The earnings call reflected a positive sentiment overall, with strong revenue growth, improved financial metrics, and upward revisions to guidance. However, there were ongoing challenges with destocking in the generics market, plant constraints in Europe, and uncertainties around tariff impacts.

Company Guidance

During the Q2 2025 earnings call for West Pharmaceutical Services, the company reported a 9.2% increase in net sales, with organic sales growth at 6.8%. The Proprietary Products segment saw an 8.4% organic growth, driven by an 11.3% increase in high-value product (HVP) components. Notably, GLP-1 elastomer products contributed 8% to total company revenues. The Contract Manufacturing segment experienced a modest 0.5% organic revenue increase. The company raised its full-year 2025 guidance, expecting net sales between $3.04 billion and $3.06 billion, up from the previous $2.945 billion to $2.975 billion, and adjusted diluted EPS to range from $6.65 to $6.85. This guidance adjustment reflects a favorable foreign currency environment, expected mid- to high-single-digit growth in HVP components, and a $59 million tailwind from foreign exchange rates.

Strong Revenue Growth

Net sales increased by 9.2%, with organic growth at 6.8% driven by robust GLP-1 elastomer growth and high-value product (HVP) components.

Proprietary Products Segment Performance

The Proprietary Products segment grew 8.4% on an organic basis, with HVP components increasing by 11.3%.

HVP Delivery Devices Revenue Surge

Revenue from HVP Delivery Devices increased by 30% due to strength in Daikyo Crystal Zenith containment and administration systems.

Improved Financial Metrics

Gross profit increased by 19.1% to $273.9 million, with a gross profit margin of 35.7%, and adjusted diluted EPS increased by 21.1%.

Upward Guidance Revision

Full-year 2025 revenue guidance increased to a range of $3.04 billion to $3.06 billion, and adjusted EPS guidance raised to $6.65 to $6.85.

West Pharmaceutical Services (WST) Earnings, Revenues Date & History

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WST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.68 / -	1.85	―	―	―
Jul 24, 2025	2025 (Q2)	1.51 / 1.84	1.52	21.05% (+0.32)
Apr 24, 2025	2025 (Q1)	1.23 / 1.45	1.56	-7.05% (-0.11)
Feb 13, 2025	2024 (Q4)	1.72 / 1.82	1.83	-0.55% (-0.01)
Oct 24, 2024	2024 (Q3)	1.50 / 1.85	2.16	-14.35% (-0.31)
Jul 25, 2024	2024 (Q2)	1.74 / 1.52	2.11	-27.96% (-0.59)
Apr 25, 2024	2024 (Q1)	1.27 / 1.56	1.98	-21.21% (-0.42)
Feb 15, 2024	2023 (Q4)	1.78 / 1.83	1.77	3.39% (+0.06)
Oct 26, 2023	2023 (Q3)	1.86 / 2.16	2.03	6.40% (+0.13)
Jul 27, 2023	2023 (Q2)	1.93 / 2.11	2.47	-14.57% (-0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$227.12	$278.87	+22.79%
Apr 24, 2025	$217.78	$210.21	-3.48%
Feb 13, 2025	$321.70	$198.75	-38.22%
Oct 24, 2024	$285.56	$329.63	+15.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.