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Wesco International

WCC on NYSE. Wesco sells electrical, industrial and communications products and supply chain services to businesses. Market value $18.4bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Good business, but not cheap right now

Why it could be worth it

What to watch out for

See cheaper Industrials stocks on the list

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
0.8%low

For every $100 of what the whole company costs, it produced $0.83 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026
17.8×full

You pay 17.8 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
10.3%five-year median

Each dollar kept in the business earns 10 cents a year. Above 10 is good.

Quality score: 75 of 100. Price score: 48 of 100. Our list needs 70 on quality and 60 on price.

$384.09 a share, 85% above its 1-year low

Over the past year the price has ranged from $207.39 to $388.64.

Dividend: 0.5% a year

Paid every year for 3 years

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.0
-0.1
0.4
1.0
0.0
0.2
2021202220232024202512 monthsto Jun '26

Spare cash swings from quarter to quarter here: $155 million in the past 12 months, $25 million in the year to December 2025.

Revenue
$18.2bn$21.4bn$22.4bn$21.8bn$23.5bn
Operating margin
4.4%6.7%6.3%5.6%5.2%
Debt to equity
1.261.231.061.031.16
Shares outstanding
0.05bn0.05bn0.05bn0.05bn0.05bn

Health checks

  • Free cash flow positive4 of 5 years
  • Accounting looks honest (Beneish)Watch
  • Financial strength (Piotroski)4 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt1.16× equity
  • Revenue growth, five yearsStrong, 13.8% a year
  • Buying back its own sharesYes, 4% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $6.7 billion last quarter, up 13% on a year ago.
  • Profit: $209 million, up 20% on a year ago.
  • It keeps 5 cents of each $1 of sales as operating profit, about the same as a year earlier.
  • Spare cash over the past 12 months: $155 million, down from $619 million.
  • About the same number of shares as a year ago.
  • Debt is $5.2 billion more than cash, up from $5.1 billion a year ago.
  • Sales grew on a year ago in each of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$5.5bn
December 2024$5.5bn
March 2025$5.3bn
June 2025$5.9bn
September 2025$6.2bn
December 2025$6.1bn
March 2026$6.1bn
June 2026$6.7bn
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$204m
December 2024$165m
March 2025$118m
June 2025$175m
September 2025$188m
December 2025$160m
March 2026$154m
June 2026$209m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
13 February 2026
Next quarterly (estimated, 10-Q)
29 October 2026

Who owns it

15 long-term investors we follow own it, down from 16 last quarter. 700 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $723,738 of shares on the open market. 10 sold $68m.

  • Khurana Akash
    EVP, Chief Info & Digital Off.
    Sold
    Date
    17 August 2026
    Shares
    3,400
    Price
    $366.78
    Value
    $1m
  • Thompson Laura K
    Director
    Sold
    Date
    12 August 2026
    Shares
    270
    Price
    $368.45
    Value
    $99,482
  • Castillo Daniel J
    EVP & GM, EES
    Bought
    Date
    4 August 2026
    Shares
    960
    Price
    $365.89
    Value
    $351,254
  • Porwal Hemant
    EVP Supply Chain & Operations
    Sold
    Date
    11 May 2026
    Shares
    4,445
    Price
    $363.21
    Value
    $2m
  • Porwal Hemant
    EVP Supply Chain & Operations
    Sold
    Date
    6 May 2026
    Shares
    2,770
    Price
    $360.64
    Value
    $998,973
  • Lazzaris Diane
    EVP and General Counsel
    Sold
    Date
    6 May 2026
    Shares
    9,910
    Price
    $359.48
    Value
    $4m
  • Khurana Akash
    EVP, Chief Info & Digital Off.
    Sold
    Date
    6 May 2026
    Shares
    4,000
    Price
    $359.13
    Value
    $1m
  • Wolf Christine Ann
    EVP & CHRO
    Sold
    Date
    6 May 2026
    Shares
    2,549
    Price
    $355.25
    Value
    $905,532
  • ENGEL JOHN
    Chairman, President & CEO
    Sold
    Date
    6 May 2026
    Shares
    79,440
    Price
    $358.75
    Value
    $28m
  • Schulz David S.
    EVP & Former CFO
    Sold
    Date
    6 May 2026
    Shares
    31,951
    Price
    $360.44
    Value
    $12m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.