WESCO Reports Record Q2: Sales $6.7B, Adj. EPS $4.57, Raises 2026 Outlook
WCC sits 65% above its 52-week low of $197.955 on elevated volume (1.9× avg).
Summary
WESCO International posted record Q2 2026 results with sales of $6.7B, adjusted EBITDA of $487M, and adjusted EPS of $4.57, all exceeding expectations. The company raised its full-year outlook, reflecting accelerating data center momentum and a record backlog.
Key Events · Earnings and Guidance · WCC
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Record Q2 Sales and Profitability
Net sales reached $6.7B, up 13% YOY on a reported and organic basis. Adjusted EBITDA rose 24% to $487M, with margin expanding 60 bps to 7.3%. Adjusted diluted EPS of $4.57 grew 35% YOY.
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Data Center Momentum Drives Growth
Data center sales hit $1.5B in Q2, up ~45% YOY, and now exceed $5B on a trailing twelve-month basis. All three business units posted double-digit organic growth, with CSS up 18%, EES up 11%, and UBS up 7%.
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Record Backlog Signals Sustained Demand
Total company backlog increased ~60% YOY to a record level, fueled by multi-year data center commitments and a significant Grid Services award from a hyperscale customer.
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Raised Full-Year 2026 Outlook
Management lifted guidance: organic sales growth now 9-11% (vs. 5-8% prior), adjusted EBITDA margin 6.9-7.1% (vs. 6.6-7.0%), and adjusted EPS $16.00-$17.50 (vs. $15.00-$17.00). Free cash flow outlook narrowed to $300-$600M.
Analysis · WCC · Trade & Services
WESCO delivered a standout quarter with record sales, backlog, and profitability, driven by accelerating data center demand. Organic sales grew 13%, adjusted EBITDA jumped 24%, and adjusted EPS surged 35% to $4.57. Backlog soared ~60% to a new high, signaling sustained momentum. Management significantly raised full-year guidance, now expecting organic sales growth of 9-11% and adjusted EPS of $16.00-$17.50. The results and outlook underscore WESCO's transformation into a critical infrastructure solutions provider, with data center sales now exceeding $5B on a trailing basis. The stock is likely to react positively to the broad-based strength and upward revision.
At the time of this filing, WCC was trading at $327.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $15.1B. The 52-week trading range was $197.96 to $377.90. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.