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北京时间·🕒 发布 07-30 18:02:37时区推断·⟳ 抓取 07-30 18:03:08·⚡ 决策 07-31 21:23:21 +1d03h·88.0 天前
WESCO二季度营收、调整后EPS超预期并上调全年展望
WESCO二季度收入67亿美元、调整后EPS 4.57美元均高于预期，数据中心销售同比约增45%、 backlog同比约增60%，事件本身偏利好。
📄 原文Wall St Engine@wallstengine↗ 原文
WESCO $WCC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.7B (Est. $6.44B) 🟢; +13% YoY 🔹 Adj. EPS: $4.57 (Est. $3.97) 🟢; +35%…
不做 WESCO International（WCC.US）
同一WESCO二季度财报超预期并上调全年展望的具体催化已在系统内于2026-07-31 00:52 CST和01:33 CST处理过，本条为社媒重复摘要，不再推卡或建仓。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
关键理由
- WESCO二季度收入67亿美元、调整后EPS 4.57美元均高于预期，数据中心销售同比约增45%、 backlog同比约增60%，事件本身偏利好。
- 公司同时显著上调2026全年展望，说明本次财报不是单一季度噪音，而是数据中心需求和执行改善共同驱动。
主要风险
- 查重命中同一WESCO二季度财报催化已在近72小时内被系统处理过，本条为社媒摘要重复转述，不应再次推卡或建仓。
- 行情与内部KB服务本次调用超时，未取得可用于新交易的实时价格；但本次不做的主因是重复催化，而非无法取价。
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原文全文
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WESCO $WCC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $6.7B (Est. $6.44B) 🟢; +13% YoY
🔹 Adj. EPS: $4.57 (Est. $3.97) 🟢; +35% YoY
🔹 Data Center Sales: $1.5B; +~45% YoY
Segment Net Revenue:
🔹 EES: $2.5B; +11.2% YoY
🔹 CSS: $2.7B; +18.4% YoY
🔹 UBS: $1.5B; +7.0% YoY
Other Q2 Metrics:
🔹 Organic Sales Growth: 12.6%
🔹 Operating Margin: 5.7%; +20 bps YoY
🔹 Adjusted EBITDA Margin: 7.3%; +60 bps YoY
🔹 Free Cash Flow: $32.3M; -62.7% YoY
🔹 Total Company Backlog: +~60% YoY
Comments:
🔸 “We delivered another exceptional quarter marked by continued market outperformance and accelerating business momentum. Sales, backlog, adjusted EBITDA, and adjusted earnings per share all increased versus the prior year and achieved records that exceeded our plan.”
🔸 “As a result, we are significantly raising our full-year 2026 outlook reflecting the favorable secular growth trends and our confidence in continued strong execution.”
🔹 Revenue: $6.7B (Est. $6.44B) 🟢; +13% YoY
🔹 Adj. EPS: $4.57 (Est. $3.97) 🟢; +35% YoY
🔹 Data Center Sales: $1.5B; +~45% YoY
Segment Net Revenue:
🔹 EES: $2.5B; +11.2% YoY
🔹 CSS: $2.7B; +18.4% YoY
🔹 UBS: $1.5B; +7.0% YoY
Other Q2 Metrics:
🔹 Organic Sales Growth: 12.6%
🔹 Operating Margin: 5.7%; +20 bps YoY
🔹 Adjusted EBITDA Margin: 7.3%; +60 bps YoY
🔹 Free Cash Flow: $32.3M; -62.7% YoY
🔹 Total Company Backlog: +~60% YoY
Comments:
🔸 “We delivered another exceptional quarter marked by continued market outperformance and accelerating business momentum. Sales, backlog, adjusted EBITDA, and adjusted earnings per share all increased versus the prior year and achieved records that exceeded our plan.”
🔸 “As a result, we are significantly raising our full-year 2026 outlook reflecting the favorable secular growth trends and our confidence in continued strong execution.”
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