Abstract
Wesco International Inc will report its quarterly results on February 10, 2026 Pre-Market, and this preview summarizes consensus revenue, margin and EPS expectations alongside segment dynamics and prevailing analyst views.
Market Forecast
For the current quarter, projections indicate Wesco International Inc’s revenue of USD 6.03 billion with an estimated year-over-year increase of 11.46%, EBIT of USD 0.35 billion with an estimated year-over-year increase of 7.81%, and EPS of USD 3.88 with an estimated year-over-year increase of 20.01%; forecasts point to improving profitability, though gross margin and net margin guidance are not explicitly provided, and adjusted EPS consensus aligns with the company’s outlook. Wesco International Inc’s main businesses are expected to be supported by resilient demand in Communications & Security Solutions and Electrical & Electronic Solutions, while the Utility & Broadband Solutions segment continues to benefit from infrastructure and grid investments. Communications & Security Solutions appears the most promising, anchored by robust project backlogs and enterprise spending on networking and data infrastructure.
Last Quarter Review
Wesco International Inc reported quarterly revenue of USD 6.20 billion, a gross profit margin of 21.25%, GAAP net profit attributable to the parent company of USD 0.19 billion, a net profit margin of 3.02%, and adjusted EPS of USD 3.92, with year-over-year revenue growth of 12.93%, EBIT growth of 3.72%, and EPS growth of 9.50%. A key highlight was sequential net profit growth of 7.45%, reflecting operating discipline amid mixed demand conditions and favorable price/cost dynamics. The main business highlights included Communications & Security Solutions revenue of USD 2.41 billion, Electrical & Electronic Solutions revenue of USD 2.36 billion, and Utility & Broadband Solutions revenue of USD 1.43 billion, signaling balanced contributions across core verticals.
Current Quarter Outlook
Communications & Security Solutions
Communications & Security Solutions remains central to Wesco International Inc’s earnings trajectory this quarter. Project pipelines in enterprise campus upgrades, data centers, and security integration have supported backlog quality, which should translate into consistent conversion if supply chain and installation timelines remain stable. Revenue of USD 2.41 billion last quarter sets a robust base; with forecast revenue growth concentrated in this segment, incremental margins could benefit from product mix and service attachment. The quarter’s stock performance sensitivity will hinge on whether orders tied to digital infrastructure and physical security modernization continue to accelerate and whether mid-market customers sustain spending through budget cycles.
Electrical & Electronic Solutions
Electrical & Electronic Solutions is positioned to deliver steady revenue and profit contribution, leveraging breadth across industrial MRO, construction, and OEM channels. Pricing discipline and visibility into project roll-offs are essential to protect gross margin near the 21.25% level, with EBIT conversion linked to execution in complex projects and logistics. The segment’s last-quarter revenue of USD 2.36 billion reflects resilient demand across retrofit and new-build activity; this quarter, watch billings for large projects and the cadence of distributor restocking, which can influence quarterly revenue timing and adjusted EPS. Any softer trend in industrial production or delayed construction starts could temper the expected uplift embedded in the USD 6.03 billion revenue forecast.
Utility & Broadband Solutions
Utility & Broadband Solutions is the segment with the most visible multi-year demand drivers, supported by grid modernization, storm hardening, and broadband expansion programs. Last-quarter revenue of USD 1.43 billion underscores a stable base, and near-term growth depends on the release of funded projects and municipal procurement cycles. The segment’s margin profile can be variable due to commodity and project mix; however, consistent execution on supplier programs and service offerings may support EBIT resilience within the USD 0.35 billion consolidated forecast. Share price reaction will be sensitive to commentary on backlog conversion, rural broadband timelines, and utility capital allocation, which determine whether the quarter’s YoY revenue growth of 11.46% can be sustained.
Analyst Opinions
Most analyst commentaries tracked over the past months tilt constructive on Wesco International Inc’s ability to meet or modestly exceed its EPS and revenue forecasts this quarter, citing backlog strength and disciplined cost control; the ratio of bullish to bearish views leans positive. Institutions emphasize EPS visibility near USD 3.88 and revenue around USD 6.03 billion, with supportive order trends in Communications & Security Solutions and steady execution in Electrical & Electronic Solutions. The prevailing perspective expects incremental margin underpinned by pricing and mix, while caution centers on project timing and industrial demand variability; the majority view is that Wesco International Inc is positioned to deliver an in-line to slight beat outcome if backlog conversion aligns with plan.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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