West Pharmaceutical Services（WPS）株式概要ウエスト・ファーマシューティカル・サービス社は、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、注射薬やヘルスケア製品の封じ込め・送達システムの設計、製造、販売を行っている。 詳細WPS ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金0/6報酬収益は年間10.21%増加すると予測されています 過去1年間で収益は16.2%増加しました リスク分析リスクチェックの結果、WPS 、リスクは検出されなかった。すべてのリスクチェックを見るWPS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€270.809.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue US$4.3bEarnings US$728.6mAdvancedSet Fair ValueView all narrativesWest Pharmaceutical Services, Inc. 競合他社SartoriusSymbol: XTRA:SRT3Market cap: €14.5bSCHOTT Pharma KGaASymbol: XTRA:1SXPMarket cap: €2.6bGerresheimerSymbol: XTRA:GXIMarket cap: €943.6mMerck KGaASymbol: XTRA:MRKMarket cap: €55.9b価格と性能株価の高値、安値、推移の概要West Pharmaceutical Services過去の株価現在の株価US$270.8052週高値US$275.0052週安値US$178.35ベータ1.171ヶ月の変化1.42%3ヶ月変化31.39%1年変化45.59%3年間の変化-14.92%5年間の変化-3.70%IPOからの変化1,697.25%最新ニュースBoard Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Janet Haugen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23+ 1 more updateWest Pharmaceutical Services, Inc. Provides Earnings Guidance for the Second Quarter 2026West Pharmaceutical Services, Inc. provided earnings guidance for the second quarter 2026. For the period, it is introducing its second-quarter 2026 net sales guidance range of $830 million to $850 million. Reported net sales growth anticipated to be in the range of 8.3% to 10.9%.お知らせ • Apr 09West Pharmaceutical Services, Inc. to Report Q1, 2026 Results on Apr 23, 2026West Pharmaceutical Services, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026.お知らせ • Mar 10+ 1 more updateWest Pharmaceutical Services, Inc. Announces Eric M. Green Plans to Retire as President and Chair of BoardWest Pharmaceutical Services, Inc. announced on March 9, 2026 that Eric M. Green has informed the Board of Directors that he plans to retire from his positions as President and Chair of the Board of the Company once his successor has been hired in order to ensure a smooth transition. The Board is engaging a leading executive recruiting firm to assist with the search for a successor and expects this transition to occur in the second half of 2026. Green has served as President and Chief Executive Officer of West since April 2015, and he became Chair of the Board in May 2022.お知らせ • Feb 18+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The repurchase program has no expiration date.最新情報をもっと見るRecent updatesBoard Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Janet Haugen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23+ 1 more updateWest Pharmaceutical Services, Inc. Provides Earnings Guidance for the Second Quarter 2026West Pharmaceutical Services, Inc. provided earnings guidance for the second quarter 2026. For the period, it is introducing its second-quarter 2026 net sales guidance range of $830 million to $850 million. Reported net sales growth anticipated to be in the range of 8.3% to 10.9%.お知らせ • Apr 09West Pharmaceutical Services, Inc. to Report Q1, 2026 Results on Apr 23, 2026West Pharmaceutical Services, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026.お知らせ • Mar 10+ 1 more updateWest Pharmaceutical Services, Inc. Announces Eric M. Green Plans to Retire as President and Chair of BoardWest Pharmaceutical Services, Inc. announced on March 9, 2026 that Eric M. Green has informed the Board of Directors that he plans to retire from his positions as President and Chair of the Board of the Company once his successor has been hired in order to ensure a smooth transition. The Board is engaging a leading executive recruiting firm to assist with the search for a successor and expects this transition to occur in the second half of 2026. Green has served as President and Chief Executive Officer of West since April 2015, and he became Chair of the Board in May 2022.お知らせ • Feb 18+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The repurchase program has no expiration date.お知らせ • Feb 12West Pharmaceutical Services, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026West Pharmaceutical Services, Inc. provided first quarter and full year 2026 guidance. First-quarter 2026 net sales are expected to be in the range of $770 million to $790 million, representing reported growth of 10.3% to 13.2% and organic growth of 4.6% to 7.4%. Full-year 2026 net sales are expected to be in a range of $3.215 billion to $3.275 billion, which assumes a mid-year 2026 close for the sale of SmartDose 3.5ml to AbbVie. Reported growth is expected to be between 4.6% and 6.5% while organic net sales growth is expected to be approximately 5% to 7%. Net sales guidance includes an estimated full-year 2026 benefit of 2 percentage points based on current foreign currency exchange rates.お知らせ • Jan 29West Pharmaceutical Services, Inc. to Report Q4, 2025 Results on Feb 12, 2026West Pharmaceutical Services, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026お知らせ • Dec 10West Pharmaceutical Services, Inc. Declares Regular Quarterly Dividend on Common Stock, Payable on February 4, 2026On December 9, 2025, the board of directors of West Pharmaceutical Services, Inc. declared its regular quarterly dividend of $0.22 per share on the Company's common stock. The dividend is payable on February 4, 2026, to shareholders of record on January 28, 2026.お知らせ • Oct 27West Pharmaceutical Services, Inc. Announces the Launch of its West Synchrony Prefillable Syringe (PFS) System at CPHI Worldwide in Frankfurt, GermanyWest Pharmaceutical Services, Inc. announced the launch of its West Synchrony™? Prefillable Syringe (PFS) System at CPHI Worldwide in Frankfurt, Germany. This innovative system marks a significant shift in drug delivery solutions by offering a fully verified platform from a single supplier that will be commercially available in January 2026. The West Synchrony PFS system delivers a fully verified system-level solution designed specifically for biologics and vaccines. It sets a new standard in drug delivery by accelerating syringe selection through its comprehensive performance and regulatory data packages. Key benefits of the West Synchrony PFS system include: Design and System-Level Performance: a single design verification and characterization package from West ensures the form, fit and function of the entire PFS system. Regulatory Ease with Comprehensive Submission: a streamlined submission process with one system-level drug master file and regulatory package tailored for comprehensive regulatory needs. Single Source Supply: single supplier approach, offering make-to-stock and make-to-order supply with low minimum order quantities, ensuring reliability and flexibility.お知らせ • Oct 23+ 1 more updateWest Pharmaceutical Services, Inc. Revises Earnings Guidance for the Full-Year 2025West Pharmaceutical Services, Inc. revised earnings guidance for the Full-Year 2025. For the year, the Company is increasing net sales guidance range to $3.060 billion to $3.070 billion, up from $3.040 billion to $3.060 billion. Reported net sales growth anticipated to be in the range of 5.8% to 6.1%, organic net sales growth is expected to be in the range of 3.75% to 4.0%, up from the previous guidance range of 3.0% to 3.75%. Net sales guidance includes an estimated benefit of approximately $59 million based on current foreign currency exchange rates. Diluted EPS is expected to be $6.75 to $6.80.お知らせ • Oct 09West Pharmaceutical Services, Inc. to Report Q3, 2025 Results on Oct 23, 2025West Pharmaceutical Services, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025お知らせ • Sep 12West Pharmaceutical Services, Inc. Announces Departure of Kimberly Banks Mackay, Senior Vice President, General Counsel, and Corporate Secretary, Effective No Later Than December 31, 2025On September 11, 2025, West Pharmaceutical Services, Inc. (the “Company”) announced that Kimberly Banks MacKay, Senior Vice President, General Counsel, and Corporate Secretary, will be leaving the Company. The Company and Ms. MacKay have agreed to discuss an appropriate transition period which will end no later than December 31, 2025, to ensure continuity and a smooth and orderly transition of responsibilities. Ms. MacKay will continue her current duties until she leaves the Company. The Company extends its gratitude to Ms. MacKay for her exemplary service and contributions during her tenure and wishes her success in her future endeavors.お知らせ • Jul 24+ 1 more updateWest Pharmaceutical Services, Inc. Increases Earnings Guidance for the Year 2025West Pharmaceutical Services, Inc. increased earnings guidance for the year 2025. The Company is increasing its full-year 2025 net sales guidance range to $3.040 billion to $3.060 billion, up from previous guidance of $2.945 billion to $2.975 billion. Organic net sales growth is expected to be approximately 3% to 3.75%, up from the previous guidance range of 2% to 3%. Diluted EPS is expected to be $6.36 to $6.56.お知らせ • Jul 22West Pharmaceutical Services, Inc. Announces Appointment of Robert McMahon as Senior Vice President, Effective as of August 4, 2025On July 21, 2025, West Pharmaceutical Services, Inc. Announced the appointment of Robert McMahon as Senior Vice President, effective as of August 4, 2025 (the “Commencement Date”). Mr. McMahon will serve on the Company's senior leadership team and will oversee finance, audit, treasury, tax, investor relations and procurement. Prior to joining West, Mr. McMahon, age 56, served as the Chief Financial Officer of Agilent Technologies Inc., a global leader in life sciences, diagnostics and applied chemical markets, providing application focused solutions that include instruments, software, services and consumables for the entire laboratory workflow. At Agilent, he was responsible for finance, audit, treasury, tax, investor relations, IT and procurement. From 2014 to 2018, Mr. McMahon served as Chief Financial Officer at Hologic, Inc., a developer, manufacturer and supplier of premium diagnostics products, medical imaging systems, and surgical products. Prior to Hologic, Mr. McMahon spent 20 years with Johnson & Johnson in various executive financial roles of increasing responsibility. He has also served as an Independent Director at OraSure Technologies, Inc. since 2023. Mr. McMahon earned his Master of Business Administration from the University of Central Florida and his Bachelor's degree from the University of Florida.お知らせ • Jul 21West Pharmaceutical Services, Inc. Announces CFO Changes, Effective August 4, 2025West Pharmaceutical Services, Inc. announced the appointment of Robert McMahon as the company's new Chief Financial Officer (CFO), effective August 4, 2025. Mr. McMahon will succeed Bernard Birkett, CFO, who announced his intention to retire earlier this year. Mr. Birkett will assume the role of Senior Advisor to the CEO through the end of the year to ensure a seamless transition. Mr. McMahon has been Chief Financial Officer of Agilent Technologies Inc. since 2018. In this role, he is responsible for finance, audit, treasury, tax, investor relations, IT and procurement. Prior to Agilent, Mr. McMahon was the CFO at Hologic, Inc. and spent 20 years with Johnson & Johnson, in executive financial roles of increasing responsibility. He has also served as an Independent Director at OraSure Technologies, Inc. since 2023.お知らせ • Jul 08West Pharmaceutical Services, Inc. to Report Q2, 2025 Results on Jul 24, 2025West Pharmaceutical Services, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025お知らせ • Jun 30+ 4 more updatesWest Pharmaceutical Services, Inc.(NYSE:WST) dropped from Russell 1000 Growth-Defensive IndexWest Pharmaceutical Services, Inc.(NYSE:WST) dropped from Russell 1000 Growth-Defensive Indexお知らせ • May 06Labaton Keller Sucharow LLP Announces Securities Class Action Lawsuit Filed Against West Pharmaceutical Services, Inc. and Certain of Its ExecutivesLabaton Keller Sucharow LLP announces that, on May 5, 2025, it filed a securities class action lawsuit (Complaint) on behalf of its client the New England Teamsters Pension Fund (New England Teamsters) against West Pharmaceutical Services, Inc. (Company) and certain West executives (collectively, “Defendants”). The action, which is captioned New England Teamsters Pension Fund v. West Pharmaceutical Services, Inc., No. 25-cv-02285 (E.D. Pa.) asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder, on behalf of all persons and entities that purchased or otherwise acquired West common stock between February 16, 2023 and February 12, 2025, inclusive (the “Class Period”). West is a medical supplies company based in Exton, Pennsylvania that operates as a key supplier to firms in the pharmaceutical, biotechnology, and generic drug industries. The Complaint alleges that, throughout the Class Period, Defendants failed to disclose that: (a) despite claiming strong visibility into customer demand and attributing headwinds to temporary COVID-related product destocking, West was in fact experiencing significant and ongoing destocking across its high-margin High-Value Products portfolio; (b) West’s SmartDose device, which was purportedly positioned as a high-margin growth product, was highly dilutive to the Company’s profit margins due to operational inefficiencies; (c) these margin pressures created the risk of costly restructuring activities, including the Company’s exit from continuous glucose monitoring contracts with long-standing customers; and (d) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially false and/or misleading or lacked a reasonable basis. The truth about this fraud was revealed over a series of disclosures culminating on February 13, 2025, when West issued extremely weak 2025 revenue and earnings forecasts. West attributed the disappointing guidance in part to contract manufacturing headwinds, including the loss of two major continuing glucose monitoring customers that had begun transitioning to in-house manufacturing of next-generation devices after West “made the decision to not participate going forward as its financial thresholds cannot be achieved.” West also revealed that its SmartDose wearable injector devices would be “margin-dilutive” in 2025 and that it would be “taking steps to improve [its SmartDose] economics, and all options are on the table.” On this news, West’s stock dropped $123.17 per share, a decline of 38%, to close at $199.11 on February 13, 2025.お知らせ • Apr 25+ 2 more updatesBernard Birkett to Retire as Chief Financial Officer of West Pharmaceutical Services, Inc. Later 2025On April 22, 2025, Mr. Bernard Birkett notified West Pharmaceutical Services, Inc. of his intention to retire as Chief Financial Officer later 2025. The Company has initiated a search for Mr. Birkett’s successor and is implementing a comprehensive transition plan. Mr. Birkett will continue in his current role, remaining with the Company until a successor is found to ensure an effective transition. Then he will assume an advisory role until December 31, 2025.お知らせ • Apr 24West Pharmaceutical Services, Inc. Announces Management ChangesOn April 22, 2025, Mr. Bernard Birkett notified West Pharmaceutical Services, Inc. of his intention to retire as Senior Vice President later 2025. The Company has initiated a search for Mr. Birkett’s successor and is implementing a comprehensive transition plan. Mr. Birkett will continue in his current role, remaining with the Company until a successor is found to ensure an effective transition. Then he will assume an advisory role until December 31, 2025. On April 24, 2025, the Company announced that it had appointed Shane Campbell to serve as Senior Vice President, Chief Proprietary Segment Officer, effective May 5, 2025 (the "Commencement Date"). Mr. Campbell will serve on the Company's senior leadership team and will oversee the Proprietary Products segment. Mr. Campbell, 45, joins the Company from Carlisle Companies Inc., where he most recently served as Chief Commercial Officer of the Construction Materials business. As an accomplished leader, Mr. Campbell brings extensive global management experience across operations, engineering, commercial and strategy. Over a 20-year career at DuPont, Mr. Campbell served in several senior global leadership roles focused in the areas of elastomers, polymers, building materials, chemicals, packaging and safety. Mr. Campbell received his Master of Business Administration from Harvard Business School and his Bachelor of Mechanical Engineering from the University of Delaware.お知らせ • Apr 10West Pharmaceutical Services, Inc. to Report Q1, 2025 Results on Apr 24, 2025West Pharmaceutical Services, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 06, 2025West Pharmaceutical Services, Inc., Annual General Meeting, May 06, 2025.お知らせ • Mar 12West Pharmaceutical Services, Inc. Announces Executive ChangesOn March 7, 2025, West Pharmaceutical Services, Inc. announced that Cindy Reiss-Clark, Senior Vice President and Chief Commercial Officer, has departed the Company, effective the same day. As part of this transition, her leadership responsibilities will be managed on an interim basis by Aileen Kinsella, the Company's Head of Proprietary Product Sales.お知らせ • Feb 21West Pharmaceutical Services, Inc. Announces Second Quarter 2025 Dividend, Payable on May 7, 2025West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a second-quarter 2025 dividend of $0.21 per share. The dividend will be paid on May 7, 2025, to shareholders of record as of April 30, 2025.お知らせ • Feb 14West Pharmaceutical Services, Inc. Provides Earnings Guidance for the Full Year 2025West Pharmaceutical Services, Inc. provided earnings guidance for the full year 2025. For the year, the Company anticipates net sales in a range of $2.875 billion to $2.905 billion.お知らせ • Jan 30West Pharmaceutical Services, Inc. to Report Q4, 2024 Results on Feb 13, 2025West Pharmaceutical Services, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 13, 2025お知らせ • Jan 29West Pharmaceutical Services, Inc. Announces Dividend for the First-Quarter of 2025, Payable on February 11, 2025West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a first-quarter 2025 dividend of $0.21 per share. The dividend will be paid on February 11, 2025, to shareholders of record as of February 7, 2025.お知らせ • Jan 22West Pharmaceutical Services, Inc. Introduces Daikyo PLASCAP RUV Closures in New Nested Format At PharmapackWest Pharmaceutical Services, Inc. announced the introduction of Daikyo PLASCAP Ready-to-Use Validated (RUV) closures in a new nested format available in multiple configurations at this year's Pharmapack event in Paris, France. This marks West's latest product offering supporting the needs of advanced therapies, one of the fastest growing areas, driven by continued innovation in cell and gene therapy treatments. The PLASCAP closure is a metal-free polypropylene cap with an integrated stopper. This one-step press-fit solution for vial closure is offered in ready-to-use, validated formats compatible with vials with 13mm and 20 mm crowns. The new 6x8 nested tub configuration supports the West 10ml nested CZ vials as well as selected nested vials with a 20mm crown.お知らせ • Dec 11West Pharmaceutical Services, Inc Elects Janet Haugen as New Director to the BoardWest Pharmaceutical Services, Inc. announced the Board of Directors has elected Janet Haugen as its newest member. With the addition of Ms. Haugen, West's Board has 12 directors. Ms. Haugen, 66, is the former Chief Financial Officer of Unisys Corporation, a role she served in for more than 16 years. During her 20-year tenure at Unisys, Ms. Haugen oversaw the business transformation from a mainframe hardware, software and maintenance company to an IT services and software provider. In addition to her core finance responsibilities, she had oversight of Unisys' corporate development, IT, procurement, facilities and legal functions. Prior to joining Unisys, Ms. Haugen was a partner at Ernst & Young working with Fortune 500 companies serving global clients in the technology and manufacturing industries.Ms. Haugen currently serves on the Board of Directors of Bentley Systems, Juniper Networks and CentralSquare Technologies. Ms. Haugen earned her degree in Economics from Rutgers University. In addition, she is a certified director of the National Association of Corporate Directors (NACD).Buy Or Sell Opportunity • Nov 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €302. The fair value is estimated to be €248, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Declared Dividend • Oct 27Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 13th November 2024 Payment date: 20th November 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$1.87 (vs US$2.17 in 3Q 2023)Third quarter 2024 results: EPS: US$1.87 (down from US$2.17 in 3Q 2023). Revenue: US$746.9m (flat on 3Q 2023). Net income: US$136.0m (down 16% from 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Oct 24+ 1 more updateWest Pharmaceutical Services, Inc. Raises Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. raised earnings guidance for the full year 2024. As a result of favorable currency movements, the company expects full year 2024 net sales in the range to $2.875 billion to $2.905 billion, compared to a prior range of $2.870 billion to $2.900 billion, Anticipating a decrease of approximately 1.5% to 2% for organic net sales. Net sales guidance includes an estimated full-year 2024 headwind of approximately $1.0 million based on current foreign currency exchange rates, compared to previous guidance of a headwind of approximately $5.0 million.お知らせ • Oct 10West Pharmaceutical Services, Inc. to Report Q3, 2024 Results on Oct 24, 2024West Pharmaceutical Services, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024お知らせ • Oct 08West Pharmaceutical Services, Inc. Announces Resignation of Silji Abraham as Senior Vice President & Chief Technology Officer, Effective December 31, 2024On October 1, 2024, Silji Abraham, Senior Vice President & Chief Technology Officer of West Pharmaceutical Services, Inc. (the “Company”), notified the Company that he intends to resign, effective December 31, 2024, to pursue other interests. The Company will work with Mr. Abraham and his leadership team to ensure a smooth transition of his duties prior to his departure. Mr. Abraham’s departure is not the result of any disagreement with the Company on matters related to operations, policies or practices, and he will receive no additional compensation as a result of his departure.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Steve Lockhart was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$1.53 (vs US$2.09 in 2Q 2023)Second quarter 2024 results: EPS: US$1.53 (down from US$2.09 in 2Q 2023). Revenue: US$702.1m (down 6.9% from 2Q 2023). Net income: US$111.3m (down 28% from 2Q 2023). Profit margin: 16% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • Jul 24Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 07 August 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).お知らせ • Jul 12West Pharmaceutical Services, Inc. to Report Q2, 2024 Results on Jul 25, 2024West Pharmaceutical Services, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 25, 2024お知らせ • May 30West Pharmaceutical Services, Inc. Introduces Daikyo Crystal Zenith® Ready-to-Use Nested Vials in Tub at the International Society for Cell and Gene TherapyWest Pharmaceutical Services, Inc. announced that it will unveil its new Daikyo Crystal Zenith® (CZ) Nested Vials in Tub at the International Society for Cell and Gene Therapy (ISCT) Annual Meeting taking place in Vancouver, Canada from May 29- June 1. Designed to meet the exterior dimensions of glass standard ISO-8362-1, CZ nested vials are a demonstrated containment solution for cell and gene therapies, radiopharmaceuticals, and sensitive molecules. CZ's attributes, such as maintaining container closure integrity down to cryogenic temperatures, superior functional recovery of viral vectors, low particulate specification (2% USP), break resistance, and low risk of chemical interaction, make it ideal for advanced therapies. CZ vials have demonstrated to be effective in safely storing gene therapy drugs and meeting the packaging demands from preclinical to commercial phases. Product Specifications: CZ nested vials are available in 2mL and 10mL, and with ISO 8362-1 exterior dimensions; These vials offer flexible closure solutions with crimped closures using NovaPure® stoppers or PLASCAP® press-fit closures with Daikyo stoppers to meet manual, semi-automated or automated capping requirements; The ready-to-use nested vials are first layered with a Tyvek® slip sheet, heat sealed with a breathable Tyvek® lid, double bagged and sterilized; The rigid structure and overall design of the vial nest tub protects the vials during transit and promotes machinability.Declared Dividend • Apr 28Dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 31st July 2024 Payment date: 7th August 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.お知らせ • Apr 28Bernard Birkett No Longer Have Principal Operating Officer Position of West Pharmaceutical Services, IncOn April 26, 2024, West Pharmaceutical Services, Inc. (“West”) announced an update to the role of Bernard Birkett, Chief Financial and Operations Officer. Since May 2022, Mr. Birkett served as both the Principal Financial and Principal Operating Officer. Mr. Birkett‘s leadership while in this combined role has greatly enhanced the operations capabilities of both the Proprietary Products and Contract Manufacturing Business Segments. This now allows company to transfer much of the operational leadership and decision-making to each of the Business Segments to further improve the efficiency. Effective May 1, 2024, Mr. Birkett’s title will be solely Chief Financial Officer (“CFO”), where he will retain financial oversight for both Business Segments, operational oversight of the strategic sourcing function and be involved in key operational issues together with other members of the executive team. However, company will no longer have a single principal operating officer.お知らせ • Apr 26+ 1 more updateWest Pharmaceutical Services, Inc. Reaffirms Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. reaffirmed earnings guidance for the full year 2024. For the period, the company expects net sales in a range of $3.000 billion to $3.025 billion. Organic net sales growth is expected to be approximately 2% to 3%. Net sales guidance includes an estimated full-year 2024 headwind of $8 million based on current foreign currency exchange rates. Reported-diluted EPS (U.S. GAAP) expected to be in the range of $7.59 to $7.84.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.57 (vs US$1.88 in 1Q 2023)First quarter 2024 results: EPS: US$1.57 (down from US$1.88 in 1Q 2023). Revenue: US$695.4m (down 3.0% from 1Q 2023). Net income: US$115.3m (down 18% from 1Q 2023). Profit margin: 17% (down from 20% in 1Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 16Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 23 April 2024. Payment date: 01 May 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (0.6%).お知らせ • Apr 12West Pharmaceutical Services, Inc. to Report Q1, 2024 Results on Apr 25, 2024West Pharmaceutical Services, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024Buy Or Sell Opportunity • Apr 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €366. The fair value is estimated to be €304, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Buy Or Sell Opportunity • Mar 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €364. The fair value is estimated to be €301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.お知らせ • Mar 14West Pharmaceutical Services, Inc., Annual General Meeting, Apr 23, 2024West Pharmaceutical Services, Inc., Annual General Meeting, Apr 23, 2024, at 09:30 US Eastern Standard Time. Agenda: To consider the Election of nominees named in the Proxy Statement as directors, each for a term of one year or until their successor is appointed or elected; to consider the Consideration of an advisory vote to approve Named Executive Officer compensation; to consider the Amend and Restate Our Amended and Restated Articles of Incorporation (“Articles”) to Eliminate Supermajority Voting Requirement; to consider the Ratification of the appointment of PricewaterhouseCoopers LLP (“PwC”) as an independent registered public accounting firm for 2024; and to consider other matters.Declared Dividend • Feb 26Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 23rd April 2024 Payment date: 1st May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 14%.お知らせ • Feb 20West Pharmaceutical Services, Inc. Announces Second Quarter 2024 Dividend, Payable on May 1, 2024West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a second-quarter 2024 dividend of $0.20 per share. The dividend will be paid on May 1, 2024, to shareholders of record as of April 24, 2024.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$7.99 (vs US$7.88 in FY 2022)Full year 2023 results: EPS: US$7.99 (up from US$7.88 in FY 2022). Revenue: US$2.95b (up 2.2% from FY 2022). Net income: US$593.4m (up 1.3% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €312, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Life Sciences industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €147 per share.お知らせ • Feb 15West Pharmaceutical Services, Inc. Provides Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. provides earnings guidance for the full year 2024. For the period, the company expects net sales are expected to be in a range of $3.000 billion to $3.025 billion. Organic net sales growth is expected to be approximately 2% to 3%. Net sales guidance includes an estimated full-year 2024 headwind of $8 million based on current foreign currency exchange rates.お知らせ • Feb 02West Pharmaceutical Services, Inc. to Report Q4, 2023 Results on Feb 15, 2024West Pharmaceutical Services, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024Upcoming Dividend • Jan 23Upcoming dividend of US$0.20 per share at 0.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 07 February 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (0.9%).お知らせ • Dec 06West Pharmaceutical Services, Inc. Announces Dividend for the First Quarter of 2024, Payable on February 7, 2024West Pharmaceutical Services, Inc. announced that the company's Board of Directors has approved a first-quarter 2024 dividend of $0.20 per share. The dividend will be paid on February 7, 2024, to shareholders of record as of January 31, 2024.お知らせ • Dec 05West Pharmaceutical Services, Inc. Receives FDA 510(K) Clearance for Vial2bag Advanced 13mm Admixture DeviceWest Pharmaceutical Services, Inc. announced FDA 510(k) clearance and launch of its Vial2Bag Advanced 13mm admixture device. The addition of the Vial2Bag Advanced 13mm admixture device complements West's existing Vial2Bag Advanced 20mm admixture device, with the two products providing options for the reconstitution and transfer of a drug using either a 13mm or 20mm vial and an IV bag before administration to the patient. The device is needle-free and has both a dual channel design to provide dedicated fluid pathways into and out of the IV bag and a robust vial spike design for connection to the drug vial. Vial2Bag Advanced 13mm admixture device has been officially launched at Progressive Medical Inc.'s Booth #500 at the American Society of Health-System Pharmacists Midyear Clinical MeetingDec. 3 through 7, in Anaheim, CA. The Vial2Bag Advanced 13mm admixture device is indicated to serve as a connection between a 50, 100 or 250ml IV bag, vial with 13mm closure, and an external IV administration set. The integrated vial adapter makes it possible to reconstitute and/or admix drugs prior to administration to the patient. The Vial2Bag Advanced 13mm admixture device is indicated for adolescent and adult patients only. The Vial2Bag Advanced 13mm and 20mm admixture devices are 510(k) cleared by the United States Food and Drug Administration. Products are shown for INFORMATION purposes only and may not be approved for marketing in specific regions. These products are for prescription use only. The Vial2Bag Advanced 13mm and 20mm admixture devices are intended for U.S. healthcare professional use only.Upcoming Dividend • Oct 31Upcoming dividend of US$0.20 per share at 0.3% yieldEligible shareholders must have bought the stock before 07 November 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.1%).お知らせ • Oct 27+ 1 more updateWest Pharmaceutical Services, Inc. Approves Fourth-Quarter 2023 Dividend, Payable on November 15, 2023West Pharmaceutical Services, Inc. announced that its Board of Directors has approved a fourth-quarter 2023 dividend of $0.20 per share, a 5.3% increase over the $0.19 per share paid in each of the four preceding quarters. This is the thirty-first consecutive annual increase in the Company's dividend. The dividend will be paid on November 15, 2023, to shareholders of record as of November 8, 2023.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.17 (vs US$1.62 in 3Q 2022)Third quarter 2023 results: EPS: US$2.17 (up from US$1.62 in 3Q 2022). Revenue: US$747.4m (up 8.8% from 3Q 2022). Net income: US$161.3m (up 34% from 3Q 2022). Profit margin: 22% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.お知らせ • Oct 13West Pharmaceutical Services, Inc. to Report Q3, 2023 Results on Oct 26, 2023West Pharmaceutical Services, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023お知らせ • Jul 29West Pharmaceutical Services, Inc. Revises Earnings Guidance for the Full-Year 2023West Pharmaceutical Services, Inc. revised earnings guidance for the full-year 2023. The company is updating full-year 2023 net sales guidance to be a new range of $2.970 billion to $2.995 billion, compared to a prior range of $2.965 billion to $2.990 billion. Organic net sales growth guidance is unchanged and is expected to be approximately 3% to 4%.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$2.09 (vs US$2.53 in 2Q 2022)Second quarter 2023 results: EPS: US$2.09 (down from US$2.53 in 2Q 2022). Revenue: US$753.8m (down 2.3% from 2Q 2022). Net income: US$155.1m (down 18% from 2Q 2022). Profit margin: 21% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 18Upcoming dividend of US$0.19 per share at 0.2% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 02 August 2023. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (0.8%).お知らせ • Jul 14West Pharmaceutical Services, Inc. to Report Q2, 2023 Results on Jul 27, 2023West Pharmaceutical Services, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023Recent Insider Transactions • May 03Independent Director recently sold €404k worth of stockOn the 1st of May, Thomas Hofmann sold around 1k shares on-market at roughly €333 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €457k. Insiders have been net sellers, collectively disposing of €7.4m more than they bought in the last 12 months.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.88 (vs US$2.34 in 1Q 2022)First quarter 2023 results: EPS: US$1.88 (down from US$2.34 in 1Q 2022). Revenue: US$716.6m (flat on 1Q 2022). Net income: US$140.0m (down 19% from 1Q 2022). Profit margin: 20% (down from 24% in 1Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.Upcoming Dividend • Apr 18Upcoming dividend of US$0.19 per share at 0.2% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 9.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$7.88 (vs US$8.90 in FY 2021)Full year 2022 results: EPS: US$7.88 (down from US$8.90 in FY 2021). Revenue: US$2.89b (up 2.0% from FY 2021). Net income: US$585.9m (down 12% from FY 2021). Profit margin: 20% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. This program does not have a specified expiration date.お知らせ • Feb 03West Pharmaceutical Services, Inc. to Report Q4, 2022 Results on Feb 16, 2023West Pharmaceutical Services, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023Upcoming Dividend • Jan 17Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 24 January 2023. Payment date: 01 February 2023. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (0.6%).Upcoming Dividend • Nov 01Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 16 November 2022. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (0.7%).Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$1.62 (vs US$2.37 in 3Q 2021)Third quarter 2022 results: EPS: US$1.62 (down from US$2.37 in 3Q 2021). Revenue: US$686.9m (down 2.8% from 3Q 2021). Net income: US$120.6m (down 31% from 3Q 2021). Profit margin: 18% (down from 25% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 04Key Executive recently sold €4.7m worth of stockOn the 2nd of August, Bernard Birkett sold around 14k shares on-market at roughly €335 per share. This was the largest sale by an insider in the last 3 months. This was Bernard's only on-market trade for the last 12 months.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$2.53 (vs US$2.53 in 2Q 2021)Second quarter 2022 results: EPS: US$2.53 (up from US$2.53 in 2Q 2021). Revenue: US$771.3m (up 6.6% from 2Q 2021). Net income: US$188.5m (flat on 2Q 2021). Profit margin: 24% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 12Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 03 August 2022. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$2.34 (vs US$2.05 in 1Q 2021)First quarter 2022 results: EPS: US$2.34 (up from US$2.05 in 1Q 2021). Revenue: US$720.0m (up 7.4% from 1Q 2021). Net income: US$173.8m (up 15% from 1Q 2021). Profit margin: 24% (up from 23% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.Upcoming Dividend • Apr 12Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 04 May 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (0.6%).Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$8.90 (up from US$4.69 in FY 2020). Revenue: US$2.83b (up 32% from FY 2020). Net income: US$661.8m (up 91% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 26% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 11Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 18 January 2022. Payment date: 02 February 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (0.5%).Upcoming Dividend • Nov 02Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 09 November 2021. Payment date: 17 November 2021. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.4%).Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$2.53 (vs US$1.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$723.6m (up 37% from 2Q 2020). Net income: US$187.3m (up 105% from 2Q 2020). Profit margin: 26% (up from 17% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.株主還元WPSDE Life SciencesDE 市場7D5.3%11.8%2.4%1Y45.6%-10.9%1.2%株主還元を見る業界別リターン: WPS過去 1 年間で-10.9 % の収益を上げたGerman Life Sciences業界を上回りました。リターン対市場: WPS過去 1 年間で1.2 % の収益を上げたGerman市場を上回りました。価格変動Is WPS's price volatile compared to industry and market?WPS volatilityWPS Average Weekly Movement6.0%Life Sciences Industry Average Movement9.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: WPS 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: WPSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト192310,800Eric Greenwww.westpharma.com米州、欧州、中東、アフリカ、アジア太平洋地域で、注射剤およびヘルスケア製品の封じ込め・送達システムの設計、製造、販売を行っている。独自製品と受託製造製品の2つのセグメントで事業を展開している。独自製品事業では、注射剤包装システム用のストッパーやシール、注射剤用途のニーズに対応したカスタムソリューションを含むシリンジやカートリッジのコンポーネント、高度な再構成・混合・移送技術により薬剤の安全な送達を強化する投与システム、包装製品の品質を高めるためのフィルム、コーティング、洗浄、画像検査・滅菌プロセスおよびサービスを提供している。また、バイアル・シリンジ・カートリッジタイプの環状オレフィンポリマー・クリスタルゼニス、自己注射用デバイスなどの薬剤封じ込めソリューションや、分析ラボサービス、承認前の一次包装サポートおよび技術開発、規制に関する専門知識、アフターセールス技術サポートなどの統合ソリューションも提供しています。このセグメントは、生物学的製剤、ジェネリック医薬品、製薬会社にサービスを提供している。受託製造製品部門は、外科用、診断用、眼科用、注射用、その他の薬物送達システム、および消費者向け製品に使用される器具の設計、製造、自動組立に携わっている。このセグメントは主に製薬会社、診断会社、医療機器会社を顧客としている。製品の販売と流通は、同社の営業部隊と流通ネットワーク、販売契約代理店、地域代理店を通じて行う。ウエスト・ファーマシューティカル・サービス社は1923年に設立され、ペンシルバニア州エクストンに本社を置いている。もっと見るWest Pharmaceutical Services, Inc. 基礎のまとめWest Pharmaceutical Services の収益と売上を時価総額と比較するとどうか。WPS 基礎統計学時価総額€19.26b収益（TTM）€467.59m売上高(TTM)€2.78b41.2xPER（株価収益率6.9xP/SレシオWPS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WPS 損益計算書（TTM）収益US$3.22b売上原価US$2.05b売上総利益US$1.17bその他の費用US$625.80m収益US$542.70m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）7.68グロス・マージン36.28%純利益率16.85%有利子負債／自己資本比率6.8%WPS の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.3%現在の配当利回り11%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 09:46終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋West Pharmaceutical Services, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Luke SergottBarclaysLawrence MarshBarclaysMichael RyskinBofA Global Research22 その他のアナリストを表示
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Janet Haugen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23+ 1 more updateWest Pharmaceutical Services, Inc. Provides Earnings Guidance for the Second Quarter 2026West Pharmaceutical Services, Inc. provided earnings guidance for the second quarter 2026. For the period, it is introducing its second-quarter 2026 net sales guidance range of $830 million to $850 million. Reported net sales growth anticipated to be in the range of 8.3% to 10.9%.
お知らせ • Apr 09West Pharmaceutical Services, Inc. to Report Q1, 2026 Results on Apr 23, 2026West Pharmaceutical Services, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026
お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026.
お知らせ • Mar 10+ 1 more updateWest Pharmaceutical Services, Inc. Announces Eric M. Green Plans to Retire as President and Chair of BoardWest Pharmaceutical Services, Inc. announced on March 9, 2026 that Eric M. Green has informed the Board of Directors that he plans to retire from his positions as President and Chair of the Board of the Company once his successor has been hired in order to ensure a smooth transition. The Board is engaging a leading executive recruiting firm to assist with the search for a successor and expects this transition to occur in the second half of 2026. Green has served as President and Chief Executive Officer of West since April 2015, and he became Chair of the Board in May 2022.
お知らせ • Feb 18+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The repurchase program has no expiration date.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Janet Haugen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23+ 1 more updateWest Pharmaceutical Services, Inc. Provides Earnings Guidance for the Second Quarter 2026West Pharmaceutical Services, Inc. provided earnings guidance for the second quarter 2026. For the period, it is introducing its second-quarter 2026 net sales guidance range of $830 million to $850 million. Reported net sales growth anticipated to be in the range of 8.3% to 10.9%.
お知らせ • Apr 09West Pharmaceutical Services, Inc. to Report Q1, 2026 Results on Apr 23, 2026West Pharmaceutical Services, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026
お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026West Pharmaceutical Services, Inc., Annual General Meeting, May 04, 2026.
お知らせ • Mar 10+ 1 more updateWest Pharmaceutical Services, Inc. Announces Eric M. Green Plans to Retire as President and Chair of BoardWest Pharmaceutical Services, Inc. announced on March 9, 2026 that Eric M. Green has informed the Board of Directors that he plans to retire from his positions as President and Chair of the Board of the Company once his successor has been hired in order to ensure a smooth transition. The Board is engaging a leading executive recruiting firm to assist with the search for a successor and expects this transition to occur in the second half of 2026. Green has served as President and Chief Executive Officer of West since April 2015, and he became Chair of the Board in May 2022.
お知らせ • Feb 18+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The repurchase program has no expiration date.
お知らせ • Feb 12West Pharmaceutical Services, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026West Pharmaceutical Services, Inc. provided first quarter and full year 2026 guidance. First-quarter 2026 net sales are expected to be in the range of $770 million to $790 million, representing reported growth of 10.3% to 13.2% and organic growth of 4.6% to 7.4%. Full-year 2026 net sales are expected to be in a range of $3.215 billion to $3.275 billion, which assumes a mid-year 2026 close for the sale of SmartDose 3.5ml to AbbVie. Reported growth is expected to be between 4.6% and 6.5% while organic net sales growth is expected to be approximately 5% to 7%. Net sales guidance includes an estimated full-year 2026 benefit of 2 percentage points based on current foreign currency exchange rates.
お知らせ • Jan 29West Pharmaceutical Services, Inc. to Report Q4, 2025 Results on Feb 12, 2026West Pharmaceutical Services, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026
お知らせ • Dec 10West Pharmaceutical Services, Inc. Declares Regular Quarterly Dividend on Common Stock, Payable on February 4, 2026On December 9, 2025, the board of directors of West Pharmaceutical Services, Inc. declared its regular quarterly dividend of $0.22 per share on the Company's common stock. The dividend is payable on February 4, 2026, to shareholders of record on January 28, 2026.
お知らせ • Oct 27West Pharmaceutical Services, Inc. Announces the Launch of its West Synchrony Prefillable Syringe (PFS) System at CPHI Worldwide in Frankfurt, GermanyWest Pharmaceutical Services, Inc. announced the launch of its West Synchrony™? Prefillable Syringe (PFS) System at CPHI Worldwide in Frankfurt, Germany. This innovative system marks a significant shift in drug delivery solutions by offering a fully verified platform from a single supplier that will be commercially available in January 2026. The West Synchrony PFS system delivers a fully verified system-level solution designed specifically for biologics and vaccines. It sets a new standard in drug delivery by accelerating syringe selection through its comprehensive performance and regulatory data packages. Key benefits of the West Synchrony PFS system include: Design and System-Level Performance: a single design verification and characterization package from West ensures the form, fit and function of the entire PFS system. Regulatory Ease with Comprehensive Submission: a streamlined submission process with one system-level drug master file and regulatory package tailored for comprehensive regulatory needs. Single Source Supply: single supplier approach, offering make-to-stock and make-to-order supply with low minimum order quantities, ensuring reliability and flexibility.
お知らせ • Oct 23+ 1 more updateWest Pharmaceutical Services, Inc. Revises Earnings Guidance for the Full-Year 2025West Pharmaceutical Services, Inc. revised earnings guidance for the Full-Year 2025. For the year, the Company is increasing net sales guidance range to $3.060 billion to $3.070 billion, up from $3.040 billion to $3.060 billion. Reported net sales growth anticipated to be in the range of 5.8% to 6.1%, organic net sales growth is expected to be in the range of 3.75% to 4.0%, up from the previous guidance range of 3.0% to 3.75%. Net sales guidance includes an estimated benefit of approximately $59 million based on current foreign currency exchange rates. Diluted EPS is expected to be $6.75 to $6.80.
お知らせ • Oct 09West Pharmaceutical Services, Inc. to Report Q3, 2025 Results on Oct 23, 2025West Pharmaceutical Services, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
お知らせ • Sep 12West Pharmaceutical Services, Inc. Announces Departure of Kimberly Banks Mackay, Senior Vice President, General Counsel, and Corporate Secretary, Effective No Later Than December 31, 2025On September 11, 2025, West Pharmaceutical Services, Inc. (the “Company”) announced that Kimberly Banks MacKay, Senior Vice President, General Counsel, and Corporate Secretary, will be leaving the Company. The Company and Ms. MacKay have agreed to discuss an appropriate transition period which will end no later than December 31, 2025, to ensure continuity and a smooth and orderly transition of responsibilities. Ms. MacKay will continue her current duties until she leaves the Company. The Company extends its gratitude to Ms. MacKay for her exemplary service and contributions during her tenure and wishes her success in her future endeavors.
お知らせ • Jul 24+ 1 more updateWest Pharmaceutical Services, Inc. Increases Earnings Guidance for the Year 2025West Pharmaceutical Services, Inc. increased earnings guidance for the year 2025. The Company is increasing its full-year 2025 net sales guidance range to $3.040 billion to $3.060 billion, up from previous guidance of $2.945 billion to $2.975 billion. Organic net sales growth is expected to be approximately 3% to 3.75%, up from the previous guidance range of 2% to 3%. Diluted EPS is expected to be $6.36 to $6.56.
お知らせ • Jul 22West Pharmaceutical Services, Inc. Announces Appointment of Robert McMahon as Senior Vice President, Effective as of August 4, 2025On July 21, 2025, West Pharmaceutical Services, Inc. Announced the appointment of Robert McMahon as Senior Vice President, effective as of August 4, 2025 (the “Commencement Date”). Mr. McMahon will serve on the Company's senior leadership team and will oversee finance, audit, treasury, tax, investor relations and procurement. Prior to joining West, Mr. McMahon, age 56, served as the Chief Financial Officer of Agilent Technologies Inc., a global leader in life sciences, diagnostics and applied chemical markets, providing application focused solutions that include instruments, software, services and consumables for the entire laboratory workflow. At Agilent, he was responsible for finance, audit, treasury, tax, investor relations, IT and procurement. From 2014 to 2018, Mr. McMahon served as Chief Financial Officer at Hologic, Inc., a developer, manufacturer and supplier of premium diagnostics products, medical imaging systems, and surgical products. Prior to Hologic, Mr. McMahon spent 20 years with Johnson & Johnson in various executive financial roles of increasing responsibility. He has also served as an Independent Director at OraSure Technologies, Inc. since 2023. Mr. McMahon earned his Master of Business Administration from the University of Central Florida and his Bachelor's degree from the University of Florida.
お知らせ • Jul 21West Pharmaceutical Services, Inc. Announces CFO Changes, Effective August 4, 2025West Pharmaceutical Services, Inc. announced the appointment of Robert McMahon as the company's new Chief Financial Officer (CFO), effective August 4, 2025. Mr. McMahon will succeed Bernard Birkett, CFO, who announced his intention to retire earlier this year. Mr. Birkett will assume the role of Senior Advisor to the CEO through the end of the year to ensure a seamless transition. Mr. McMahon has been Chief Financial Officer of Agilent Technologies Inc. since 2018. In this role, he is responsible for finance, audit, treasury, tax, investor relations, IT and procurement. Prior to Agilent, Mr. McMahon was the CFO at Hologic, Inc. and spent 20 years with Johnson & Johnson, in executive financial roles of increasing responsibility. He has also served as an Independent Director at OraSure Technologies, Inc. since 2023.
お知らせ • Jul 08West Pharmaceutical Services, Inc. to Report Q2, 2025 Results on Jul 24, 2025West Pharmaceutical Services, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025
お知らせ • Jun 30+ 4 more updatesWest Pharmaceutical Services, Inc.(NYSE:WST) dropped from Russell 1000 Growth-Defensive IndexWest Pharmaceutical Services, Inc.(NYSE:WST) dropped from Russell 1000 Growth-Defensive Index
お知らせ • May 06Labaton Keller Sucharow LLP Announces Securities Class Action Lawsuit Filed Against West Pharmaceutical Services, Inc. and Certain of Its ExecutivesLabaton Keller Sucharow LLP announces that, on May 5, 2025, it filed a securities class action lawsuit (Complaint) on behalf of its client the New England Teamsters Pension Fund (New England Teamsters) against West Pharmaceutical Services, Inc. (Company) and certain West executives (collectively, “Defendants”). The action, which is captioned New England Teamsters Pension Fund v. West Pharmaceutical Services, Inc., No. 25-cv-02285 (E.D. Pa.) asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder, on behalf of all persons and entities that purchased or otherwise acquired West common stock between February 16, 2023 and February 12, 2025, inclusive (the “Class Period”). West is a medical supplies company based in Exton, Pennsylvania that operates as a key supplier to firms in the pharmaceutical, biotechnology, and generic drug industries. The Complaint alleges that, throughout the Class Period, Defendants failed to disclose that: (a) despite claiming strong visibility into customer demand and attributing headwinds to temporary COVID-related product destocking, West was in fact experiencing significant and ongoing destocking across its high-margin High-Value Products portfolio; (b) West’s SmartDose device, which was purportedly positioned as a high-margin growth product, was highly dilutive to the Company’s profit margins due to operational inefficiencies; (c) these margin pressures created the risk of costly restructuring activities, including the Company’s exit from continuous glucose monitoring contracts with long-standing customers; and (d) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially false and/or misleading or lacked a reasonable basis. The truth about this fraud was revealed over a series of disclosures culminating on February 13, 2025, when West issued extremely weak 2025 revenue and earnings forecasts. West attributed the disappointing guidance in part to contract manufacturing headwinds, including the loss of two major continuing glucose monitoring customers that had begun transitioning to in-house manufacturing of next-generation devices after West “made the decision to not participate going forward as its financial thresholds cannot be achieved.” West also revealed that its SmartDose wearable injector devices would be “margin-dilutive” in 2025 and that it would be “taking steps to improve [its SmartDose] economics, and all options are on the table.” On this news, West’s stock dropped $123.17 per share, a decline of 38%, to close at $199.11 on February 13, 2025.
お知らせ • Apr 25+ 2 more updatesBernard Birkett to Retire as Chief Financial Officer of West Pharmaceutical Services, Inc. Later 2025On April 22, 2025, Mr. Bernard Birkett notified West Pharmaceutical Services, Inc. of his intention to retire as Chief Financial Officer later 2025. The Company has initiated a search for Mr. Birkett’s successor and is implementing a comprehensive transition plan. Mr. Birkett will continue in his current role, remaining with the Company until a successor is found to ensure an effective transition. Then he will assume an advisory role until December 31, 2025.
お知らせ • Apr 24West Pharmaceutical Services, Inc. Announces Management ChangesOn April 22, 2025, Mr. Bernard Birkett notified West Pharmaceutical Services, Inc. of his intention to retire as Senior Vice President later 2025. The Company has initiated a search for Mr. Birkett’s successor and is implementing a comprehensive transition plan. Mr. Birkett will continue in his current role, remaining with the Company until a successor is found to ensure an effective transition. Then he will assume an advisory role until December 31, 2025. On April 24, 2025, the Company announced that it had appointed Shane Campbell to serve as Senior Vice President, Chief Proprietary Segment Officer, effective May 5, 2025 (the "Commencement Date"). Mr. Campbell will serve on the Company's senior leadership team and will oversee the Proprietary Products segment. Mr. Campbell, 45, joins the Company from Carlisle Companies Inc., where he most recently served as Chief Commercial Officer of the Construction Materials business. As an accomplished leader, Mr. Campbell brings extensive global management experience across operations, engineering, commercial and strategy. Over a 20-year career at DuPont, Mr. Campbell served in several senior global leadership roles focused in the areas of elastomers, polymers, building materials, chemicals, packaging and safety. Mr. Campbell received his Master of Business Administration from Harvard Business School and his Bachelor of Mechanical Engineering from the University of Delaware.
お知らせ • Apr 10West Pharmaceutical Services, Inc. to Report Q1, 2025 Results on Apr 24, 2025West Pharmaceutical Services, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
お知らせ • Mar 13West Pharmaceutical Services, Inc., Annual General Meeting, May 06, 2025West Pharmaceutical Services, Inc., Annual General Meeting, May 06, 2025.
お知らせ • Mar 12West Pharmaceutical Services, Inc. Announces Executive ChangesOn March 7, 2025, West Pharmaceutical Services, Inc. announced that Cindy Reiss-Clark, Senior Vice President and Chief Commercial Officer, has departed the Company, effective the same day. As part of this transition, her leadership responsibilities will be managed on an interim basis by Aileen Kinsella, the Company's Head of Proprietary Product Sales.
お知らせ • Feb 21West Pharmaceutical Services, Inc. Announces Second Quarter 2025 Dividend, Payable on May 7, 2025West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a second-quarter 2025 dividend of $0.21 per share. The dividend will be paid on May 7, 2025, to shareholders of record as of April 30, 2025.
お知らせ • Feb 14West Pharmaceutical Services, Inc. Provides Earnings Guidance for the Full Year 2025West Pharmaceutical Services, Inc. provided earnings guidance for the full year 2025. For the year, the Company anticipates net sales in a range of $2.875 billion to $2.905 billion.
お知らせ • Jan 30West Pharmaceutical Services, Inc. to Report Q4, 2024 Results on Feb 13, 2025West Pharmaceutical Services, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 13, 2025
お知らせ • Jan 29West Pharmaceutical Services, Inc. Announces Dividend for the First-Quarter of 2025, Payable on February 11, 2025West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a first-quarter 2025 dividend of $0.21 per share. The dividend will be paid on February 11, 2025, to shareholders of record as of February 7, 2025.
お知らせ • Jan 22West Pharmaceutical Services, Inc. Introduces Daikyo PLASCAP RUV Closures in New Nested Format At PharmapackWest Pharmaceutical Services, Inc. announced the introduction of Daikyo PLASCAP Ready-to-Use Validated (RUV) closures in a new nested format available in multiple configurations at this year's Pharmapack event in Paris, France. This marks West's latest product offering supporting the needs of advanced therapies, one of the fastest growing areas, driven by continued innovation in cell and gene therapy treatments. The PLASCAP closure is a metal-free polypropylene cap with an integrated stopper. This one-step press-fit solution for vial closure is offered in ready-to-use, validated formats compatible with vials with 13mm and 20 mm crowns. The new 6x8 nested tub configuration supports the West 10ml nested CZ vials as well as selected nested vials with a 20mm crown.
お知らせ • Dec 11West Pharmaceutical Services, Inc Elects Janet Haugen as New Director to the BoardWest Pharmaceutical Services, Inc. announced the Board of Directors has elected Janet Haugen as its newest member. With the addition of Ms. Haugen, West's Board has 12 directors. Ms. Haugen, 66, is the former Chief Financial Officer of Unisys Corporation, a role she served in for more than 16 years. During her 20-year tenure at Unisys, Ms. Haugen oversaw the business transformation from a mainframe hardware, software and maintenance company to an IT services and software provider. In addition to her core finance responsibilities, she had oversight of Unisys' corporate development, IT, procurement, facilities and legal functions. Prior to joining Unisys, Ms. Haugen was a partner at Ernst & Young working with Fortune 500 companies serving global clients in the technology and manufacturing industries.Ms. Haugen currently serves on the Board of Directors of Bentley Systems, Juniper Networks and CentralSquare Technologies. Ms. Haugen earned her degree in Economics from Rutgers University. In addition, she is a certified director of the National Association of Corporate Directors (NACD).
Buy Or Sell Opportunity • Nov 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €302. The fair value is estimated to be €248, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Declared Dividend • Oct 27Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 13th November 2024 Payment date: 20th November 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$1.87 (vs US$2.17 in 3Q 2023)Third quarter 2024 results: EPS: US$1.87 (down from US$2.17 in 3Q 2023). Revenue: US$746.9m (flat on 3Q 2023). Net income: US$136.0m (down 16% from 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Oct 24+ 1 more updateWest Pharmaceutical Services, Inc. Raises Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. raised earnings guidance for the full year 2024. As a result of favorable currency movements, the company expects full year 2024 net sales in the range to $2.875 billion to $2.905 billion, compared to a prior range of $2.870 billion to $2.900 billion, Anticipating a decrease of approximately 1.5% to 2% for organic net sales. Net sales guidance includes an estimated full-year 2024 headwind of approximately $1.0 million based on current foreign currency exchange rates, compared to previous guidance of a headwind of approximately $5.0 million.
お知らせ • Oct 10West Pharmaceutical Services, Inc. to Report Q3, 2024 Results on Oct 24, 2024West Pharmaceutical Services, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024
お知らせ • Oct 08West Pharmaceutical Services, Inc. Announces Resignation of Silji Abraham as Senior Vice President & Chief Technology Officer, Effective December 31, 2024On October 1, 2024, Silji Abraham, Senior Vice President & Chief Technology Officer of West Pharmaceutical Services, Inc. (the “Company”), notified the Company that he intends to resign, effective December 31, 2024, to pursue other interests. The Company will work with Mr. Abraham and his leadership team to ensure a smooth transition of his duties prior to his departure. Mr. Abraham’s departure is not the result of any disagreement with the Company on matters related to operations, policies or practices, and he will receive no additional compensation as a result of his departure.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Steve Lockhart was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$1.53 (vs US$2.09 in 2Q 2023)Second quarter 2024 results: EPS: US$1.53 (down from US$2.09 in 2Q 2023). Revenue: US$702.1m (down 6.9% from 2Q 2023). Net income: US$111.3m (down 28% from 2Q 2023). Profit margin: 16% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • Jul 24Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 07 August 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).
お知らせ • Jul 12West Pharmaceutical Services, Inc. to Report Q2, 2024 Results on Jul 25, 2024West Pharmaceutical Services, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 25, 2024
お知らせ • May 30West Pharmaceutical Services, Inc. Introduces Daikyo Crystal Zenith® Ready-to-Use Nested Vials in Tub at the International Society for Cell and Gene TherapyWest Pharmaceutical Services, Inc. announced that it will unveil its new Daikyo Crystal Zenith® (CZ) Nested Vials in Tub at the International Society for Cell and Gene Therapy (ISCT) Annual Meeting taking place in Vancouver, Canada from May 29- June 1. Designed to meet the exterior dimensions of glass standard ISO-8362-1, CZ nested vials are a demonstrated containment solution for cell and gene therapies, radiopharmaceuticals, and sensitive molecules. CZ's attributes, such as maintaining container closure integrity down to cryogenic temperatures, superior functional recovery of viral vectors, low particulate specification (2% USP), break resistance, and low risk of chemical interaction, make it ideal for advanced therapies. CZ vials have demonstrated to be effective in safely storing gene therapy drugs and meeting the packaging demands from preclinical to commercial phases. Product Specifications: CZ nested vials are available in 2mL and 10mL, and with ISO 8362-1 exterior dimensions; These vials offer flexible closure solutions with crimped closures using NovaPure® stoppers or PLASCAP® press-fit closures with Daikyo stoppers to meet manual, semi-automated or automated capping requirements; The ready-to-use nested vials are first layered with a Tyvek® slip sheet, heat sealed with a breathable Tyvek® lid, double bagged and sterilized; The rigid structure and overall design of the vial nest tub protects the vials during transit and promotes machinability.
Declared Dividend • Apr 28Dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 31st July 2024 Payment date: 7th August 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.
お知らせ • Apr 28Bernard Birkett No Longer Have Principal Operating Officer Position of West Pharmaceutical Services, IncOn April 26, 2024, West Pharmaceutical Services, Inc. (“West”) announced an update to the role of Bernard Birkett, Chief Financial and Operations Officer. Since May 2022, Mr. Birkett served as both the Principal Financial and Principal Operating Officer. Mr. Birkett‘s leadership while in this combined role has greatly enhanced the operations capabilities of both the Proprietary Products and Contract Manufacturing Business Segments. This now allows company to transfer much of the operational leadership and decision-making to each of the Business Segments to further improve the efficiency. Effective May 1, 2024, Mr. Birkett’s title will be solely Chief Financial Officer (“CFO”), where he will retain financial oversight for both Business Segments, operational oversight of the strategic sourcing function and be involved in key operational issues together with other members of the executive team. However, company will no longer have a single principal operating officer.
お知らせ • Apr 26+ 1 more updateWest Pharmaceutical Services, Inc. Reaffirms Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. reaffirmed earnings guidance for the full year 2024. For the period, the company expects net sales in a range of $3.000 billion to $3.025 billion. Organic net sales growth is expected to be approximately 2% to 3%. Net sales guidance includes an estimated full-year 2024 headwind of $8 million based on current foreign currency exchange rates. Reported-diluted EPS (U.S. GAAP) expected to be in the range of $7.59 to $7.84.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.57 (vs US$1.88 in 1Q 2023)First quarter 2024 results: EPS: US$1.57 (down from US$1.88 in 1Q 2023). Revenue: US$695.4m (down 3.0% from 1Q 2023). Net income: US$115.3m (down 18% from 1Q 2023). Profit margin: 17% (down from 20% in 1Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 16Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 23 April 2024. Payment date: 01 May 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (0.6%).
お知らせ • Apr 12West Pharmaceutical Services, Inc. to Report Q1, 2024 Results on Apr 25, 2024West Pharmaceutical Services, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024
Buy Or Sell Opportunity • Apr 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €366. The fair value is estimated to be €304, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Buy Or Sell Opportunity • Mar 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €364. The fair value is estimated to be €301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.
お知らせ • Mar 14West Pharmaceutical Services, Inc., Annual General Meeting, Apr 23, 2024West Pharmaceutical Services, Inc., Annual General Meeting, Apr 23, 2024, at 09:30 US Eastern Standard Time. Agenda: To consider the Election of nominees named in the Proxy Statement as directors, each for a term of one year or until their successor is appointed or elected; to consider the Consideration of an advisory vote to approve Named Executive Officer compensation; to consider the Amend and Restate Our Amended and Restated Articles of Incorporation (“Articles”) to Eliminate Supermajority Voting Requirement; to consider the Ratification of the appointment of PricewaterhouseCoopers LLP (“PwC”) as an independent registered public accounting firm for 2024; and to consider other matters.
Declared Dividend • Feb 26Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 23rd April 2024 Payment date: 1st May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 14%.
お知らせ • Feb 20West Pharmaceutical Services, Inc. Announces Second Quarter 2024 Dividend, Payable on May 1, 2024West Pharmaceutical Services, Inc. announced that the Company's Board of Directors has approved a second-quarter 2024 dividend of $0.20 per share. The dividend will be paid on May 1, 2024, to shareholders of record as of April 24, 2024.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$7.99 (vs US$7.88 in FY 2022)Full year 2023 results: EPS: US$7.99 (up from US$7.88 in FY 2022). Revenue: US$2.95b (up 2.2% from FY 2022). Net income: US$593.4m (up 1.3% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €312, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Life Sciences industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €147 per share.
お知らせ • Feb 15West Pharmaceutical Services, Inc. Provides Earnings Guidance for the Full Year 2024West Pharmaceutical Services, Inc. provides earnings guidance for the full year 2024. For the period, the company expects net sales are expected to be in a range of $3.000 billion to $3.025 billion. Organic net sales growth is expected to be approximately 2% to 3%. Net sales guidance includes an estimated full-year 2024 headwind of $8 million based on current foreign currency exchange rates.
お知らせ • Feb 02West Pharmaceutical Services, Inc. to Report Q4, 2023 Results on Feb 15, 2024West Pharmaceutical Services, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024
Upcoming Dividend • Jan 23Upcoming dividend of US$0.20 per share at 0.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 07 February 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (0.9%).
お知らせ • Dec 06West Pharmaceutical Services, Inc. Announces Dividend for the First Quarter of 2024, Payable on February 7, 2024West Pharmaceutical Services, Inc. announced that the company's Board of Directors has approved a first-quarter 2024 dividend of $0.20 per share. The dividend will be paid on February 7, 2024, to shareholders of record as of January 31, 2024.
お知らせ • Dec 05West Pharmaceutical Services, Inc. Receives FDA 510(K) Clearance for Vial2bag Advanced 13mm Admixture DeviceWest Pharmaceutical Services, Inc. announced FDA 510(k) clearance and launch of its Vial2Bag Advanced 13mm admixture device. The addition of the Vial2Bag Advanced 13mm admixture device complements West's existing Vial2Bag Advanced 20mm admixture device, with the two products providing options for the reconstitution and transfer of a drug using either a 13mm or 20mm vial and an IV bag before administration to the patient. The device is needle-free and has both a dual channel design to provide dedicated fluid pathways into and out of the IV bag and a robust vial spike design for connection to the drug vial. Vial2Bag Advanced 13mm admixture device has been officially launched at Progressive Medical Inc.'s Booth #500 at the American Society of Health-System Pharmacists Midyear Clinical MeetingDec. 3 through 7, in Anaheim, CA. The Vial2Bag Advanced 13mm admixture device is indicated to serve as a connection between a 50, 100 or 250ml IV bag, vial with 13mm closure, and an external IV administration set. The integrated vial adapter makes it possible to reconstitute and/or admix drugs prior to administration to the patient. The Vial2Bag Advanced 13mm admixture device is indicated for adolescent and adult patients only. The Vial2Bag Advanced 13mm and 20mm admixture devices are 510(k) cleared by the United States Food and Drug Administration. Products are shown for INFORMATION purposes only and may not be approved for marketing in specific regions. These products are for prescription use only. The Vial2Bag Advanced 13mm and 20mm admixture devices are intended for U.S. healthcare professional use only.
Upcoming Dividend • Oct 31Upcoming dividend of US$0.20 per share at 0.3% yieldEligible shareholders must have bought the stock before 07 November 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.1%).
お知らせ • Oct 27+ 1 more updateWest Pharmaceutical Services, Inc. Approves Fourth-Quarter 2023 Dividend, Payable on November 15, 2023West Pharmaceutical Services, Inc. announced that its Board of Directors has approved a fourth-quarter 2023 dividend of $0.20 per share, a 5.3% increase over the $0.19 per share paid in each of the four preceding quarters. This is the thirty-first consecutive annual increase in the Company's dividend. The dividend will be paid on November 15, 2023, to shareholders of record as of November 8, 2023.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.17 (vs US$1.62 in 3Q 2022)Third quarter 2023 results: EPS: US$2.17 (up from US$1.62 in 3Q 2022). Revenue: US$747.4m (up 8.8% from 3Q 2022). Net income: US$161.3m (up 34% from 3Q 2022). Profit margin: 22% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Oct 13West Pharmaceutical Services, Inc. to Report Q3, 2023 Results on Oct 26, 2023West Pharmaceutical Services, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023
お知らせ • Jul 29West Pharmaceutical Services, Inc. Revises Earnings Guidance for the Full-Year 2023West Pharmaceutical Services, Inc. revised earnings guidance for the full-year 2023. The company is updating full-year 2023 net sales guidance to be a new range of $2.970 billion to $2.995 billion, compared to a prior range of $2.965 billion to $2.990 billion. Organic net sales growth guidance is unchanged and is expected to be approximately 3% to 4%.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$2.09 (vs US$2.53 in 2Q 2022)Second quarter 2023 results: EPS: US$2.09 (down from US$2.53 in 2Q 2022). Revenue: US$753.8m (down 2.3% from 2Q 2022). Net income: US$155.1m (down 18% from 2Q 2022). Profit margin: 21% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 18Upcoming dividend of US$0.19 per share at 0.2% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 02 August 2023. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (0.8%).
お知らせ • Jul 14West Pharmaceutical Services, Inc. to Report Q2, 2023 Results on Jul 27, 2023West Pharmaceutical Services, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023
Recent Insider Transactions • May 03Independent Director recently sold €404k worth of stockOn the 1st of May, Thomas Hofmann sold around 1k shares on-market at roughly €333 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €457k. Insiders have been net sellers, collectively disposing of €7.4m more than they bought in the last 12 months.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.88 (vs US$2.34 in 1Q 2022)First quarter 2023 results: EPS: US$1.88 (down from US$2.34 in 1Q 2022). Revenue: US$716.6m (flat on 1Q 2022). Net income: US$140.0m (down 19% from 1Q 2022). Profit margin: 20% (down from 24% in 1Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.
Upcoming Dividend • Apr 18Upcoming dividend of US$0.19 per share at 0.2% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 9.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$7.88 (vs US$8.90 in FY 2021)Full year 2022 results: EPS: US$7.88 (down from US$8.90 in FY 2021). Revenue: US$2.89b (up 2.0% from FY 2021). Net income: US$585.9m (down 12% from FY 2021). Profit margin: 20% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17+ 1 more updateWest Pharmaceutical Services, Inc. (NYSE:WST) announces an Equity Buyback for $1,000 million worth of its shares.West Pharmaceutical Services, Inc. (NYSE:WST) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. This program does not have a specified expiration date.
お知らせ • Feb 03West Pharmaceutical Services, Inc. to Report Q4, 2022 Results on Feb 16, 2023West Pharmaceutical Services, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023
Upcoming Dividend • Jan 17Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 24 January 2023. Payment date: 01 February 2023. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (0.6%).
Upcoming Dividend • Nov 01Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 16 November 2022. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (0.7%).
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$1.62 (vs US$2.37 in 3Q 2021)Third quarter 2022 results: EPS: US$1.62 (down from US$2.37 in 3Q 2021). Revenue: US$686.9m (down 2.8% from 3Q 2021). Net income: US$120.6m (down 31% from 3Q 2021). Profit margin: 18% (down from 25% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 04Key Executive recently sold €4.7m worth of stockOn the 2nd of August, Bernard Birkett sold around 14k shares on-market at roughly €335 per share. This was the largest sale by an insider in the last 3 months. This was Bernard's only on-market trade for the last 12 months.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$2.53 (vs US$2.53 in 2Q 2021)Second quarter 2022 results: EPS: US$2.53 (up from US$2.53 in 2Q 2021). Revenue: US$771.3m (up 6.6% from 2Q 2021). Net income: US$188.5m (flat on 2Q 2021). Profit margin: 24% (down from 26% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 12Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 03 August 2022. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (0.7%).
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$2.34 (vs US$2.05 in 1Q 2021)First quarter 2022 results: EPS: US$2.34 (up from US$2.05 in 1Q 2021). Revenue: US$720.0m (up 7.4% from 1Q 2021). Net income: US$173.8m (up 15% from 1Q 2021). Profit margin: 24% (up from 23% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.
Upcoming Dividend • Apr 12Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 04 May 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (0.6%).
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$8.90 (up from US$4.69 in FY 2020). Revenue: US$2.83b (up 32% from FY 2020). Net income: US$661.8m (up 91% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 26% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 11Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 18 January 2022. Payment date: 02 February 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (0.5%).
Upcoming Dividend • Nov 02Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 09 November 2021. Payment date: 17 November 2021. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.4%).
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$2.53 (vs US$1.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$723.6m (up 37% from 2Q 2020). Net income: US$187.3m (up 105% from 2Q 2020). Profit margin: 26% (up from 17% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
