West Pharmaceutical beats Q3 net sales estimates; lifts FY revenue, EPS outlook
West Pharmaceutical Services reported a 7.7% increase in Q3 net sales, surpassing analyst expectations. The company raised its full-year 2025 revenue guidance to $3.060-$3.070 billion and adjusted EPS guidance to $7.06-$7.11. Q4 2025 revenue is projected at $790-$800 million with adjusted EPS of $1.81-$1.86. The average analyst rating is "buy" with a median 12-month price target of $311.00, reflecting a 10.2% upside from the recent closing price of $279.39.
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Overview
- West Pharmaceutical Services Q3 net sales up 7.7%, beating analyst expectations
- Adjusted EPS for Q3 beats consensus, reflecting strong operational performance
- Company raises full-year 2025 revenue and EPS guidance, citing ongoing momentum
Outlook
- West Pharmaceutical raises full-year 2025 revenue guidance to $3.060 bln-$3.070 bln
- Company increases full-year 2025 adjusted EPS guidance to $7.06-$7.11
- West Pharmaceutical introduces Q4 2025 revenue guidance of $790 mln-$800 mln
- Company sets Q4 2025 adjusted EPS guidance at $1.81-$1.86
Result Drivers
- HVP COMPONENTS GROWTH - Double-digit growth in HVP Components driven by GLP-1 products and increased HVP conversion
- CONTRACT MANUFACTURING - Growth in Contract Manufacturing driven by self-injection devices for obesity and diabetes
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 NET Beat $804.60 $787.92
SALES mln mln (11
Analysts
)
Q3 Beat $1.96 $1.68
ADJUSTED (12
EPS Analysts
)
Q3 EPS $1.92
Analyst Coverage
- The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 12 “strong buy” or “buy”, 4 “hold” and no “sell” or “strong sell”
- Wall Street’s median 12-month price target for West Pharmaceutical Services Inc is $311.00, about 10.2% above its October 21 closing price of $279.39
- The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 33 three months ago
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
