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WCC·WESCO International, Inc.

$332.03
-4.70 (-1.40%)
High
$339.66
Open
$338.28
Market Cap
17.36B
52W High
$385.37
Low
$330.38
P. Close
$332.03
P/E
24.83
52W Low
$203.40
Fwd P/E
16.80
DailyIQ Est.
$415.54
Inst. Ownership
2.5%
Short Interest
2.70%
Days to Cover
3.0
Technical Score (1D)
55
BUY
News Sentiment
74
BULLISH
The most recent development is an insider purchase by EVP & GM Daniel Castillo, who bought 960 shares of WESCO International on August 5, as disclosed in a SEC filing 915 hours ago. This action signals executive confidence in the company’s near‑term prospects and may lift short‑term sentiment. The purchase follows a series of analyst upgrades, with WCC currently ranked a Zacks #1 Strong Buy and consensus earnings estimates up 6 % over the past 60 days, underscoring a bullish view on profitability. The company’s Q2 earnings already beat expectations, driven by improved supply‑chain efficiency and inventory management that mitigated post‑COVID disruptions, and its omnichannel investments position it to capture growing e‑commerce demand. Together, the insider buy and the earnings beat suggest that WCC’s operational execution is solid, which should support its valuation premium for the next 1–10 trading days. However, analysts have flagged potential overvaluation concerns tied to backlog uncertainty, raising the possibility of a valuation correction if future guidance weakens. In addition, the company’s recent Blackbaud Impact Award and ESG initiatives may enhance its brand appeal, but they do not directly influence earnings in the short term. Traders should watch for the upcoming earnings release and any updates on backlog growth or guidance revisions, as these will determine whether the current valuation remains justified.
Earnings Summary
WESCO International, Inc. (WCC) is a leading business‑to‑business distributor that supplies electrical, communications, and utility solutions across North America and internationally, operating within the industrial distribution sector. In the most recent quarters, WCC delivered EPS of $3.16 in Q4 2024, slightly below the $3.21356 estimate, and $3.40 in Q4 2025, surpassing the $2.96189 forecast; revenue rose from $5.50 billion to $6.07 billion, a 4.4% increase that exceeded the $5.79 billion estimate. The trend continued into Q1 2026 with EPS of $3.37 versus a $2.81 estimate and revenue of $6.08 billion against a $5.93 billion forecast, and further into Q2 2026 where EPS of $4.57 beat the $4.4828 estimate while revenue of $6.665 billion outpaced the $6.502 billion estimate. Over the past four quarters, WCC has consistently outperformed earnings expectations in three of the last four periods, with revenue growth accelerating from 4.4% to 5.5% year‑over‑year. Historically, the company has maintained double‑digit revenue growth while occasionally missing EPS estimates, yet the recent streak of earnings beats suggests a strengthening profitability trajectory. Recent news highlights a routine $0.50 quarterly dividend declared on September 11, 2026, and recognition as a Europe winner of the 2026 Blackbaud Impact Awards, underscoring WCC’s ESG commitments; these developments reinforce investor confidence but are unlikely to materially alter short‑term earnings dynamics. Investors should watch for the upcoming Q3 2026 guidance, particularly any changes in backlog growth or supply‑chain efficiency metrics, as these factors have historically driven revenue momentum and EPS performance. Key will be whether the company sustains its supply‑chain gains and capital‑spending demand in the construction sector, which has been a recent revenue driver.

EPS

EstBeatMiss
$2.53$3.13$3.74$4.34$4.94Q4'24Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$4.67 - -
Q2'26$4.48$4.57+1.9%
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$6.2B$6.7B$7.1BQ4'24Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$6.9B - -
Q2'26$6.5B$6.7B+2.5%
Q1'26$5.9B$6.1B+2.6%
Q4'25$5.8B$6.1B+4.8%
Q4'24 - $5.5B -

Market Data

WCC Stock Snapshot

HOLD55/100
$332.03$4.70 (1.4%)
Market cap
17.36B
P/E ratio
24.8
Day range
$330.38 – $339.66
News sentiment
74/100 · Bullish
Analyst target
$397.09 (+19.6%)
Consensus
Strong Buy · 17 analysts
52-week range+63.2% off low · -13.8% from high
$203.40$385.37
Price $332.03 DailyIQ Est. $415.54

WESCO International, Inc. is consolidating: price is in the upper part of its 52-week range without a decisive push either way. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Reverse DCF

What growth is priced into WCC?

RICH

At today's price, WESCO International, Inc. needs to grow free cash flow about 122.4% a year for the next 10 years to justify its valuation at a 9.04% cost of capital. Over its actual history it has compounded free cash flow at -2.7% a year, so the market is asking for 125.1 percentage points above its own delivered rate. On that basis WCC looks priced above what its own growth record supports.

Implied FCF growth
122.4%
Historical FCF CAGR
-2.7%
Growth gap
+125.1 pts
Verdict
RICH
Discount rate (WACC)
9.04%
Beta
1.35

Behaviour On Record

What WCC's own history says about today's numbers

Realized volatility (21d)
47.3% 83rd pct
Below its peak
-11.8%
vs 200-day average
+5.9%
Up days (1y)
53%

WESCO International, Inc. is currently running 47.3% annualised volatility over the last 21 sessions. Measured against WCC's own 13 years of daily returns rather than a market-wide average, that is the 83rd percentile elevated for this stock, against a typical reading of 32.2%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

WCC is trading -11.8% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -31.5%, and the deepest was -73.7% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +5.9% from its 200-day moving average. Against every other day in its history, that gap ranks at the 56th percentile a somewhat wider gap than its own norm. Over the past year WCC closed higher on 53% of sessions, and it is currently 2 sessions into a falling streak.

On September specifically: over 14 years of records, WCC finished the month higher 4 of 14 times, with a median return of -1.2% and an average of -1.7%. Its strongest month historically has been November at +7.1% on average, its weakest March at -2.0%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: WCC has opened more than 2% away from the prior close in 283 of 3,268 sessions (8.7% of the time), with the largest gaps running +14.8% and -16.4%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, WCC moved an average of 2.4% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.9% and a largest of +6.0%.

All figures computed from 3,269 daily closes between 2013-09-16 and 2026-09-15, split-adjusted, recomputed daily. Percentiles are against WCC's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of WCC's sector?

WESCO International, Inc. sits in the Industrials sector, currently ranked 11th of 11 GICS sectors by relative-strength rotation score (lagging).

Sector rank
#11 of 11
Sector state
Lagging
Sector rotation score
10

Options Market

What is the options market pricing for WCC?

CallsPuts

For WESCO International, Inc.'s nearest expiry (2026-09-18, 3 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.17), with at-the-money implied volatility around 53.9%. The options market is pricing roughly a ±4.7% move by that expiry — a range of about $316.73–$347.65.

Put/call ratio (2026-09-18)
0.17
ATM implied volatility
53.9%
Total open interest
1,359
Expected move by 2026-09-18
±4.7% ($316.73–$347.65)

Analyst Rating Changes

Are analysts turning bullish or bearish on WCC?

Barclays most recently reiterated its rating on WESCO International, Inc. to Overweight on Aug 3, 2026 with a price target of $390 (from $376). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action
BarclaysOverweight
90-day upgrades
1
90-day downgrades
0
Net rating momentum
+1
DateFirmActionRatingPrice target
Aug 3, 2026BarclaysMaintainedOverweight$376 → $390
Jul 31, 2026RBC CapitalMaintainedOutperform$421 → $430
Jul 16, 2026RBC CapitalMaintainedOutperform$411 → $421
Jul 14, 2026Stephens & Co.UpgradeEqual-Weight → Overweight$350 → $400
Jun 16, 2026DA DavidsonInitiatedBuy$440
May 4, 2026BarclaysMaintainedOverweight$313 → $375
May 4, 2026Stephens & Co.MaintainedEqual-Weight$275 → $350
May 1, 2026RBC CapitalMaintainedOutperform$352 → $411
May 1, 2026KeybancMaintainedOverweight$340 → $415
Feb 12, 2026BarclaysMaintainedOverweight$302 → $313
Feb 11, 2026RBC CapitalMaintainedOutperform$316 → $335
Jan 26, 2026KeybancMaintainedOverweight$300 → $304

WCC Competitive Positioning

WESCO International, Inc. (WCC) is tracked alongside these names in Industrial Distribution on DailyIQ — ranked by market cap, with today's move alongside.