Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
WESCO International (WCC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
$316.72-9.92%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
20.03 → 21.69 EPS · FY ending Dec 31, 2027 · 8 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 8; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WCC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain or raise EPS guidance for FY 2026 at least $16.08 | The company raised EPS guidance for 2026, showing confidence. | Under Pressure | EPS guidance falls below $13.1 for FY 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
WCC is an established industrial business with a thesis tied to continued operating improvement and cash generation, rather than a turnaround or speculative growth story. The long-term thesis is intact, but recent momentum weakened after the latest earnings miss.
The valuation evidence describes WCC as cheap versus peers, with expectations slightly below the model’s view. The priced-in assessment is justified, and fragility is low, though that does not remove the risk of weaker results or guidance.
Profitability has improved: adjusted EBITDA margin rose to 7.8% in Q3 2026 from 6.7% a year earlier, and operating profit also increased. Nine-month free cash flow was much higher than a year earlier, but management cited working-capital timing, so the durability of cash generation remains a watch point. Near term, the latest earnings miss and a run of misses temper the strong recent performance; sector conditions are also a headwind.
A key risk is whether WCC cuts guidance after raising it, which would further damage confidence in execution. The sector backdrop could improve or weaken depending on whether GWW, FAST, and FERG continue to report strong results and raise guidance. The thesis also depends on sustaining margin progress while converting earnings into consistent cash flow.
Over the next 1 to 3 years, WCC’s thesis rests on continued profitability gains and reliable cash generation, with the recent miss and sector headwind making execution the main concern. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit rises with operating income up to $293.5M and net income to $153.8M. |
| Intact |
| Net income falls below $118.4M next quarter |
Net income: $267.8M FY2026-Q3; GAAP. Published target: >= $153.8M net income next quarter. Target period is not explicitly aligned with this observation. Oct 29, 2026267,800,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Improve operating income to at least $293.5M quarterly | Profit rises with operating income up to $293.5M and net income to $153.8M. | Intact | Operating income falls below $240.9M next quarter | Operating income: $450.8M FY2026-Q3; GAAP. Published target: >= $293.5M operating income next quarter. Target period is not explicitly aligned with this observation. Oct 29, 2026450,800,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth at or above 7% annually | A primary condition in WESCO International's published investment case. The stated target is >=7% YoY revenue growth. | Under Pressure | YoY revenue growth falls below 7% next year | Revenue growth: 16.57% FY2026-Q3; GAAP. Published target: >=7% YoY revenue growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Oct 29, 202616.57176 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$18.92 → $21.69 · observed estimates
$26.98B → $28.94B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $18.92 | $26,977,329,340 | 8 / 8 |
| 2026-07-25 | $18.79 | $26,946,857,000 | 11 / 10 |
| 2026-07-26 | $18.92 | $26,977,329,340 | 8 / 8 |
| 2026-07-27 | $18.79 | $26,946,857,000 | 11 / 10 |
| 2026-07-28 | $18.79 | $26,946,857,000 | 11 / 10 |
| 2026-07-29 | $18.79 | $26,949,303,400 | 11 / 10 |
| 2026-07-30 | $18.92 | $26,979,775,740 | 8 / 8 |
| 2026-07-31 | $18.79 | $26,949,303,400 | 11 / 10 |
| 2026-08-01 | $19.67 | $27,644,731,273 | 8 / 8 |
| 2026-08-02 | $19.93 | $27,793,903,200 | 11 / 10 |
| 2026-08-03 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-04 | $19.93 | $27,793,903,200 | 11 / 10 |
| 2026-08-05 | $20.04 | $27,870,913,200 | 11 / 10 |
| 2026-08-06 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-08 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-09 | $20.04 | $27,870,913,200 | 11 / 10 |
| 2026-08-10 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-12 | $20.04 | $27,870,913,200 | 11 / 10 |
| 2026-08-13 | $20.04 | $27,870,913,200 | 11 / 10 |
| 2026-08-14 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-15 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-16 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-17 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-18 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-19 | $19.73 | $27,724,661,823 | 8 / 8 |
| 2026-08-20 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-21 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-22 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-23 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-24 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-25 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-26 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-27 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-28 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-29 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-30 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-08-31 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-09-01 | $20.02 | $27,862,662,444 | 8 / 8 |
| 2026-09-02 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-03 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-04 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-05 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-06 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-07 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-08 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-09 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-10 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-11 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-12 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-13 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-14 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-15 | $20.02 | $27,862,662,444 | 7 / 8 |
| 2026-09-16 | $20.03 | $27,864,551,333 | 7 / 8 |
| 2026-09-17 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-18 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-19 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-20 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-21 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-22 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-23 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-24 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-25 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-26 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-27 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-28 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-29 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-09-30 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-01 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-02 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-03 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-04 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-05 | $20.03 | $27,864,551,333 | 8 / 8 |
| 2026-10-06 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-07 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-08 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-09 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-10 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-11 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-12 | $20.03 | $27,864,546,701 | 8 / 8 |
| 2026-10-13 | $20.06 | $27,864,546,701 | 8 / 8 |
| 2026-10-14 | $20.06 | $27,864,546,701 | 8 / 8 |
| 2026-10-15 | $20.08 | $27,865,457,812 | 8 / 8 |
| 2026-10-16 | $20.08 | $27,865,457,812 | 8 / 8 |
| 2026-10-17 | $20.08 | $27,865,457,812 | 8 / 8 |
| 2026-10-18 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-19 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-20 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-21 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-22 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-23 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-24 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-25 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-26 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-27 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-28 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-29 | $20.11 | $27,865,457,812 | 8 / 8 |
| 2026-10-30 | $21.29 | $28,684,914,616 | 8 / 8 |
| 2026-10-31 | $21.69 | $28,944,903,249 | 7 / 7 |
| 2026-11-01 | $21.69 | $28,944,903,249 | 8 / 8 |
| 2026-11-02 | $21.69 | $28,944,903,249 | 8 / 8 |
| 2026-11-03 | $21.69 | $28,944,903,249 | 8 / 8 |
| 2026-11-04 | $21.69 | $28,944,903,249 | 8 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.