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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also see new combination molecules that would require some barrier coating that would move it towards FluroTec, the proprietary technology that we have with our partner, Daikyo, and also NovaPure.”
West's FluroTec barrier-coating technology is a proprietary offering developed with its partner Daikyo, relevant to new GLP-1 combination molecules speccing into higher-value components.
“It does seem like from the script data for Novo and Lilly that you're growing a lot faster than the market is growing.”
An analyst frames Novo Nordisk as a key GLP-1 customer whose script data underpins West's elastomer growth.
“It does seem like from the script data for Novo and Lilly that you're growing a lot faster than the market is growing.”
An analyst frames Eli Lilly as a key GLP-1 customer whose script data underpins West's elastomer growth; West's growth is outpacing Lilly/Novo end-market scripts.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Ryskin | Bank of America | 10 (10%) |
| Larry Solow | CJS Securities | 10 (0%) |
| Paul Knight | KeyBanc Capital Markets | 8 (0%) |
| Patrick Donnelly | Citigroup | 8 (0%) |
| Justin Bowers | Deutsche Bank | 8 (0%) |
| Dan Markowitz | Evercore ISI | 7 (14%) |
| Matt Larew | William Blair | 7 (14%) |
| Dave Windley | Jefferies | 7 (0%) |
| Doug Schenkel | Wolfe Research | 5 (20%) |
| Tom DeBourcy | Nephron Research | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| CJS Securities | 1 | 10 (0%) |
| Bank of America | 1 | 10 (10%) |
| Jefferies | 2 | 9 (0%) |
| KeyBanc Capital Markets |
| 1 |
| 8 (0%) |
| Citigroup | 1 | 8 (0%) |
| Deutsche Bank | 1 | 8 (0%) |
| William Blair | 1 | 7 (14%) |
| Evercore ISI | 1 | 7 (14%) |
West closed FY2025 with Q4 revenues of $850M up 7.5% as HVP components grew over 15% capping a strong recovery year, and adjusted EPS of $2.04 grew 12%. FY2026 guidance was introduced at EPS $7.85-$8.20 representing double-digit growth at midpoint with 5-7% organic revenue growth. GLP-1 elastomers held at 9% of revenue with a strong 2026 outlook, Annex-1 projects doubled to 700+, and the SmartDose divestiture removed margin drag while drug handling commenced commercial production in Dublin.
Revenue Growth | Demand | Margin | Guidance Reliability | Capital Allocation | Competitive Dynamics | Regulation Policy | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 4 | 3 | 4 | 1 | 1 |
| 2025Q1 | 5 | 6 | 3 | 4 | 2 | 2 | 1 | 1 |
| 2025Q2 | 7 | 3 | 3 | 3 | 1 | 3 | 3 | |
| 2025Q3 | 5 | 2 | 4 | 2 | 2 | 3 | 2 | |
| 2025Q4 | 5 | 5 | 2 | 3 | 2 | 3 | 2 | 2 |
| 2026Q1 | 7 | 5 | 6 | 2 | 6 | 2 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 5 | 7 | 5 | 5 | 7 |
| Demand | 5 | 6 | 3 | 2 | 5 | 5 |
| Margin | 5 | 3 | 3 | 4 | 2 | 6 |
| Guidance Reliability | 4 | 4 | 3 | 2 | 3 | 2 |
| Capital Allocation | 3 | 2 | 2 | 2 | 6 | |
| Competitive Dynamics | 4 | 2 | 1 | 3 | 3 | 2 |
| Regulation Policy | 1 | 1 | 3 | 2 | 2 | 3 |
| Supply Chain | 1 | 1 | 3 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WST West Pharmaceutical Services | 9 | +21.0% | |
| BAX Baxter International | 3 | +2.9% | |
| BDX Becton Dickinson | 6 | -10.6% | |
| COO Cooper Companies (The) | 6 | +7.9% | |
| HOLX Hologic | 5 | +2.5% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% |