzaris Diane | — | $12.64M | May 6, 2026 |
| Wolf Christine Ann | — | $3.22M | May 6, 2026 |
| Khurana Akash | — | $2.68M | Aug 17, 2026 |
| Porwal Hemant | — | $2.61M | May 11, 2026 |
| Naylor Dirk Waugh | — | $1.39M | May 5, 2026 |
| Castillo Daniel J | $723.7K | — | Aug 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Dev Indraneel EVP & CFO | Award | 23 | $0 |
| Sep 30, 2026 | NAGARAJAN SUNDARAM Director | Award | 10 | $0 |
| Sep 30, 2026 | Lazzaris Diane EVP and General Counsel | Award | 4 | $0 |
| Sep 30, 2026 | Sundaram Easwaran Director | Award | 20 | $0 |
| Sep 30, 2026 | Cooney Anne M Director | Award | 27 | $9.7K |
| Sep 30, 2026 | Kulasa Matthew S SVP, Corp. Controller & CAO | Award | 1 | $0 |
| Sep 30, 2026 | Thompson Laura K Director | Award | 2 | $0 |
| Sep 30, 2026 | Cooney Anne M Director | Award | 5 | $0 |
| Sep 30, 2026 | Singleton James Louis Director | Award | 27 | $0 |
| Sep 30, 2026 | Cameron James EVP & GM, Util & Broadband | Award | 29 | $0 |
| Sep 30, 2026 | Carter Michael Lonon Director | Award | 1 | $0 |
| Sep 30, 2026 | NAGARAJAN SUNDARAM Director | Award | 22 | $7.8K |
| Sep 30, 2026 | Khurana Akash EVP, Chief Info & Digital Off. | Award | 27 | $0 |
| Sep 30, 2026 | ENGEL JOHN Chairman, President & CEO | Award | 30 | $0 |
| Sep 30, 2026 | WAJSGRAS DAVID C Director | Award | 1 | $0 |
| Sep 30, 2026 | Porwal Hemant EVP Supply Chain & Operations | Award | 3 | $0 |
| Sep 30, 2026 | Sundaram Easwaran Director | Award | 87 | $31.2K |
| Sep 30, 2026 | WAJSGRAS DAVID C Director | Award | 87 | $31.2K |
| Sep 30, 2026 | Castillo Daniel J EVP & GM, EES | Award | 14 | $0 |
| Sep 30, 2026 | Naylor Dirk Waugh EVP & GM, Comm & Sec Solutions | Award | 10 | $0 |
| Sep 30, 2026 | ESPE MATTHEW J Director | Award | 17 | $0 |
| Sep 30, 2026 | BRYAN GLYNIS Director | Award | 6 | $0 |
| Sep 30, 2026 | Marino Anthony S EVP & CHRO | Award | 1 | $0 |
| Sep 11, 2026 | Castillo Daniel J EVP & GM, EES | Tax withheld | 1,618 | $576.5K |
| Aug 17, 2026 | Khurana Akash EVP, Chief Info & Digital Off. | Sale | 360 | $132.6K |
| Aug 17, 2026 | Khurana Akash EVP, Chief Info & Digital Off. | Sale | 1,560 | $571.1K |
| Aug 17, 2026 | Khurana Akash EVP, Chief Info & Digital Off. | Sale | 1,480 | $543.4K |
| Aug 12, 2026 | Thompson Laura K Director | Sale | 270 | $99.5K |
| Aug 4, 2026 | Castillo Daniel J EVP & GM, EES | Purchase | 960 | $351.3K |
| Jul 23, 2026 | Marino Anthony S EVP & CHRO | Award | 1,021 | $0 |
| Jun 30, 2026 | Sundaram Easwaran Director | Award | 21 | $0 |
| Jun 30, 2026 | Kulasa Matthew S SVP, Corp. Controller & CAO | Award | 1 | $0 |
| Jun 30, 2026 | Cameron James EVP & GM, Util & Broadband | Award | 30 | $0 |
| Jun 30, 2026 | Porwal Hemant EVP Supply Chain & Operations | Award | 3 | $0 |
| Jun 30, 2026 | Thompson Laura K Director | Award | 2 | $0 |
| Jun 30, 2026 | WAJSGRAS DAVID C Director | Award | 1 | $0 |
| Jun 30, 2026 | BRYAN GLYNIS Director | Award | 6 | $0 |
| Jun 30, 2026 | Khurana Akash EVP, Chief Info & Digital Off. | Award | 29 | $0 |
| Jun 30, 2026 | Wolf Christine Ann EVP & CHRO | Award | 4 | $0 |
| Jun 30, 2026 | Lazzaris Diane EVP and General Counsel | Award | 4 | $0 |
| Jun 30, 2026 | Carter Michael Lonon Director | Award | 1 | $0 |
| Jun 30, 2026 | WAJSGRAS DAVID C Director | Award | 90 | $31.3K |
| Jun 30, 2026 | Cooney Anne M Director | Award | 25 | $8.5K |
| Jun 30, 2026 | Naylor Dirk Waugh EVP & GM, Comm & Sec Solutions | Tax withheld | 284 | $98.2K |
| Jun 30, 2026 | Cooney Anne M Director | Award | 5 | $0 |
| Jun 30, 2026 | ESPE MATTHEW J Director | Award | 18 | $0 |
| Jun 30, 2026 | Dev Indraneel EVP & CFO | Award | 24 | $0 |
| Jun 30, 2026 | Naylor Dirk Waugh EVP & GM, Comm & Sec Solutions | Award | 12 | $0 |
| Jun 30, 2026 | NAGARAJAN SUNDARAM Director | Award | 23 | $7.8K |
| Jun 30, 2026 | NAGARAJAN SUNDARAM Director | Award | 10 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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