WESCO International, Inc.

NYSE:WCC 주식 리포트

시가총액: US$17.8b

WESCO International 향후 성장

Future 기준 점검 1/6

WESCO International (는) 각각 연간 14.5% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.1% 로 예상됩니다.

핵심 정보

14.5%

이익 성장률

14.64%

EPS 성장률

Trade Distributors 이익 성장15.4%
매출 성장률5.6%
향후 자기자본이익률15.05%
애널리스트 커버리지

Good

마지막 업데이트03 Aug 2026

최근 향후 성장 업데이트

분석 기사 • Feb 13

WESCO International, Inc. (NYSE:WCC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates

The full-year results for WESCO International, Inc. ( NYSE:WCC ) were released last week, making it a good time to...
분석 기사 • Nov 02

WESCO International, Inc. Beat Revenue Forecasts By 5.0%: Here's What Analysts Are Forecasting Next

Shareholders of WESCO International, Inc. ( NYSE:WCC ) will be pleased this week, given that the stock price is up 15...

Recent updates

내러티브 업데이트 • Aug 07

WCC: Data Center And Power Backlog Conversion Will Test Rich AI Expectations

Analysts have raised the WESCO International fair value estimate from $285.75 to $313.25, reflecting updated assumptions around sales growth, profitability and P/E multiples following a series of higher Street price targets in the $375 to $440 range and commentary that highlights strong Q2 results, record backlog and exposure to data center and power demand themes. Analyst Commentary Street research on WESCO International over the past several months has centered on how the company converts strong reported metrics into consistent execution.
내러티브 업데이트 • Jul 24

WCC: Data Center Cooling Push Will Test Rich AI Infrastructure Expectations

Analysts have nudged the WESCO International fair value estimate higher, with the price target rising by about $6 to $285.75, as they factor in slightly firmer revenue growth assumptions, a marginally higher future P/E multiple, and supportive sector research pointing to recovering industrial demand and AI related spending themes. Analyst Commentary Street research on WESCO International has leaned constructive overall, with several firms lifting price targets and highlighting exposure to themes such as data centers, industrial recovery, and power infrastructure.
Seeking Alpha • Jul 23

WESCO International: The AI Infrastructure Trade Hiding In Plain Sight

Summary WESCO International is rated Buy with a $400 target, reflecting strong data-center-driven growth and integrated infrastructure solutions. WCC benefits from surging AI and data-center infrastructure demand, leveraging its scale and cross-selling capabilities to increase revenue per project. Q1 results showed profit growth outpacing sales, with data-center sales up 70% and adjusted EBITDA margin expansion in key segments. Risks include data-center project delays, margin pressures in Utility & Broadband Solutions, and the need to maintain EBITDA margins above 6.6%. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 10

WCC: Data Center Cooling Deal Will Test Margins And Current Share Pricing

The analyst price target for WESCO International has been adjusted modestly higher to reflect an updated fair value of about $280. Analysts are balancing conservative near-term sales and margin expectations with longer-term themes around data center growth, industrial recovery, and rising power generation demand.
내러티브 업데이트 • Jun 26

WCC: Data Center Expansion And Newark Deal Will Drive Future Upside

Analysts have lifted the WESCO International fair value estimate from $415 to $440, citing a refined discount rate and updated assumptions on revenue growth, profit margins, and future P/E that align with recent upward price target moves across the Street. Analyst Commentary Recent Street research on WESCO International points to a generally constructive tone, with several firms adjusting price targets and one initiating coverage, all while highlighting the same broad set of growth themes.
새로운 내러티브 • May 20

AI Infrastructure And Grid Super Cycle Will Reshape This Power And Connectivity Leader

Catalysts About WESCO International WESCO International is a global provider of electrical, data center, utility, and communications products, services, and solutions across commercial, industrial, and infrastructure markets. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • May 04

Heavy Data Center Dependence Will Create Long Term Margin And Execution Risks

Catalysts About WESCO International WESCO International is a global distributor of electrical, data center, utility, and communications products and services. What are the underlying business or industry changes driving this perspective?
분석 기사 • Feb 13

WESCO International, Inc. (NYSE:WCC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates

The full-year results for WESCO International, Inc. ( NYSE:WCC ) were released last week, making it a good time to...
분석 기사 • Jan 03

Estimating The Intrinsic Value Of WESCO International, Inc. (NYSE:WCC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, WESCO International fair value estimate is US$284 Current...
분석 기사 • Nov 02

WESCO International, Inc. Beat Revenue Forecasts By 5.0%: Here's What Analysts Are Forecasting Next

Shareholders of WESCO International, Inc. ( NYSE:WCC ) will be pleased this week, given that the stock price is up 15...
내러티브 업데이트 • Oct 09

Data Center Demand And Electrification Will Drive Enduring Expansion

Analysts have raised their price target on WESCO International from $236.45 to $241.00, citing ongoing market strength, advances in digitalization, and positive trends in key end-markets such as data centers and industrial automation. Analyst Commentary Recent analyst reports highlight a broadly positive outlook for WESCO International, underpinned by ongoing digital transformation and favorable market dynamics.
분석 기사 • Sep 29

WESCO International (NYSE:WCC) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
내러티브 업데이트 • Sep 06

Data Center Demand And Electrification Will Drive Enduring Expansion

Analysts have modestly raised their price target for WESCO International to $236.45, citing the company’s strong market position, digital transformation initiatives, favorable margin outlook, and positive exposure to data center investments. Analyst Commentary Bullish analysts cite strong market position and digital transformation strategies, especially as the competitive field remains highly fragmented with many smaller players struggling to keep pace technologically.
Seeking Alpha • Feb 16

WESCO International Faces Challenges Before Long-Term Investments Bear Fruit

Summary WESCO International faces near-term challenges due to economic uncertainty and increased costs, but long-term investments in data center technology and on-site services should yield positive results. The company's digital transformation and strategic acquisitions offer growth potential. Despite recent growth and relative undervaluation, the stock's rapid price appreciation limits expected returns; thus, I recommend holding the stock for moderate returns. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

WESCO International: Lifted By Animal Spirits

Summary WESCO International's shares surged by a third in recent weeks, driven by the election outcome, but the market may be overestimating future gains. Recent bolt-on acquisitions, including those of entroCIM and Ascent, aim to enhance WCC's capabilities, though they increase net debt and leverage ratios. Long-term prospects are promising, with anticipated margin improvements aiming to enhance WESCO's capabilities, although those expectations have risen quite a bit here. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Wesco International: An Indirect Way To Profit From The Solar, EV And AI Tech Boom

Summary Wesco International benefits from trends in solar, EVs, and AI but trades at lower multiples than AI stocks, offering attractive valuation. The company has strong pricing power due to a fragmented supplier and customer base, with significant growth potential from digital transformation and supply chain reshoring. Management guides for EBITDA margin expansion to 10%, with long-term sales growth of 5-8%, supported by operational leverage and acquisitions. Wesco's forward return is estimated at 17.5%, driven by a 9.5% free cash flow yield, 4% organic revenue growth, and 4% margin expansion. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:WCC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202829,3901,1548751,0416
12/31/202727,87197979890710
12/31/202626,16781042853410
6/30/202625,013715155264N/A
3/31/202624,247696216318N/A
12/31/202523,51164625125N/A
9/30/202522,942632250330N/A
6/30/202522,232634619715N/A
3/31/202521,813663288383N/A
12/31/202421,8196601,0071,101N/A
9/30/202421,793637795894N/A
6/30/202421,948666864954N/A
3/31/202422,2136271,3961,495N/A
12/31/202322,385708401493N/A
9/30/202322,470785742846N/A
6/30/202322,272791266378N/A
3/31/202322,010819-170-72N/A
12/31/202221,420803-8811N/A
9/30/202220,714752-605-516N/A
6/30/202219,996632-406-340N/A
3/31/202219,108530-285-225N/A
12/31/202118,2184081267N/A
9/30/202117,494261258298N/A
6/30/202116,908221464514N/A
3/31/202114,39981582633N/A
12/31/202012,32670487544N/A
9/30/202010,297118470527N/A
6/30/20208,303116316366N/A
3/31/20208,366215N/A227N/A
12/31/20198,359223N/A224N/A
9/30/20198,271228N/A239N/A
6/30/20198,190231N/A201N/A
3/31/20198,144225N/A273N/A
12/31/20188,177227N/A297N/A
9/30/20188,162192N/A242N/A
6/30/20188,095179N/A169N/A
3/31/20187,900170N/A154N/A
12/31/20177,679163N/A149N/A
9/30/20177,476188N/A164N/A
6/30/20177,331103N/A228N/A
3/31/20177,333103N/A269N/A
12/31/20167,336102N/A300N/A
9/30/20167,404103N/A324N/A
6/30/20167,473198N/A289N/A
3/31/20167,478200N/A272N/A
12/31/20157,518211N/A283N/A
9/30/20157,652237N/A287N/A

애널리스트 향후 성장 전망

수입 대 저축률: WCC 의 연간 예상 수익 증가율(14.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: WCC 의 연간 수익(14.5%)이 US 시장(17%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: WCC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: WCC 의 수익(연간 5.6%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WCC 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WCC의 자본 수익률은 3년 후 15.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/13 21:58
종가2026/08/13 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

WESCO International, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MantheyBaird
Robert CornellBarclays
Guy HardwickBarclays