WESCO International, Inc. Q3 2025 Earnings Recap

WESCO achieved a record quarterly sales of $6.2 billion in Q3 2025, driven by robust organic growth across all business units, marking a 12% increase year-over-year.

Key Takeaways

• Organic sales growth accelerated for the fourth consecutive quarter, reaching 12% in Q3 2025, with strong contributions from Communications and Security Solutions (CSS) and Electrical and Electronic Solutions (EES).
• Adjusted EPS rose by 9.5% year-over-year, supported by improved operating performance and a strategic reduction in preferred stock dividends.
• Data center sales delivered record performance at $1.2 billion, reflecting a 60% increase year-over-year, now accounting for 19% of total sales.
• Full year 2025 outlook raised for organic sales growth, adjusted EBITDA, and EPS, while free cash flow outlook was reduced due to rising working capital demands.
• Continued focus on cross-selling initiatives and margin improvement programs positions WESCO for sustainable market-leading growth into 2026.