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	Saved 2026-07-23 11:25 2d ago Published 2026-07-23 06:00 3d ago	West zvýšil výhled tržeb i upraveného EPS West Pharmaceutical Services zvýšil celoroční výhled tržeb i upraveného EPS po silném 2. čtvrtletí. Tržby vzrostly na 872,3 mil. USD a upravený EPS na 2,37 USD. WST West Pharmaceutical Services	FMP Stock News	92
Original source text Raising Full-Year Net Sales and EPS guidance , /PRNewswire/ -- West Pharmaceutical Services, Inc. (NYSE: WST), a leading provider of innovative, high-quality injectable solutions and services, today announced its financial results for the second quarter of 2026. Second-Quarter Summary (comparisons to prior-year period) Net sales of $872.3 million increased 13.8%; organic growth was 12.7%. Diluted earnings per share ("EPS") of $2.15 increased 18.1%. Adjusted-diluted EPS of $2.37 increased 28.8%. Operating cash flow was $213.9 million. Capital expenditures were $85.9 million. Free cash flow (defined as operating cash flow less capital expenditures) was $128.0 million. During the first six months of 2026, the Company repurchased 1.8 million shares for $454.3 million at an average price of $258.03 per share under its share repurchase program that was announced in mid-February 2026. The Company also announced on July 21, 2026 that its Board of Directors declared a third-quarter 2026 dividend of $0.22 per share. Outlook for Full-Year and Third-Quarter 2026 Full-year 2026 net sales are expected to be in the range of $3.345 billion to $3.380 billion, up 8.8% to 10.0% reported and up 10.0% to 11.0% organic. Full-year 2026 adjusted-diluted EPS guidance increased to a range of $8.85 to $9.05. Third-quarter 2026 net sales are expected to be in the range of $820 million to $835 million, up 1.9% to 3.8% reported and up 7.0% to 8.9% organic. Third-quarter 2026 adjusted-diluted EPS guidance is expected to be in the range of $2.14 to $2.24. Eric M. Green, President, Chief Executive Officer and Chair of the Board, commented: "I am pleased to report strong second-quarter results, with net sales and adjusted EPS exceeding our expectations. Net sales increased 12.7% organically, driven by our High Value Product Components business which benefited from continued strength in Biologics, a favorable mix shift from HVP upgrades including Annex 1, and ongoing growth in GLP-1 elastomers. The robust sales growth drove strong operating income margin expansion as compared to prior year. As a result of our team's strong execution in the second quarter and improved outlook, we are increasing our full-year 2026 guidance." Proprietary Products Segment Net sales of $722.6 million grew by 16.6% and increased 15.5% on an organic basis. High-Value Product ("HVP") Components net sales of $424.1 million increased 19.4% and rose 18.4% on an organic basis. HVP Components accounted for 49% of total company net sales in the quarter. HVP Delivery Devices net sales of $131.2 million increased by 29.6%, and were up 29.2% on an organic basis. HVP Delivery Devices accounted for 15% of total company net sales in the quarter. Standard Products net sales of $167.3 million increased by 2.4% and rose 0.7% on an organic basis. Standard Products accounted for 19% of total company net sales this quarter. West Vantage Segment Net sales of $149.7 million increased by 2.0% and rose 0.8% on an organic basis. West Vantage accounted for 17% of total company net sales in the quarter. Full-Year 2026 Financial Guidance The Company is increasing its full-year 2026 net sales guidance range to $3.345 billion to $3.380 billion, up from $3.295 billion to $3.350 billion. Reported net sales growth is anticipated to be in the range of 8.8% to 10.0%, and organic net sales growth is expected to be in the range of 10.0% to 11.0%. Net sales guidance includes an estimated full-year 2026 benefit of approximately 1 percentage point based on current foreign currency exchange rates. SmartDose® 3.5mL generated $55 million in net sales in the second half of 2025. These net sales are excluded going forward to calculate our organic net sales growth guidance. The Company is increasing its full-year 2026 adjusted-diluted EPS guidance range to $8.85 to $9.05, up from the previous range of $8.40 to $8.75. Capital spending guidance is unchanged from a range of $250 million to $275 million. Third-Quarter 2026 Financial Guidance The Company is introducing its third-quarter 2026 net sales guidance range of $820 million to $835 million. Reported net sales growth is anticipated to be in the range of 1.9% to 3.8%, and organic net sales growth is expected to be in the range of 7.0% to 8.9%. Net sales guidance includes an estimated headwind of approximately 1 percentage point based on current foreign currency exchange rates. SmartDose® 3.5mL generated $30 million in net sales in the third quarter of 2025. These net sales are excluded going forward to calculate our organic net sales growth guidance. The Company is introducing its third-quarter 2026 adjusted-diluted EPS guidance range of $2.14 to $2.24. Second-Quarter 2026 Conference Call Management will host a conference call at 8 a.m. EDT today. The live webcast can be accessed in the "Investors" section of the Company's website by clicking here. To participate in the Q&A portion of the conference call, please register in advance by clicking here. Registered telephone participants will receive the dial-in number along with a unique PIN number that will enable them to ask questions on the call. An accompanying slide presentation will be posted in the "Investors" section of the Company's website. A replay of the webcast will be available on the Company's website for approximately 90 days after the event. About West West Pharmaceutical Services, Inc. is a leading provider of innovative, high-quality injectable solutions and services. As a trusted partner to established and emerging drug developers, West helps ensure the safe, effective containment and delivery of life-saving and life-enhancing medicines for patients. With over 10,000 team members across 50 sites including 26 manufacturing facilities worldwide, West helps support our customers by delivering over 41 billion components and devices each year. Headquartered in Exton, Pennsylvania, West in its fiscal year 2025 generated $3.07 billion in net sales. West is traded on the New York Stock Exchange (NYSE: WST) and is included in the Standard & Poor's 500 index. For more information, visit www.westpharma.com. All trademarks and registered trademarks used in this release are the property of West Pharmaceutical Services, Inc. or its subsidiaries, in the United States and other jurisdictions, unless otherwise noted. Daikyo®, Daikyo Crystal Zenith® and Daikyo CZ® are registered trademarks of Daikyo Seiko, Ltd. Daikyo Crystal Zenith technologies are licensed from Daikyo Seiko, Ltd. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding the Company's expectations regarding future events, financial guidance and financial or operational performance. Forward-looking statements may be identified by words such as "believe," "expect," "intend," "estimate," "plan," "anticipate," "project," "forecast," "guidance," "target," "may," "will," "continue" and similar expressions. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. For additional information regarding these risks as well as other risks, uncertainties and factors that could affect our forward-looking statements, please refer to Part I Item 1A, entitled "Risk Factors," of the Company's most recent Annual Report on Form 10-K and any amendments thereto, as well as the Company's most recently filed Quarterly Reports on Form 10-Q and other filings the Company makes with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of this press release. Except as required by law or regulation, West Pharmaceutical Services, Inc. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Non-U.S. GAAP Financial Measures The Company reports its financial results in accordance with U.S. generally accepted accounting principles ("U.S. GAAP"). However, management also uses certain non-U.S. GAAP financial measures in evaluating our results of operations. Management believes that this information provides users with a valuable insight into our overall performance and financial position. As a result, this release contains certain non-GAAP financial measures, including organic net sales, adjusted-diluted EPS and adjusted operating profit. Organic net sales exclude the impact from acquisitions and/or divestitures and translate the current-period reported sales of subsidiaries whose functional currency is other than the U.S. Dollar at the applicable foreign currency exchange rates in effect during the comparable prior-year period. We may also refer to financial results, such as adjusted-diluted EPS and adjusted operating profit, that exclude the effects of unallocated items. The unallocated items are not representative of ongoing operations, and generally include restructuring and related charges, certain asset impairments, and other specifically identified income or expense items. These non-U.S. GAAP financial measures should be viewed in addition to, and not as an alternative for, the Company's results prepared in accordance with U.S. GAAP. A reconciliation of these non-U.S. GAAP measures to the comparable U.S. GAAP financial measures is included in the accompanying tables. WEST PHARMACEUTICAL SERVICES, INC. CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED) (in millions, except per share data) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Net sales $ 872.3 100 % $ 766.5 100 % $ 1,717.2 100 % $ 1,464.5 100 % Cost of goods and services sold 543.1 62 492.6 64 1,091.6 64 958.7 65 Gross profit 329.2 38 273.9 36 625.6 36 505.8 35 Research and development 19.7 2 19.1 2 35.5 2 35.4 2 Selling, general and administrative expenses 117.6 14 95.9 13 217.1 12 183.9 13 Other expense (income), net 12.8 1 5.2 1 16.8 1 25.8 2 Operating profit 179.1 21 153.7 20 356.2 21 260.7 18 Interest (income) expense, net (1.2) — (3.5) — (4.4) — (7.2) — Other nonoperating expense (income) 0.2 — 0.2 — 0.4 — 0.4 — Income before income taxes and equity in net income of affiliated companies 180.1 21 157.0 20 360.2 21 267.5 18 Income tax expense 32.2 4 30.2 4 76.9 4 54.3 4 Equity in net income of affiliated companies (6.1) (1) (5.0) (1) (9.5) — (8.4) (1) Net income $ 154.0 18 % $ 131.8 17 % $ 292.8 17 % $ 221.6 15 % Net income per share: Basic $ 2.17 $ 1.82 $ 4.10 $ 3.06 Diluted $ 2.15 $ 1.82 $ 4.07 $ 3.05 Average common shares outstanding 70.8 72.2 71.4 72.3 Average shares assuming dilution 71.3 72.5 71.9 72.8 WEST PHARMACEUTICAL SERVICES REPORTING SEGMENT INFORMATION (UNAUDITED) (in millions) Three Months Ended June 30, Six Months Ended June 30, Net Sales: 2026 2025 2026 2025 Proprietary Products $ 722.6 $ 619.8 $ 1,416.9 $ 1,182.8 West Vantage 149.7 146.7 300.3 281.7 Consolidated Total $ 872.3 $ 766.5 $ 1,717.2 $ 1,464.5 Gross Profit: Proprietary Products $ 308.0 $ 248.3 $ 581.1 $ 458.5 West Vantage 21.2 25.6 44.5 47.3 Gross Profit $ 329.2 $ 273.9 $ 625.6 $ 505.8 Gross Profit Margin 37.7 % 35.7 % 36.4 % 34.5 % Operating Profit (Loss): Proprietary Products $ 211.9 $ 161.7 $ 401.1 $ 292.3 West Vantage 12.9 17.8 28.5 31.3 Stock-based compensation expense (10.9) (7.4) (17.5) (8.7) General corporate costs (34.8) (18.4) (55.9) (54.2) Reported Operating Profit $ 179.1 $ 153.7 $ 356.2 $ 260.7 Reported Operating Profit Margin 20.5 % 20.1 % 20.7 % 17.8 % Unallocated items 18.3 1.6 22.2 19.6 Adjusted Operating Profit $ 197.4 $ 155.3 $ 378.4 $ 280.3 Adjusted Operating Profit Margin 22.6 % 20.3 % 22.0 % 19.1 % WEST PHARMACEUTICAL SERVICES RECONCILIATION OF NON-U.S. GAAP MEASURES (UNAUDITED) Please refer to "Non-U.S. GAAP Financial Measures" for more information (in millions, except per share data) Reconciliation of Reported and Adjusted Operating Profit, Net Income and Diluted EPS Three Months ended June 30, 2026 Operating profit Income tax expense Net income Diluted EPS Reported (U.S. GAAP) $179.1 $32.2 $154.0 $2.15 Unallocated Items: Restructuring and other charges(1) 1.5 0.3 1.2 0.02 M&A activities, including SmartDose® 3.5mL sale(2) 6.4 1.5 4.9 0.07 Cost-method investment activity(3) 3.5 — 3.5 0.05 Amortization of acquisition-related intangible assets(4) — — 0.4 — Other(5) 6.9 1.4 5.4 0.08 Adjusted (Non-U.S. GAAP) $197.4 $35.4 $169.4 $2.37 Six Months ended June 30, 2026 Operating profit Income tax expense Net income Diluted EPS Reported (U.S. GAAP) $356.2 $76.9 $292.8 $4.07 Unallocated Items: Restructuring and other charges(1) 2.9 (11.3) 14.2 0.20 M&A activities, including SmartDose® 3.5mL sale(2) 8.3 1.9 6.4 0.09 Cost-method investment activity(3) 3.5 — 3.5 0.05 Amortization of acquisition-related intangible assets(4) — — 0.9 0.01 Other(5) 7.5 1.6 5.9 0.08 Adjusted (Non-U.S. GAAP) $378.4 $69.1 $323.7 $4.50 Three Months ended June 30, 2025 Operating profit Income tax expense Net income Diluted EPS Reported (U.S. GAAP) $153.7 $30.2 $131.8 $1.82 Unallocated items: Restructuring and other charges(1) 1.6 0.4 1.2 0.02 Amortization of acquisition-related intangible assets(4) — — 0.5 — Adjusted (Non-U.S. GAAP) $155.3 $30.6 $133.5 $1.84 Six Months ended June 30, 2025 Operating profit Income tax expense Net income Diluted EPS Reported (U.S. GAAP) $260.7 $54.3 $221.6 $3.05 Unallocated items: Restructuring and other charges(1) 19.4 2.4 17.0 0.23 Amortization of acquisition-related intangible assets(4) 0.2 — 1.1 0.01 Adjusted (Non-U.S. GAAP) $280.3 $56.7 $239.7 $3.29 (1) During the three and six months ended June 30, 2026, the Company recorded pre-tax charges of $1.5 million and $2.9 million, respectively, related to our two existing restructuring programs: (i) $1.0 million and $1.9 million, respectively, within other expense (income), related to acceleration of depreciation and lease costs in connection with the Company's January 2025 restructuring plan and (ii) $0.5 million and $1.0 million, respectively, within selling, general and administrative expenses, for professional services relating to our 2024 plan to optimize the legal structure of the Company and its subsidiaries. In addition, we recorded a one-time tax cost of $12.0 million associated with an internal legal entity restructuring which occurred in the first quarter of 2026. During the three and six months ended June 30, 2025, the Company recorded pre-tax charges of $1.6 million and $19.4 million, respectively, related to our two existing restructuring programs: (i) $0.2 million and $16.6 million, respectively, within other expense (income), related to severance, acceleration of depreciation and lease costs in connection with the Company's January 2025 restructuring plan and (ii) $1.4 million and $2.8 million, respectively, within selling, general and administrative expenses, for professional services relating to our 2024 plan to optimize the legal structure of the Company and its subsidiaries. In addition, we recorded income tax charges of $2.0 million in the first quarter of 2025, related primarily to withholding tax and capital gains incurred in executing our plan to optimize our legal structure. (2) During the three and six months ended June 30, 2026, the Company recorded pre-tax charges of $6.4 million and $8.3 million, respectively, related to M&A activities, including the Company's agreement to sell its SmartDose® 3.5mL On-Body Delivery System and associated facilities to AbbVie. The Company recorded $1.3 million and $2.2 million, respectively, of the charges within other expense (income), related to employee benefit costs in connection with the sale agreement. The Company recorded the remaining $5.1 million and $6.1 million, respectively, within selling, general and administrative expenses, relating to professional services in connection with the sale agreement and other M&A activities. (3) During the three and six months ended June 30, 2026, the Company recorded cost-method investment impairment charges of $3.5 million within other expense (income). (4) During the three and six months ended June 30, 2026, the Company recorded $0.4 million and $0.9 million, respectively, of amortization expense in association with an acquisition of increased ownership interest in Daikyo. During the three and six months ended June 30, 2025, the Company recorded $0.0 million and $0.2 million, respectively, of amortization expense within selling, general and administrative expenses associated with an intangible asset acquired during the second quarter of 2020. During the three and six months ended June 30, 2025, the Company recorded $0.5 million and $0.9 million, respectively, of amortization expense in association with an acquisition of increased ownership interest in Daikyo. (5) Other includes nonrecurring professional fees associated with various items including certain legal matters and our cybersecurity incident from May 2026. These charges are recorded within selling, general and administrative expenses. WEST PHARMACEUTICAL SERVICES RECONCILIATION OF NON-U.S. GAAP FINANCIAL MEASURES (UNAUDITED) Please refer to "Non-U.S. GAAP Financial Measures" for more information (in millions, except per share data) Reconciliation of Reported Net Sales to Organic Net Sales by Segment (6) Three Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Proprietary Products $722.6 $619.8 16.6 % 1.1 % 15.5 % West Vantage 149.7 146.7 2.0 % 1.2 % 0.8 % Total $872.3 $766.5 13.8 % 1.1 % 12.7 % Six Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Proprietary Products $1,416.9 $1,182.8 19.8 % 3.3 % 16.5 % West Vantage 300.3 281.7 6.6 % 3.2 % 3.4 % Total $1,717.2 $1,464.5 17.3 % 3.4 % 13.9 % Reconciliation of Proprietary Products Segment Organic Net Sales by Product Category (6) Three Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 HVP Components $424.1 $355.2 19.4 % 1.0 % 18.4 % HVP Delivery Devices 131.2 101.2 29.6 % 0.4 % 29.2 % Standard Products 167.3 163.4 2.4 % 1.7 % 0.7 % Total Proprietary Products $722.6 $619.8 16.6 % 1.1 % 15.5 % Six Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 HVP Components $833.4 $671.1 24.2 % 3.8 % 20.4 % HVP Delivery Devices 254.8 197.0 29.3 % 1.0 % 28.3 % Standard Products 328.7 314.7 4.4 % 3.8 % 0.6 % Total Proprietary Products $1,416.9 $1,182.8 19.8 % 3.3 % 16.5 % Reconciliation of Proprietary Products Segment Organic Net Sales by Market Group (6) Three Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Biologics $374.8 $287.7 30.3 % 1.1 % 29.2 % Pharma 205.0 198.5 3.3 % 1.7 % 1.6 % Generics 142.8 133.6 6.9 % 0.2 % 6.7 % Total Proprietary Products $722.6 $619.8 16.6 % 1.1 % 15.5 % Six Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Biologics $729.3 $557.0 30.9 % 3.3 % 27.6 % Pharma 415.6 379.1 9.6 % 4.1 % 5.5 % Generics 272.0 246.7 10.3 % 2.2 % 8.1 % Total Proprietary Products $1,416.9 $1,182.8 19.8 % 3.3 % 16.5 % Reconciliation of Reported Net Sales to Organic Net Sales by Geography (6) Three Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Americas $388.7 $349.7 11.2 % 0.6 % 10.6 % Europe, Middle East, Africa 399.8 349.7 14.3 % 2.2 % 12.1 % Asia Pacific 83.8 67.1 24.9 % (2.1) % 27.0 % Total $872.3 $766.5 13.8 % 1.1 % 12.7 % Six Months Ended June 30, Reported Net Sales (U.S. GAAP) Percent Change Impact of Currency Organic Net Sales Growth Rate (Decline) (Non-U.S. GAAP) (6) 2026 2025 Americas $766.0 $688.6 11.2 % 0.5 % 10.7 % Europe, Middle East, Africa 799.2 656.6 21.7 % 6.9 % 14.8 % Asia Pacific 152.0 119.3 27.4 % (0.6) % 28.0 % Total $1,717.2 $1,464.5 17.3 % 3.4 % 13.9 % (6) Organic net sales exclude the impact from acquisitions and/or divestitures and translate the current-period reported sales of subsidiaries whose functional currency is other than the U.S. Dollar at the applicable foreign currency exchange rates in effect during the comparable prior-year period. WEST PHARMACEUTICAL SERVICES RECONCILIATION OF NON-U.S. GAAP FINANCIAL MEASURES (UNAUDITED) Please refer to "Non-U.S. GAAP Financial Measures" for more information (in millions, except per share data) Reconciliation of Reported-Diluted EPS Guidance to Adjusted-Diluted EPS Guidance 2025 Actual 2026 Guidance % Change Reported-diluted EPS (U.S. GAAP) $6.79 $9.01 to $9.26 32.7% to 36.4% Restructuring and other charges 0.31 0.23 M&A activities, including SmartDose® 3.5mL sale 0.09 (0.54) to (0.59) Cost-method investment activity 0.06 0.05 Amortization of acquisition-related intangible assets 0.03 0.02 Other 0.01 0.08 Adjusted-diluted EPS (Non-U.S. GAAP) $7.29 $8.85 to $9.05 21.4% to 24.1% WEST PHARMACEUTICAL SERVICES CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) (in millions, except per share data) June 30, 2026 December 31, 2025 ASSETS Current assets: Cash and cash equivalents $ 435.8 $ 791.3 Accounts receivable, net 712.0 574.4 Inventories 447.4 443.9 Other current assets 212.3 168.6 Total current assets 1,807.5 1,978.2 Property, plant and equipment 3,248.6 3,223.4 Less: accumulated depreciation and amortization 1,562.3 1,497.0 Property, plant and equipment, net 1,686.3 1,726.4 Operating lease right-of-use assets 104.7 117.0 Investments in affiliated companies 207.7 212.3 Goodwill 108.7 109.9 Intangible assets, net 6.4 7.7 Deferred income taxes 72.3 38.4 Other noncurrent assets 82.8 80.1 Total Assets $ 4,076.4 $ 4,270.0 LIABILITIES AND EQUITY Current liabilities: Accounts payable $ 252.7 $ 253.7 Accrued salaries, wages and benefits 97.1 135.9 Income taxes payable 64.7 28.1 Operating lease liabilities 20.9 22.7 Accrued commissions, rebates and royalties 34.0 39.2 Other current liabilities 171.1 175.3 Total current liabilities 640.5 654.9 Long-term debt 202.9 202.8 Deferred income taxes 22.4 23.0 Pension and other postretirement benefits 28.3 29.0 Operating lease liabilities 88.3 95.6 Deferred compensation benefits 13.9 13.5 Other long-term liabilities 89.9 75.2 Total Liabilities 1,086.2 1,094.0 Equity: Preferred stock, 3.0 million shares authorized; 0 shares issued and outstanding — — Common stock, par value $0.25 per share; 200.0 million shares authorized; shares issued: June 30, 2026 - 75.3 million, December 31, 2025 - 75.3 million; shares outstanding: June 30, 2026 - 70.4 million, December 31, 2025 - 72.0 million 18.8 18.8 Capital in excess of par value — — Retained earnings 4,624.1 4,374.9 Accumulated other comprehensive loss (140.4) (105.5) Treasury stock, at cost (June 30, 2026 - 4.9 million shares, December 31, 2025 - 3.3 million shares) (1,512.3) (1,112.2) Total Equity 2,990.2 3,176.0 Total Liabilities and Equity $ 4,076.4 $ 4,270.0 WEST PHARMACEUTICAL SERVICES CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) (in millions) Six Months Ended June 30, 2026 2025 Cash flows from operating activities: Net income $ 292.8 $ 221.6 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation 90.3 79.9 Amortization 1.1 1.5 Stock-based compensation 17.5 8.7 Non-cash restructuring charges 1.9 1.6 Asset impairments 4.2 4.1 Other non-cash items, net (5.0) (6.9) Changes in assets and liabilities (188.9) (4.0) Net cash provided by operating activities 213.9 306.5 Cash flows from investing activities: Capital expenditures (85.9) (146.5) Net cash used in investing activities (85.9) (146.5) Cash flows from financing activities: Borrowings under revolving credit agreements 50.0 — Repayments under revolving credit agreements (50.0) — Principal repayments on finance leases (0.7) (0.5) Excise tax payments (0.8) (4.2) Dividend payments (31.5) (30.3) Proceeds from stock-based compensation awards 12.4 6.0 Employee stock purchase plan contributions 3.9 3.6 Shares purchased under share repurchase programs (454.3) (134.0) Shares repurchased for employee tax withholdings (2.5) (2.5) Net cash used in financing activities (473.5) (161.9) Effect of exchange rates on cash (10.0) 27.0 Net decrease in cash and cash equivalents (355.5) 25.1 Cash, including cash equivalents at beginning of period 791.3 484.6 Cash, including cash equivalents at end of period $ 435.8 $ 509.7 Supplemental cash flow information: Accrued capital expenditures $ 25.7 $ 35.4 SOURCE West Pharmaceutical Services, Inc.
	Saved 2026-07-21 20:56 4d ago Published 2026-07-21 16:00 4d ago	West Pharmaceutical Services schválila čtvrtletní dividendu West Pharmaceutical Services schválila pravidelnou čtvrtletní dividendu ve výši 0,22 USD na akcii. Splatná je 5. srpna 2026 pro akcionáře k 29. červenci 2026. WST West Pharmaceutical Services	FMP Stock News	78
Original source text , /PRNewswire/ -- On July 21, 2026, the Board of Directors of West Pharmaceutical Services, Inc. (NYSE: WST), a global leader in innovative solutions for injectable drug administration, declared its regular quarterly dividend of $0.22 per share on the Company's common stock. The dividend is payable on August 5, 2026 to shareholders of record on July 29, 2026. About West West Pharmaceutical Services, Inc. is a leading provider of innovative, high-quality injectable solutions and services. As a trusted partner to established and emerging drug developers, West helps ensure the safe, effective containment and delivery of life saving and life enhancing medicines for patients. With over 10,000 team members across 50 sites including 26 manufacturing facilities worldwide, West helps support our customers by delivering over 41 billion components and devices each year. Headquartered in Exton, Pennsylvania, West in its fiscal year 2025 generated $3.07 billion in net sales. West is traded on the New York Stock Exchange (NYSE: WST) and is included on the Standard & Poor's 500 index. For more information, visit www.westpharma.com. All trademarks and registered trademarks used in this release are the property of West Pharmaceutical Services, Inc. or its subsidiaries, in the United States and other jurisdictions, unless otherwise noted. SOURCE West Pharmaceutical Services, Inc.
	Saved 2026-07-21 18:32 4d ago Published 2026-07-21 12:36 4d ago	WST čeká růst tržeb i EPS ve 2. čtvrtletí 2026 West Pharmaceutical Services má podle odhadu za 2. čtvrtletí 2026 tržby 836,8 mil. USD a EPS 2,08 USD, tedy meziroční růst o 9,2 % a 13 %. Firma těží ze silné poptávky po biologicích a komponentách pro GLP-1. WST West Pharmaceutical Services	FMP Stock News	78
Original source text Key Takeaways WST is expected to post 9.2% revenue growth and 13% higher EPS in the second quarter.West Pharmaceutical Services may benefit from strong biologics and GLP-1 component demand.WST's margins may gain from favorable product mix, pricing and manufacturing efficiencies. West Pharmaceutical Services (WST - Free Report) is scheduled to release second-quarter 2026 results on July 23, before the opening bell. In the last reported quarter, the company delivered an earnings surprise of 26.79%. WST’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 19.37%. Q2 EstimatesPer management, the company expects first-quarter revenues to be in the range of $770-$790 million, implying 5-7% organic sales growth. Also, adjusted diluted earnings per share (EPS) are expected to be in the range of $1.65-$1.70. Currently, the Zacks Consensus Estimate for revenues is pegged at $836.8 million, indicating growth of 9.2% year over year. The consensus mark for earnings is pinned at $2.08 per share, indicating an improvement of 13%. Our model estimates total revenues to be $832.7 million, implying a 9.8% organic improvement year over year. The adjusted EPS is estimated to be $2.06. While the Proprietary Products segment sales are anticipated to be $680.3 million (organic growth of 11%), West Vantage (formerly Contract Manufacturing) segmental sales are likely to be $152.4 million (organic growth of 5.1%). Operating profit for the Proprietary Products segment is expected to increase 15.8%, while that for the West Vantage segment is projected to decline 4%. Factors to NoteWest Pharmaceutical Services is expected to have delivered another solid quarterly performance, supported by sustained demand for high-value products (HVP), continued strength in biologics and GLP-1-related components, and favorable product mix. The company's recent commentary suggests that demand across both GLP-1 and non-GLP-1 markets might have remained healthy, aided by increasing biologics adoption, biosimilar launches and Annex 1-related conversions. Management also highlighted improving manufacturing productivity and capacity utilization across its European facilities, which likely supported higher output and operating leverage. Elevated oil, freight and commodity costs may have created some margin headwinds, although pricing actions, operational efficiencies and favorable product mix are expected to have largely offset these pressures. Within the Proprietary Products segment, HVP Components are likely to have remained the primary growth engine. Demand from GLP-1 therapies should have stayed robust, supported by expanding patient adoption, broader reimbursement, new indications and continued injectable market growth. At the same time, non-GLP-1 HVP Components are expected to have benefited from strong biologics demand, increasing NovaPure adoption, biosimilar commercialization and continued customer migration toward higher-value products under Annex 1 compliance initiatives. HVP Delivery Devices are also expected to have posted healthy growth, supported by SelfDose and Crystal Zenith, while SmartDose volumes likely remained elevated ahead of the planned divestiture. Standard Products, however, may have recorded only modest growth as ongoing customer conversions toward HVP Components continued to weigh on legacy product volumes. West Vantage is expected to have delivered steady growth, supported by increasing demand for drug-handling services and self-injection devices used in obesity and diabetes therapies. However, the ongoing transition from the continuous glucose monitoring contract may have partially offset the benefit. Earnings are likely to have benefited from favorable HVP mix, manufacturing efficiencies and pricing discipline. Continued operating leverage and disciplined capital spending should have supported earnings growth despite inflationary cost pressures, positioning the company for another quarter of healthy margin expansion and solid EPS performance. Earnings Beat LikelyOur proven model predicts an earnings beat for WST this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate (earnings of $2.09 per share) and the Zacks Consensus Estimate, is +0.66%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: The company sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Other Stocks Worth a LookHere are some other medical product stocks worth considering, as these too have the right combination of elements to post an earnings beat this reporting cycle. Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank #2 at present. HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.74%. The Zacks Consensus Estimate for HSIC’s second-quarter EPS indicates an improvement of 10.9% from the year-ago reported figure. Alcon (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2 at present. The company is set to release second-quarter 2026 results on August 10. ALC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.66%. The Zacks Consensus Estimate for ALC’s second-quarter EPS implies an improvement of 1.3% from the year-ago reported figure. Cardinal Health (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2 at present. The company is slated to release fourth-quarter fiscal 2026 results on Aug 11. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. The Zacks Consensus Estimate for CAH’s fourth-quarter EPS reflects a gain 16.4% from the year-ago reported figure.
	Saved 2026-07-15 18:26 10d ago Published 2026-07-15 13:10 10d ago	West Pharmaceutical zvýšila celoroční výhled růstu West Pharmaceutical zvýšila celoroční organický výhled růstu na 7–9 % díky silné poptávce po HVP, programech GLP-1 a konverzích Annex 1. Tržby z GLP-1 tvoří asi 10 % celkových tržeb. WST West Pharmaceutical Services	FMP Stock News	78
Original source text Key Takeaways West Pharmaceutical is benefiting from strong HVP demand, GLP-1 programs and Annex 1 conversions.WST raised organic growth guidance as biologics, biosimilars and premium products gained momentum.West Pharmaceutical faces risks from GLP-1 concentration and qualification timelines that limit capacity. West Pharmaceutical Services, Inc. (WST - Free Report) is well positioned for growth, backed by strong demand for HVPs, expanding GLP-1 drug programs and regulatory-driven Annex 1 conversions. However, tariff impacts, destocking in generics and execution challenges at constrained European facilities are concerning. Shares of this Zacks Rank #2 (Buy) company have gained 29.9% year to date against the industry's 0.7% decline. The S&P 500 Index has risen 9.7% in the same time frame. West Pharmaceutical, with a market capitalization of $25.41 billion, is a leading global manufacturer engaged in the design and production of technologically advanced, high-quality, integrated containment and delivery systems for injectable drugs and healthcare products. Its earnings are anticipated to improve 13.9% over the next five years. The company delivered a trailing four-quarter average earnings surprise of 19.37%. Image Source: Zacks Investment Research Positive Factors Driving WST’s ProspectsHigh-Value Product Components Continue to Drive Premium Growth: West Pharma's High-Value Product (HVP) Components business remains its strongest earnings driver, delivering 23% organic growth in the first quarter, supported by robust demand across both GLP-1 and non-GLP-1 applications. More than two-thirds of the quarterly outperformance came from non-GLP-1 products, indicating that growth is becoming increasingly diversified. Biologics expanded 26%, while biosimilars, Annex 1 conversions and HVP upgrades continued to accelerate. This broad-based demand reduces reliance on any single therapeutic category and reinforces the company's transition toward a higher-margin product mix. Management's decision to raise full-year organic growth guidance to 7-9% reflects confidence that these structural growth drivers will remain intact beyond the current quarter. Annex 1 Adoption Creates a Multi-Year Premiumization Opportunity: Regulatory changes under EU Annex 1 continue to represent one of West Pharma's most durable long-term growth catalysts. Management disclosed that Annex 1-related projects increased 66% year over year, with conversions now extending beyond Europe as pharmaceutical manufacturers increasingly standardize manufacturing processes globally. The company expects Annex 1 and HVP conversion to contribute approximately 200 basis points to annual revenue growth in 2026 and believes the opportunity extends across at least 6 billion units targeted for conversion. Since these upgrades improve pricing and margins without requiring incremental market volume, the trend provides a structurally attractive earnings lever that should support sustained margin expansion for several years. GLP-1 Market Expansion Continues to Provide Long-Term Demand Visibility: Management remains increasingly optimistic that GLP-1 therapies will remain a long-duration growth engine rather than a cyclical opportunity. GLP-1-related HVP Component sales represented 10% of total company revenues, while management reiterated that oral GLP-1 therapies are expanding — not replacing — the injectable market. Additional growth drivers include broader insurance coverage, reduced drug prices, generic launches outside the United States and expanding indications beyond diabetes and obesity. The company also highlighted a growing pipeline of combination molecules and next-generation biologics, positioning West Pharma to benefit regardless of which manufacturers ultimately capture market share. This diversified exposure strengthens long-term revenue visibility across the injectable drug ecosystem. Biologics and Biosimilars Are Strengthening Revenue Diversification: West Pharma continues to benefit from accelerating biologics commercialization, with the biologics business growing 26% organically during the first quarter. Growth is increasingly driven by commercialized therapies rather than speculative pipeline launches, providing greater earnings visibility. Management highlighted strong momentum in NovaPure products, rising biosimilar launches and easing regulatory requirements that support broader therapy adoption. Biosimilar introductions often expand patient access instead of replacing branded therapies, allowing West Pharma to maintain or even increase elastomer demand. As pharmaceutical companies continue investing in biologics and biosimilars worldwide, the company appears well positioned to capture sustained demand across both established and emerging therapies. Key Challenges Facing WSTGLP-1 Exposure Continues to Increase Concentration Risk: Although management emphasized diversified growth, GLP-1 therapies remain an increasingly important contributor to West Pharma's financial performance, accounting for approximately 10% of total company revenue. While executives are optimistic about long-term demand, the business remains exposed to changes in reimbursement policies, competitive drug launches, pricing dynamics and regulatory developments affecting obesity and diabetes therapies. Any slowdown in GLP-1 adoption, unexpected pricing pressure or shift toward alternative treatment modalities could disproportionately affect HVP Component growth. As investors increasingly associate West Pharma's valuation with the GLP-1 market, sustained dependence on this therapeutic category creates an important concentration risk despite improving diversification elsewhere in the portfolio. Capacity Expansion Remains Constrained by Qualification Timelines: While operational improvements have significantly increased available production capacity, West Pharma's ability to monetize additional demand remains partially constrained by lengthy pharmaceutical qualification processes. Management indicated that transferring production between manufacturing sites and validating second-source facilities typically require six to 12 months, limiting the speed at which incremental capacity can be utilized. As demand for HVP Components continues to exceed available supply in several product categories, these regulatory and customer qualification requirements may delay revenue realization. Consequently, even with strong end-market demand, the pace of growth remains partly dependent on customer validation timelines that are largely outside the company's direct control. Estimate TrendWST has been witnessing a stable estimate revision for 2026. In the past 30 days, the Zacks Consensus Estimate for earnings has remained unchanged at $8.60 per share, implying a gain of 18% from the prior-year reported level. The consensus mark for revenues is pegged at $3.33 billion, indicating an 8.4% increase from the 2025 reported level. Other Key PicksSome other top-ranked stocks from the broader medical space are Align Technology (ALGN - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) , each carrying a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Align Technology reported first-quarter 2026 earnings per share of $2.58, which beat the Zacks Consensus Estimate by 14.2%. Revenues of $1.04 billion surpassed the Zacks Consensus Estimate by 1.8%. Align Technology has an estimated long-term earnings growth rate of 10.3%. ALGN’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 7.80%. Intuitive Surgical reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.3%
	Saved 2026-07-09 16:07 16d ago Published 2026-07-09 10:01 16d ago	West Pharmaceutical prodala SmartDose 3,5 mL AbbVie West Pharmaceutical Services dokončila prodej práv k výrobě a dodávkám SmartDose 3,5 mL společnosti AbbVie. Firma chce dál rozvíjet jiné platformy SmartDose, včetně systému 10 mL. WST West Pharmaceutical Services	FMP Stock News	78
Original source text Key Takeaways WST completed the sale and transfer of SmartDose 3.5mL manufacturing and supply rights to AbbVie.WST shares have lost 3.1% since July 1 but gained 28.5% year to date against the industry's decline.WST will continue developing other SmartDose platforms, including the 10mL system for larger volumes. West Pharmaceutical Services (WST - Free Report) recently completed the sale and transfer of the manufacturing and supply rights for its SmartDose 3.5mL On-Body Delivery System and associated facilities to AbbVie (ABBV - Free Report) . The transaction follows the $112.5 million sale agreement with AbbVie announced in January, subject to working capital and other adjustments. Per management, West Pharmaceutical's pioneering work in on-body delivery technology has improved the lives of people worldwide. Following a portfolio review, the company decided to transfer the SmartDose 3.5mL product to AbbVie to focus on customer development pipeline and advance patient-centered, large-volume on-body delivery solutions that drive durable and profitable growth. Likely Trend of WST Stock Following the NewsShares of WST have lost 3.1% since the announcement on July 1. Year to date, the stock has gained 28.5% against the industry’s 1.2% decline. The S&P 500 has risen 9.5% in the same timeframe. The completion of the transaction is likely to support West Pharmaceutical's long-term growth strategy by allowing the company to concentrate resources on higher-growth drug delivery technologies. The divestiture streamlines WST’s product portfolio while reinforcing its commitment to developing innovative solutions for larger-volume injectable medicines. WST currently has a market capitalization of $25.16 billion. Image Source: Zacks Investment Research More on the NewsAt the time of the announcement, the SmartDose 3.5mL platform was expected to contribute approximately 4% of West Pharmaceutical's fiscal 2025 revenues, making it a relatively small part of the company's overall business. The completion of the sale allows West Pharmaceutical to move forward with a more focused portfolio centered on its core drug delivery business. Following the transaction, the company will continue developing and manufacturing its other SmartDose platforms, including the SmartDose 10mL On-Body Delivery System designed for larger-volume drug delivery. Industry Prospects Favoring the MarketGoing by data provided by Fortune Business Insights, the on-body drug delivery devices market is anticipated to be valued at $486.43 million in 2026 and is expected to witness a CAGR of 6.9% through 2034. Factors like the growing demand for on-body drug delivery devices, increasing use of biologic drugs and biosimilars, rising prevalence of chronic diseases, greater adoption of self-administered subcutaneous therapies and a shift toward home-based healthcare are driving the market’s growth. Other NewsIn June, West Pharmaceutical appointed Michel Lagarde as president, CEO and a member of its board of directors, effective Aug. 31, 2026, succeeding retiring president, CEO and board chair Eric M. Green. As part of the leadership transition, lead independent director Robert F. Friel will assume the role of board chair. In March, West Pharmaceutical expanded its Dublin facility with a new 165,000 square foot building, significantly boosting its contract manufacturing capacity. The move is aimed at supporting rising global demand for high-volume injectable therapies, particularly in fast-growing areas like diabetes and obesity. WST’s Zacks Rank & Other Key PicksCurrently, WST carries a Zacks Rank #2 (Buy). Some better-ranked stocks from the broader medical space are Intuitive Surgical (ISRG - Free Report) and Pacific Biosciences of California (PACB - Free Report) . Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 core earnings per share of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Intuitive Surgical has a long-term estimated growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. Pacific Biosciences of California, carrying a Zacks Rank #2 at present, reported a first-quarter 2026 adjusted loss per share of 12 cents, which came narrower than the Zacks Consensus Estimate by 29.4%. Revenues of $37.2 million missed the Zacks Consensus Estimate by 9.3%. Pacific Biosciences of California has an estimated earnings growth rate of 22.6% for 2026. PACB’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 29.8%.
	Saved 2026-07-03 21:08 22d ago Published 2026-07-03 14:46 22d ago	West Pharmaceutical Services zvýšila celoroční výhled po silném čtvrtletí West Pharmaceutical Services letos vzrostla o 32,9 % díky silnému prvnímu čtvrtletí, kdy tržby stouply o 21 % na 845 milionů USD a upravený EPS vzrostl o 47 %. Firma zároveň zvýšila celoroční výhled. WST West Pharmaceutical Services	FMP Stock News	78
Original source text Key Takeaways WST climbed nearly 33% YTD after first-quarter revenues jumped 21% and adjusted EPS surged 47%.West Pharma is benefiting from strong GLP-1 demand, with HVP Components posting 23% organic growth.West Pharma raised 2026 guidance as biologics growth and Annex 1 regulations support future expansion. Shares of West Pharmaceutical Services Inc. (WST - Free Report) have staged an impressive comeback in 2026, rising 32.9% year to date. The stock has outpaced the industry’s 30.3% decline and the S&P 500 Index’s 28.2% increase. The rebound reflects improving investor confidence following a strong first-quarter earnings beat, accelerating demand in high-value injectable drug components and improving growth visibility across biologics and GLP-1 therapies. West Pharma reported first-quarter 2026 revenues of $845 million, up 21% year over year, while adjusted EPS surged 47%. The strong performance led management to raise full-year guidance. Supported by structural growth in biologics, obesity drugs and injectable therapies, West Pharma appears to be entering a stronger growth cycle, which can extend the current momentum through the remainder of 2026. WST’s YTD Performance Image Source: Zacks Investment Research Factors Supporting the RallyGLP-1 Drug Demand Continues to Drive High-Value Product Growth: Accelerating demand for GLP-1 therapies used to treat obesity and diabetes remains West Pharma's largest growth catalyst.High-Value Product (HVP) components, which account for nearly half of the company's revenues, delivered 23% organic growth in the first quarter. Management highlighted that GLP-1 products accounted for 10% of total company sales, with demand supported by broader insurance coverage, reduced drug pricing and new indications. Management believes the adoption of oral GLP-1 therapies is expanding the overall market rather than replacing injectable therapies, supporting long-term growth visibility. Biologics Business Is Emerging as a Durable Long-Term Growth Engine: Beyond GLP-1, biologics continues to be a major structural growth driver. West Pharma reported 26% organic growth in biologics-related business during the first quarter, benefiting from strong commercial wins and growing adoption of its premium NovaPure packaging solutions. Biosimilar launches globally are expanding therapy usage and increasing demand for injectable packaging solutions. Management emphasized continued strong customer win rates for new biologic launches, suggesting sustained growth beyond the obesity drug cycle. Annex 1 Regulatory Transition Creates Multi-Year Demand Tailwind: European Annex 1 sterile manufacturing regulations are creating another powerful growth catalyst. West Pharma reported a 66% year-over-year increase in Annex 1-related projects, with management expecting these initiatives to contribute approximately 200 basis points to 2026 revenues. Pharmaceutical companies are increasingly converting standard components toward higher-value HVP solutions to meet stricter compliance requirements. This transition is also supporting margin expansion, with adjusted operating margin improving 350 basis points to 21.4% in the first quarter. Strategic Product Portfolio Expansion Strengthens Future Pipeline: Recent strategic moves further improve West Pharma’s long-term positioning. The company completed the divestiture of SmartDose 3.5mL manufacturing rights to AbbVie Inc. (ABBV - Free Report) . Following this, management will focus on more scalable delivery platforms like SmartDose 10mL. The $112.5 million from AbbVie, following the SmartDose 3.5mL divesture, will boost WST’ cash position, which may lead to higher investment in its high-value product component business. West Pharma expanded its Dublin manufacturing facility to support high-volume injectable therapies, particularly next-generation GLP-1 treatments. The commercial launch of Synchrony S1 prefillable syringe systems also strengthens exposure to the growing biologics and vaccine delivery markets. WST’s Growth Drivers Image Source: westpharma.com Competition Remains Intense as Baxter and BD Push Innovation StrategiesCompetition remains significant from Baxter International Inc. (BAX - Free Report) and Becton Dickinson and Company (BDX - Free Report) , popularly known as BD. Baxter is currently undergoing a turnaround, with Baxter reporting only 3% reported sales growth while facing infusion pump disruptions, manufacturing cost inflation and tariff pressure. In contrast, BD reported stronger execution, with 2.6% revenue growth and double-digit expansion across biologic drug delivery and advanced monitoring platforms. Compared with Baxter and BD, West Pharma currently demonstrates superior top-line momentum, significantly stronger margin expansion and more direct exposure to high-growth injectable biologics. While Baxter remains focused on operational recovery and BD continues broad-based innovation expansion, West Pharma’s sharper focus on high-value pharmaceutical packaging gives it a more concentrated growth advantage in 2026. BD and Baxter remain formidable long-term competitors, but West Pharma presently holds stronger growth momentum. Risks and Challenges Could Moderate Further UpsideDespite strong momentum, risks remain. Rising oil and commodity costs could pressure margins, although management expects mitigation efforts to limit impact. The SmartDose 3.5 divestiture removes a revenue stream that contributed meaningfully in prior periods, creating short-term revenue transition risk. West Pharma also remains highly dependent on continued injectable GLP-1 demand growth, making it vulnerable if obesity drug adoption slows unexpectedly or oral GLP-1 demand diminishes demand for injections. In addition, increasing competition from Baxter and BD in drug delivery technologies could intensify pricing pressure over time as injectable therapy markets continue expanding globally. A Glance at WST’s EstimatesThe Zacks Consensus Estimate for WST’s 2026 and 2027 earnings per share (EPS) implies year-over-year growth of 18% and 10.5%, respectively, to $8.60 and $9.50. In the past 60 days, the consensus mark for the company's 2026 EPS has risen 10 cents. Revenues for 2026 are projected to grow 8.4% to $3.33 billion and another 6.4% to $3.54 billion in 2027. Image Source: Zacks Investment Research ConclusionWest Pharma’s strong earnings momentum, structural exposure to GLP-1 therapies, biologics expansion and regulatory-driven product upgrades suggest the stock’s 2026 rally is supported by strong fundamental factors. While competitive and cost pressures remain, the company appears well positioned for continued upside through the rest of 2026. WST currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
	Saved 2026-07-01 21:14 24d ago Published 2026-07-01 16:30 24d ago	West dokončil prodej práv k systému SmartDose 3,5 ml West Pharmaceutical Services dokončila prodej a převod výrobních a dodavatelských práv k systému SmartDose® 3,5 ml On-Body Delivery System. Firma si ponechá vývoj a výrobu dalších verzí SmartDose. WST West Pharmaceutical Services	FMP Stock News	78
Original source text , /PRNewswire/ -- West Pharmaceutical Services, Inc. (NYSE: WST), a global leader in innovative solutions for injectable drug administration, today announced the company completed the sale and transfer of the manufacturing and supply rights for SmartDose® 3.5mL On-Body Delivery System and associated facilities. The transaction closed as planned on July 1, 2026. West will continue to develop and manufacture all other versions of SmartDose, including SmartDose® 10mL On-Body Delivery System, adaptive technology for larger volumes. About West West Pharmaceutical Services, Inc. is a leading provider of innovative, high-quality injectable solutions and services. As a trusted partner to established and emerging drug developers, West helps ensure the safe, effective containment and delivery of life-saving and life-enhancing medicines for patients. With over 10,000 team members across 50 sites, including 26 manufacturing facilities worldwide, West helps support our customers by delivering over 41 billion components and devices each year. Headquartered in Exton, Pennsylvania, West in its fiscal year 2025 generated $3.07 billion in net sales. West is traded on the New York Stock Exchange (NYSE: WST) and is included on the Standard & Poor's 500 index. For more information, visit www.westpharma.com. All trademarks and registered trademarks used in this release are the property of West Pharmaceutical Services, Inc. or its subsidiaries, in the United States and other jurisdictions, unless otherwise noted. SOURCE West Pharmaceutical Services, Inc.