Financial Data and Key Metrics Changes - The company reported organic sales growth of 17%, with adjusted EBITDA margin reaching a record 8.6% and adjusted EPS of $4.49, up 64% year-over-year [9][26][27] - Gross margin was the highest ever at 22.1%, an increase of 80 basis points year-over-year [25] - Adjusted EBITDA increased by 41% compared to the prior year, driven by higher sales and expanded gross margin [29] Business Line Data and Key Metrics Changes - EES segment sales grew 15% year-over-year, with adjusted EBITDA of $226 million, up 30% from the prior year [32][33] - CSS segment sales increased by 10% year-over-year, with adjusted EBITDA margin at 9.8%, 80 basis points higher than the prior year [34] - UBS segment saw exceptional growth with organic sales up 29% year-over-year and adjusted EBITDA up 62% [36][38] Market Data and Key Metrics Changes - Backlog reached a record level, up 5% sequentially and over 60% year-over-year, with no cancellations reported [23] - Preliminary October sales were up approximately 12% year-over-year, despite expected foreign exchange headwinds [24][46] Company Strategy and Development Direction - The company is focused on maximizing exposure to secular growth trends, with a recent acquisition of Rahi Systems to enhance data center solutions [11][17] - The cumulative sales synergy target has been raised to $1.4 billion, reflecting strong cross-sell momentum [16][40] - The company aims to reduce leverage, achieving a ratio of 3.2 times trailing 12-month adjusted EBITDA, down from 5.7 times since the Anixter acquisition [45] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment, despite supply chain constraints and inflationary pressures [47][57] - The outlook for full-year organic sales growth remains unchanged, with reported sales growth adjusted to reflect foreign exchange impacts [46][51] - Management highlighted the importance of backlog growth and inventory investments to support future sales [74] Other Important Information - The company is maintaining its adjusted EPS outlook of $15.80 to $16.20, representing growth of approximately 58% to 62% year-over-year [51] - The company expects to generate $65 million to $80 million in sales from the acquisition of Rahi Systems in the final two months of the year [49] Q&A Session Summary Question: Demand cadence since the New York Analyst Meeting - Management noted strong growth across all business units, with a backlog growth of 5% sequentially and a book-to-bill ratio above 1.0 [66] Question: Free cash flow guidance - Management expressed confidence in generating positive free cash flow in Q4, driven by a sequential step down in sales releasing working capital [70][72] Question: Pricing outlook for 2023 - Management indicated that pricing increases are expected to remain consistent with previous quarters, with a clearer view anticipated in the coming weeks [80] Question: CSS backlog trends - Management remains bullish on CSS growth prospects, stating that flat backlog trends are not unusual and do not indicate a leading indicator [95] Question: Gross margin outlook for 2023 - Management emphasized the ongoing gross margin improvement program and expressed confidence in maintaining margins despite inflationary pressures [92] Question: Rahi Systems acquisition profitability - Management confirmed that Rahi's profitability is consistent with the CSS segment and expressed excitement about the synergies expected from the acquisition [117]

WESCO International, Inc. (NYSE:WCC) Q2 2022 Results Conference Call August 4, 2022 10:00 AM ET Company Participants Scott Gaffner - SVP, IR John Engel - Chairman, President & CEO David Schulz - EVP, CFO Conference Call Participants David Manthey - Baird Deane Dray - RBC Capital Markets Ken Newman - KeyBanc Nigel Coe - Wolfe Research Sam Darkatsh - Raymond James Tommy Moll - Stephens Operator Hello, and welcome to WESCO's Second Quarter Earnings Call. [Operator Instructions] Please note that this event is b ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14989 WESCO International, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14989 WESCO International, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpor ...

WESCO International, Inc. (NYSE:WCC) Q1 2022 Earnings Conference Call May 5, 2022 10:00 AM ET Company Participants John Engel – President and Chief Executive Officer David Schulz – Executive Vice President and Chief Financial Officer William Ruthrauff – Director-Investor Relations & Communications Conference Call Participants Deane Dray – RBC Capital Sam Darkatsh – Raymond James David Manthey – Baird Nigel Coe – Wolfe Research Tommy Moll – Stephens Kenneth Newman – KeyBanc Operator Hello and welcome to toda ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-14989 WESCO International, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation ...

Financial Data and Key Metrics Changes - WESCO achieved record sales of $18.2 billion for the full year 2021, up 14% compared to 2020 pro forma results [31] - Adjusted EBITDA for the fourth quarter was $3.17, a record and up 160% from the prior year [28] - Gross margin for the fourth quarter was 20.8%, up 120 basis points year-over-year [26] - The company reduced its leverage ratio to 3.9x trailing 12-month adjusted EBITDA, down 1.8 turns since the Anixter acquisition [51][52] Business Line Data and Key Metrics Changes - EES segment sales were up 18% year-over-year in Q4, with adjusted EBITDA up 59% [33][34] - CSS segment sales increased by 9% year-over-year, with adjusted EBITDA margin at 8.3%, a 10 basis point increase [35][36] - UBS segment organic sales rose 22% year-over-year, with adjusted EBITDA up 63% [38][40] Market Data and Key Metrics Changes - Backlog reached a record level, up 14% from the previous quarter, with each business unit posting backlog increases of over 60% year-over-year [25][32] - Preliminary January results showed sales up low teens year-over-year on a workday-adjusted basis [24] Company Strategy and Development Direction - WESCO is focused on cross-selling initiatives and capturing growth from trends in grid modernization, rural broadband, and digital applications [13][14] - The company is committed to digital transformation and has launched new IoT solutions to enhance customer operations [16][18] - WESCO is increasing its cost and sales synergy targets for its three-year integration program from $500 million to $600 million [42][45] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand across all end markets, despite supply chain constraints [66] - The company expects to outperform the market in 2022, with sales growth projected at 5% to 8% [53][54] - Management highlighted the importance of maintaining supply chain integrity and resilience as a core value proposition [102] Other Important Information - WESCO was recognized as one of the world's best employers and included in Bloomberg's Gender Equality Index for the fourth consecutive year [22] - The company is committed to responsible ESG practices and has set new improvement goals for 2030 [21] Q&A Session Summary Question: Demand outlook for 2022 and backlog conversion - Management noted strong demand across all end markets and indicated that backlog is expected to convert to sales as supply chains are rebuilt [66][72] Question: Corporate expenses and hiring plans - Management explained that corporate expenses are expected to increase due to digital transformation investments and hiring [78][79] Question: Gross margin and inventory management - Management discussed the benefits of inventory gains and the impact of inflation on costs, indicating a positive outlook for gross margins [81][83] Question: Synergies and operational improvements - Management clarified that synergies would not be front-end loaded and would be realized throughout the year as integration progresses [92][93]

FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14989 WESCO International, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...

WESCO International, Inc. (NYSE:WCC) Q3 2021 Results Conference Call November 4, 2021 10:00 AM ET Company Participants Leslie Hunziker - Senior Vice President of Investor Relations John Engel - President and Chief Executive Officer David Schulz - Executive Vice President and Chief Financial Officer Conference Call Participants Sam Darkatsh - Raymond James Deane Dray - RBC Capital Markets David Manthey - Robert W. Baird Christopher Glynn - Oppenheimer Nigel Coe - Wolfe Research Steve Barger - Keybanc Capital ...

WESCO 1 ● NYSE: WCC Third Quarter 2021 Webcast Presentation November 4, 2021 2 Forward-Looking Statements All statements made herein that are not historical facts should be considered as forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties and other factors that may cause actual results to differ materially. These statements include, but are not limited to, statements regarding the expected benef ...