Wesco International, Inc. filed an earnings release for the third quarter ended September 30, 2026, reporting record net sales, earnings per share, and backlog, with the company trading on the NYSE under the ticker WCC.

Key Highlights

  • Record quarterly net sales: Net sales reached $7,226.4 million for the three months ended September 30, 2026, up 16.6% year over year.
  • Data center sales surge: Data center sales totaled approximately $1.8 billion for the quarter, up approximately 55% year over year, according to the filing.
  • Record diluted EPS: GAAP diluted EPS for the quarter was $5.43, up 43.3% from $3.79 in the prior year period; adjusted diluted EPS was $5.77, up 47.2% from $3.92.
  • Adjusted EBITDA margin expansion: Adjusted EBITDA margin was 7.8% for the quarter, up 100 basis points year over year, with adjusted EBITDA of $561.5 million.
  • Record backlog: Total company backlog at the end of Q3 2026 was up approximately 80% compared to the end of Q3 2025, achieving a record level across all three business units.
  • Operating cash flow recovery: Third quarter operating cash flow was $193.9 million, compared to a use of cash of $82.7 million in the same period of 2025; free cash flow was $184.2 million.
  • Leverage improvement: Financial leverage stood at 2.8x, down from 3.4x at year-end 2025.

Wesco's Q3 2026 Results Reflect Broad-Based Growth Across All Three Segments

Wesco International (NYSE:WCC), a provider of business-to-business distribution, logistics services, and supply chain solutions, reported record financial results for the third quarter of 2026. According to the filing, net sales of $7,226.4 million represented a 16.6% increase compared to the prior year quarter, with organic sales also growing 16.6% after adjusting for the Newark Engineering Group acquisition and foreign exchange rate differences. The company reported volume growth across all three segments: CSS, EES, and UBS, as well as a favorable impact from price changes.

The filing attributed the increase in selling, general, and administrative expenses primarily to higher commissions and incentives tied to company performance and higher salaries and benefits. SG&A expenses for the third quarter of 2026 included $24.8 million of digital transformation costs, compared to $8.8 million of digital transformation and restructuring costs in the same period of 2025. Adjusted for these items, SG&A expenses were 14.4% of net sales for Q3 2026 versus 14.7% in Q3 2025, reflecting improved operating cost leverage.

For the nine months ended September 30, 2026, the filing reported GAAP diluted EPS of $12.77, up from $9.71 in the comparable prior year period, and adjusted diluted EPS of $13.70, up 44.1% from $9.51. Adjusted EBITDA for the nine-month period totaled $1,437.5 million, up 27.5% year over year, with an adjusted EBITDA margin of 7.2%, up 70 basis points. The company disclosed that it is raising its full-year 2026 outlook, citing record sales, profitability, and backlog as the basis for the revision.

What Was Disclosed

Wesco International disclosed third quarter 2026 financial results including record net sales of $7,226.4 million, record GAAP diluted EPS of $5.43, adjusted diluted EPS of $5.77, adjusted EBITDA of $561.5 million, operating cash flow of $193.9 million, and a record total company backlog up approximately 80% year over year.