WESCO International: Data Center Expansion & Growth, Expected Growth in EES & CSS Segments & Other Factors!

WESCO International delivered robust performance in Q3 2025, underscoring strong market position and execution capability across its strategic business units (SBUs). The company recorded record quarterly sales of $6.2 billion, marked by organic growth across all divisions: Communications and Security Solutions (CSS) up 18%, Electrical and Electronic Solutions (EES) up 12%, and Utility and Broadband Solutions (UBS) up 3%. Particularly notable was the 60% year-over-year increase in data center sales, highlighting an accelerating focus on AI-driven data center growth, which now represents a significant portion of the company’s overall revenue. The company’s adjusted earnings per share (EPS) increased by 9.5% compared to the previous year, driven by higher sales volumes and improved operational efficiencies. Sequentially, both gross margin and EBITDA margin increased, with the latter up 10 basis points, reflecting effective cost management and margin improvement programs.