Wesco

CSS reports $10.5 Billion in TTM sales through September 30, 2026, with 48% from data center end-market. Customers are pursuing global data center build programs as power availability becomes the most significant constraint.

Wesco Source: Wesco International Inc 8-K, filed Nov 10, 2026

Wesco's addressable physical infrastructure market excludes active IT. Current SAM is ~$2-$3m/MW and total addressable market is ~$7-$9m/MW.

Wesco Source: Wesco International Inc 8-K, filed Nov 10, 2026

Data center sales have grown approximately 300% over the past two-plus years. TTM figures run through September 30, 2026, and data center mix was ~10% of total sales in 2023.

Wesco Source: Wesco International Inc 8-K, filed Nov 10, 2026