WST leans on strong HVP demand, rising GLP-1 exposure and Annex 1 tailwinds, even as pricing and device margins weigh on near-term performance.
West Pharmaceutical Services, Inc. (WST) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
West Pharmaceutical Services is rated a buy, supported by strong Q3 results, raised guidance, and a resilient long-term growth thesis. WST's focus on high-value proprietary elastomer components and secular industry drivers, like GLP-1 demand, underpins robust margin and revenue growth. Risks include questionable capital allocation, recent insider selling during buybacks, and potential disruption from oral drug alternatives.
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Eric M. Green CEO | NYSE Exchange | 955306105 CUSIP |
| US Country | 10,600 Employees | 12 Nov 2025 Last Dividend | 27 Sep 2013 Last Split | 13 Jan 1978 IPO Date |
West Pharmaceutical Services, Inc. is a leading global provider in the design, manufacturing, and sale of containment and delivery systems for injectable drugs and healthcare products. With a presence across the Americas, Europe, the Middle East, Africa, and the Asia Pacific, the company operates through two primary segments: Proprietary Products and Contract-Manufactured Products. Founded in 1923 and headquartered in Exton, Pennsylvania, West Pharmaceutical Services, Inc. is dedicated to serving biologic, generic, and pharmaceutical drug companies, as well as pharmaceutical, diagnostic, and medical device companies through a comprehensive sales force, distribution network, contract sales agents, and regional distributors.