Wesco International (WCC) Data Center Sales Surge 70% YoY

Wesco International's (WCC) data center sales increased by 70% year-over-year, reaching $1.4 billion, which now constitutes 24% of total revenue. The company's adjusted diluted EPS rose by 52.5% year-over-year to $3.37, prompting management to raise their full-year adjusted EPS guidance to between $15.00 and $17.00. Wesco's backlog also climbed 22% to a new record. This growth positions Wesco favorably in the ongoing AI infrastructure boom, making it a potential investment opportunity for investors looking for value in the sector.