WESCO International, Inc. (WCC) AI Stock Analysis

NYSE: WCCAI research summary: business, growth, valuation, analysts, bull and bear case.

WCC AI stock analysis summary

AI Research

WESCO International, Inc. (WCC) is a global B2B distributor providing supply chain solutions across electrical, communications, security, and utility sectors. The company generated $25.01B in trailing twelve month revenue and delivered 13.0% quarterly sales growth as of June 30, 2026. However, its net margin stands at 2.8%, and the company holds $5.90B in net debt.

Market cap
$16.61B
Revenue (TTM)
$25.01B
P/E
23.6x
fwd 18.2x
1Y return
57.1%
S&P 500 16.8%
Avg. target
$403.91
18.5% vs last close

Bull case

  • Quarterly revenue grew 13.0% year-over-year in the latest quarter, outpacing the US-listed Industrials peer median growth of 9.1%.
  • Consensus estimates expect FY2026 EPS to surge 30.9% to $16.91, followed by an additional 18.8% growth to $20.09 in the next fiscal year.
  • The stock has outperformed the broader market with a 1-year return of 57.1% and a 5-year return of 182.3%.

Bear case

  • The company holds $6.71B in total debt and $5.90B in net debt, resulting in a debt-to-equity ratio of 1.28.
  • Net margin stands at 2.8% over the trailing twelve months, down from 4.0% achieved in FY2022.
  • Free cash flow dropped sharply to $25.2M in FY2025, down from $1.01B generated in FY2024.

What WESCO International does

WESCO International, Inc. provides business-to-business distribution, logistics services, and supply chain solutions across the United States, Canada, and globally. The company operates through three segments: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility and Broadband Solutions (UBS). EES supplies electrical equipment, automation technologies, lighting, wire and cable, and safety products alongside MRO and contractor services. CSS serves network infrastructure and security markets with data communications, audio/visual, safety, and energy management products. UBS supports investor-owned utilities, public power providers, and broadband operators with transmission hardware, transformers, and protective devices.

Growth and profitability

WCC increased revenue from $18.22B in FY2021 to $23.51B in FY2025, reflecting a 5-year revenue CAGR of 13.8%. Annual revenue rose 7.8% in FY2025 following a 2.5% decline in FY2024. Operating margin was 5.2% in FY2025, down from 6.7% in FY2022, while net income stood at $640.2M with a net margin of 2.7%. For the trailing twelve months ended June 30, 2026, revenue reached $25.01B with EPS of $14.46. In the latest quarter, revenue grew 13.0% year-over-year, and earnings increased 10.4%.

WCC income statement →

Balance sheet and cash flow

As of June 30, 2026, WCC held $808.9M in cash and short-term investments against total debt of $6.71B, resulting in net debt of $5.90B and a debt-to-equity ratio of 1.28. Current ratio was 2.09, and total assets stood at $17.81B. In FY2025, the company generated $125.0M in operating cash flow and $25.2M in free cash flow. Capital expenditures totaled $99.8M, while capital return included $615.3M in share buybacks and $115.7M in dividends paid, contributing to a 5.5% reduction in share count over 5 years.

WCC balance sheet →

Valuation and performance

WCC trades at a trailing P/E of 23.6x, below the 24.8x median of its US-listed Industrials peers, while its forward P/E of 18.2x compares to the peer median of 17.2x. The stock carries an EV/EBITDA multiple of 15.0x, above the peer group median of 13.9x, and a price-to-sales multiple of 0.7x against the peer median of 1.5x. Over the past year, WCC delivered a 57.1% return compared to 16.8% for the SPY, and its 5-year return reached 182.3% versus 83.0% for the index.

WCC key metrics →

WCC dividend

WCC pays a forward annual dividend of $2.00 per share, representing a dividend yield of 0.59% and a payout ratio of 12.8%. The company pays dividends on a quarterly frequency and has paid dividends for 4 consecutive years, with the last ex-dividend date on September 11, 2026.

WCC dividend history →

What analysts expect

WCC carries 8 Strong Buy, 2 Buy, 0 Hold, 1 Sell, and 0 Strong Sell ratings. The mean price target is $403.91, representing an 18.5% premium to the last close of $340.89. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $16.91 on revenue of $26.18B. For the next fiscal year, 11 analysts estimate EPS of $20.09 and revenue of $27.87B. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for October 29, 2026.

WCC forecast and price target →

Key risks and what to watch

  • Free cash flow generation fell significantly to $25.2M in FY2025, which fell short of funding the $615.3M in share buybacks and $115.7M in dividends paid that year.
  • The company's stock has a beta of 1.55, indicating higher price volatility than the broader equity market.
  • Operating margin of 6.1% over the trailing twelve months remains below the US-listed Industrials peer median of 11.7%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this WCC AI stock analysis

This page is an AI-written research summary of WESCO International, Inc. (WCC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: WCC income statement, WCC balance sheet, WCC key metrics, WCC analyst forecast, WCC chart. See the WCC stock overview for the latest quote and news.

WCC AI stock analysis FAQ

What is WESCO's primary business model?

WESCO distributes electrical, communications, security, and utility products and provides supply chain and logistics services across three segments: EES, CSS, and UBS.

Does WESCO pay a dividend?

Yes, WESCO pays a quarterly dividend totaling $2.00 annually, yielding 0.59% with a payout ratio of 12.8%.

How leveraged is WESCO's balance sheet?

As of June 30, 2026, WESCO held $808.9M in cash against $6.71B in total debt, resulting in net debt of $5.90B and a debt-to-equity ratio of 1.28.

What do Wall Street analysts expect for WESCO's upcoming earnings?

Analysts project FY2026 EPS of $16.91 on revenue of $26.18B, with the next quarterly report scheduled for October 29, 2026.

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