earnings
confidence high
sentiment positive
materiality 0.80
West Pharma Q4 adj EPS $2.04, +12.1% YoY; guides FY2026 $7.85-$8.20
WEST PHARMACEUTICAL SERVICES INC
2025-FY EPS
reported $6.79
vs consensus $1.85
▲ beat
(+266.9%)
- Q4 net sales $805M (+7.5% reported, +3.3% organic); HVP Components $389.8M (+20.3%, +15.1% organic).
- Full-year 2025: net sales $3.074B (+6.3%); diluted EPS $6.79 (+1.5%), adj-diluted EPS $7.29 (+8.0%).
- FY2026 guidance: net sales $3.215B-$3.275B (4.6%-6.5% growth); adj-diluted EPS $7.85-$8.20 (+7.7%-12.5%).
- Operating cash flow $754.8M (+15.5%); free cash flow $468.9M (+69.6%); repurchased 552,593 shares for $134M.
- Expects mid-2026 close of SmartDose 3.5mL sale to AbbVie; device generated $55M in H2 2025.