Wesco International Tops Q3 2026 Estimates on Data Center Surge
As seen on the 24/7 Wall St. homepage on October 29, 2026.
Backlog jumped roughly 80% to a record across all three business units, fueled by multi-year data center commitments. An electrical distributor is now priced into the AI buildout, and a data center investor event lands November 10.
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Wesco International posted adjusted earnings per share of $5.77 for the third quarter of 2026, beating expectations, with all three business segments contributing to the outperformance.
Data center demand drove the quarter, with those sales up roughly 55% year over year and backlog at a record across all three units. CEO John Engel said multi-year customer commitments are fueling that backlog, so the revenue tailwind extends past one quarter.
Profitability improved alongside the top line, with adjusted EBITDA margin expanding roughly 100 basis points to 7.8%.
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Management raised full-year 2026 guidance, moving adjusted diluted EPS to a range of $18.00 to $18.50 and now expecting data center sales to grow more than 40%.
A dedicated data center investor event is scheduled for November 10, detailing how Wesco is positioning its infrastructure offering as hyperscale and multi-tenant buildouts extend into 2027. Preliminary October sales per workday ran up in the high teens year over year, so the trajectory has continued into the fourth quarter.
Mentioned: WCC