Analyst Consensus ?
ConsensusBuy32 ratings
Bullish2268.8%
Neutral1031.2%
Bearish00.0%
WESCO International, Inc. · WCC · FY2025 Q4 · Calendar Q1 2026
WESCO’s Q4 sales set a record, but EPS missed estimates as margin and cash-flow concerns persist
WESCO’s FY2025 Q4 call presents a mixed picture: record sales and continued data-center growth support the demand case, while the EPS shortfall, utility-margin pressure and cash-flow execution remain important counterweights.
Reported Before market openNYSEIndustrials
$16.70B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.40
Consensus $3.82
EPS surprise
-11.0%
Reported versus consensus
Reported revenue
$6.07B
Consensus $6.03B
Revenue surprise
+0.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.3%
Event window
SPY move
-0.3%
Same window
Abnormal move
-5.0%
Stock minus SPY
Volume
3.3×
Versus trailing sessions
Subsequent drift
-7.2%
Up to 20 sessions
WCCSPY benchmark
Ask FN2 about WCC FY2025 Q4
Transcript, numbers and history already loaded
Why did WCC fall 5.3% after missing EPS estimates in FY2025 Q4?What changed in WCC's guidance and outlook in FY2025 Q4?Give me the bull and bear case for WCC after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described record Q4 sales, roughly 30% year-over-year data-center sales growth and maintained its 2026 outlook. Compared with the prior quarter’s raised FY2025 outlook, the current call frames the next-year plan around 5–8% total sales growth, EPS of $14.5–$16.5 and free cash flow of $0.5–$0.8 billion. Q4 EPS was below consensus, while revenue was modestly above it.
Guidance delta
Management maintained its 2026 outlook: total sales growth of 5–8%, EPS of $14.5–$16.5 and free cash flow of $0.5–$0.8 billion. The prior-quarter analysis had described raised FY2025 guidance; this is a different guidance period.
Key takeaways
- Record Q4 sales were supported by data-center sales growth of about 30% year over year.
- Q4 revenue was slightly above consensus, but EPS was below consensus.
- Management maintained 2026 sales, EPS and free-cash-flow outlook ranges.
- The call highlighted public-power margin pressure and the need to improve working-capital management.
Management priorities
- Complete rollout of the new technology stack, including a data lake and AI analytics.
- Grow grid services and expand end-to-end data-center solutions.
- Improve inventory and receivables management; pursue debt reduction, share repurchases and selective M&A.
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Beat
Miss
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Analyst 52W Price Targets
$343.11Previous close
$185Low
$353.12Average
$440High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 12, 2026 |
| Stephens & Co. | Overweight | Equal Weight | Upgrade | Jul 14, 2026 |
| Keybanc | Overweight | Overweight | Maintain | May 1, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jan 16, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 5, 2025 |
| Loop Capital | Buy | Buy | Maintain | Aug 5, 2025 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 1, 2025 |
| Jefferies | Buy | Buy | Maintain | Dec 6, 2024 |
| Baird | Outperform | Outperform | Maintain | Nov 1, 2024 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 5, 2021 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Dec 8, 2020 |
| Buckingham Research | Neutral | Neutral | Maintain | Feb 3, 2020 |
| Buckingham | Neutral | Neutral | Maintain | Feb 3, 2020 |
| Longbow Research | Buy | Neutral | Upgrade | Jan 6, 2020 |
| Northcoast Research | Neutral | Buy | Downgrade | Aug 2, 2019 |
| Standpoint Research | Buy | Hold | Upgrade | Oct 12, 2018 |
| UBS | Neutral | Neutral | Maintain | Aug 30, 2018 |
| Credit Suisse | Outperform | Outperform | Maintain | Oct 31, 2017 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 2, 2017 |
| William Blair | Outperform | Market Perform | Upgrade | Dec 5, 2016 |
| Macquarie | Neutral | Neutral | Maintain | Aug 25, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Apr 14, 2016 |
| Sterne Agee CRT | Neutral | Neutral | Maintain | Mar 22, 2016 |
| Cleveland Research | Neutral | Buy | Downgrade | Apr 20, 2015 |
| BB&T Capital | Hold | Buy | Downgrade | Mar 9, 2015 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 30, 2015 |
| Stifel | Buy | Buy | Maintain | Jan 30, 2015 |
| Citigroup | Buy | Buy | Maintain | Jul 25, 2014 |
| MKM Partners | Neutral | Neutral | Maintain | Apr 25, 2014 |
| Wunderlich Securities | Buy | Buy | Maintain | Jan 28, 2014 |
| Wunderlich | Buy | Buy | Maintain | Jan 28, 2014 |
Named analyst price targets
Upside is calculated against the persisted previous close $343.11. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $390 | $343.49 | +13.7% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $430 | $343.19 | +25.3% | Jul 31, 2026 |
| RBC Capital | Deane Dray | $421 | $334.88 | +22.7% | Jul 16, 2026 |
| Stephens | Tommy Moll | $400 | $330.84 | +16.6% | Jul 14, 2026 |
| Wolfe Research | Analyst unavailable | $375 | $327.18 | +9.3% | Jul 9, 2026 |
| D.A. Davidson | Analyst unavailable | $440 | $347.79 | +28.2% | Jun 15, 2026 |
| Stephens | Analyst unavailable | $350 | $354.59 | +2.0% | May 4, 2026 |
| Barclays | Analyst unavailable | $375 | $354.59 | +9.3% | May 4, 2026 |
| Robert W. Baird | David Manthey | $375 | $342.13 | +9.3% | May 1, 2026 |
| Oppenheimer | Christopher Glynn | $395 | $344.04 | +15.1% | May 1, 2026 |
| KeyBanc | Analyst unavailable | $415 | $349.12 | +21.0% | May 1, 2026 |
| Raymond James | Analyst unavailable | $400 | $349.12 | +16.6% | May 1, 2026 |
| Barclays | Analyst unavailable | $313 | $311.18 | -8.8% | Feb 12, 2026 |
| KeyBanc | Ken Newman | $340 | $302.93 | -0.9% | Feb 11, 2026 |
| Oppenheimer | Analyst unavailable | $330 | $298.56 | -3.8% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $307 | $285.8 | -10.5% | Feb 11, 2026 |
| KeyBanc | Analyst unavailable | $304 | $286.41 | -11.4% | Jan 26, 2026 |
| RBC Capital | Deane Dray | $316 | $283.03 | -7.9% | Jan 15, 2026 |
| Barclays | Analyst unavailable | $302 | $269.3 | -12.0% | Jan 12, 2026 |
| Wolfe Research | Analyst unavailable | $307 | $269.65 | -10.5% | Dec 9, 2025 |
| RBC Capital | Analyst unavailable | $302 | $249.02 | -12.0% | Nov 18, 2025 |
| KeyBanc | Analyst unavailable | $300 | $261.3 | -12.6% | Oct 31, 2025 |
| RBC Capital | Deane Dray | $262 | $260.04 | -23.6% | Oct 31, 2025 |
| Robert W. Baird | Analyst unavailable | $300 | $249.61 | -12.6% | Oct 31, 2025 |
| Barclays | Analyst unavailable | $258 | $213.98 | -24.8% | Oct 7, 2025 |
| Oppenheimer | Christopher Glynn | $255 | $219.18 | -25.7% | Sep 5, 2025 |
| KeyBanc | Ken Newman | $258 | $225.51 | -24.8% | Aug 29, 2025 |
| Loop Capital Markets | Chris Dankert | $235 | $206.74 | -31.5% | Aug 5, 2025 |
| KeyBanc | Ken Newman | $245 | $206.5 | -28.6% | Dec 9, 2024 |
| Loop Capital Markets | Chris Dankert | $250 | $209.16 | -27.1% | Nov 14, 2024 |
| Robert W. Baird | David Manthey | $550 | $172.45 | +60.3% | Oct 16, 2024 |
| Robert W. Baird | David Manthey | $215 | $172.45 | -37.3% | Oct 16, 2024 |
| Robert W. Baird | David Manthey | $172 | $167.34 | -49.9% | Sep 17, 2024 |
| Loop Capital Markets | Chris Dankert | $190 | $153.32 | -44.6% | Aug 6, 2024 |
| KeyBanc | Ken Newman | $195 | $158.75 | -43.2% | Aug 2, 2024 |
| Robert W. Baird | David Manthey | $195 | $185.52 | -43.2% | May 29, 2024 |
| Loop Capital Markets | Chris Dankert | $200 | $167.7 | -41.7% | May 6, 2024 |
| KeyBanc | Ken Newman | $205 | $165.08 | -40.3% | May 3, 2024 |
| RBC Capital | Deane Dray | $172 | $165.08 | -49.9% | May 3, 2024 |
| Wolfe Research | Nigel Coe | $215 | $171.79 | -37.3% | Apr 8, 2024 |
| Jefferies | Stephen Volkmann | $185 | $162.02 | -46.1% | Mar 12, 2024 |
| Raymond James | Analyst unavailable | $190 | $140.14 | -44.6% | May 6, 2022 |
| Loop Capital Markets | Chris Dankert | $170 | $129.12 | -50.5% | Feb 16, 2022 |
Track every rating change on WCC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationWESCO International, Inc. functions as a prominent global distributor, delivering an array of business-to-business logistical services and sophisticated supply chain management solutions across the United States, Canada, and internationally. The company organizes its operations into three distinct divisions: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility and Broadband Solutions (UBS). The EES segment furnishes clients with both products and strategic supply chain frameworks. Its offerings span electrical apparatus, automated and connected devices, security systems, lighting solutions, various wire and cable types, and safety gear, in addition to essential maintenance, repair, and operating (MRO) supplies. This division further extends its capabilities through contractor support, programs for optimizing manufacturing supply chains (both direct and indirect), advisory services for lighting and renewable energy initiatives, and advanced digital and automation tools.…
Historical context
All WCC earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GD General Dynamics Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +0.5% | General Dynamics raises outlook as orders and backlog surge |
| RBC RBC Bearings Incorporated | FY2027 Q2 · Calendar Q4 2026 | +5.9% | -6.8% | RBC Bearings: Strong Q2, capacity investment supports second half |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -0.3% | CN posts strong Q3, maintains EPS outlook and expands Mexico strategy |
| NVT nVent Electric plc | FY2026 Q3 · Calendar Q4 2026 | +8.6% | -8.8% | nVent raises outlook as data-center demand and Maverick broaden growth |
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| IR Ingersoll Rand Inc. | FY2026 Q3 · Calendar Q4 2026 | +18.5% | +0.2% | Ingersoll Rand raises FY2026 outlook as orders accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T12:00:50.120158+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T12:00:50.117303+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.