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WSWST

West Pharmaceutical Services, Inc.

$WST·$24B·Medical - Instruments & Supplies·Healthcare
$341.59+1.2%YTD+26.7%1Y+37.5%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 0 posts240%
Price updated 2m ago·X counts updated 9d ago
WSWST
$WSTWest Pharmaceutical Services, Inc.
$341.59+1.22%24 posts0%
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 numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

The specialty rubber-stopper maker for injectable drugs — nothing sexy, but the numbers keep beating and the tape has caught up.

West Pharmaceutical Services makes the rubber stoppers, seals, and self-injection systems that seal glass vials and enable autoinjectors for injectable drugs — a category with essentially two credible global suppliers (West and Aptar). The bull thesis: GLP-1 autoinjectors plus biologics volume plus consistent high-value-product mix shift.

  • Q1 revenue grew 21% year-on-year to $845M and Q2 EPS came in at $2.37 vs $2.08 consensus — a 14% beat, the fourth straight double-digit surprise, and Q2 revenue was up on stronger high-value-product (HVP) mix.
  • Operating margin ran 21% in Q1 — the operating leverage of a supplier where every incremental unit is high-margin because manufacturing is fixed-cost.
  • Trades at ~42x trailing earnings; forward 2026 consensus EPS $8.81 gets you to ~40x — a premium multiple, but consistent with the specialty-supplier peer group.
  • Sits at the 80th percentile of its 52-week range and is 22% above the 200-day trend — the stock is up 38% since end-March per Zacks, so the tape is reflecting the beat cadence in real time.

What sustains the accelerating call is Oct 22 Q3 confirming continued HVP mix expansion and GLP-1 autoinjector volume growth. What invalidates it is a specific customer inventory-drawdown headline (biologics customers occasionally destock in earnest) or a GLP-1 supply-chain wobble; at this multiple, either would hit the tape faster than a normal industrial-supplier name.

What to watch: Oct 22 Q3 earnings — high-value-product mix growth and any commentary on GLP-1 autoinjector volume. Watch biologics customer capex signals (Novo, Lilly) as demand-side reads.

On the calendar: 2026-10-22 — Q3 earnings

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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

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

What this means for $WST

Partial — upstream oil & gas exposure ties to commodity price cycle; West Pharmaceutical Services, Inc.

Industry benchmark

10-name peer basket
+18.5%YTD
+23.0%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
Q2 2026Jul 23, 2026$2.37$2.08+13.9%
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%
Next earningsThu, Oct 22·consensus EPS $2.18

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.3B – $3.4B$8.81$8.71 – $8.8710
FY27$3.6B$3.5B – $3.6B$9.79$9.50 – $10.0312
FY28$3.8B$3.7B – $3.9B$11.06$10.34 – $11.819
FY29$4.1B$4.0B – $4.2B$12.49$12.19 – $12.844
FY30$4.3B$4.2B – $4.4B$13.64$13.31 – $14.024

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.0.7×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.70%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.-3.5%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.+15.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.9M 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.β1.145-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
+ 18 other (12 awards · 4 exempts · 2 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-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

West Pharmaceutical Services, Inc. filed an 8-K on July 23, 2026 under Items 2.02 and 7.01 to report its second-quarter 2026 financial results and to furnish an investor presentation under Regulation FD. The company, an Exton, Pennsylvania-based manufacturer of drug packaging components and delivery systems — primarily stoppers, closures, and self-injection systems for injectable drugs — furnished both items as exhibits to this filing. West Pharmaceutical's products are used by pharmaceutical and biotech companies worldwide to package and deliver parenteral therapies; investors track organic sales growth, price/mix contribution, and segment-level margins. Detailed Q2 net sales by reportable segment, adjusted diluted EPS, and updated full-year 2026 guidance are in the attached press release exhibit.

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
+ 9 other (4 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

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

7,730 Shares in West Pharmaceutical Services, Inc. $WST Bought by Caisse de depot et placement du Quebecdefenseworld.net·2d agoWest to Participate in Upcoming Investor Conferencesprnewswire.com·5d ago3,700 Shares in West Pharmaceutical Services, Inc. $WST Purchased by Barbara Oil Co.defenseworld.net·8d agoAdvisors Capital Management LLC Acquires New Shares in West Pharmaceutical Services, Inc. $WSTdefenseworld.net·10d agoWST Stock Surges 38.1% Since March-End: What's Fueling the Rally?zacks.com·17d 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

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