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WESCO International(WCC) - 2025 Q3 - Earnings Call Presentation

Third Quarter Performance - Record quarterly sales reached $6.2 billion, driven by organic growth across all three business units: CSS up 18%, EES up 12%, and UBS up 3%[7] - Total data center sales amounted to approximately $1.2 billion, a year-over-year increase of roughly 60%[7] - Adjusted EBITDA margin saw a sequential increase of 10 bps due to improved gross margin[7] - Backlog increased by 7% year-over-year[7] - Preliminary October sales per workday showed positive momentum, increasing by approximately 9%[7] Full Year Outlook & Strategic Sales Growth - The company raised its full-year outlook for organic sales growth to 8%-9%, with reported growth expected at 7%-8%[7, 40] - Data Center sales are expected to be up approximately 50%[41] - The company anticipates reported sales between $23.3 billion and $23.6 billion[42] - Adjusted diluted EPS is projected to be in the range of $13.10 to $13.60[42] - Free cash flow is expected to be between $400 million and $500 million[42] Financial Restructuring - The company redeemed $540 million of preferred stock with a 10.625% dividend rate[37] - This refinancing is expected to generate approximately $32 million in annualized benefit to net income and cash flow, and approximately $0.65 annualized benefit to EPS[37]