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WSWST

West Pharmaceutical Services, Inc.

$WST·$26B·Medical - Instruments & Supplies·Healthcare
$362.22-0.1%YTD+31.7%1Y+61.5%
Mentions · last 7 days
2026-07-09: 151 posts2026-07-10: 164 posts2026-07-11: 60 posts2026-07-12: 112 posts2026-07-13: 167 posts2026-07-14: 45 posts2026-07-15: 39 posts743+1%
Price updated 3m ago·X counts updated 2d ago
WSWST
$WSTWest Pharmaceutical Services, Inc.
$362.22-0.06%743 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Pharma-packaging compounder at 95% of 52-week range with +21% Q1 growth — earnings in seven days.

West Pharmaceutical Services is the pharma packaging + drug-delivery components (vials, syringes, closures) leader whose 2026 tape has quietly compounded 30% YTD. The stock sits at 95% of the 52-week range with earnings hitting July 23.

  • The core business is executing at scale: Q1 2026 revenue grew 21% YoY to $845M, gross margin held at 35%, and operating margin was 21% — this is a mid-tier medical-device compounder earning steady returns, and the specific GLP-1 injector-component demand is the underappreciated tailwind.
  • Valuation is loaded on the compounder pattern: 42x TTM P/E and 6.9x sales at $359 reflects the +21% Q1 growth pace, and the FY26 EPS trajectory should justify continued multiple support — the setup is a compounder-into-catalyst pattern.
  • Insider action is quiet: 1 insider event in the quarter, and no sentiment data means the setup is entirely mechanical + fundamental into the July 23 print — real-business + event-ahead with continued GLP-1-injector demand as the specific driver.

The July 23 Q2 earnings are the near-term arbiter — Q2 revenue growth (need continued 15%+), GLP-1-injector-component revenue trajectory, and any specific FY26 EPS guide movement extend the setup toward $380. A revenue miss or GLP-1 attach-rate softening stalls the tape near current highs.

What to watch: The July 23 Q2 earnings. Watch Q2 revenue growth (need continued 15%+), GLP-1-injector-component revenue trajectory, and FY26 EPS guide movement. Revenue miss or GLP-1 attach-rate softening stalls the tape near current highs; steady growth + GLP-1 traction extends toward $380.

On the calendar: 2026-07-23 — Q2 earnings

Read the AI verdict + X sentiment for $WST

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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes sterile packaging components and drug delivery systems for injectable biologic pharmaceuticals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $WST.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Medline's prime vendor model wins market share as hospitals simplify sourcing, while bioprocessing component suppliers (WST, RGEN, AVTR) recover from the..

What this means for $WST

Neutral — Makes sterile packaging components and drug delivery systems for injectable biologic pharmaceuticals; limited exposure means the hospital supply simplification and prime vendor consolidation trend is not a near-term catalyst or headwind.

Industry benchmark

8-name peer basket
+7.0%YTD
+8.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$2.13$1.68+26.8%
Q4 2025Feb 12, 2026$2.04$1.83+11.5%
Q3 2025Oct 23, 2025$1.96$1.68+16.7%
Q2 2025Jul 24, 2025$1.84$1.51+21.9%
Next earningsThu, Jul 23·consensus EPS $2.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$844.9M+21.0%35.1%21.0%$1.93$47.2M
Q4 FY25$805.0M+7.5%37.8%19.5%$1.83$175.0M
Q3 FY25$804.3M+7.7%36.5%21.6%$1.94$133.9M
Q2 FY25$766.2M+9.1%35.7%20.6%$1.82$101.9M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.3B – $3.4B$8.61$8.51 – $8.6711
FY27$3.5B$3.5B – $3.6B$9.60$9.33 – $9.8511
FY28$3.8B$3.8B – $3.8B$10.87$10.30 – $11.768
FY29$4.1B$4.0B – $4.1B$12.26$12.02 – $12.587
FY30$4.1B$4.0B – $4.2B$12.44$12.19 – $12.767

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.95%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 70.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 27Annette F FavoriteSr. VP & Chief HR Officer2.8K sh$860KSellApr 27Chad WintersVP, Chief Accounting Officer896 sh$269K
+ 32 other (20 awards · 7 exempts · 5 inkinds) in window

See when $WST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 148-K — Item 1.01: Material agreement
AI summary

West Pharmaceutical Services (WST) disclosed on July 14, 2026, that it entered into cross-license and distributorship agreements with Daikyo Seiko, Ltd. West will have exclusive rights to distribute Daikyo's products outside Japan, while Daikyo will have non-exclusive rights to distribute West's products in Japan. The licensing arrangements are royalty-free except for specific patent and technical information licenses. These agreements formalize and expand the long-standing commercial relationship between the two companies in pharmaceutical packaging components.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

WST (WST) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include The Securities, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-K/AMaterial event (amended)May 208-K/A — Item 1.05
AI summary

West Pharmaceutical Services, Inc. (WST) filed an 8-K/A (Amendment No. 1) on May 20, 2026 amending a May 7, 2026 8-K under Item 1.05, which covers material cybersecurity incidents. West Pharmaceutical is an Exton, Pennsylvania-based drug delivery components and packaging manufacturer listed on the NYSE. Item 1.05 amendments are required to disclose additional material information about a previously reported cybersecurity incident; this amendment may update the scope, impact, or remediation status of the incident, making it material to investors.

8-KPress release / Reg FDMay 118-K — Item 1.05 · Item 7.01: Press release / Reg FD
AI summary

WST filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KShareholder voteMay 58-K — Item 5.07: Shareholder vote
AI summary

WST held its Annual Meeting of stockholders around 2026-05-05 (8-K Item 5.07). Stockholders elected 10 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

WST reported first-quarter 2026 financial results. A copy of the p financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (3 13Gs · 2 proxys · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

West Pharmaceutical Services (WST) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·1d agoReasons to Add West Pharmaceutical Stock to Your Portfolio Nowzacks.com·2d agoZacks Industry Outlook McKesson, Cardinal, West Pharmaceutical, Align and Henryzacks.com·4d ago5 Medical Supply Stocks to Buy Amid Strong Industry Tailwindszacks.com·4d agoWST Completes SmartDose Sale to AbbVie to Focus on Core Growthzacks.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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Voices on X · last 7 days

No standout posts about $WST on X in the last 7 days.

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