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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for West Pharmaceutical Services (WST) is 9/10.
West delivered an exceptional Q1 with revenues of $845M up 21% reported and 15% organically, as HVP components grew 23% organically and adjusted EPS surged 47% to $2.13. Management raised FY2026 guidance significantly to EPS $8.40-$8.75 representing 15-20% growth, with organic revenue growth now expected at 7-9%. Non-GLP-1 HVP components accelerated to high teens growth, GLP-1 maintained at 10% of revenue with oral expansion thesis intact, and Annex-1 projects grew 66% year-over-year with expansion beyond Europe.
Scored from West Pharmaceutical Services’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $749M | +2.2% | $1.78 | -2.7% | 36.7% | 22.8% | 17.4% | $85M |
| FY2025 Q1 | $698M | +0.4% | $1.23 | -20.6% | 33.3% | 18.4% | 12.9% | $58M |
| FY2025 Q2 | $766M | +9.1% | $1.82 | +20.5% | 35.7% | 20.6% | 17.2% | $102M |
| FY2025 Q3 | $804M | +7.7% | $1.93 | +4.3% | 36.5% | 21.6% | 17.4% | $134M |
| FY2025 Q4 | $805M | +7.5% | $1.82 | +2.2% | 37.8% | 19.5% | 16.4% | $175M |
| FY2026 Q1 | $845M | +21.0% | $1.92 | +56.1% | 35.1% | 21.0% | 16.4% | $47M |
| FY2026 Q2 | $872M | +13.8% | $2.15 | +18.1% | 37.7% | 20.5% | 17.7% | $81M |