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WESCO International (WCC) investor relations material
WESCO International Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved record Q3 net sales of $6.2 billion, up 12.9% year-over-year, with organic sales up 12.1% and all business units contributing to growth.
Data center sales reached $1.2 billion, up ~60% year-over-year, now 19% of total sales.
Adjusted EPS grew 9.5% year-over-year to $3.92; adjusted EBITDA margin was 6.8%, up 10 bps sequentially.
Raised full-year 2025 outlook for organic sales growth, adjusted EBITDA, and adjusted EPS.
Utility sales returned to growth, driven by investor-owned utilities.
Financial highlights
Q3 net sales: $6.2 billion (up 12.9% year-over-year); organic sales up 12%; reported sales up 13%.
Adjusted EBITDA: $423 million (6.8% of sales), up 6.3% year-over-year; gross margin at 21.3%, down 80 bps year-over-year but up sequentially.
Adjusted EPS: $3.92, up 9.5% year-over-year.
Free cash flow was a use of $89 million in Q3, with trailing twelve months at $275 million.
Adjusted SG&A increased 11% year-over-year, but SG&A as a percentage of sales improved due to operating leverage.
Outlook and guidance
Full-year 2025 organic sales growth outlook raised to 8–9%; adjusted EPS guidance increased to $13.10–$13.60.
Free cash flow outlook reduced to $400–$500 million due to higher working capital needs.
Expect high single-digit sales growth in Q4 across all SBUs, with adjusted EBITDA margin up year-over-year.
2026 midterm targets reaffirmed: mid single-digit organic sales growth, mid-teens data center growth, and 20–30 bps annual adjusted EBITDA margin improvement.
Free cash flow outlook reduction drivers?
Gross margin trend with lower-margin projects?
Data center sales growth sustainability?
Data center growth drivers beyond AI?
EES non-data center growth drivers?
2026 FCF conversion target?
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Next WESCO International earnings date
Q4 202510 Feb, 2026
Next WESCO International earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Electronic, Industrial, and Electric Products
WESCO International, Inc. is an American holding company with multinational operations. The company is a leading provider in the global B2B market for electrical, industrial, and communications maintenance, repair, and operation (MRO). WESCO is also one of the leaders in original equipment manufacturers (OEM) of products, construction materials, advanced supply chain management, and logistics services for previously mentioned industries. The company is headquartered in Pittsburgh, Pennsylvania and its shares are traded on the NYSE.
Electrical Components and Supplies
WESCO International, Inc., founded in 1922, began as a distribution arm of Westinghouse Electric Corporation. Initially focused on electrical components and supplies, WESCO expanded over the years, evolving into a global leader in supply chain solutions and logistics. This growth was propelled by a strategic mix of organic development and acquisitions, enabling diversification across various product lines and industries. One of the most notable acquisitions in the company’s history came in 2020 when it acquired Anixter International, substantially enlarging its footprint and product offerings. This move positioned WESCO as a more comprehensive provider of electrical, communications, and utility distribution and supply chain services. Today, WESCO operates in the same industry as companies such as Fastenal and W.W. Grainger.
Global Operations
As previously discussed, the company is a global distributor specializing in electrical, industrial, and communications MRO products. WESCO has clients in diverse sectors, with some examples being construction, industrial, utilities, and commercial, institutional, and government entities. Its vast product portfolio includes, for example, lighting, and electrical components, from wiring and connectors to advanced control systems.
The company also supplies a wide range of safety equipment, from personal protective gear to comprehensive safety systems. Additionally, WESCO provides networking and telecommunications gear, including cabling, switches, and wireless devices essential for modern communication infrastructure.
Supply Chain Management
The company also provides supply chain management and various related services. Their offerings encompass a range of logistics and inventory management solutions, using advanced technology for procurement, delivery, and tracking of materials and products. This service is incredibly helpful for businesses seeking streamlined operations, particularly in industries with complex supply chains.
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