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Dec 31, 2025
WESCO Q4 2025 Earnings Report
Reported record fourth-quarter sales with solid earnings growth, driven by strong organic and data center demand.
Key Takeaways
Wesco delivered record Q4 2025 revenue with double-digit growth, supported by strong organic sales and data center demand, while earnings improved modestly despite working capital pressures.
Record Q4 revenue driven by strong organic growth across segments
Data center sales showed significant year-over-year expansion
Adjusted EBITDA increased on higher sales despite margin pressure in UBS
Free cash flow declined due to higher working capital investment
Revenue by Segment
Forward Guidance
For 2026, Wesco expects continued market outperformance with solid sales growth, margin expansion, and improved cash generation.
Positive Outlook
- Expected reported sales growth of 5% to 8%
- Mid- to high-single-digit organic sales growth outlook
- Adjusted EBITDA margin around 6.8% at midpoint
- Double-digit adjusted EPS growth expected
- Improved free cash flow generation anticipated
Challenges Ahead
- Ongoing margin pressure in UBS segment
- Working capital volatility may impact near-term cash flow
- Exposure to macroeconomic and utility market uncertainty
- Higher interest expense following debt issuance
- Execution risk related to digital transformation initiatives
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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