West Pharmaceutical Services (WST)
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$339.97-0.81%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · WST
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks WST against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 3 guided quarters · 17.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management is focused on growing full-year 2026 net sales, raising guidance multiple times to reflect strong organic growth and segment performance.
Stated as a priority in 4 of last 4 quarters. Full-year 2026 net sales guidance was raised from $3.215-$3.275 billion in 2025-Q4 to $3.345-$3.380 billion in 2026-Q2. Revenue grew from $1.4645 billion in first half 2025 to $1.7172 billion in first half 2026, reflecting 17.3% reported growth. Management is delivering on this growth priority with consistent upward revisions.
“The Company is increasing its full-year 2026 net sales guidance range to $3.345 billion to $3.380 billion.”
“Full-year 2026 net sales guidance increased to a range of $3.295 billion to $3.350 billion.”
“Full-year 2026 net sales are expected to be in a range of $3.215 billion to $3.275 billion.”
“Full-year 2025 net sales guidance increased to a range of $3.060 billion to $3.070 billion.”
Management is committed to increasing full-year 2026 adjusted-diluted EPS guidance reflecting improved profitability and operational execution.
Stated as a priority in 4 of last 4 quarters. Full-year 2026 adjusted-diluted EPS guidance was raised from $7.85-$8.20 in 2025-Q4 to $8.85-$9.05 in 2026-Q2. Diluted EPS increased from $3.05 in first half 2025 to $4.07 in first half 2026. Management is delivering improved profitability consistent with guidance increases.
“The Company is increasing its full-year 2026 adjusted-diluted EPS guidance range to $8.85 to $9.05.”
Management aims to keep full-year 2026 capital expenditures within $250 million to $275 million to support growth while controlling spending.
Stated as a priority in 4 of last 4 quarters. Capital expenditure guidance has remained steady at $250-$275 million for full-year 2026. Actual capex was $42.7 million in 2026-Q1 and $85.9 million in 2026-Q2, consistent with the annual guidance range. Management is maintaining disciplined capital allocation.
“Capital spending guidance is unchanged from a range of $250 million to $275 million.”
Management is actively repurchasing shares under the program announced in early 2026 to return capital to shareholders.
Newly stated in 2026-Q1 and reiterated in 2026-Q2. The Company repurchased 1.2 million shares for $297.6 million in 2026-Q1 and 1.8 million shares for $454.3 million in the first half of 2026. Management is actively executing the announced share repurchase program.
“Repurchased 1.8 million shares for $454.3 million under share repurchase program.”
Management is overseeing a planned CEO retirement and successor search to ensure leadership continuity.
Stated in 2 of last 2 quarters. Management announced CEO Eric M. Green's planned retirement contingent on successor hiring. This priority reflects a leadership transition process underway without direct financial metrics but critical for organizational continuity.
“CEO Eric M. Green is retiring after a successor has been hired.”
Over the trailing year it converted 1.20x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“Full year 2026 adjusted-diluted EPS guidance increased to a range of $8.40 to $8.75.”
“Full-year 2026 adjusted-diluted EPS is expected to be in a range of $7.85 to $8.20.”
“Full-year 2025 adjusted-diluted EPS guidance increased to a range of $7.06 to $7.11.”
“Capital spending guidance is unchanged from a range of $250 million to $275 million.”
“Full-year 2026 capital expenditures are expected to be in the range of $250 million to $275 million.”
“Capital spending guidance is unchanged at $275 million.”
“Repurchased 1.2 million shares for $297.6 million under share repurchase program.”
“CEO Eric M. Green intends to retire once a successor is hired.”