Wesco International, Inc. · NYSE:WCC
Wesco International — Q3 2026 Earnings Presentation
18 slides from Wesco International's earnings presentation, 2026
Slide 1: Document outline
Thumbnails Document Outline Attachments Slide 1 Slide 2: Forward-Looking Statements and Non-GAAP Measures Slide 3: Why Invest in Wesco Key elements of our investment thesis Slide 4: Wesco is a Leading Supply Chain Solutions Provider with Global Capabilities
Slide 2: Document outline (slides 5-26)
Slide 5: Attractive Long-Term Secular Growth Drivers Slide 6: Cash Generation Provides Capital Allocation Catalyst Slide 7: Reinforcing Our M&A Framework Revenue and cost synergies to create accretive M&A value for shareholders Slide 8 Slide 9: Our Roadmap to the Future Slide 10 Slide 11: 2026 Strat
Slide 3: Forward-Looking Statements and Non-GAAP Measures
Wesco InternationalQ3 2026 Investor Presentation Forward-Looking Statements and Non-GAAP Measures 2Allstatementsmadehereinthatarenothistoricalfactsshouldbeconsideredas"forward- lookingstatements"withinthemeaningofthePrivateSecuritiesLitigationReformActof1995.Suchstatementsinvolveknownandunknownrisks
Slide 4: Why Invest in Wesco
exclude items impacting comparability of results such as digital transformation costs, restructuring costs, cloud computing arrangement amortization, the loss on termin income tax effects, allowing investors to more easily compare the Company's financial performance from period to period. Management
Slide 5: Attractive Long-Term Secular Growth Drivers
Attractive Long-Term Secular Growth DriversDigitaliza centersAutomation and loT24/7 Connectivity and security Power Generation and ReliabilitySu ResiliencyBase load demand growthElectrificationGrid hardening and modernizationDiversification and regiona industrial renaissance© 2026 Wesco Internationa
Slide 6: Cash Generation Provides Capital Allocation Catalyst
6 Value Accretive M&A and Optionality ~75% Continue to buy back stock while maintaining a modest Cash ~25%Leveraging strong cash generation to drive operational performance, portfo returns to shareholders. Cash Generation Provides Capital Allo CatalystInvestment in capex and opex to drive organic gr
Slide 7: Our Roadmap to the Future
A Technology-Enabled Business TransformationExam digital transformationimpactTechnologyEnabledBusiness Transformat architecture enables faster updatesSales representatives have a complete view of the customer relationshipTools and our peers Across the value chain, our transformation is a win-win for
Slide 8: 2026 Strategic Business Unit Sales Growth Drivers
10 Appendix © 2026 Wesco International 1Bar sizes indicate the percentage of SBU salesof full year 2025. Raising growth expectations driven by accele momentum2026 Strategic Business Unit Sales Growth expected to be up 30%+ (vs. up 20%+ prior)ConstructionIndustrialOEMUtilityBroadbandEnterprise Networ
Slide 9: Full-Year 2026 Outlook
12 Increasing full-year sales, adjusted EBITDA and adjusted EPS expe 2026 Outlook2026 Underlying Assumptions •Cloud computing amortization and stock-based compensation are included in S included in adjusted EBITDA•Pricing is expected to contribute approximately 2 points to full-year sales growth•No
Slide 10: Diversification Across High-Growth End-Markets
%Slightly lower sequentially0%5%10%15%20%Apr25May25Jun25Jul25Aug25Sep25Oct25Nov25Dec25Jan26Feb26Mar26 Sales TrendsQ2-25 Q3-25Q4-25 Q1-26 Q2-26 +7%+12%+9%+12%+13% © 2026 Wesco International Diversification Across High-Growth End-MarketsBroa path for our next chapter21%18%17%14%11%10%9%ConstructionNet
Slide 11: Communications & Security Solutions (CSS)
15 Communications & Security Solutions (CSS)Well pos driven data center space1563%U.S. Sales percentages are for the fiscal year ended December 31, 2025.50+ Count 1 center, network infrastructure and security$9.1 Billion FY 2025 Sales•Provider of connectivity, power, security, saf wireless solutions
Slide 12: Utility & Broadband Solutions (UBS)
17 Utility & Broadband Solutions (UBS)Long-term capex bu scale data center projects drive growth17•Services and solutions for investor-owned utilities municipalities, as well as contractors that service these customers•Complete solutions for service providers, broadban provider of grid and network m
Slide 13: Data Center Sales Over $5B on TTM basis
Slide 14: Data Center Product, Services and Solutions Offering
Slide 15: Grid Services Expands UBS Data Center Power Participation
Slide 16: Non-GAAP Measures
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