West Pharmaceutical Services（WST）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WST ファンダメンタル分析スノーフレーク・スコア評価0/6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10.16%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、WST 、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WST Community Fair Values Create NarrativeSee what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN10.7% undervaluedAnalystConsensusTarget•1d agoAnalysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded Guidance195012Top Analyst NarrativesWest Pharmaceutical ServicesANAnalystConsensusTargetBased on Analyst Price TargetsAnalysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded GuidanceWest Pharmaceutical Services could get a boost as weight-loss drugs and other injectable medicines push more demand for the parts and devices that help deliver them. But shifts in what customers want, higher trade costs, and internal changes could test whether that growth stays on track.View narrativeUS$352.36FV10.7% 割安 内在価値ディスカウント6.61%Revenue growth p.a.Set Fair ValueView195users have viewed this narrative0users have liked this narrative0users have commented on this narrative12users have followed this narrativeUpdated narrativeView all narrativesWest Pharmaceutical Services, Inc. 競合他社Mettler-Toledo InternationalSymbol: NYSE:MTDMarket cap: US$23.3bIlluminaSymbol: NasdaqGS:ILMNMarket cap: US$24.6bIQVIA HoldingsSymbol: NYSE:IQVMarket cap: US$30.6bWatersSymbol: NYSE:WATMarket cap: US$35.9b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$314.5052週高値US$330.8852週安値US$206.80ベータ1.181ヶ月の変化-3.50%3ヶ月変化34.50%1年変化40.55%3年間の変化-12.00%5年間の変化-8.88%IPOからの変化24,596.94%最新ニュースライブニュース • 3hWest Pharmaceutical Services Announces New CEO Board Changes and US$297 Million Share BuybackWest Pharmaceutical Services appointed Michel Lagarde as President and CEO, effective August 31, 2026, with outgoing CEO Eric M. Green set to retire on the same date. Lagarde will also join the Board of Directors, while Robert F. Friel has been elected as the new Board Chair. The company reported recent share repurchases totaling US$297.65 million for 1.22 million shares and issued updated guidance for Q2 2026 net sales, which has been followed by higher price targets from several research firms. This leadership transition, combined with active capital return through buybacks and refreshed sales guidance, indicates that the board is focused on continuity and capital allocation priorities. For you as an investor, the key things to monitor are execution under the incoming CEO and how future guidance aligns with expectations that have informed the recent analyst target increases.ナラティブの更新 • Jun 06WST: Injectable Platforms And High Value Mix Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for West Pharmaceutical Services higher to about $352 per share, citing refreshed price targets around $325 to $375 and continued confidence in injectable driven growth and execution. Analyst Commentary Recent Street research has focused on how West Pharmaceutical Services is executing on growth in injectables and high value product categories, and what that could mean for valuation as price targets shift higher.お知らせ • Jun 02+ 1 more updateWest Pharmaceutical Services, Inc. Announces CEO Changes, Effective August 31, 2026West Pharmaceutical Services, Inc. announced that its Board of Directors had appointed Michel Lagarde to be Chief Executive Officer (CEO) and a member of the Company's Board of Directors starting August 31, 2026. He succeeded Eric M. Green, who would retire from his roles as President, CEO and Board Chair on that date. Mr. Lagarde brought extensive global experience helping pharmaceutical and biotech companies succeed by delivering critical products and services. Most recently, he served as Executive Vice President and Chief Operating Officer at Thermo Fisher Scientific, Inc., with responsibility for the majority of the company's businesses. He joined Thermo Fisher in 2017 as Senior Vice President and President, Pharma Services, through its acquisition of Patheon N.V. Before Thermo Fisher, Mr. Lagarde was President and Chief Operating Officer at Patheon N.V., a pharma services company, from 2016 to 2017, and Managing Director at JLL Partners, a private equity firm focused on health care services, from 2008 to 2016. Earlier in his career, he spent 12 years at Philips, a global leader in health technology, in a range of finance roles across several international markets. In 2023, Mr. Lagarde joined the Board of Directors of Vertex Pharmaceuticals, where he serves as Chair of the Audit and Finance Committee. He holds a Bachelor of Business Administration (BBA) from European University in Antwerp, Belgium, and an executive master's degree in finance and control from Maastricht University in the Netherlands.Seeking Alpha • Apr 30West Pharmaceutical: Multiple Growth Drivers Are A TailwindSummary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alphaナラティブの更新 • Apr 27WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings PowerAnalysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.93 (up from US$1.24 in 1Q 2025). Revenue: US$844.9m (up 21% from 1Q 2025). Net income: US$138.8m (up 55% from 1Q 2025). Profit margin: 16% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.最新情報をもっと見るRecent updatesライブニュース • 3hWest Pharmaceutical Services Announces New CEO Board Changes and US$297 Million Share BuybackWest Pharmaceutical Services appointed Michel Lagarde as President and CEO, effective August 31, 2026, with outgoing CEO Eric M. Green set to retire on the same date. Lagarde will also join the Board of Directors, while Robert F. Friel has been elected as the new Board Chair. The company reported recent share repurchases totaling US$297.65 million for 1.22 million shares and issued updated guidance for Q2 2026 net sales, which has been followed by higher price targets from several research firms. This leadership transition, combined with active capital return through buybacks and refreshed sales guidance, indicates that the board is focused on continuity and capital allocation priorities. For you as an investor, the key things to monitor are execution under the incoming CEO and how future guidance aligns with expectations that have informed the recent analyst target increases.ナラティブの更新 • Jun 06WST: Injectable Platforms And High Value Mix Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for West Pharmaceutical Services higher to about $352 per share, citing refreshed price targets around $325 to $375 and continued confidence in injectable driven growth and execution. Analyst Commentary Recent Street research has focused on how West Pharmaceutical Services is executing on growth in injectables and high value product categories, and what that could mean for valuation as price targets shift higher.お知らせ • Jun 02+ 1 more updateWest Pharmaceutical Services, Inc. Announces CEO Changes, Effective August 31, 2026West Pharmaceutical Services, Inc. announced that its Board of Directors had appointed Michel Lagarde to be Chief Executive Officer (CEO) and a member of the Company's Board of Directors starting August 31, 2026. He succeeded Eric M. Green, who would retire from his roles as President, CEO and Board Chair on that date. Mr. Lagarde brought extensive global experience helping pharmaceutical and biotech companies succeed by delivering critical products and services. Most recently, he served as Executive Vice President and Chief Operating Officer at Thermo Fisher Scientific, Inc., with responsibility for the majority of the company's businesses. He joined Thermo Fisher in 2017 as Senior Vice President and President, Pharma Services, through its acquisition of Patheon N.V. Before Thermo Fisher, Mr. Lagarde was President and Chief Operating Officer at Patheon N.V., a pharma services company, from 2016 to 2017, and Managing Director at JLL Partners, a private equity firm focused on health care services, from 2008 to 2016. Earlier in his career, he spent 12 years at Philips, a global leader in health technology, in a range of finance roles across several international markets. In 2023, Mr. Lagarde joined the Board of Directors of Vertex Pharmaceuticals, where he serves as Chair of the Audit and Finance Committee. He holds a Bachelor of Business Administration (BBA) from European University in Antwerp, Belgium, and an executive master's degree in finance and control from Maastricht University in the Netherlands.Seeking Alpha • Apr 30West Pharmaceutical: Multiple Growth Drivers Are A TailwindSummary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alphaナラティブの更新 • Apr 27WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings PowerAnalysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.93 (up from US$1.24 in 1Q 2025). Revenue: US$844.9m (up 21% from 1Q 2025). Net income: US$138.8m (up 55% from 1Q 2025). Profit margin: 16% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.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%.Upcoming Dividend • Apr 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 29 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (0.6%).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.Declared Dividend • Feb 20Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th April 2026 Payment date: 6th May 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 14%.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.Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.83 (up from US$6.75 in FY 2024). Revenue: US$3.07b (up 6.3% from FY 2024). Net income: US$493.7m (flat on FY 2024). Profit margin: 16% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Life Sciences industry in the US. 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 7% per year.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.ナラティブの更新 • Feb 07WST: Margin Resilience And Drug Delivery Portfolio Shift Will Support Earnings PowerAnalysts have trimmed their price target on West Pharmaceutical Services by about US$7. This reflects updated assumptions around slightly softer revenue growth, a modestly higher discount rate, a small adjustment to future P/E expectations, and a marginally stronger profit margin outlook.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ナラティブの更新 • Jan 24WST: 2026 Drug Delivery Focus And New Syringe Platform Will Support Earnings PowerAnalysts have kept their fair value estimate for West Pharmaceutical Services steady at about $345.71 per share, with only slight tweaks to assumptions like the discount rate, long term revenue growth, profit margin, and future P/E, which together feed into their updated price target narrative. What's in the News West Pharmaceutical Services agreed to sell all manufacturing and supply rights for its SmartDose 3.5 mL On Body Delivery System, along with associated facilities, to AbbVie for total consideration of US$112.5 million at close, subject to working capital and other adjustments (Key Developments).Upcoming Dividend • Jan 21Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 January 2026. Payment date: 04 February 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (0.5%).ナラティブの更新 • Jan 07WST: Normalizing Markets And 2026 Visibility Will Support Earnings PowerNarrative update The updated analyst price target for West Pharmaceutical Services reflects a largely steady fair value near US$346. Analysts point to recent target hikes, higher EPS estimates and a constructive view on growth drivers into 2026 as key supports for the current valuation framework.ナラティブの更新 • Dec 19WST: Normalizing End Markets Will Support Stronger Earnings Base Into 2026Analysts have modestly raised their price target on West Pharmaceutical Services to approximately $370, up from about $310. This reflects increased earnings estimates, a stronger setup into 2026, and improving, more stable end markets.Declared Dividend • Dec 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th January 2026 Payment date: 4th February 2026 Dividend yield will be 0.3%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 17%.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.ナラティブの更新 • Dec 05WST: Normalizing End Markets Will Support Strong Earnings Base Into 2026Analysts have nudged their price target for West Pharmaceutical Services slightly higher to approximately $370, reflecting increased confidence in the company’s earnings power and growth drivers as market conditions normalize and set up favorably into 2026. Analyst Commentary Analyst views on West Pharmaceutical Services remain broadly constructive, with recent target hikes reflecting growing conviction that the company can sustain its earnings recovery as end markets normalize into 2026.ナラティブの更新 • Nov 21WST: Strong 2025 Outlook and Management Confidence Will Sustain Positive MomentumWest Pharmaceutical Services has seen its average analyst price target raised, with significant increases attributed to strong quarterly results, growing end market confidence, and a positive management outlook for 2026, according to analysts. Analyst Commentary Analysts have responded to West Pharmaceutical Services' recent performance and outlook with a range of observations tying directly to the company's valuation, execution, and growth prospects.ナラティブの更新 • Nov 07WST: Sustained Earnings Momentum Will Drive Confidence Into 2026West Pharmaceutical Services has seen its average analyst price target rise from approximately $321 to $351. Analysts cite continued growth drivers and improved market conditions following a strong quarterly performance.Upcoming Dividend • Nov 05Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 12 November 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (0.5%).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.Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.94 (up from US$1.87 in 3Q 2024). Revenue: US$804.6m (up 7.7% from 3Q 2024). Net income: US$140.0m (up 2.9% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.ナラティブの更新 • Oct 23Analysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded GuidanceAnalysts have increased their price target for West Pharmaceutical Services by $5 to $321. They cited the company's encouraging earnings call, management's confidence in future estimates, and stable end markets with improving investment sentiment.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.Declared Dividend • Aug 07Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 12th November 2025 Payment date: 19th November 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 18%.Board Change • Aug 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. 3 experienced directors. 8 highly experienced directors. 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.Reported Earnings • Jul 27Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (up from US$1.53 in 2Q 2024). Revenue: US$766.5m (up 9.2% from 2Q 2024). Net income: US$131.8m (up 18% from 2Q 2024). Profit margin: 17% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.Price Target Changed • Jul 25Price target increased by 11% to US$310Up from US$279, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$264. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$6.75 last year.分析記事 • Jul 25West Pharmaceutical Services, Inc.'s (NYSE:WST) Shares Climb 25% But Its Business Is Yet to Catch UpWest Pharmaceutical Services, Inc. ( NYSE:WST ) shareholders have had their patience rewarded with a 25% share price...Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$279, the stock trades at a forward P/E ratio of 43x. Average trailing P/E is 37x in the Life Sciences industry in the US. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$286 per share.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.Upcoming Dividend • Jul 23Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 August 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.6%).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.分析記事 • Jul 13Here's Why West Pharmaceutical Services (NYSE:WST) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...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 IndexBuy Or Sell Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to US$218. The fair value is estimated to be US$275, however this is not to be taken as a buy 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 10%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • May 09Dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 30th July 2025 Payment date: 6th August 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 13%. Cash payout ratio: 20%.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.Reported Earnings • Apr 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$1.24 (down from US$1.57 in 1Q 2024). Revenue: US$698.0m (flat on 1Q 2024). Net income: US$89.8m (down 22% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.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.Upcoming Dividend • Apr 23Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (0.7%).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.Seeking Alpha • Mar 11West Pharmaceutical: Remains A Strong Long-Term ProspectSummary West Pharmaceutical Services has faced a challenging year, underperforming against the index, with declining volumes, margins, and returns, but remains a strong long-term investment. The company's high-value products segment, driven by GLP-1 medications and biologics, is expected to boost margins and returns significantly. Despite poor timing in share buybacks and management concerns, West's valuation suggests a potential 12.8% annual return, making it a buy. Key risks include management's strategic decisions and valuation, but the worst seems behind, with attractive prices for long-term growth. Read the full article on Seeking AlphaDeclared Dividend • Feb 25Dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 30th April 2025 Payment date: 7th May 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 22%.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.Seeking Alpha • Feb 17West Pharmaceuticals Takes A Plunge, But May Still Offer OpportunitiesSummary The price of West Pharmaceutical Services plunged over 38% after it released its Q4 and FY 2024 earnings results on February 13. Shareholders, mostly institutional investors apparently, did not like the bottom-line results nor the uninspiring guidance for 2025. Still, West should not be overlooked, and there may be opportunities if the share price continues to rebound after a market overreaction. Read the full article on Seeking AlphaPrice Target Changed • Feb 14Price target decreased by 20% to US$306Down from US$380, the current price target is an average from 10 analysts. New target price is 42% above last closing price of US$215. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$5.99 for next year compared to US$6.75 last year.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.New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$6.75 (down from US$7.99 in FY 2023). Revenue: US$2.89b (down 1.9% from FY 2023). Net income: US$492.7m (down 17% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Declared Dividend • Jan 31Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 7th February 2025 Payment date: 11th February 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.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.Seeking Alpha • Jan 08West Pharmaceuticals: Cannot Wrap My Head Around Valuations (Rating Downgrade)Summary West Pharmaceutical Services stock is down 16% on deteriorating fundamentals. WST's business is contracting, with lower sales growth, compressed margins, and declining ROIC, making current valuations unjustifiable. Industry advantages exist, but high multiples and low incremental returns suggest limited compounding ability. I revise WST to hold with a $300-$330/share valuation, emphasizing the need for it to produce 4%+ sales growth and improved ROIC FY'26 to justify current prices. Read the full article on Seeking Alpha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 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to US$312. The fair value is estimated to be US$257, 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 about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.Buy Or Sell Opportunity • Oct 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$331. The fair value is estimated to be US$273, 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.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.Seeking Alpha • Oct 11West Pharma's Destocking Dilemma: Why Staying On The Sidelines Makes SenseSummary West Pharmaceutical Services' stock has been sluggish, trading near its 52-week low, with analysts downgrading estimates and technical indicators pointing to further downside. The company has a strong market position in injectable drug delivery systems, but post-COVID demand normalization and destocking have impacted recent performance. Despite robust seasonal trends, the stock is vulnerable to tax-loss selling, with Morgan Stanley naming it among the most at-risk stocks. Given these factors, a cautious hold on West Pharma is recommended, awaiting potential recovery in Q4 and beyond. Read the full article on Seeking Alpha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株主還元WSTUS Life SciencesUS 市場7D-0.6%-1.4%-2.5%1Y40.5%10.1%22.7%株主還元を見る業界別リターン: WST過去 1 年間で10.1 % の収益を上げたUS Life Sciences業界を上回りました。リターン対市場: WST過去 1 年間で22.7 % の収益を上げたUS市場を上回りました。価格変動Is WST's price volatile compared to industry and market?WST volatilityWST Average Weekly Movement5.4%Life Sciences Industry Average Movement8.7%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.1%安定した株価: WST 、 US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: WSTの 週次ボラティリティ ( 5% ) 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。独自製品部門では、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部品、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、自己注射器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る。このセグメントは、生物学的製剤、ジェネリック医薬品、製薬会社を顧客としている。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。WST 基礎統計学時価総額US$22.22b収益（TTM）US$542.70m売上高(TTM)US$3.22b40.9xPER（株価収益率6.9xP/SレシオWST 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WST 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%WST 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2026/06/08 10:19終値2026/06/05 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。26 アナリスト機関Lawrence MarshBarclaysLuke SergottBarclaysMichael RyskinBofA Global Research23 その他のアナリストを表示
ライブニュース • 3hWest Pharmaceutical Services Announces New CEO Board Changes and US$297 Million Share BuybackWest Pharmaceutical Services appointed Michel Lagarde as President and CEO, effective August 31, 2026, with outgoing CEO Eric M. Green set to retire on the same date. Lagarde will also join the Board of Directors, while Robert F. Friel has been elected as the new Board Chair. The company reported recent share repurchases totaling US$297.65 million for 1.22 million shares and issued updated guidance for Q2 2026 net sales, which has been followed by higher price targets from several research firms. This leadership transition, combined with active capital return through buybacks and refreshed sales guidance, indicates that the board is focused on continuity and capital allocation priorities. For you as an investor, the key things to monitor are execution under the incoming CEO and how future guidance aligns with expectations that have informed the recent analyst target increases.
ナラティブの更新 • Jun 06WST: Injectable Platforms And High Value Mix Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for West Pharmaceutical Services higher to about $352 per share, citing refreshed price targets around $325 to $375 and continued confidence in injectable driven growth and execution. Analyst Commentary Recent Street research has focused on how West Pharmaceutical Services is executing on growth in injectables and high value product categories, and what that could mean for valuation as price targets shift higher.
お知らせ • Jun 02+ 1 more updateWest Pharmaceutical Services, Inc. Announces CEO Changes, Effective August 31, 2026West Pharmaceutical Services, Inc. announced that its Board of Directors had appointed Michel Lagarde to be Chief Executive Officer (CEO) and a member of the Company's Board of Directors starting August 31, 2026. He succeeded Eric M. Green, who would retire from his roles as President, CEO and Board Chair on that date. Mr. Lagarde brought extensive global experience helping pharmaceutical and biotech companies succeed by delivering critical products and services. Most recently, he served as Executive Vice President and Chief Operating Officer at Thermo Fisher Scientific, Inc., with responsibility for the majority of the company's businesses. He joined Thermo Fisher in 2017 as Senior Vice President and President, Pharma Services, through its acquisition of Patheon N.V. Before Thermo Fisher, Mr. Lagarde was President and Chief Operating Officer at Patheon N.V., a pharma services company, from 2016 to 2017, and Managing Director at JLL Partners, a private equity firm focused on health care services, from 2008 to 2016. Earlier in his career, he spent 12 years at Philips, a global leader in health technology, in a range of finance roles across several international markets. In 2023, Mr. Lagarde joined the Board of Directors of Vertex Pharmaceuticals, where he serves as Chair of the Audit and Finance Committee. He holds a Bachelor of Business Administration (BBA) from European University in Antwerp, Belgium, and an executive master's degree in finance and control from Maastricht University in the Netherlands.
Seeking Alpha • Apr 30West Pharmaceutical: Multiple Growth Drivers Are A TailwindSummary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings PowerAnalysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.
Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.93 (up from US$1.24 in 1Q 2025). Revenue: US$844.9m (up 21% from 1Q 2025). Net income: US$138.8m (up 55% from 1Q 2025). Profit margin: 16% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.
ライブニュース • 3hWest Pharmaceutical Services Announces New CEO Board Changes and US$297 Million Share BuybackWest Pharmaceutical Services appointed Michel Lagarde as President and CEO, effective August 31, 2026, with outgoing CEO Eric M. Green set to retire on the same date. Lagarde will also join the Board of Directors, while Robert F. Friel has been elected as the new Board Chair. The company reported recent share repurchases totaling US$297.65 million for 1.22 million shares and issued updated guidance for Q2 2026 net sales, which has been followed by higher price targets from several research firms. This leadership transition, combined with active capital return through buybacks and refreshed sales guidance, indicates that the board is focused on continuity and capital allocation priorities. For you as an investor, the key things to monitor are execution under the incoming CEO and how future guidance aligns with expectations that have informed the recent analyst target increases.
ナラティブの更新 • Jun 06WST: Injectable Platforms And High Value Mix Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for West Pharmaceutical Services higher to about $352 per share, citing refreshed price targets around $325 to $375 and continued confidence in injectable driven growth and execution. Analyst Commentary Recent Street research has focused on how West Pharmaceutical Services is executing on growth in injectables and high value product categories, and what that could mean for valuation as price targets shift higher.
お知らせ • Jun 02+ 1 more updateWest Pharmaceutical Services, Inc. Announces CEO Changes, Effective August 31, 2026West Pharmaceutical Services, Inc. announced that its Board of Directors had appointed Michel Lagarde to be Chief Executive Officer (CEO) and a member of the Company's Board of Directors starting August 31, 2026. He succeeded Eric M. Green, who would retire from his roles as President, CEO and Board Chair on that date. Mr. Lagarde brought extensive global experience helping pharmaceutical and biotech companies succeed by delivering critical products and services. Most recently, he served as Executive Vice President and Chief Operating Officer at Thermo Fisher Scientific, Inc., with responsibility for the majority of the company's businesses. He joined Thermo Fisher in 2017 as Senior Vice President and President, Pharma Services, through its acquisition of Patheon N.V. Before Thermo Fisher, Mr. Lagarde was President and Chief Operating Officer at Patheon N.V., a pharma services company, from 2016 to 2017, and Managing Director at JLL Partners, a private equity firm focused on health care services, from 2008 to 2016. Earlier in his career, he spent 12 years at Philips, a global leader in health technology, in a range of finance roles across several international markets. In 2023, Mr. Lagarde joined the Board of Directors of Vertex Pharmaceuticals, where he serves as Chair of the Audit and Finance Committee. He holds a Bachelor of Business Administration (BBA) from European University in Antwerp, Belgium, and an executive master's degree in finance and control from Maastricht University in the Netherlands.
Seeking Alpha • Apr 30West Pharmaceutical: Multiple Growth Drivers Are A TailwindSummary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings PowerAnalysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.
Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.93 (up from US$1.24 in 1Q 2025). Revenue: US$844.9m (up 21% from 1Q 2025). Net income: US$138.8m (up 55% from 1Q 2025). Profit margin: 16% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.
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%.
Upcoming Dividend • Apr 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 29 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (0.6%).
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.
Declared Dividend • Feb 20Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th April 2026 Payment date: 6th May 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 14%.
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.
Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.83 (up from US$6.75 in FY 2024). Revenue: US$3.07b (up 6.3% from FY 2024). Net income: US$493.7m (flat on FY 2024). Profit margin: 16% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Life Sciences industry in the US. 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 7% per year.
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.
ナラティブの更新 • Feb 07WST: Margin Resilience And Drug Delivery Portfolio Shift Will Support Earnings PowerAnalysts have trimmed their price target on West Pharmaceutical Services by about US$7. This reflects updated assumptions around slightly softer revenue growth, a modestly higher discount rate, a small adjustment to future P/E expectations, and a marginally stronger profit margin outlook.
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
ナラティブの更新 • Jan 24WST: 2026 Drug Delivery Focus And New Syringe Platform Will Support Earnings PowerAnalysts have kept their fair value estimate for West Pharmaceutical Services steady at about $345.71 per share, with only slight tweaks to assumptions like the discount rate, long term revenue growth, profit margin, and future P/E, which together feed into their updated price target narrative. What's in the News West Pharmaceutical Services agreed to sell all manufacturing and supply rights for its SmartDose 3.5 mL On Body Delivery System, along with associated facilities, to AbbVie for total consideration of US$112.5 million at close, subject to working capital and other adjustments (Key Developments).
Upcoming Dividend • Jan 21Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 January 2026. Payment date: 04 February 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (0.5%).
ナラティブの更新 • Jan 07WST: Normalizing Markets And 2026 Visibility Will Support Earnings PowerNarrative update The updated analyst price target for West Pharmaceutical Services reflects a largely steady fair value near US$346. Analysts point to recent target hikes, higher EPS estimates and a constructive view on growth drivers into 2026 as key supports for the current valuation framework.
ナラティブの更新 • Dec 19WST: Normalizing End Markets Will Support Stronger Earnings Base Into 2026Analysts have modestly raised their price target on West Pharmaceutical Services to approximately $370, up from about $310. This reflects increased earnings estimates, a stronger setup into 2026, and improving, more stable end markets.
Declared Dividend • Dec 12Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th January 2026 Payment date: 4th February 2026 Dividend yield will be 0.3%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 17%.
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.
ナラティブの更新 • Dec 05WST: Normalizing End Markets Will Support Strong Earnings Base Into 2026Analysts have nudged their price target for West Pharmaceutical Services slightly higher to approximately $370, reflecting increased confidence in the company’s earnings power and growth drivers as market conditions normalize and set up favorably into 2026. Analyst Commentary Analyst views on West Pharmaceutical Services remain broadly constructive, with recent target hikes reflecting growing conviction that the company can sustain its earnings recovery as end markets normalize into 2026.
ナラティブの更新 • Nov 21WST: Strong 2025 Outlook and Management Confidence Will Sustain Positive MomentumWest Pharmaceutical Services has seen its average analyst price target raised, with significant increases attributed to strong quarterly results, growing end market confidence, and a positive management outlook for 2026, according to analysts. Analyst Commentary Analysts have responded to West Pharmaceutical Services' recent performance and outlook with a range of observations tying directly to the company's valuation, execution, and growth prospects.
ナラティブの更新 • Nov 07WST: Sustained Earnings Momentum Will Drive Confidence Into 2026West Pharmaceutical Services has seen its average analyst price target rise from approximately $321 to $351. Analysts cite continued growth drivers and improved market conditions following a strong quarterly performance.
Upcoming Dividend • Nov 05Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 12 November 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (0.5%).
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.
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.94 (up from US$1.87 in 3Q 2024). Revenue: US$804.6m (up 7.7% from 3Q 2024). Net income: US$140.0m (up 2.9% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
ナラティブの更新 • Oct 23Analysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded GuidanceAnalysts have increased their price target for West Pharmaceutical Services by $5 to $321. They cited the company's encouraging earnings call, management's confidence in future estimates, and stable end markets with improving investment sentiment.
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.
Declared Dividend • Aug 07Dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 12th November 2025 Payment date: 19th November 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 18%.
Board Change • Aug 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. 3 experienced directors. 8 highly experienced directors. 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.
Reported Earnings • Jul 27Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (up from US$1.53 in 2Q 2024). Revenue: US$766.5m (up 9.2% from 2Q 2024). Net income: US$131.8m (up 18% from 2Q 2024). Profit margin: 17% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
Price Target Changed • Jul 25Price target increased by 11% to US$310Up from US$279, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$264. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$6.75 last year.
分析記事 • Jul 25West Pharmaceutical Services, Inc.'s (NYSE:WST) Shares Climb 25% But Its Business Is Yet to Catch UpWest Pharmaceutical Services, Inc. ( NYSE:WST ) shareholders have had their patience rewarded with a 25% share price...
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$279, the stock trades at a forward P/E ratio of 43x. Average trailing P/E is 37x in the Life Sciences industry in the US. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$286 per share.
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.
Upcoming Dividend • Jul 23Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 06 August 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.6%).
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.
分析記事 • Jul 13Here's Why West Pharmaceutical Services (NYSE:WST) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
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
Buy Or Sell Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to US$218. The fair value is estimated to be US$275, however this is not to be taken as a buy 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 10%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • May 09Dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 30th July 2025 Payment date: 6th August 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 13%. Cash payout ratio: 20%.
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.
Reported Earnings • Apr 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$1.24 (down from US$1.57 in 1Q 2024). Revenue: US$698.0m (flat on 1Q 2024). Net income: US$89.8m (down 22% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
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.
Upcoming Dividend • Apr 23Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (0.7%).
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.
Seeking Alpha • Mar 11West Pharmaceutical: Remains A Strong Long-Term ProspectSummary West Pharmaceutical Services has faced a challenging year, underperforming against the index, with declining volumes, margins, and returns, but remains a strong long-term investment. The company's high-value products segment, driven by GLP-1 medications and biologics, is expected to boost margins and returns significantly. Despite poor timing in share buybacks and management concerns, West's valuation suggests a potential 12.8% annual return, making it a buy. Key risks include management's strategic decisions and valuation, but the worst seems behind, with attractive prices for long-term growth. Read the full article on Seeking Alpha
Declared Dividend • Feb 25Dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 30th April 2025 Payment date: 7th May 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 22%.
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.
Seeking Alpha • Feb 17West Pharmaceuticals Takes A Plunge, But May Still Offer OpportunitiesSummary The price of West Pharmaceutical Services plunged over 38% after it released its Q4 and FY 2024 earnings results on February 13. Shareholders, mostly institutional investors apparently, did not like the bottom-line results nor the uninspiring guidance for 2025. Still, West should not be overlooked, and there may be opportunities if the share price continues to rebound after a market overreaction. Read the full article on Seeking Alpha
Price Target Changed • Feb 14Price target decreased by 20% to US$306Down from US$380, the current price target is an average from 10 analysts. New target price is 42% above last closing price of US$215. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$5.99 for next year compared to US$6.75 last year.
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.
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$6.75 (down from US$7.99 in FY 2023). Revenue: US$2.89b (down 1.9% from FY 2023). Net income: US$492.7m (down 17% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Jan 31Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 7th February 2025 Payment date: 11th February 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.
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.
Seeking Alpha • Jan 08West Pharmaceuticals: Cannot Wrap My Head Around Valuations (Rating Downgrade)Summary West Pharmaceutical Services stock is down 16% on deteriorating fundamentals. WST's business is contracting, with lower sales growth, compressed margins, and declining ROIC, making current valuations unjustifiable. Industry advantages exist, but high multiples and low incremental returns suggest limited compounding ability. I revise WST to hold with a $300-$330/share valuation, emphasizing the need for it to produce 4%+ sales growth and improved ROIC FY'26 to justify current prices. Read the full article on Seeking Alpha
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 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to US$312. The fair value is estimated to be US$257, 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 about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.
Buy Or Sell Opportunity • Oct 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$331. The fair value is estimated to be US$273, 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.
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.
Seeking Alpha • Oct 11West Pharma's Destocking Dilemma: Why Staying On The Sidelines Makes SenseSummary West Pharmaceutical Services' stock has been sluggish, trading near its 52-week low, with analysts downgrading estimates and technical indicators pointing to further downside. The company has a strong market position in injectable drug delivery systems, but post-COVID demand normalization and destocking have impacted recent performance. Despite robust seasonal trends, the stock is vulnerable to tax-loss selling, with Morgan Stanley naming it among the most at-risk stocks. Given these factors, a cautious hold on West Pharma is recommended, awaiting potential recovery in Q4 and beyond. Read the full article on Seeking Alpha
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
