Wesco Overview
John Engel Chairman, President and Chief Executive Officer
VIPEliteBusinessMeeting–June2,2025
$21.8billioninsales
Millionsofproducts
140,000customers
700+locations
Diversification Across High-Growth End-Markets
Broadcapabilitiesset thepathforournext chapter
Note:Salespercentages areonatrailingtwelve-month (TTM)
CSS Business
Bill Geary
Executive Vice President and General Manager, Communications and Security Solutions
VIPEliteBusinessMeeting–June2,2025
CSS Addressable Markets and Trends
Secular Trends
• Convergence ofIT/OTcreatingnew use casesandbusinessoutcomes
• Rapidlyexpandingedgenetworks with visuallyintelligentcameraand proliferationofsensors 24/7/365 Connectivity
• Generative AI market CAGR of~27% through2023, acceleratingadoption
• 70% ofenterpriseswilladoptcloud security platformsby2027
• 160% growthindata centerpower demandbetween2023and2030in theU.S. Digitalization and AI
• 5G,AI/MLandconnecteddevices (IoT)driving increaseddatacreation, distribution and consumption
UBS Business
Pat Gorman
Senior Vice President and General Manager, Utility
VIPEliteBusinessMeeting –June2,2025
Utility & Broadband Solutions (UBS)
SegmentOverview
• Servicesandsolutionsforinvestorownedutilities,publicpower companiesandmunicipalities,aswell ascontractorsthatservicethese customers
• Completesolutionsforservice providers,broadbandandwireless customers
• Leadingproviderofgridandnetwork modernization,hardening,renewable deployments,smarttechnologies
Markets and Trends
Secular Trends
• Data Centers Addressable
• Electrification
• 24/7Connectivityand Security
• AutomationandIoT
• GreenEnergyand Renewables
• Electrification
• 24/7Connectivityand Security
• AutomationandIoT
• Electrification
• 24/7Connectivityand Security
• AutomationandIoT
• GreenEnergyand Renewables
• 24/7Connectivityand Security
• AutomationandIoT • Renewables
EES Business
Nelson Squires
Executive Vice President and General Manager, Electrical & Electronic Solutions
VIPEliteBusinessMeeting –June2,2025
Electrical & Electronic Solutions (EES)
Electrification, automation and reshoring drive growth
SegmentOverview
• Providerofelectrical,MRO,safety andautomationsolutions
• Broadrangeofproductsandsolutions primarilytotheconstruction, industrialandOEMmarkets
• Uniquelypositionedtoprovide thecriticalinfrastructureexpertise andsolutionsthatenablethe technologiesoftomorrow
$8.5B FY2024Sales
EES Addressable Markets and Trends
Annual Addressable Markets
Green Energyand Grid
Secular Trends
Electrification
Electricitydemandisgrowing attwicetherateofoverall energydemand
Powerconsumptionisexpected totripleby2050fueledby Datacentergrowth
Modernization
$27trillionofcapitalspending requiredtoreachnetzeroby2050
Renewablesareexpectedto accountfor50%oftheglobal powermixby2030,85%by2050
Reshoring
Automation andDigitization
Overthenext tenyears,thenumber ofconnecteddevicesisexpectedto growfrom40billionto350billion
2025E marketsizeof~$250Bwitha 7.3%CAGR
Industrialdistributorshave$15billionofincrementalrevenueopportunityoverthe nextdecadebecauseofmanufacturingreshoring
