West Pharmaceutical Services Gestione
Criteri Gestione verificati 4/4
West Pharmaceutical Services Il CEO è Eric Green, nominato in Apr2015, e ha un mandato di 11.08 anni. la retribuzione annua totale è $ 7.19M, composta da 16.4% di stipendio e 83.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.25% delle azioni della società, per un valore di $ 57.94M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 10.3 anni.
Informazioni chiave
Eric Green
Amministratore delegato
US$7.2m
Compenso totale
| Percentuale dello stipendio del CEO | 16.37% |
| Mandato del CEO | 11.1yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 10.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Apr 30
West Pharmaceutical: Multiple Growth Drivers Are A Tailwind
Summary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 27
WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings Power
Analysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.Aggiornamento della narrazione • Feb 07
WST: Margin Resilience And Drug Delivery Portfolio Shift Will Support Earnings Power
Analysts have trimmed their price target on West Pharmaceutical Services by about US$7. This reflects updated assumptions around slightly softer revenue growth, a modestly higher discount rate, a small adjustment to future P/E expectations, and a marginally stronger profit margin outlook.Aggiornamento della narrazione • Jan 24
WST: 2026 Drug Delivery Focus And New Syringe Platform Will Support Earnings Power
Analysts have kept their fair value estimate for West Pharmaceutical Services steady at about $345.71 per share, with only slight tweaks to assumptions like the discount rate, long term revenue growth, profit margin, and future P/E, which together feed into their updated price target narrative. What's in the News West Pharmaceutical Services agreed to sell all manufacturing and supply rights for its SmartDose 3.5 mL On Body Delivery System, along with associated facilities, to AbbVie for total consideration of US$112.5 million at close, subject to working capital and other adjustments (Key Developments).Aggiornamento della narrazione • Jan 07
WST: Normalizing Markets And 2026 Visibility Will Support Earnings Power
Narrative update The updated analyst price target for West Pharmaceutical Services reflects a largely steady fair value near US$346. Analysts point to recent target hikes, higher EPS estimates and a constructive view on growth drivers into 2026 as key supports for the current valuation framework.Aggiornamento della narrazione • Dec 19
WST: Normalizing End Markets Will Support Stronger Earnings Base Into 2026
Analysts have modestly raised their price target on West Pharmaceutical Services to approximately $370, up from about $310. This reflects increased earnings estimates, a stronger setup into 2026, and improving, more stable end markets.Aggiornamento della narrazione • Dec 05
WST: Normalizing End Markets Will Support Strong Earnings Base Into 2026
Analysts have nudged their price target for West Pharmaceutical Services slightly higher to approximately $370, reflecting increased confidence in the company’s earnings power and growth drivers as market conditions normalize and set up favorably into 2026. Analyst Commentary Analyst views on West Pharmaceutical Services remain broadly constructive, with recent target hikes reflecting growing conviction that the company can sustain its earnings recovery as end markets normalize into 2026.Aggiornamento della narrazione • Nov 21
WST: Strong 2025 Outlook and Management Confidence Will Sustain Positive Momentum
West Pharmaceutical Services has seen its average analyst price target raised, with significant increases attributed to strong quarterly results, growing end market confidence, and a positive management outlook for 2026, according to analysts. Analyst Commentary Analysts have responded to West Pharmaceutical Services' recent performance and outlook with a range of observations tying directly to the company's valuation, execution, and growth prospects.Aggiornamento della narrazione • Nov 07
WST: Sustained Earnings Momentum Will Drive Confidence Into 2026
West Pharmaceutical Services has seen its average analyst price target rise from approximately $321 to $351. Analysts cite continued growth drivers and improved market conditions following a strong quarterly performance.Aggiornamento della narrazione • Oct 23
Analysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded Guidance
Analysts have increased their price target for West Pharmaceutical Services by $5 to $321. They cited the company's encouraging earnings call, management's confidence in future estimates, and stable end markets with improving investment sentiment.Articolo di analisi • Jul 25
West Pharmaceutical Services, Inc.'s (NYSE:WST) Shares Climb 25% But Its Business Is Yet to Catch Up
West Pharmaceutical Services, Inc. ( NYSE:WST ) shareholders have had their patience rewarded with a 25% share price...Articolo di analisi • Jul 13
Here's Why West Pharmaceutical Services (NYSE:WST) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Mar 11
West Pharmaceutical: Remains A Strong Long-Term Prospect
Summary West Pharmaceutical Services has faced a challenging year, underperforming against the index, with declining volumes, margins, and returns, but remains a strong long-term investment. The company's high-value products segment, driven by GLP-1 medications and biologics, is expected to boost margins and returns significantly. Despite poor timing in share buybacks and management concerns, West's valuation suggests a potential 12.8% annual return, making it a buy. Key risks include management's strategic decisions and valuation, but the worst seems behind, with attractive prices for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
West Pharmaceuticals Takes A Plunge, But May Still Offer Opportunities
Summary The price of West Pharmaceutical Services plunged over 38% after it released its Q4 and FY 2024 earnings results on February 13. Shareholders, mostly institutional investors apparently, did not like the bottom-line results nor the uninspiring guidance for 2025. Still, West should not be overlooked, and there may be opportunities if the share price continues to rebound after a market overreaction. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
West Pharmaceuticals: Cannot Wrap My Head Around Valuations (Rating Downgrade)
Summary West Pharmaceutical Services stock is down 16% on deteriorating fundamentals. WST's business is contracting, with lower sales growth, compressed margins, and declining ROIC, making current valuations unjustifiable. Industry advantages exist, but high multiples and low incremental returns suggest limited compounding ability. I revise WST to hold with a $300-$330/share valuation, emphasizing the need for it to produce 4%+ sales growth and improved ROIC FY'26 to justify current prices. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
West Pharma's Destocking Dilemma: Why Staying On The Sidelines Makes Sense
Summary West Pharmaceutical Services' stock has been sluggish, trading near its 52-week low, with analysts downgrading estimates and technical indicators pointing to further downside. The company has a strong market position in injectable drug delivery systems, but post-COVID demand normalization and destocking have impacted recent performance. Despite robust seasonal trends, the stock is vulnerable to tax-loss selling, with Morgan Stanley naming it among the most at-risk stocks. Given these factors, a cautious hold on West Pharma is recommended, awaiting potential recovery in Q4 and beyond. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$543m |
| Dec 31 2025 | US$7m | US$1m | US$494m |
| Sep 30 2025 | n/a | n/a | US$492m |
| Jun 30 2025 | n/a | n/a | US$488m |
| Mar 31 2025 | n/a | n/a | US$467m |
| Dec 31 2024 | US$8m | US$1m | US$493m |
| Sep 30 2024 | n/a | n/a | US$500m |
| Jun 30 2024 | n/a | n/a | US$525m |
| Mar 31 2024 | n/a | n/a | US$569m |
| Dec 31 2023 | US$9m | US$1m | US$593m |
| Sep 30 2023 | n/a | n/a | US$559m |
| Jun 30 2023 | n/a | n/a | US$519m |
| Mar 31 2023 | n/a | n/a | US$552m |
| Dec 31 2022 | US$8m | US$1m | US$586m |
| Sep 30 2022 | n/a | n/a | US$631m |
| Jun 30 2022 | n/a | n/a | US$686m |
| Mar 31 2022 | n/a | n/a | US$684m |
| Dec 31 2021 | US$9m | US$1m | US$662m |
| Sep 30 2021 | n/a | n/a | US$613m |
| Jun 30 2021 | n/a | n/a | US$519m |
| Mar 31 2021 | n/a | n/a | US$423m |
| Dec 31 2020 | US$8m | US$989k | US$346m |
| Sep 30 2020 | n/a | n/a | US$312m |
| Jun 30 2020 | n/a | n/a | US$286m |
| Mar 31 2020 | n/a | n/a | US$261m |
| Dec 31 2019 | US$7m | US$936k | US$242m |
Compensazione vs Mercato: La retribuzione totale di Eric ($USD 7.19M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.78M ).
Compensazione vs guadagni: La retribuzione di Eric è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Eric Green (55 yo)
11.1yrs
Mandato
US$7,190,876
Compensazione
Mr. Eric M. Green serves as Independent Director at Ecolab Inc. since December 08, 2022. He has been the Chief Executive Officer of West Pharmaceutical Services, Inc. since April 24, 2015 and its President...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Non-Independent Chair of the Board | 11.1yrs | US$7.19m | 0.25% $ 57.9m | |
| Senior VP & CFO | less than a year | US$11.80m | 0.0042% $ 962.4k | |
| Chief HR Officer & Senior VP | 10.6yrs | US$1.39m | 0.024% $ 5.4m | |
| SVP & Chief Proprietary Segment Officer | 1yr | US$2.40m | 0.00087% $ 198.4k | |
| VP of Finance & Chief Accounting Officer | 6yrs | Nessun dato | 0.0022% $ 492.6k | |
| Senior VP & CTO | less than a year | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | less than a year | Nessun dato | Nessun dato | |
| Vice President of Global Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Strategy & Corporate Development | 2.5yrs | Nessun dato | 0.00079% $ 180.2k | |
| Senior VP and Chief Quality & Regulatory Officer | 4yrs | Nessun dato | Nessun dato | |
| President of Contract Manufacturing | 2.1yrs | Nessun dato | Nessun dato |
2.3yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di WST è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Non-Independent Chair of the Board | 11yrs | US$7.19m | 0.25% $ 57.9m | |
| Independent Director | 12.3yrs | US$344.94k | 0.025% $ 5.6m | |
| Lead Independent Director | 6.3yrs | US$353.84k | 0.0067% $ 1.5m | |
| Independent Director | 18.6yrs | US$355.94k | 0.062% $ 14.1m | |
| Independent Director | 1.4yrs | US$330.94k | 0.0022% $ 510.8k | |
| Independent Director | 15.3yrs | US$344.94k | 0.062% $ 14.0m | |
| Independent Director | 15.3yrs | US$329.94k | 0.065% $ 14.8m | |
| Independent Director | 9.7yrs | US$332.14k | 0.016% $ 3.6m | |
| Independent Director | 3.8yrs | US$329.94k | 0.0039% $ 882.6k | |
| Independent Director | 14.3yrs | US$329.94k | 0.045% $ 10.2m | |
| Independent Director | 8.9yrs | US$334.94k | Nessun dato | |
| Independent Director | 4.8yrs | US$343.84k | 0.0051% $ 1.2m |
10.3yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di WST è composto da personale esperto e esperto (durata media dell'incarico 10.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 01:52 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
West Pharmaceutical Services, Inc. è coperta da 25 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Luke Sergott | Barclays |
| Lawrence Marsh | Barclays |
| Michael Ryskin | BofA Global Research |