Overview

* Wesco Q2 2025 net sales rise 7.7% YOY, beats analyst expectations

* Adjusted EPS for Q2 beats analyst expectations, per LSEG data

* Data center sales exceed $1 bln, up 65% YOY

Outlook

* Wesco raises full-year organic sales growth outlook for 2025

* Company maintains EPS mid-point for full-year 2025

* Company cites AI-driven data centers as a growth driver

Result Drivers

* DATA CENTER SALES - Data center sales exceeded $1 bln in Q2, up 65% YOY, driven by demand from hyperscale customers

* ORGANIC GROWTH - CSS and EES segments saw 17% and 6% organic growth respectively, contributing to overall sales increase

* BACKLOG INCREASE - Backlog rose YOY and sequentially across all business units, indicating strong demand

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $5.89 $5.82

Revenue bln bln (10

Analysts

)

Q2 Beat $3.39 $3.34

Adjusted (10

EPS Analysts

)

Q2 EPS $3.83

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electrical components & equipment peer group is "buy"

* Wall Street's median 12-month price target for Wesco International Inc ( WCC ) is $218.50, about 2.6% above its July 30 closing price of $212.77

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)