DailyIQ
Last updated3 minutes ago

WCC·WESCO International, Inc.

$343.86
+4.54 (+1.34%)
Market Closed (Overnight)$344.15+0.29 (+0.08%)
High
$345.08
Open
$340.45
Market Cap
16.77B
52W High
$385.37
Low
$336.41
P. Close
$343.86
P/E
23.99
52W Low
$203.40
Fwd P/E
17.17
DailyIQ Est.
$417.63
Inst. Ownership
2.7%
Short Interest
2.91%
Days to Cover
3.0
Technical Score (1D)
55
BUY
News Sentiment
54
MIXED
Wesco International’s latest announcement that it has earned a third consecutive Great Place To Work certification, with 83 % of employees rating the workplace highly, is the most immediate development. The certification signals strong employee engagement and a culture that supports customer delivery, which can reduce turnover and improve service quality. Over the next 1–10 trading days, this internal stability may translate into steadier earnings execution and fewer disruptions to client operations, potentially supporting the company’s revenue guidance. The certification is unlikely to materially shift the company’s financial outlook in the short term, but it reinforces the narrative that Wesco is a resilient, customer‑centric organization. Investors should monitor any subsequent updates on employee retention metrics or customer satisfaction scores, as these can provide early indications of operational health. Additionally, watch for any corporate communications that tie the certification to specific initiatives, such as new service offerings or expansion plans, which could influence the company’s growth trajectory. Finally, keep an eye on broader market sentiment toward service‑sector stocks, as Wesco’s performance may be sensitive to shifts in client spending on outsourcing and technology services.
Earnings Summary
WESCO International, Inc. (WCC) is a leading business‑to‑business distributor providing electrical, communications, and utility solutions across North America and beyond, positioning it firmly within the industrial distribution sector. In the most recent two quarters, WCC’s EPS accelerated from $3.16 in Q4 2024 to $3.40 in Q4 2025, and then to $3.37 in Q1 2026, while revenue rose from $5.50 bn to $6.07 bn, reflecting a 10.6% YoY increase in Q4 2025 and a 2.5% rise in Q1 2026; the company consistently beat analyst EPS estimates in each of the last four quarters, with Q4 2025 and Q1 2026 surpassing expectations by 15% and 20% respectively. Historically, WCC has maintained a steady upward trajectory in revenue growth, with a 9.5% YoY increase in Q4 2024 and a 10.6% jump in Q4 2025, while EPS has trended higher, albeit with occasional misses in earlier periods; the pattern of revenue growth coupled with EPS beats underscores robust demand for its distribution services. Recent news highlights include a third consecutive Great Place to Work certification, reinforcing employee engagement and operational stability, and a Zacks Rank #1 upgrade driven by sharper revenue outlooks and tighter cost controls, suggesting market confidence in the company’s near‑term profitability; an insider purchase by EVP Daniel Castillo further signals executive optimism. Investors should watch for the upcoming Q2 2026 earnings release, particularly any revisions to revenue guidance or backlog growth, as these will be key indicators of continued demand and cost‑control effectiveness; monitoring commodity price trends and industrial demand indicators such as manufacturing PMI will also help gauge the sustainability of WCC’s earnings momentum.

EPS

EstBeatMiss
$2.53$3.13$3.74$4.34$4.94Q4'24Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$4.66 - -
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
$344.15+$0.29 (0.1%)
Market cap
16.77B
P/E ratio
24.0
Day range
$336.41 – $345.08
News sentiment
54/100 · Neutral
Analyst target
$399.18 (+16.0%)
Consensus
Strong Buy · 17 analysts
52-week range+69.2% off low · -10.7% from high
$203.40$385.37
Price $344.15 DailyIQ Est. $417.63

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 122.8% a year for the next 10 years to justify its valuation at a 9.01% cost of capital. Over its actual history it has compounded free cash flow at -2.7% a year, so the market is asking for 125.5 percentage points above its own delivered rate. On that basis WCC looks priced above what its own growth record supports.

Implied FCF growth
122.8%
Historical FCF CAGR
-2.7%
Growth gap
+125.5 pts
Verdict
RICH
Discount rate (WACC)
9.01%
Beta
1.34

Behaviour On Record

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

Realized volatility (21d)
41.6% 73rd pct
Below its peak
-8.2%
vs 200-day average
+9.8%
Up days (1y)
53%

WESCO International, Inc. is currently running 41.6% 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 73rd percentile a little above its own norm, 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 -8.2% 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 +9.8% from its 200-day moving average. Against every other day in its history, that gap ranks at the 64th percentile a somewhat wider gap than its own norm. Over the past year WCC closed higher on 53% of sessions, and it is currently 3 sessions into a rising streak.

On September specifically: over 13 years of records, WCC finished the month higher 5 of 13 times, with a median return of -1.3% and an average of -1.4%. 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 3,266 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 3,267 daily closes between 2013-09-23 and 2026-09-18, 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 (improving).

Sector rank
#11 of 11
Sector state
Improving
Sector rotation score
30

Options Market

What is the options market pricing for WCC?

CallsPuts

For WESCO International, Inc.'s nearest expiry (2026-10-16, 26 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 1.99), with at-the-money implied volatility around 41.3%. The options market is pricing roughly a ±10.8% move by that expiry — a range of about $311.19–$386.49.

Put/call ratio (2026-10-16)
1.99
ATM implied volatility
41.3%
Total open interest
412
Expected move by 2026-10-16
±10.8% ($311.19–$386.49)

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.