Wesco International (WCC)

Keybanc has updated their rating for WESCO Intl ( $WCC ) to Overweight with a price target of 180.

Opened long position on $WCC at $174.74.

$WCC Buying opportunity

JP Morgan has adjusted their stance on WESCO Intl ( $WCC ), setting the rating to Overweight with a target price of 210 → 180.

Oppenheimer has adjusted their stance on WESCO Intl ( $WCC ), setting the rating to Outperform with a target price of 225 → 195.

$WCC sets Q1 earnings call for May 1 amid a packed conference schedule. With revenue trends down but data center exposure up, all eyes on whether management can thread the needle between tariff headwinds and infrastructure tailwinds. The 10.2x forward P/E suggests skepticism - time to prove the discount unwarranted. https://www.prnewswire.com/news-releases/wesco-announces-first-quarter-2025-earnings-call-302431008.html

$WCC Data center growth looking legit. 70% YoY in Q4 is massive. Broadband solutions also strong at 20% growth. Positioning well for digital infrastructure plays. Might nibble on some shares. insightful article: https://beyondspx.com/article/wesco-international-wcc-a-powerhouse-poised-for-growth-across-key-industry-trends

Keybanc has adjusted their stance on WESCO Intl ( $WCC ), setting the rating to Overweight with a target price of 245 → 205.

$WCC What do we think about this, wait for 150? Book Value at 100? Seems to be a pretty good deal currently

$WCC https://wallstreetwaves.com/maximize-wesco-internationals-returns-to-9-7-with-options-strategies/

$WCC why is this falling today?

$WCC - WESCO International Inc. Common Stock - 10K - Updated Risk Factors Expanded focus on geopolitical conflicts, ESG costs, AI risks, tax changes, climate impact, supply chain resilience, and third-party cloud vulnerabilities. #Risk https://d-risk.ai/WCC/10-K/2025-02-14

$WCC (-2.9% pre) WESCO’s (NYSE:WCC) Q4: Beats On Revenue But EPS Misses - Stock Story https://finance.yahoo.com/news/wesco-nyse-wcc-q4-beats-110711886.html

$WCC Wesco sees Q1 organic sales up low to mid single digits, reported sales flat Sees Q1 EBITDA down slightly y/y. Says sales momentum improved in Q4 and continued in January 2025. Says preliminary January sales per workday up ~5%. Comments taken from Q4 earnings conference call presentation slides.

$WCC Wesco expects FY25 organic sales to grow 2.5%-6.5% CEO John Engel concluded, "In 2025, we expect organic sales to grow 2.5% to 6.5% and operating margin to expand, as all three business units are expected to deliver profitable growth. We expect to generate $600M to $800M of free cash flow and I am pleased to announce that we plan to increase our common stock dividend by 10% again this year to $1.82 per share while continuing our share buyback program. As we outlined in our recent Investor Day, we are committed to substantial value creation from operational improvements, digital transformation, and our capital allocation strategy including additional M&A. We're well-positioned to deliver outsized growth due to the secular trends of AI-driven data centers, increased power generation, electrification, automation, and reshoring. And we remain laser focused on our enterprise wide margin improvement program, which has been a historical strength for Wesco. I'm confident that Wesco will outperform our markets this year, and we're best positioned to deliver improved sales growth and continue toward our long-term EBITDA margin expansion goal. Finally, I continue to be very proud of our talented and dedicated Wesco team, who remain steadfast in executing our strategic plan to capture the significant value creation opportunity in front us, as we realize our vision of becoming the best tech-enabled supply chain solutions provider in the world."

$WCC Wesco reports Q4 adjusted EPS $3.16, consensus $3.21 Reports Q4 revenue $5.5B, consensus $5.41B. "We are pleased with our return to sales growth in the fourth quarter sparked by more than 70% growth year-over-year in our global Data Center business, 20% growth in Broadband Solutions, and renewed positive sales momentum in Electrical and Electronic Solutions. This was partially offset by a slowdown with industrial customers and the expected continued weakness in our utility business in the fourth quarter. With that said, our positive momentum has carried into January with preliminary sales per workday, adjusted for M&A, up 5% versus prior year. Our opportunity pipeline remains at a record level, backlog remains healthy and bid activity levels remain very strong. Gross margin was stable on a full-year basis although we experienced some pressure in Communication and Security Solutions as sales ramped to customers on project deployments. Consistent with past practice, we expect to improve margins as we move through the project deployment life cycle in this segment," said John Engel, CEO. "Our continued focus on effective working capital management yielded strong benefits again in the fourth quarter and contributed to record free cash flow generation of over $1 billion in 2024, or 154% of adjusted net income. Financial leverage remained stable at 2.9x trailing twelve-month adjusted EBITDA as we reduced our net debt by $431 million and repurchased $425 million of shares last year. We also significantly strengthened our portfolio through the divestiture of our integrated supply business and the acquisitions of three services-based businesses, including Ascent. As we look to 2025, our pipeline of strategic acquisitions remains strong and is aligned with our goal to increase service offerings to our customers. We also made excellent progress on our enterprise-wide digitalization efforts and overall business transformation in 2024. We're more than halfway complete on our technology and capabilities build, which once completed, will accelerate our earnings growth through greater cross-sell, expand our margins through improved pricing and operating cost leverage, and dramatically increase our speed to value on the integration of future acquisitions."

WCC: The Undervalued Stock That Superinvestors Are Loading Up On $WCC https://talkmarkets.com/content/stocks--equities/wcc-the-undervalued-stock-that-superinvestors-are-loading-up-on?post=475969

$BECN $BLDR $OC $QXO $WCC no desire to be in anything housing or building materials-wise in the current environment outside of QXO. Headwinds and the slightest macro news is tough to overcome. Held BLDR from $44 though. Great company.

$QXO My point is... there is no reason to pay $15/shr for a pile of cash worth $7.50/shr... giving BJ $8 billion credit in advance for his idea and execution. Go buy a real company in the same industry for 10-13x p/e... like $BECN, $WCC, $BLDR, $OC, etc.

$QXO 409.4mm common shares, 219.0mm dilution from convertible preferred, 219.0mm dilution from warrants (avg exercise price of $7.42/shr would raise $1.625mm), 42mm private placement warrants (pre-funded so no additional proceeds), 21.7mm stock-based awards... totals 911.2mm fully diluted shares. At roughly $16.50/shr recent price, fully diluted market cap is $15 billion. Cash on the balance sheet is about $5 billion, plus the $1.625 billion from assumed warrant exercise is $6.6 billion of fully diluted cash. So implied "enterprise value" is about $8.4 billion. Problem is there is no real enterprise at this point, just an IDEA and a tiny money-losing software business... that shareholders are paying $8.4 billion for. So just go buy $BECN, $WCC, $BLDR instead, right???