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West Pharmaceutical Services
West Pharmaceutical Services (WST) investor relations material
West Pharmaceutical Services Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record FY25 net sales of $3.074 billion, up 6.3% reported and 4.3% organic, with strong growth in biologics, GLP-1, and high-value products (HVP).
Adjusted EPS grew 8% for the year to $7.29, with Q4 adjusted EPS up 12.1% to $2.04.
Free cash flow increased 69.6% year-over-year to $468.9 million, driven by higher operating cash flow and reduced capital expenditures.
Growth fueled by HVP components, especially in biologics, biosimilars, and GLP-1 markets, and supported by regulatory and capacity expansion initiatives.
Strategic divestiture of SmartDose 3.5 mL business, ramp-up of Dublin drug handling operations, and $134 million in share repurchases.
Financial highlights
Q4 revenues reached $805 million, up 7.5% reported and 3.3% organically year-over-year.
FY25 gross margin improved to 35.9% (+140 bps), with Q4 gross margin at 37.8% (+130 bps); adjusted operating margin for the year was 20.2%.
Full-year operating cash flow was $754.8 million (+15.5%), capex $285.9 million (-24.2%), and free cash flow $468.9 million (+69.6%).
Ended 2025 with $791 million in cash and a net increase in cash and cash equivalents of $306.7 million.
Q4 net income was $132.1 million (16% margin); full-year net income was $493.7 million (16% margin).
Outlook and guidance
2026 organic revenue growth expected at 5%-7%, with reported revenue of $3.215-$3.275 billion.
Adjusted EPS guidance for 2026 is $7.85-$8.20, representing 7.7%-12.5% growth.
Q1 2026 revenue expected at $770-$790 million, with adjusted EPS of $1.65-$1.70, up 13%-16% year-over-year.
CapEx expected to be $250-$275 million in 2026, 6%-8% of sales.
HVP components and biologics to drive most growth, with GLP-1s expected to grow ~10% in 2026.
HVP Delivery Devices underlying organic trend?
SmartDose sale impact on 2026 margin?
Drivers of regional organic growth disparities?
Quantify Annex 1's expanded opportunity
Synchrony's role in device portfolio strategy
Capital deployment plans beyond organic investment
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Next West Pharmaceutical Services earnings date
Q1 202623 Apr, 2026
West Pharmaceutical Services
Next West Pharmaceutical Services earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
West Pharmaceutical Services, Inc. engages in the design, manufacture, and sale of containment and delivery systems for injectable drugs and healthcare products worldwide. It offers components and systems that are used by pharmaceutical and biotech companies to deliver drugs safely to patients and enable lifestyle-enhancing drugs to be injected safely, accurately, comfortably, and conveniently. West Pharmaceutical Services, Inc. was incorporated in 1923 and is headquartered in Exton, Pennsylvania.
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