West Pharmaceutical Services, Inc.

NYSE:WST 株式レポート

時価総額:US$25.2b

West Pharmaceutical Services 過去の業績

過去 基準チェック /46

West Pharmaceutical Servicesの収益は年間平均-3.8%の割合で減少していますが、 Life Sciences業界の収益は年間 減少しています。収益は年間3.5% 3.2%割合で 増加しています。 West Pharmaceutical Servicesの自己資本利益率は18.1%であり、純利益率は16.8%です。

主要情報

-3.84%

収益成長率

-3.25%

EPS成長率

Life Sciences 業界の成長21.51%
収益成長率3.15%
株主資本利益率18.15%
ネット・マージン16.85%
次回の業績アップデート23 Jul 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 22

WST: Injectable Exposure And High Value Mix Will Shape Balanced Future Returns

Analysts have lifted their implied price target for West Pharmaceutical Services by about $6 to reflect updated fair value assumptions and ongoing confidence in injectable exposure, high value product momentum, and management execution highlighted in recent research. Analyst Commentary Recent research on West Pharmaceutical Services centers on how well the company is positioned in injectable markets and high value product categories, and how that ties into fair value and execution risk.
ナラティブの更新 Jun 06

WST: Injectable Platforms And High Value Mix Will Support Future Earnings Power

Analysts 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.
Seeking Alpha Apr 30

West Pharmaceutical: Multiple Growth Drivers Are A Tailwind

Summary West Pharmaceutical Services maintains dominant market share in injectable drug delivery, underpinned by a wide moat and robust regulatory positioning. WST reported strong Q1 2026 results, with revenue up 21% and adjusted EPS up 46.9%, prompting a guidance raise and share price rebound. Key growth drivers include biologics market expansion, GLP-1 drug demand, and Annex 1 regulatory upgrades, supporting recurring revenue and margin strength. I rate WST a long-term 'hold' due to exemplary dividend safety and a fortress balance sheet, but the current valuation is only slightly below fair value. Read the full article on Seeking Alpha
ナラティブの更新 Apr 27

WST: Higher Margin Mix And Contract Services Expansion Will Support Earnings Power

Analysts have lifted the implied fair value estimate for West Pharmaceutical Services by about $11 to roughly $350, as a series of recent price target changes reflect updated assumptions around growth, margins and P/E multiples. Analyst Commentary Recent Street research on West Pharmaceutical Services shows a mix of upbeat and cautious messages as analysts recalibrate their models and price targets around updated assumptions for growth, margins and P/E multiples.
ナラティブの更新 Feb 07

WST: Margin Resilience And Drug Delivery Portfolio Shift Will Support Earnings Power

Analysts have trimmed their price target on West Pharmaceutical Services by about US$7. This reflects updated assumptions around slightly softer revenue growth, a modestly higher discount rate, a small adjustment to future P/E expectations, and a marginally stronger profit margin outlook.
ナラティブの更新 Jan 24

WST: 2026 Drug Delivery Focus And New Syringe Platform Will Support Earnings Power

Analysts have kept their fair value estimate for West Pharmaceutical Services steady at about $345.71 per share, with only slight tweaks to assumptions like the discount rate, long term revenue growth, profit margin, and future P/E, which together feed into their updated price target narrative. What's in the News West Pharmaceutical Services agreed to sell all manufacturing and supply rights for its SmartDose 3.5 mL On Body Delivery System, along with associated facilities, to AbbVie for total consideration of US$112.5 million at close, subject to working capital and other adjustments (Key Developments).
ナラティブの更新 Jan 07

WST: Normalizing Markets And 2026 Visibility Will Support Earnings Power

Narrative update The updated analyst price target for West Pharmaceutical Services reflects a largely steady fair value near US$346. Analysts point to recent target hikes, higher EPS estimates and a constructive view on growth drivers into 2026 as key supports for the current valuation framework.
ナラティブの更新 Dec 19

WST: Normalizing End Markets Will Support Stronger Earnings Base Into 2026

Analysts have modestly raised their price target on West Pharmaceutical Services to approximately $370, up from about $310. This reflects increased earnings estimates, a stronger setup into 2026, and improving, more stable end markets.
ナラティブの更新 Dec 05

WST: Normalizing End Markets Will Support Strong Earnings Base Into 2026

Analysts have nudged their price target for West Pharmaceutical Services slightly higher to approximately $370, reflecting increased confidence in the company’s earnings power and growth drivers as market conditions normalize and set up favorably into 2026. Analyst Commentary Analyst views on West Pharmaceutical Services remain broadly constructive, with recent target hikes reflecting growing conviction that the company can sustain its earnings recovery as end markets normalize into 2026.
ナラティブの更新 Nov 21

WST: Strong 2025 Outlook and Management Confidence Will Sustain Positive Momentum

West Pharmaceutical Services has seen its average analyst price target raised, with significant increases attributed to strong quarterly results, growing end market confidence, and a positive management outlook for 2026, according to analysts. Analyst Commentary Analysts have responded to West Pharmaceutical Services' recent performance and outlook with a range of observations tying directly to the company's valuation, execution, and growth prospects.
ナラティブの更新 Nov 07

WST: Sustained Earnings Momentum Will Drive Confidence Into 2026

West Pharmaceutical Services has seen its average analyst price target rise from approximately $321 to $351. Analysts cite continued growth drivers and improved market conditions following a strong quarterly performance.
ナラティブの更新 Oct 23

Analysts Raise Target for West Pharmaceutical Services Amid Strong Outlook and Upgraded Guidance

Analysts have increased their price target for West Pharmaceutical Services by $5 to $321. They cited the company's encouraging earnings call, management's confidence in future estimates, and stable end markets with improving investment sentiment.
分析記事 Jul 25

West Pharmaceutical Services, Inc.'s (NYSE:WST) Shares Climb 25% But Its Business Is Yet to Catch Up

West Pharmaceutical Services, Inc. ( NYSE:WST ) shareholders have had their patience rewarded with a 25% share price...
分析記事 Jul 13

Here's Why West Pharmaceutical Services (NYSE:WST) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Mar 11

West Pharmaceutical: Remains A Strong Long-Term Prospect

Summary West Pharmaceutical Services has faced a challenging year, underperforming against the index, with declining volumes, margins, and returns, but remains a strong long-term investment. The company's high-value products segment, driven by GLP-1 medications and biologics, is expected to boost margins and returns significantly. Despite poor timing in share buybacks and management concerns, West's valuation suggests a potential 12.8% annual return, making it a buy. Key risks include management's strategic decisions and valuation, but the worst seems behind, with attractive prices for long-term growth. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

West Pharmaceuticals Takes A Plunge, But May Still Offer Opportunities

Summary The price of West Pharmaceutical Services plunged over 38% after it released its Q4 and FY 2024 earnings results on February 13. Shareholders, mostly institutional investors apparently, did not like the bottom-line results nor the uninspiring guidance for 2025. Still, West should not be overlooked, and there may be opportunities if the share price continues to rebound after a market overreaction. Read the full article on Seeking Alpha
Seeking Alpha Jan 08

West Pharmaceuticals: Cannot Wrap My Head Around Valuations (Rating Downgrade)

Summary West Pharmaceutical Services stock is down 16% on deteriorating fundamentals. WST's business is contracting, with lower sales growth, compressed margins, and declining ROIC, making current valuations unjustifiable. Industry advantages exist, but high multiples and low incremental returns suggest limited compounding ability. I revise WST to hold with a $300-$330/share valuation, emphasizing the need for it to produce 4%+ sales growth and improved ROIC FY'26 to justify current prices. Read the full article on Seeking Alpha

収支内訳

West Pharmaceutical Services の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:WST 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 263,22154340374
31 Dec 253,07449439074
30 Sep 253,01849236671
30 Jun 252,96048834669
31 Mar 252,89646733568
31 Dec 242,89349333569
30 Sep 242,87650034269
30 Jun 242,87752534970
31 Mar 242,92956935569
31 Dec 232,95059335468
30 Sep 232,92755929966
30 Jun 232,86651932663
31 Mar 232,88455231961
31 Dec 222,88758631659
30 Sep 222,90963137756
30 Jun 222,92968635256
31 Mar 222,88168436255
31 Dec 212,83266235653
30 Sep 212,68161334052
30 Jun 212,52351931051
31 Mar 212,32642330848
31 Dec 202,14734630147
30 Sep 202,03731229144
30 Jun 201,94528629741
31 Mar 201,88826127740
31 Dec 191,84024227339
30 Sep 191,79223026239
30 Jun 191,76722925939
31 Mar 191,74521925841
31 Dec 181,71720725640
30 Sep 181,71115525740
30 Jun 181,67715125639
31 Mar 181,62713324838
31 Dec 171,59915124339
30 Sep 171,56619024539
30 Jun 171,54417624239
31 Mar 171,53518224338
31 Dec 161,50914423837
30 Sep 161,48713824137
30 Jun 161,45410223837
31 Mar 161,4268524636
31 Dec 151,4009624334
30 Sep 151,3909424032

質の高い収益: WSTは 高品質の収益 を持っています。

利益率の向上: WSTの現在の純利益率 (16.8%)は、昨年(16.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: WSTの収益は過去 5 年間で年間3.8%減少しました。

成長の加速: WSTの過去 1 年間の収益成長率 ( 16.2% ) は、5 年間の平均 ( 年間-3.8%を上回っています。

収益対業界: WSTの過去 1 年間の収益成長率 ( 16.2% ) はLife Sciences業界5.2%を上回りました。


株主資本利益率

高いROE: WSTの 自己資本利益率 ( 18.1% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/08 23:03
終値2026/07/08 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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 MarshBarclays
Luke SergottBarclays
Michael RyskinBofA Global Research