WEST PHARMACEUTICAL SERVICES INC is expected to release its Q3 2026 10-Q filing on October 21, 2026, before market open. Last quarter: West Pharmaceutical Services (WST) delivered strong Q2 FY2026 results with revenue up 13.8% YoY to $872.3M and net income up 16.8% to $154.0M, driven by robust Proprietary Products demand (HVP components and delivery devices tied to GLP-1 and Biologics growth), though West Vantage segment profitability was pressured by a May 2026 cybersecurity incident.
EPS Estimate
$2.14
Revenue Estimate
$822.81M
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the WST page.
Drawn from management commentary in the Q2 2026 10-Q:
Proprietary Products net sales increased 16.6% (15.5% organic) to $722.6M in Q2 FY2026, with HVP components sales up 18.4% (ex-FX) driven by continued strong customer demand for Biologics and GLP-1 products, and HVP delivery devices up 29.2% (ex-FX) driven by demand for self-injection devices, particularly SmartDose 3.5mL ahead of its July 2026 divestiture to AbbVie.
West Vantage net sales grew only 2.0% (0.8% organic) to $149.7M, with revenue growth negatively impacted by approximately $7 million from production downtime associated with the Company's May 2026 cyber incident; segment operating profit fell 27.5% YoY to $12.9M and gross margin contracted 3.3 percentage points to 14.2%.
Consolidated gross profit margin rose 2.0 percentage points to 37.7% in Q2 FY2026, with Proprietary Products gross margin up 2.5 points to 42.6% due to favorable sales mix of HVP components (including GLP-1 products) and price increases, partially offset by inflationary pressures and plant costs.
Revenue
$872.3M
++13.80% YoY
EPS (Basic)
$2.17
++19.23% YoY
Gross Margin
37.7%
++2.01% YoY
Operating Income
$179.1M
++16.53% YoY
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