WESCO INTERNATIONAL INC — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
WESCO reported third-quarter 2026 net sales of $7.226 billion, up 16.6% reported and 16.6% organic YoY, with data center sales up ~55% to $1.8B. Adjusted EBITDA reached record $561.5M (7.8% margin, +100 bps YoY); adjusted diluted EPS hit record $5.77, up 47% YoY. Backlog surged ~80% YoY to record levels across all three business units (CSS, EES, UBS). The company raised full-year 2026 guidance: organic sales growth to 13–14% (from 9–11%), adjusted EBITDA margin to ~7.2% (from 6.9–7.1%), and adjusted EPS to $18.00–$18.50 (from $16.00–$17.50). Leverage improved to 2.8x from 3.4x at year-end 2025.
Why this rating
Strong execution with accelerating organic sales growth (17% vs. 12% prior year), record profitability, improved leverage, and raised full-year guidance. Material to ~$9B market-cap company but not transformational—execution on existing trajectory, not new business model or strategic inflection.
Price action (we called it positive)
before filing · preread $370.00 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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