DailyIQ
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Sector:IndustrialsAll sectors
Last updated 3 minutes ago

WCC·WESCO International, Inc.

$.
-. (-.%)
After Hours
High
$332.30
Open
$331.48
Market Cap
16.12B
52W High
$377.90
Low
$318.36
P. Close
$319.05
P/E
23.86
52W Low
$197.96
Fwd P/E
80.45
DailyIQ Est.
$406.38
Technical Score (1D)
27
SELL
News Sentiment
54
MIXED
RBC Capital lifted its price target for WESCO International to $421 from $411 while keeping an outperform rating, signaling renewed confidence in the company’s revenue growth and margin expansion. The same upgrade from RBC’s analyst Deane Dray reinforces the bullish view, suggesting that WESCO’s operating performance is expected to improve in the near term. Stephens & Co. also upgraded WESCO to overweight and raised its target to $400, citing a stronger earnings outlook and improved market positioning, which adds further upward pressure on sentiment. Argus Research’s recent target of $386, while lower than RBC’s, still reflects optimism about future earnings growth, indicating that analysts remain broadly positive despite differing valuations. These successive upgrades imply that traders should anticipate a potential rally in the next 1–10 trading days if the company delivers on its projected revenue and margin gains. The key catalyst for this optimism is WESCO’s ongoing expansion into data‑center cooling through the Newark Engineering acquisition, which is expected to boost recurring revenue and improve margins via cross‑sell synergies. However, integration risks and potential cost synergies remain uncertain, and the company’s high production cost base and modest free‑cash‑flow margin could temper upside if the deal does not deliver expected efficiencies. Traders should watch the upcoming Q2 2026 earnings call on July 30 for mandatory revenue, earnings, and guidance updates, as well as any commentary on margin trends and the progress of the Newark integration. Additionally, monitoring supply‑chain developments that could influence operating expenses will be key to assessing whether the bullish outlook holds over the next few trading days.
Earnings Summary
WESCO International, Inc. (WCC) operates as a leading business‑to‑business distributor, providing supply‑chain solutions across North America and beyond. Its three core segments—Electrical & Electronic Solutions, Communications & Security Solutions, and Utility & Broadband Solutions—serve diverse industrial and utility markets. The company’s long history, dating back to 1922, underpins its reputation for comprehensive product offerings and service expertise. In Q4 2024, WCC reported EPS of $3.16 versus an estimate of $3.21, slightly below guidance. Revenue reached $5.50 billion, matching the prior quarter’s $5.50 billion but falling short of the $5.79 billion estimate. The following year’s Q4 2025 EPS surged to $3.40 against a $2.96 estimate, marking a strong earnings beat. Revenue climbed to $6.07 billion, exceeding the $5.79 billion forecast and reflecting a 4.9% YoY increase. Q1 2026 EPS of $3.37 beat the $2.81 estimate, continuing the upward earnings trend. Revenue of $6.08 billion surpassed the $5.93 billion estimate, sustaining a 2.5% YoY growth. Across the last four quarters, WCC has consistently outperformed earnings expectations while maintaining steady revenue expansion. Recent analyst upgrades from Stephens & Co. signal heightened confidence in WCC’s earnings trajectory. The brokerage cited improved revenue growth and margin expansion as key drivers for the Overweight rating and $400 price target. These upgrades underscore market optimism about the company’s supply‑chain initiatives and resilience amid industrial demand fluctuations. Investors should watch the forthcoming Q2 2026 earnings release for confirmation of the upward trend. Key watch points include EPS guidance relative to the $3.97 estimate and revenue performance against the $6.50 billion forecast. Monitoring supply‑chain dynamics and margin trends will be essential to assess the sustainability of the recent earnings beat.

EPS

EstBeatMiss
$2.64$3.01$3.39$3.76$4.14Q4'24Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.97 - -
Q1'26$2.81$3.37+19.9%
Q4'25$2.96$3.40+14.8%
Q4'24$3.21$3.16-1.7%

Revenue

EstBeatMiss
$5.3B$5.7B$6.0B$6.3B$6.7BQ4'24Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.5B - -
Q1'26$5.9B$6.1B+2.6%
Q4'25$5.8B$6.1B+4.8%
Q4'24 - $5.5B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

WCC Stock Snapshot

WCC is currently trading at $319.05, giving WESCO International, Inc. a market cap of 16.12B and a P/E ratio of 23.9. Today's range spans $318.36–$332.30, with shares opening at $331.48 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 54/100.

Over the past year WCC has traded between $197.96 and $377.90 - the current price is +61.2% off the 52-week low and -15.6% from the high. 17 analysts cover the stock with a Strong Buy consensus and a mean 12-month target of $386.09 (range $240.00–$440.00), implying upside of +21.0%.

Earnings estimate risk is at the forefront for WESCO International, Inc. (WCC) - a large-cap Industrials name (16.12B market cap) showing a SELL (27/100) alongside neutral sentiment (54/100) often flags a period where consensus estimates are still catching down to what the market is already pricing in. Price: $319.05 (in the middle of its 52-week range in $197.96–$377.90). (P/E: 23.9) Active managers who track the technical-fundamental gap tend to position ahead of the revision, not after it.

The current SELL phase for WCC (27/100) at $319.05 (in the middle of its 52-week range) suggests that the market is discounting either a fundamental deterioration or a sector headwind that hasn't fully appeared in the earnings line yet. Sentiment at 54/100 (neutral) confirms that news flow is not providing a counternarrative. At 16.12B in Industrials capitalization, WCC has the liquidity for institutional exits to be orderly — but orderly doesn't mean shallow within the $197.96–$377.90 range.