Description

WESCO International: Leveraging Backlog Strength, Data Centers, and M&A Discipline for Multiyear Growth!

WESCO International reported a strong start to 2026, with first-quarter sales reaching a record $6.1 billion, up 14% year-over-year, driven by 12% organic growth and favorable pricing contributing approximately 3 percentage points. This marked the company’s third consecutive quarter of double-digit sales growth, supported notably by significant momentum in its data center segment, where sales rose about 70% year-over-year and represented 24% of overall sales. Broad-based strength was observed across WESCO’s three major business units—Commercial & Construction Solutions (CSS), Electrical & Electronic Solutions (EES), and Utility & Broadband Solutions (UBS)—with backlog levels also reaching new highs, up 22% year-over-year, enhancing visibility into future revenue streams. Profitability improved markedly, with adjusted EBITDA increasing 25% to $389 million, and EBITDA margin expanding 60 basis points to 6.4% of sales, underpinned by modest gross margin gains and operating cost leverage. Adjusted earnings per share rose 52% to $3.