Why WESCO (WCC) Is Up After Surging Data Center Growth Reshapes Its Revenue Mix

Simply Wall St.11-21

Earlier this month, WESCO International presented at the Baird 55th Annual Global Industrial Conference in Chicago and reported strong third-quarter 2025 results, including raised financial guidance ...

Source Link

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2585168420?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3081000-choice2-main-header/1585186749644","is_english":true,"pubTime":"2025-11-21 04:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2585168420","market":"sg","top_or_hot":-1,"title":"Why WESCO (WCC) Is Up After Surging Data Center Growth Reshapes Its Revenue Mix","media":"Simply Wall St.","content":"<div>\n<p>Earlier this month, WESCO International presented at the Baird 55th Annual Global Industrial Conference in Chicago and reported strong third-quarter 2025 results, including raised financial guidance ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-wcc/wesco-international/news/why-wesco-wcc-is-up-after-surging-data-center-growth-reshape\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why WESCO (WCC) Is Up After Surging Data Center Growth Reshapes Its Revenue Mix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy WESCO (WCC) Is Up After Surging Data Center Growth Reshapes Its Revenue Mix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 04:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-wcc/wesco-international/news/why-wesco-wcc-is-up-after-surging-data-center-growth-reshape><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this month, WESCO International presented at the Baird 55th Annual Global Industrial Conference in Chicago and reported strong third-quarter 2025 results, including raised financial guidance ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-wcc/wesco-international/news/why-wesco-wcc-is-up-after-surging-data-center-growth-reshape\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYY.SI","symbol_name":"中云集团","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-wcc/wesco-international/news/why-wesco-wcc-is-up-after-surging-data-center-growth-reshape","article_id":"2585168420","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3081000-choice2-main-header/1585186749644"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-wcc/wesco-international/news/why-wesco-wcc-is-up-after-surging-data-center-growth-reshape","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2585168420","pubTimestamp":1763670685,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Earlier this month, WESCO International presented at the Baird 55th Annual Global Industrial Conference in Chicago and reported strong third-quarter 2025 results, including raised financial guidance and robust growth in its data center business.\nThis sector experienced very large growth and now accounts for 14% of the company's revenues, reflecting a clear shift in WESCO's business mix.\nWe’ll explore how the surge in WESCO’s data center segment impacts the company’s investment narrative...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LYY.SI":"中云集团","WCC":"西科国际"},"translate_title":"为什么WESCO(WCC)在数据中心快速增长重塑其收入结构后上涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYY.SI":1.5,"WCC":1.5},"content_text":"Earlier this month, WESCO International presented at the Baird 55th Annual Global Industrial Conference in Chicago and reported strong third-quarter 2025 results, including raised financial guidance and robust growth in its data center business. This sector experienced very large growth and now accounts for 14% of the company's revenues, reflecting a clear shift in WESCO's business mix. We’ll explore how the surge in WESCO’s data center segment impacts the company’s investment narrative going forward. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.AdvertisementWhat Is WESCO International's Investment Narrative?For anyone considering WESCO International from an investment standpoint, the big picture now centers around whether the surge in the data center business, now making up 14% of overall sales, signals a lasting shift in the company’s growth drivers. After WESCO reported strong third-quarter results, raised its full-year guidance, and highlighted 70% growth in data center revenues, market sentiment turned more optimistic, as evident in recent analyst upgrades and a price target move. This new momentum could bring forward the timeline for revenue and margin improvement, making accelerating trends in high-growth verticals like data centers a front-and-center catalyst, while tempering concerns over previously slowing net income and moderate revenue growth forecasts. However, risks such as the recent uptick in supplier price pressures, ongoing margin volatility, and some insider selling remain relevant, though their significance may be dulled if the strong performance and guidance upgrades prove sustainable. But with supplier price increases running high, margin risk is not off the table.\n\nDespite retreating, WESCO International's shares might still be trading 12% above their fair value. Discover the potential downside here.Exploring Other PerspectivesWCC Community Fair Values as at Nov 2025 Among three Simply Wall St Community fair value estimates, individual investor opinions on WESCO range from US$174.72 up to US$286.39. While the data center business is expanding rapidly in 2025, readers should keep an eye on how margin pressures could influence where the company settles relative to fundamental value. Expect differing outlooks and explore more perspectives in the community.Explore 3 other fair value estimates on WESCO International - why the stock might be worth 31% less than the current price!Build Your Own WESCO International NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your WESCO International research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free WESCO International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate WESCO International's overall financial health at a glance.Seeking Other Investments?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Uncover the next big thing with financially sound penny stocks that balance risk and reward.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if WESCO International might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2585168420","isCrawlerRequest":true}