Company: WCC
Filing Date: 2025-07-31
Form Type: 10-Q
Source: 0000929008-25-000023
Chunk: 150

Company: WESCO INTERNATIONAL INC
Filing Date: 2025-07-31
Form: 10-Q
Item: Item 2
Chunk 150
---
3 billion for the second quarter of 2025 compared to $2.1 billion for the second quarter of 2024, an increase of $123.3 million, or 5.8%. EES organic sales for the second quarter of 2025 grew by 6.0%, driven primarily by volume growth of approximately 5%, as well as the impact of changes in price, which favorably impacted organic sales by approximately 1%.

EES adjusted EBITDA decreased $7.3 million, or 3.8% year-over-year. The decrease primarily reflects lower margin project activity and product mix, partially offset by an increase in volume. Additionally, SG&A expenses increased $14.1 million as compared to the prior year, which was primarily attributed to an increase in salaries of $7.1 million and an increase in transportation costs of $3.6 million.

Communications & Security Solutions

Three Months EndedGrowth/(Decline)June 30, 2025June 30, 2024Reported SalesAcquisitionForeign ExchangeWorkdayOrganic Sales(In millions)Net sales$2,265.2$1,904.319.0 %1.5 %0.2 %— %17.3 %Adjusted EBITDA$198.9$155.5Adjusted EBITDA margin %8.8%8.2%

CSS reported net sales of $2.3 billion for the second quarter of 2025 compared to $1.9 billion for the second quarter of 2024, an increase of $360.9 million, or 19.0%, which is inclusive of a favorable impact from the acquisition of Ascent of 1.5%. CSS organic sales for the second quarter of 2025 grew by 17.3%, primarily reflecting volume growth of approximately 15%, driven primarily by growth in the data center solutions business, as well as the impact of changes in price, which favorably impacted organic sales by approximately 2%.

30

Table of Contents   WESCO INTERNATIONAL, INC. AND SUBSIDIARIES

CSS adjusted EBITDA increased $43.4 million, or 27.9% year-over-year. The increase primarily reflects an increase in volume, specifically within the data center solutions business, as described above, partially offset by an increase in SG&A expenses of $18.2 million. The increase in SG&A expenses is primarily attributed to a $5.8 million increase in transportation costs consistent