WESCO International (WCC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · WCC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.7% |
| Our one-year growth estimate | diamond | 9.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 27.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 10 industry peers · Company calendar date is not available
WCC — credit agreement
Dated 2026-09-21
Entry into a Material Definitive Agreement. Credit Agreement Amendment On September 17, 2026, WESCO Distribution, Inc. (“Wesco Distribution”), a wholly owned subsidiary of WESCO International, Inc. (the “Company”), amended its revolving credit facility (the “ABL Facility”) pursuant to the terms and conditions of the Ninth Amendment to Fourth Amended and Restated Credit Agreement, dated as of September 17, 2026 (the “Credit Agreement Amendment”), by and among Wesco Distribution, the other U.S.…
Why it matters: Wesco has posted five straight quarters of double-digit sales growth. A slower Q4 would test whether that pace can last.
Supportive ifQ4 2026 organic sales growth is at least 10% year over year, with growth across all three segments.
Worry ifQ4 2026 organic sales growth falls below 10% year over year, or one or more segments reports lower sales.
Why it matters: Backlog rose about 80% year over year, while sales rose 17%. Orders and delivery rates can show whether that backlog holds.
Watch forThe next reported backlog remains above 50% growth year over year, and sales rise year over year.
Also watch forThe next reported backlog growth falls below 20% year over year, or sales decline year over year.
Why it matters: Data center sales reached $1.8 billion and grew about 55%. The next quarter will test whether demand stays strong.
Supportive ifThe next quarterly release reports data center sales growth above 40% year over year.
Worry ifThe next quarterly release reports data center sales growth below 20% year over year.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$211 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $470 loss on $10,000 · 4.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,542 loss on $10,000 · 25.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.