WESCO International, Inc. · NYSE:WCC
WESCO International — Investor Day (November 2026)
43 slides from WESCO International's investor day presentation, Nov 10, 2026
Slide 1: Data Center Leadership: One Partner, Complete Lifecycle, Around the World
Data Center Leadership: One Partner, Complete Lifecycle, Around the World November 10, 2026
Slide 2: Forward-Looking Statements and Non-GAAP Measures
Forward-Looking Statements and Non-GAAP Measures 2 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
Slide 3: Today's Agenda
Today’s Agenda Welcome and Introduction Scott Gaffner, Senior Vice President, Investor Relations One Wesco End-to-End Value Proposition John Engel, Chairman, President and CEO Connecting and Protecting the White Space Dirk Naylor, EVP and GM, Communications and Security Solutions (CSS) Building the
Slide 4: One Wesco End-to-End Value Proposition
One Wesco End-to-End Value Proposition John Engel Chairman, President and Chief Executive Officer 4 BUILD · CONNECT · POWER · PROTECT
Slide 5: Global Leader in Rapidly Growing Data Center Space
Global Leader in Rapidly Growing Data Center Space 5 EES One Wesco Comprehensive solutions that address complex customer needs with a single point of accountability Global capabilities with a comprehensive Power-to-Compute solution that spans the entire data center (power, gray space and white space
Slide 6: Four Decades of Data Center Experience
Four Decades of Data Center Experience Power Solutions Gray Space From White Space To Power-to-Compute Evolving Customer Reach… Enterprise Colocation & Multi-Tenant Hyperscale Hyperscale | Enterprise Colocation Multi-Tenant | Emerging Cloud …and Capabilities Customer Expansion Hyperscale Expansion E
Slide 7: Margin Accretive Data Center Sales Up Over 300% Since Q1 2024
7 Margin Accretive Data Center Sales Up Over 300% Since Q1 2024 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 300% Growth ~$6B1 ~$2B1 Significant Market Outperformance Driven by: • One Wesco approach with cross-selling opportunities across all three SBUs • Highly complementary pr
Slide 8: Data Center Strategy Provides a Comprehensive Power-to-Compute Offering
Data Center Strategy Provides a Comprehensive Power-to-Compute Offering to Customers 8 We build, connect, power and protect the world Customers get an offering that supports power, electrical infrastructure and connectivity across the data center lifecycle Wesco connects industry-leading suppliers t
Slide 9: Full Solutions Offering for Diverse Customer Applications
Full Solutions Offering for Diverse Customer Applications 9 85% 10% 5% Customer Sales Mix Hyperscalers demand different capabilities Hyperscalers Data centers designed for large scale workloads MTDC requires a customized go to market strategy Multi-Tenant Data Center (MTDC) and Colocation Data cente
Slide 10: $100B+ Serviceable Data Center Market Continues to Expand
$100B+ Serviceable Data Center Market Continues to Expand 10 Multiple paths to market outperformance ~$2-$3m/MW Current SAM ~$3-$5m/MW Expanded SAM $100B+ ~$7-$9m/MW Total Addressable Market Wesco’s Addressable Physical Infrastructure Market (excludes active IT) • Continued global expansion • Full s
Slide 11: AI & Digital Connectivity Positioned to Capitalize on Long-Term Secular Growth
11 AI & Digital Connectivity Positioned to Capitalize on Long-Term Secular Growth Power & Electrification Supply Chain Realignment One Wesco: Leveraging our full breadth of capabilities to capture growth Global supply chains and manufacturing footprints are becoming diversified, regionalized and rep
Slide 12: Why Wesco Wins in Data Centers
12 Why Wesco Wins in Data Centers A differentiated Power-to-Compute platform Proven leadership in a large, fast-growing market • Approximately $6 billion of TTM sales, representing 23% of Wesco sales • Data center sales have grown approximately 300% over the past two-plus years 1 One Wesco delivers
Slide 13: Today's Presenters
13 Dirk Naylor CSS supports white space technology infrastructure Danny Castillo EES supports the electrical backbone and gray space environment Jim Cameron UBS supports power infrastructure and site readiness Services and logistics capabilities that span the data center lifecycle Today’s Presenters
Slide 14: Connecting and Protecting the White Space
Connecting and Protecting the White Space Dirk Naylor EVP and GM, Communications and Security Solutions (CSS) 14 BUILD · CONNECT · POWER · PROTECT
Slide 15: Communications & Security Solutions (CSS)
Communications & Security Solutions (CSS) ~50% of sales in the AI-driven data center environment 15 1 Sales amounts and percentages are on a trailing twelve-month (TTM) basis through September 30, 2026. 50+ Countries Global leader in data center, network infrastructure and security $10.5 Billion in
Slide 16: CSS: Reducing Time-to-Compute for our Data Center Customers
CSS: Reducing Time-to-Compute for our Data Center Customers 16 ~30% Security, power and thermal technologies ~60% Network infrastructure, racks, enclosures and connectivity solutions Connecting and Protecting the White Space: ~10% Technology infrastructure supporting critical workloads = CSS service
Slide 17: CSS Value Proposition
CSS Value Proposition 17 Full-Service Offering Extended Through One Wesco EES • Electrical infrastructure and power distribution • Wire and cable, conduit systems and installation ready assemblies • Mechanical & cooling infrastructure • Safety & operations UBS • Utility and supplier management • Hig
Slide 18: Global Reach, Local Presence
Global Reach, Local Presence 18 Customers are pursuing global data center build programs as power availability becomes the most significant constraint. Our opportunities increase as customer requirements cross multiple geographies and become logistically complex Local inventory, technical expertise,
Slide 19: End-to-end Lifecycle Management
End-to-end Lifecycle Management 19 Surveys, Audits and Assessments High Density Cooling Solutions Design and Engineering Facility Optimization and Site Operations Fit Outs: Containment, Power and Conveyance Cloud Solutions End-to-End Rack Services Asset Management Data Center Services
Slide 20: Acquisitions Expand Our Reach Across the Entire Lifecycle
20 Acquisitions Expand Our Reach Across the Entire Lifecycle Our acquisition strategy expands our scope, increases our scale and extends our influence Combined two leading Fortune 500 companies, creating the industry leader in data center supply chain management with global scale, supplier relations
Slide 21: Taking Rack and Roll to the Next Level
Taking Rack and Roll to the Next Level: Reducing Time-to-Compute 21 Our Capabilities Moving integration upstream with more work completed offsite, to reduce onsite risk Full end-to-end solution reduces Time-to-Compute and includes all rack integration elements, burn-in with full power and testing an
Slide 22: Case Study: One Wesco Approach for a Multi-Tenant Data Center Customer
Customer Constraints Case Study: One Wesco Approach In Action Drives Superior Outcomes for a Multi-Tenant Data Center Customer 22 • Massive GW+ project sites • Undefined specifications • Accelerated timeline • Material availability • Skilled labor shortage • Remote locations • Consult, design, build
Slide 23: Summary: Key Takeaways
Summary 23 Global leader in data center infrastructure Deep white-space expertise and operations in more than 50 countries to support complex deployments worldwide Accelerating customers’ Time-to-Compute CSS integrates connectivity, racks, power, thermal, security and deployment services to reduce c
Slide 24: Building the Gray Space
Building the Gray Space Danny Castillo EVP and GM, Electrical & Electronic Solutions (EES) 24 BUILD · CONNECT · POWER · PROTECT
Slide 25: Electrical & Electronic Solutions (EES)
Electrical & Electronic Solutions (EES) Electrification, automation and reshoring drive growth, with ~10% of sales mix coming from data centers 25 50+ Countries #1 Electrical Distributor in North America $9.8 Billion in sales11 • Provider of electrical, MRO, safety and automation solutions • Broad r
Slide 26: EES: Electrifying the Gray Space for our Data Center Customers
EES: Electrifying the Gray Space for our Data Center Customers 26 Leadership in the Gray Space Environment: ~20% Electrical infrastructure and power distribution ~70% Wire and cable, conduit systems and installation ready assemblies ~10% Mechanical & cooling infrastructure and safety & operations =
Slide 27: EES Value Proposition Extended Through One Wesco
EES Value Proposition 27 Extended Through One Wesco CSS • White space connectivity and compute • Structured cabling • Racks and rack integration • Compute deployment support EES combines products, technical expertise and project services into one coordinated scope, reducing complexity for our data c
Slide 28: Five Complementary Strengths
Five Complementary Strengths 28 Technical expertise, supplier partnerships, execution, project services and global capabilities reinforce each other Broad access to products, availability and supplier capabilities through long-standing partnerships Advisory, installation enhancement, deployment and
Slide 29: Technical Expertise Simplifies Complexity
Technical Expertise Simplifies Complexity 29 Wesco specialists help customers develop solutions Executable Solutions Customer receives an executable solution aligned with project requirements Global Network of 300+ Customer Support Engineers Pre- and post-sale support, industry standards, technology
Slide 30: Wesco's Scale Benefits Customers and Suppliers
Wesco’s Scale Benefits Customers and Suppliers 30 Customers get a single point of accountability; suppliers reach scale through Wesco’s supply chain solutions WESCO Scalability Reliability Efficiency Safety • Demand generation • Supply certainty • Technical support • Long-tenured relationships • Abi
Slide 31: Services That Simplify and Solve Customer Problems
Services That Simplify and Solve Customer Problems 31 CUSTOMER OUTCOMES Less on-site labor Reduced material waste Improved availability Lower operating complexity Greater schedule reliability Installation Enhancement Services Advisory Services Project Deployment Services Supply Chain Services • Engi
Slide 32: Case Study: Solving One Technical Challenge Created a Broader Relationship
32 Case Study: Solving One Technical Challenge Created a Broader Customer Relationship EES expanded from a wire and cable distributor to a comprehensive supply chain and production support solutions provider Technical expertise earned the opportunity; supply-chain services and execution scaled the r
Slide 33: Established Strength in the Gray Space
Established strength in the gray space The electrical backbone is a core EES category, supported by long-standing capability and supply position Technical expertise and supplier partnerships Upfront technical sales and solution development, paired with broad supplier access and global capabilities S
Slide 34: Powering the Data Center
Powering the Data Center Jim Cameron EVP and GM, Utility & Broadband Solutions (UBS) 34 BUILD · CONNECT · POWER · PROTECT
Slide 35: Utility & Broadband Solutions (UBS)
Utility & Broadband Solutions (UBS) Increasing capex budgets and large-scale data center projects drive growth Industry Leading Position and Value Proposition Sales by End-Market1 Sales by Geography1 91% U.S. 9% Canada 11% Broadband 89% Utility #1 Utility and Broadband Distributor in North America $
Slide 36: UBS Grid Services: Accelerating Time-to-Power
UBS Grid Services: Accelerating Time-to- Power for our Data Center Customers 36 Leadership in the Power Environment: Customer and supplier management Site power readiness and large-scale equipment coordination = UBS serviceable market opportunities LEGEND Services that support today’s complex data c
Slide 37: UBS Value Proposition Extended Through One Wesco
UBS Value Proposition 37 Extended Through One Wesco UBS coordinates customers, suppliers and large-scale equipment into a single power program EES • Electrical infrastructure and power distribution • Wire and cable, conduit systems and installation ready assemblies • Mechanical & cooling infrastruct
Slide 38: Grid Services Has Evolved Into a Scalable Growth Platform
Grid Services Has Evolved Into a Scalable Growth Platform 38 2000s 2026 and Beyond Established Utility Foundation Longstanding products, relationships and expertise supporting utility customers ~$400 million of TTM revenue Homegrown Grid Services Platform Expanded from product distribution into prog
Slide 39: Unmatched Set of Grid Services Capabilities
© 2026 Wesco International 39 Wesco coordinates the resources required to support complex power programs across projects and geographies Unmatched Set of Grid Services Capabilities WESCO SOLUTIONS Supplier Selection and Qualification • Identify qualified suppliers • Coordinate technical and commerci
Slide 40: Case Study: Grid Services Hyperscale Win Demonstrates Opportunity
Case Study: Grid Services Hyperscale Win Demonstrates Opportunity 40 $1B+ MULTIYEAR GRID SERVICES AWARDS WON IN 2026 Customer Need Coordinate complex high-voltage power requirements across a major multi-site data center program Duration and Scale Multi-year contract covering locations in North Ameri
Slide 41: UBS Extends One Wesco to the Earliest Stage of the Lifecycle
Earlier Visibility Power is the longest lead element of the build, giving Wesco insight into future customer requirements Reduced Project Risk Grid services coordinates suppliers, equipment, supply chains and project execution Summary 41 Key Takeaways Broader One Wesco Participation UBS creates an e
Slide 42: Q & A
Q & A
Slide 43: Why Invest in Wesco
43 Why Invest in Wesco Key elements of our investment thesis Market leader driving durable, above-market growth • Leading positions across powerful secular growth markets • Record backlog and broad-based momentum support continued growth visibility 1 Differentiated global platform with expanding val