Electrical supply company WESCO (NYSE: WCC) will be reporting results this Thursday morning. Here’s what you need to know.

WESCO beat analysts’ revenue expectations last quarter, reporting revenues of $6.67 billion, up 13% year on year. It was a stunning quarter for the company, with an impressive beat of analysts’ organic revenue estimates and a solid beat of analysts’ EBITDA estimates.

Is WESCO a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting WESCO’s revenue to grow 10.9% year on year, slowing from the 12.9% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. WESCO has a history of exceeding Wall Street’s expectations.

Looking at WESCO’s peers in the industrial distributors segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Fastenal delivered year-on-year revenue growth of 15.5%, beating analysts’ expectations by 1%, and MSC Industrial reported revenues up 10.3%, topping estimates by 0.6%. Fastenal traded down 2% following the results while MSC Industrial was also down 14.3%.

Read our full analysis of Fastenal’s results here and MSC Industrial’s results here.

Over the past year, investors have repeatedly shifted their focus from one macro narrative to another (AI disruption and AI capex spending to geopolitics, interest rates, and the broader health of the economy). While some of the industrial distributors stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.7% on average over the last month. WESCO is down 7% during the same time and is heading into earnings with an average analyst price target of $407.73 (compared to the current share price of $339.01).

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