Core Viewpoint - Growth investors are increasingly interested in stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system helps identify promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Wesco International (WCC) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Wesco International has a historical EPS growth rate of 14.7%, with projected EPS growth of 18.2% this year, surpassing the industry average of 17.5% [5] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important indicator of a company's efficiency in generating sales [6] - Wesco International's S/TA ratio is 1.45, indicating it generates $1.45 in sales for every dollar in assets, which is higher than the industry average of 1.36 [7] Group 4: Sales Growth - Wesco International is expected to achieve a sales growth of 5.7% this year, compared to the industry average of 5% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [8] - Current-year earnings estimates for Wesco International have been revised upward, with the Zacks Consensus Estimate increasing by 0.2% over the past month [9] Group 6: Overall Positioning - Wesco International has earned a Growth Score of B and holds a Zacks Rank 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [11]

Core Insights - Wesco International has been recognized by Fortune Magazine as a member of the inaugural AIQ50 list, highlighting its effective use of artificial intelligence to create business value [1] - The company secured the 10 position on the Fortune AIQ50 list, which evaluates how companies leverage AI for innovation, efficiency, and competitive advantage [2] - Companies on the AIQ50 list are noted for meaningful investments in AI, delivering results, scaling AI across the enterprise, and fostering a culture of trust around AI transformation [3] Company Overview - Wesco International, headquartered in Pittsburgh, Pennsylvania, is a FORTUNE 500® company with approximately $22 billion in annual sales for 2024 [6] - The company provides business-to-business distribution, logistics services, and supply chain solutions, employing around 20,000 people and partnering with premier suppliers [6] - Wesco operates over 700 sites in approximately 50 countries, offering a wide range of products and services across various sectors including commercial, industrial, education, government, technology, telecommunications, and utilities [6] Leadership Perspective - The CEO, John Engel, emphasized the company's commitment to responsible AI innovation through strong governance and workforce development, highlighting the importance of people in the AI transformation process [4] - The leadership team expressed appreciation for the recognition of their efforts in navigating the AI-driven change and their intention to continue building on AI initiatives for significant business impact [5]

Core Viewpoint - Wesco International is set to hold its fourth quarter and full year 2025 earnings conference call on February 10, 2026, at 10:00 a.m. ET, providing an opportunity for investors to gain insights into the company's financial performance and outlook [1]. Company Overview - Wesco International is a FORTUNE 500® company headquartered in Pittsburgh, Pennsylvania, with approximately $22 billion in annual sales in 2024 [2]. - The company specializes in business-to-business distribution, logistics services, and supply chain solutions, offering a diverse portfolio that includes Electrical and Electronic Solutions, Communications and Security Solutions, and Utility and Broadband Solutions [2]. - Wesco employs around 20,000 people and partners with leading suppliers, serving thousands of customers globally across various sectors, including commercial and industrial businesses, contractors, educational institutions, government agencies, technology companies, telecommunications providers, and utilities [2]. - The company operates over 700 sites, including distribution centers, fulfillment centers, and sales offices in approximately 50 countries, ensuring a local presence for customers while maintaining a global network for multi-location businesses and corporations [2].

Core Insights - Heartland Advisors' "Heartland Value Plus Fund" reported that small value stocks outperformed the Magnificent 7 in Q4 2025, while the AI sector experienced a pullback due to concerns over overinvestment and reassessment of beneficiaries of the technology [1] - The fund's value plus strategy declined by 0.10% in the quarter, contrasting with a 3.26% gain in the Russell 2000® Value Index [1] - Stock selection in Information Technology and Real Estate positively impacted performance, while negative effects were noted in Health Care, Industrials, and Energy sectors [1] Company Highlights - WESCO International, Inc. (NYSE:WCC) was highlighted as a stock with significant upside potential for 2026, with a one-month return of 5.87% and a 52-week gain of 44.88% [2][3] - As of January 12, 2026, WESCO International, Inc. (NYSE:WCC) shares closed at $273.58, with a market capitalization of $13.313 billion [2] - The fund initiated a new position in WESCO International, indicating its potential for high earnings growth [3]

Core Viewpoint - Wesco International (WCC) has been upgraded to a Zacks Rank 2 (Buy), indicating an upward trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system focuses on changes in earnings estimates, which have a strong correlation with near-term stock price movements [4][6]. - Rising earnings estimates for Wesco International suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - The system maintains a balanced distribution of "buy" and "sell" ratings, ensuring that only the top 20% of stocks receive a "Strong Buy" or "Buy" rating [9][10]. Earnings Estimate Revisions for Wesco International - For the fiscal year ending December 2025, Wesco International is expected to earn $13.31 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 2.5% over the past three months [8].

Core Insights - WESCO International, Inc. (NYSE:WCC) is highlighted as a strong investment opportunity, with an average price target suggesting a 15% upside and a Street high indicating a 17% upside [1] - Wolfe Research has maintained an Outperform rating on WESCO and increased the price target from $298 to $307, anticipating modest growth in 2026 supported by revenue traction and reduced interest rates [2] - WESCO reported a 12% sales growth for Q3 2025, with significant contributions from its Communications & Security Solutions and Electrical & Electronic Solutions segments [3] Financial Performance - For Q3 2025, WESCO achieved an 18% organic sales growth in the Communications & Security Solutions segment and a 12% growth in the Electrical & Electronic Solutions segment [3] - Data center sales reached $1.2 billion, reflecting a 60% year-over-year increase, marking a quarterly record for the company [3] - The company has raised its full-year 2025 organic sales growth outlook to 8%-9%, up from a previous guidance of 5%-7%, and forecasts adjusted EPS between $13.10 and $13.60 [4] Market Position - WESCO operates as a provider of business-to-business distribution, logistics, and supply chain services across the United States, Canada, and internationally [4]

Core Insights - WESCO International, Inc. has appointed two new independent directors, Michael L. Carter and David C. Wajsgras, effective January 1, 2026 [1] Group 1: New Appointments - Michael L. Carter is currently the Executive Vice President and Chief Partner Officer of Truist Financial Corporation, with a strong background in corporate and investment banking [2] - David C. Wajsgras is the former CEO of Intelsat Holdings S.A. and has held significant leadership roles at Raytheon and other companies, bringing extensive experience in industrial and technology sectors [3] Group 2: Leadership Statements - John Engel, Chairman, President, and CEO of WESCO, expressed confidence in the new directors' expertise in capital markets and global industrial sectors, which will support the company's strategy and long-term value creation [4] - Engel also acknowledged the contributions of retiring directors Bobby Griffin and Steve Raymund, highlighting their role in advancing the company's strategy and governance [5] Group 3: Company Overview - WESCO International is a FORTUNE 500® company with approximately $22 billion in annual sales for 2024, specializing in business-to-business distribution, logistics services, and supply chain solutions [5] - The company operates over 700 sites in around 50 countries, providing a comprehensive product and service portfolio across various sectors, including electrical, communications, and utility solutions [5]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - WESCO International (WCC) shares increased approximately 3% following strong Q3 2025 results, with adjusted earnings of $3.92 per share, reflecting a 9.5% year-over-year growth and surpassing Zacks Consensus Estimate by 4.53% [1] - Net sales reached $6.2 billion, marking a 13% year-over-year increase and exceeding Zacks Consensus Estimate by 5.17% [1] - Organic sales grew by 2.4% year over year [1] Segment Performance - EES Segment (38.1% of Net Sales): Sales were $2.36 billion, up 11.8% year over year, with organic sales increasing by 11.9% [2] - CSS Segment (38.9% of Net Sales): Sales reached $2.41 billion, a 20.8% year-over-year increase, with organic sales up 18.3% [3] - UBS Segment (23% of Net Sales): Sales totaled $1.43 billion, reflecting a 3.3% year-over-year increase, with organic sales rising by 3.4% [3] Operating Metrics - Q3 2025 gross margin was 21.3%, down 80 basis points year over year [4] - Adjusted EBITDA margin decreased to 6%, down 100 basis points year over year [4] - Selling, general and administrative expenses were $914.1 million, up 10.8% year over year, but as a percentage of net sales, it decreased by 30 basis points to 14.7% [4] - Adjusted operating margin contracted to 5.7%, down 50 basis points year over year [4] Financial Position - As of September 30, 2025, cash and cash equivalents were $571.9 million, down from $667 million as of June 30, 2025 [5] - Long-term debt increased to $5.72 billion from $5.64 billion in the previous quarter [5] - Net cash used in operating activities for Q3 2025 was $82.7 million [5] Future Outlook - For 2025, WESCO anticipates organic sales growth between 8% and 9%, with reported sales expected to be between $21.8 billion and $22.7 billion [6] - The adjusted EBITDA margin is projected to be 6.6%, with adjusted earnings expected to range from $13.10 to $13.60 per share [6] - Free cash flow is anticipated to be between $400 million and $500 million [8] - For Q4 2025, reported sales are expected to increase in the high single-digit range, with adjusted EBITDA expected to rise by approximately 30 basis points [8]

Core Insights - Wesco International (WCC) stock received an upgrade in its Relative Strength (RS) Rating from 79 to 87, indicating improved technical performance [1] - CommScope stock has experienced a significant increase of over 235% in 2025, primarily following the sale of a business [2] Company Performance - CommScope's stock performance has been notable, with a substantial gain attributed to strategic business decisions [2] - Analysts are bullish on several stocks, including Vicor and Amphenol, which have shown strong earnings growth and high RS Ratings [4] Market Trends - There is a rising interest in AI-related stocks, as evidenced by the performance of companies like Shopify and TE Connectivity, which have reached new highs [4] - The data center sector is gaining attention, with analysts optimistic about its growth potential as earnings reports approach [4]