NYSEHealth CareMedical Instruments & SuppliesSnapshot 2026-07-07
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West Pharma makes parts for injectable drugs. Sales grew 21% last year. The company expects $3.3 billion revenue in 2026. Earnings per share should be about $8.57 in 2026.
Growth could slow below 7%. Rising costs might cut profit margins. CEO change may cause uncertainty.
The price is about 35% above our fair value near $265. Analysts expect 6.5% revenue growth, but we see slower growth ahead.
Breaks if: EPS falls below $8.0 in FY26
The company has increased its full-year 2026 adjusted-diluted EPS guidance to a range of $8.40 to $8.75.
Stated in 2 of last 2 quarters. EPS increased from $1.23 in 2025-Q1 to $1.92 in 2026-Q1. The company is delivering on its increased EPS guidance range of $8.40 to $8.75 for full-year 2026.
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“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.”
Breaks if: Q2 EPS falls below $2.0
The company introduced its second-quarter 2026 adjusted-diluted EPS guidance range of $2.05 to $2.12.
Newly stated in 2026-Q1. The Company introduced its second-quarter 2026 adjusted-diluted EPS guidance range of $2.05 to $2.12. This is a new initiative for the quarter, with no prior comparison available.
“The Company is introducing its second-quarter 2026 adjusted-diluted EPS guidance range of $2.05 to $2.12.”
Breaks if: revenue falls below $3.1 billion in FY26
The company aims to increase its full-year 2026 revenue guidance to a range of $3.295 billion to $3.350 billion.
Stated in 2 of last 2 quarters. Revenue grew from $698 million in 2025-Q1 to $844.9 million in 2026-Q1. The trajectory is delivering on the increased guidance range of $3.295 billion to $3.350 billion for full-year 2026.
“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.”
