Core Insights - Wesco International reported record sales of $23.5 billion for the full year 2025, representing an 8% increase year-over-year, with a notable 10% increase in fourth-quarter sales [2][5] - The company experienced a 19% increase in backlog at year-end, indicating strong demand driven by trends in AI-driven data centers, power generation, and supply chain re-shoring [2][5] - Adjusted earnings per diluted share for the fourth quarter were $3.40, a 7.6% increase compared to the previous year, despite challenges in the UBS segment [3][12] Financial Performance - Fourth-quarter net sales reached $6.1 billion, up 10% year-over-year, with organic sales growth of 9.2% [5][6] - Full-year net income attributable to common stockholders was $645.8 million, a slight decrease of 2.2% from the previous year [6][23] - Operating cash flow for the fourth quarter was $71.9 million, a significant decline of 74% compared to the same quarter in 2024 [20] Segment Performance - The CSS segment achieved a 16% sales growth, while the EES segment saw a 9% increase, both contributing positively to overall performance [3][5] - The UBS segment faced ongoing sales and margin challenges, particularly with public power customers, although sales to investor-owned utilities accelerated [3][5] Strategic Initiatives - The company is focusing on digital transformation, with significant investments in technology and a new tech stack aimed at enhancing operational efficiency [3][5] - Wesco plans to increase its common stock dividend by 10% to $2.00 per share, reflecting confidence in future performance [5][6] Outlook - For 2026, Wesco anticipates mid- to high-single-digit organic sales growth, strong operating leverage, and margin expansion, alongside double-digit EPS growth [3][5] - The company expects improved free cash flow generation, projecting $500 million to $800 million for the year [5][6]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Wesco International (WCC) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][11]. Earnings Growth - Wesco International has a historical EPS growth rate of 14.7%, with projected EPS growth of 18.2% for the current year, surpassing the industry average of 17.1% [5][4]. Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets ratio) of 1.45, indicating it generates $1.45 in sales for every dollar in assets, which is higher than the industry average of 1.35 [7][6]. - Wesco's sales are expected to grow by 5.7% this year, compared to the industry average of 4.6% [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Wesco International, with the Zacks Consensus Estimate for the current year increasing by 0.2% over the past month [9][8]. Overall Assessment - Wesco International holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating it is a potential outperformer and a solid choice for growth investors [11].

WESCO International, Inc. ( WCC ) is set to report earnings next week, and this is a good moment to put investors in context and shed some light on what lies ahead.With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus ...

WESCO International, Inc. ( WCC ) is set to report earnings next week, and this is a good moment to put investors in context and shed some light on what lies ahead.With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus ...

Core Insights - Mammoth Resources Corp. announced positive results from bottle roll tests on oxidized gold-silver mineralized material from the Tenoriba project in Mexico, indicating high recoveries of gold and silver [1][2][3] Gold and Silver Recovery - The bottle roll test on coarser fraction material yielded gold recoveries of 87% and silver recoveries of 67%, which are favorable compared to previous tests that showed gold recoveries between 75% and 90% and silver recoveries around 65% [2][6] - Most of the gold and silver were leached within the first 12 hours of a 96-hour test, suggesting efficient extraction potential [2][6] Project Potential - The Carneritos area, measuring approximately 1,500 by 500 meters, shows promising potential for low-cost precious metal production due to high recoveries in the oxidized, near-surface mineralization [3][4] - The average assayed grade of the material tested was approximately 0.65 grams per tonne gold equivalent, indicating a viable resource for future extraction [4][7] Future Activities - The company is advancing several activities, including confirming higher-grade material locations for potential extraction, conducting column tests on coarser material, and seeking updated quotes for drilling to define a maiden mineral resource [4][11] - Additional metallurgical testing is planned for coarser-grained oxidized and mixed oxidized-sulfide zone material to enhance recovery confidence and optimize reagent consumption [7][9] Quality Control and Testing - All tests were conducted at SGS Laboratory in Durango, Mexico, under the supervision of qualified personnel, ensuring the reliability of the results [5][12] - The testing methodology included quality control measures and sample preparation from drill core rejects, which were previously assayed [12][13]

Group 1 - Arrow Electronics (ARW) shares increased by 6% to $128.41 in the last trading session, with a notable trading volume, and have gained 7.2% over the past four weeks [1] - The company is a key distributor of AI infrastructure components, benefiting from strong enterprise demand for high-performance computing hardware and AI-accelerated servers for data center and edge computing [2] - Arrow Electronics is expected to report quarterly earnings of $3.55 per share, reflecting a year-over-year increase of 19.5%, with revenues projected at $8.1 billion, up 11.2% from the previous year [2] Group 2 - The consensus EPS estimate for Arrow Electronics has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - Arrow Electronics holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [4] - The company operates within the Zacks Electronics - Parts Distribution industry, which includes Wesco International (WCC), another stock that has shown a 1.2% increase in the last trading session and a 15.2% return over the past month [4]

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]