Wesco International, Inc. · NYSE:WCC
Wesco International — Q3 2026 Earnings Presentation
26 slides from Wesco International's earnings presentation, 2026
Slide 1: Wesco International Q3 2026 Investor Presentation
Wesco International Q3 2026 Investor Presentation
Slide 2: Forward-Looking Statements and Non-GAAP Measures
Forward-Looking Statements and Non-GAAP Measures All statements made herein that are not historical facts should be considered as "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties an
Slide 3: Why Invest in Wesco
Why Invest in Wesco Key elements of our investment thesis Market leader serving attractive end-markets 01 Best positioned to deliver outsized growth due to the secular trends of AI-driven data centers, increased power generation and demand, electrification, IoT/automation and reshoring Significant c
Slide 4: Wesco is a Leading Supply Chain Solutions Provider with Global Capabilities
$23.5 Billion in sales in 2025 Wesco is a Leading Supply Chain Solutions Provider with Global Capabilities Millions of products 130,000 customers 12% 700+ locations 23% 39% 14% Sales by Sales by End-Markets Business Unit1 Geography1 • Utility • Data Center • Construction 74% • Network Infrastructure
Slide 5: Attractive Long-Term Secular Growth Drivers
Attractive Long-Term Secular Growth Drivers Power Generation Supply Chain Digitalization and Reliability Resiliency Al-driven data centers Base load demand growth Diversification and regionalization Automation and loT Electrification Onshoring and reshoring 24/7 Connectivity and security Grid harden
Slide 6: Cash Generation Provides Capital Allocation Catalyst
Cash Generation Provides Capital Allocation Catalyst Capital Allocation Framework Leveraging strong cash generation Organic Investment Free Cash Flow to drive operational performance, Investment in capex and Acquisitions, return of cash to portfolio transformation and returns opex to drive organic g
Slide 7: Reinforcing Our M&A Framework
Reinforcing Our M&A Framework Revenue and cost synergies to create accretive M&A value for shareholders Two Strategic Priorities for M&A Industry Consolidation Expand Services and Capabilities • Large M&A within the core business • Companies with complementary digital • Significant revenue and cost
Slide 8: A Technology-Enabled Business Transformation
A Technology- Enabled Business Transformation Examples of Wesco’s digital transformation impact Across the value chain, our transformation is a win-win for customers, suppliers and our business Business Technology Enabled Transformation Flexible tools and open Sales representatives have Tools and ca
Slide 9: Our Roadmap to the Future
Our Roadmap to the Future Capturing benefits of our Digital Transformation 01 Nearly complete with our core technology and capabilities build; the financial and strategic benefits will enable our long-term targets Progressing toward our 10%+ EBITDA margin 02 We are focused on our target by 2030+, wi
Slide 10: Appendix
Appendix © 2026 Wesco International 10
Slide 11: 2026 Strategic Business Unit Sales Growth Drivers
2026 Strategic Business Unit Sales Growth Drivers Raising growth expectations driven by accelerating business momentum % of Wesco 2026 SBU Sales 2026 2025 Sales Outlook Breakdown1 Outlook Reported Sales Growth Reported Sales Growth Data Center Data Center expected to be Communication and up 30%+ (vs
Slide 12: Full-Year 2026 Outlook
Full-Year 2026 Outlook Increasing full-year sales, adjusted EBITDA and adjusted EPS expectations 2026 Outlook Assumptions 2026 Outlook (millions, except effective tax rate) FY 2026 April July April July Depreciation and Amortization ~$195-$205 ~$200-$210 Organic sales growth 5% - 8% 9% - 11% Cloud C
Slide 13: Third Quarter 2026 Outlook
Third Quarter 2026 Outlook Exceptional start to Q3 with July preliminary sales per workday up high-teens Q3 Outlook YOY Organic Sales Trends YOY Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 +7% +12% +9% +12% +13% 20% Reported Sales Up LDD 15% 10% Adjusted EBITDA % 5% Slightly lower 0% sequentially Apr May Jun Jul
Slide 14: Diversification Across High-Growth End-Markets
Diversification Across High-Growth End-Markets Broad capabilities set the path for our next chapter 21% 18% 17% 14% 11% 10% 9% Utility Data Center Construction Network Security Industrial OEM Infrastructure & Broadband Sales percentages are for the fiscal year ended December 31, 2025. © 2026 Wesco I
Slide 15: Communications & Security Solutions (CSS)
Segment Overview Communications & Security Solutions (CSS) • Provider of connectivity, power, Well positioned in global AI-driven data center space security, safety, energy management and wireless solutions • Supporting diverse industries including technology, finance, 6% telecommunications, transpo
Slide 16: Electrical & Electronic Solutions (EES)
Segment Overview Electrical & Electronic Solutions (EES) • Provider of electrical, MRO, safety Electrification, automation and reshoring drive growth and automation solutions • Broad range of products and solutions primarily to the construction, industrial and OEM markets • Uniquely positioned to pr
Slide 17: Utility & Broadband Solutions (UBS)
Segment Overview Utility & Broadband Solutions (UBS) • Services and solutions for investor- Long-term capex budgets and large-scale data center owned utilities, public power companies and municipalities, as well projects drive growth as contractors that service these customers • Complete solutions f
Slide 18: Data Center Sales Over $5B on TTM basis
Data Center Sales Over $5B on TTM basis Data center sales continue to scale, representing greater than 20% on a TTM basis Holistic Power-to-Compute Solutions From the grid to the building to the rack and equipment Time to Power (3-5 Years) Construction Period (1–2 Years) Total Company Data Center Q2
Slide 19: Data Center Product, Services and Solutions Offering
Data Center Product, Services and Solutions Offering Providing holistic services and solutions for every phase of the data center lifecycle Gray Space Data Center White Space End-to-end electrical, automation and MRO capabilities Extensive next-generation infrastructure and services for always-on co
Slide 20: Grid Services Expands UBS Data Center Power Participation
Grid Services Expands UBS Data Center Power Participation Supporting critical infrastructure across the power ecosystem Customer Diversification Earlier and Deeper Data Center Participation Grid Services Applications Earlier Lifecycle Engagement 1. Data Centers From the grid to the building to the r
Slide 21: Non-GAAP Measures
Non-GAAP Measures In addition to the results provided in accordance with U.S. Generally Accepted Accounting Principles (“U.S. GAAP”), this presentation may include references to certain non-GAAP financial measures. These financial measures may include organic sales growth, gross profit, gross margin
Slide 22: Organic Sales Growth
Organic Sales Growth ($ Millions) Three Months Ended Growth/(Decline) June 30, 2026 June 30, 2025 Reported Sales Acquisition Foreign Exchange Workday Organic Sales EES $2,510.7 $2,257.8 11.2 % — % 0.3 % —% 10.9 % CSS 2,681.2 2,265.2 18.4 % — % 0.9 % —% 17.5 % UBS 1,473.2 1,376.6 7.0 % — % — % —% 7.0
Slide 23: Gross Profit
Gross Profit ($ Millions) Three Months Ended June 30, 2026 June 30, 2025 Net sales $6,665.1 $5,899.6 Cost of goods sold (excluding depreciation and amortization) 5,209.1 4,656.9 Gross profit $1,456.0 $1,242.7 Gross margin 21.8 % 21.1 % Gross profit is a financial measure commonly used in the distrib
Slide 24: Free Cash Flow
Free Cash Flow ($ Millions) Three Months Ended Six Months Ended June 30, 2026 June 30, 2025 June 30, 2026 June 30, 2025 Cash flow provided by operations $53.7 $107.8 $275.1 $135.8 Less: Capital expenditures (28.2) (21.8) (51.6) (42.2) Add: Other adjustments 6.8 0.5 22.2 2.3 Free cash flow $32.3 $86.
Slide 25: Adjusted Earnings Per Diluted Share
Adjusted Earnings Per Diluted Share ($ Millions, except for per share data) Three Months Ended June 30, 2026 June 30, 2025 Adjusted income from operations $405.4 $330.3 Interest expense, net 110.4 92.9 Other income, net (0.2) (7.3) Adjusted income before income taxes 295.2 244.7 Adjusted provision f
Slide 26: Financial Leverage
Financial Leverage (1) Digital transformation costs include costs associated with certain ($ Millions, except ratios) Twelve Months Ended digital transformation initiatives. June 30, 2026 December 31, 2025 (2) Cloud computing arrangement amortization consists of expense Net income attributable to co