Wesco Says Data Center Sales Reached $6 Billion, 23% of Revenue, at Investor Event
Wesco International says data centers now account for 23% of its business, with sales to the sector reaching an estimated $6 billion over the past year, according to slides the electrical and communications distributor furnished Tuesday ahead of a virtual investor event.
That figure covers the twelve months through Sept. 30, 2026, the company said in the presentation, which it filed with an 8-K. Data centers made up 10% of sales in 2023, and data center sales have grown more than 300% since the first quarter of 2024, according to the slides.
The event, hosted by Chairman, President and Chief Executive John Engel and the heads of Wesco's three business units, is pitched around what the company calls a "Power-to-Compute" offering that spans a data center's power supply, electrical infrastructure and network connectivity.
Grid services win
Wesco highlighted more than $1 billion of multiyear grid services awards won in 2026 to coordinate high-voltage power equipment for a major multi-site data center program in North America. The scope includes high-voltage transformers, breakers, other equipment and services, the company said, and it is in "ongoing discussions" with that customer, with the potential to expand to additional hyperscalers over time.
The slides also cited a backlog and pipeline opportunity of more than $1 billion with a multi-tenant data center customer.
The units
Wesco's Communications and Security Solutions unit generated $10.5 billion in trailing twelve-month sales, with 48% coming from data centers. The Utility and Broadband Solutions unit posted $5.7 billion, and Wesco said its grid services business there has grown to an estimated $400 million of trailing revenue.
The company sized its addressable data center physical infrastructure market at more than $100 billion, excluding active IT equipment.
By the numbers
- Data center sales, trailing twelve months: an estimated $6 billion
- Share of total sales: 23%, up from 10% in 2023
- Data center sales growth since Q1 2024: more than 300%
- Grid services awards won in 2026: more than $1 billion
- Communications and Security Solutions sales: $10.5 billion
Sources
- Form 8-K with Exhibit 99.1 investor presentation, WESCO International, Inc., filed Nov. 10, 2026, accession 0000929008-26-000034
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