earnings
confidence high
sentiment negative
materiality 0.75
Wesco Q4 sales record $6.07B (+10% YoY), adjusted EPS $3.40 miss; FY 2026 outlook, dividend hike
WESCO INTERNATIONAL INC
2025-FY EPS reported
$13.05
revenue$23,510,900,000
- Record Q4 net sales $6,068.6M, up 10.3% YoY; full year sales $23,510.9M, up 7.8% YoY.
- Q4 adjusted EPS $3.40, +7.6% YoY, but below expectations; GAAP EPS $3.34.
- Data center sales surged: Q4 $1.2B (+30% YoY), FY $4.3B (+50% YoY); backlog record +19% YoY.
- FY 2026 outlook: 5-8% sales growth, adj. EBITDA margin ~6.8%, adj. EPS $14.50-$16.50, FCF $500-800M.
- Dividend increased >10% to $2.00/share; Q4 operating cash flow $71.9M vs $276.6M prior year.