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WESCO International (WCC) investor relations material
WESCO International Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 organic sales grew 7–7.2% year over year, with net sales reaching $5.9 billion, driven by CSS and EES growth and record data center sales surpassing $1 billion, up 65% year over year.
Backlog reached record levels, growing year over year and sequentially across all business units, with strong order activity continuing into Q3.
Adjusted EPS rose 5.6–6% year over year to $3.39, while adjusted EBITDA margin increased 90 basis points sequentially but declined 60 basis points year over year due to margin pressure.
Redemption of $540 million Series A preferred stock in June, funded by $800 million senior notes, improved cash flow and EPS run rates, with no significant debt maturities until 2028.
Full-year 2025 organic sales growth outlook was raised to 5–7%, reflecting strong business momentum and positive trends through July.
Financial highlights
Q2 2025 net sales: $5.9 billion, up 7.7% year over year; organic sales up 7–7.2%; reported sales up 8%.
Adjusted EBITDA: $394 million (6.7% margin), up 90 basis points sequentially but down 60 basis points year over year; gross margin was 21.1%, down 80 basis points year over year and flat sequentially.
Adjusted EPS was $3.39, up 5.6–6% year over year; Q2 net income attributable to common stockholders was $189.2 million.
Free cash flow in Q2 was $86.5–$87 million; trailing twelve months free cash flow was $644 million (96% of adjusted net income).
Adjusted SG&A expenses were $864.1 million (14.6% of net sales); net working capital intensity improved to 19.9%.
Outlook and guidance
Full-year 2025 organic sales growth outlook raised to 5–7%; reported sales growth 4–6%; adjusted EPS guidance $12.50–$14.00.
Data center solutions full-year reported sales growth outlook raised from ~20% to ~40%.
Free cash flow guidance maintained at $600–$800 million for FY25, targeting ~100% of adjusted net income at midpoint.
Q3 reported and organic sales expected to be up mid to high single digits; July sales per workday up ~10% year over year.
Utility segment expected to return to growth in the second half of 2025.
Explain drivers of gross margin decrease.
How will Wesco allocate free cash flow?
Assess impact of preferred stock redemption.
How did tariff announcements impact Q2?
What drives the UBS margin decline?
Detail WESCO's data center customer relations.
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Next WESCO International earnings date
Q3 202530 Oct, 2025
Next WESCO International earnings date
Q3 202530 Oct, 2025
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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.
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