)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
WESCO International
WESCO International (WCC) investor relations material
WESCO International Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary12 Nov, 2025
Business performance and growth drivers
Achieved strong organic growth: 6% in Q1, 7% in Q2, and 12% in Q3, with Q3 sales surpassing $6 billion for the first time.
2024 sales reached $21.8 billion, with 2025 sales expected to grow to $23.3–$23.6 billion and organic growth outlook raised to 8–9%.
Data center sales represented 19% of Q3 total sales and reached $4.0B on a trailing twelve-month basis, up ~60% year-over-year.
CSS leads globally in datacom and IP security, with 40% of CSS sales from data centers, which grew 18% in Q3.
EES grew 12% in Q3, with construction and OEM segments both growing mid-teens and industrial mid- to high single digits.
Strategic positioning and market trends
Positioned as a market leader with a unique portfolio spanning electrical, datacom, security, utility, and broadband, benefiting from reshoring and U.S. reindustrialization trends.
Well positioned in high-growth end-markets: data centers, electrification, automation, and reshoring.
Secular trends in reshoring, nearshoring, and supply chain reengineering are driving growth, especially in OEM and industrial segments.
Utility sector is shifting from cyclical to secular growth, driven by surging electricity demand from data centers and mega infrastructure projects.
Power generation and skilled labor are key constraints for infrastructure build-out, but long-term growth is expected.
Capital allocation and M&A strategy
25% of cash flow is allocated to dividends, which have increased 10% annually since inception; 75% is used for acquisitions, buybacks, and debt reduction.
Strategic capital deployment prioritizes M&A, share repurchases, and internal investment.
Focused on adding service capabilities through targeted acquisitions, with recent deals like Rahi Systems and Ascent enhancing data center services.
Cross-sell initiatives post-Anixter acquisition generated $2.3 billion in sales over three years, far exceeding initial targets.
Future M&A will prioritize service capability expansion and strategic fit over scale alone.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next WESCO International earnings date
Q4 202510 Feb, 2026
WESCO International
Next WESCO International earnings date
Q4 202510 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Electronic, Industrial, and Electric Products
WESCO International, Inc. is an American holding company with multinational operations. The company is a leading provider in the global B2B market for electrical, industrial, and communications maintenance, repair, and operation (MRO). WESCO is also one of the leaders in original equipment manufacturers (OEM) of products, construction materials, advanced supply chain management, and logistics services for previously mentioned industries. The company is headquartered in Pittsburgh, Pennsylvania and its shares are traded on the NYSE.
Electrical Components and Supplies
WESCO International, Inc., founded in 1922, began as a distribution arm of Westinghouse Electric Corporation. Initially focused on electrical components and supplies, WESCO expanded over the years, evolving into a global leader in supply chain solutions and logistics. This growth was propelled by a strategic mix of organic development and acquisitions, enabling diversification across various product lines and industries. One of the most notable acquisitions in the company’s history came in 2020 when it acquired Anixter International, substantially enlarging its footprint and product offerings. This move positioned WESCO as a more comprehensive provider of electrical, communications, and utility distribution and supply chain services. Today, WESCO operates in the same industry as companies such as Fastenal and W.W. Grainger.
Global Operations
As previously discussed, the company is a global distributor specializing in electrical, industrial, and communications MRO products. WESCO has clients in diverse sectors, with some examples being construction, industrial, utilities, and commercial, institutional, and government entities. Its vast product portfolio includes, for example, lighting, and electrical components, from wiring and connectors to advanced control systems.
The company also supplies a wide range of safety equipment, from personal protective gear to comprehensive safety systems. Additionally, WESCO provides networking and telecommunications gear, including cabling, switches, and wireless devices essential for modern communication infrastructure.
Supply Chain Management
The company also provides supply chain management and various related services. Their offerings encompass a range of logistics and inventory management solutions, using advanced technology for procurement, delivery, and tracking of materials and products. This service is incredibly helpful for businesses seeking streamlined operations, particularly in industries with complex supply chains.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage