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EXTON, Pa. - West Pharmaceutical Services reported third-quarter earnings that exceeded analyst expectations on Thursday, and raised its full-year guidance on the back of strong performance across its business segments.
The company’s shares were up 3.25% in pre-market trading after the results.
The injectable solutions provider posted adjusted earnings per share of $1.96, significantly beating the analyst estimate of $1.69. Revenue climbed 7.7% to $804.6 million, surpassing the consensus estimate of $786.33 million and representing 5.0% organic growth compared to the same period last year.
The company’s performance was driven by double-digit growth in its High-Value Product (HVP) Components business, which increased 16.3% to $390 million, accounting for nearly half of total company sales. This growth was particularly fueled by strength in GLP-1 products and increased HVP conversion.
"I am pleased to report that we delivered another solid quarter, with both revenues and profits exceeding our guidance," said Eric M. Green, President, Chief Executive Officer and Chair of the Board. "Our strength was broad-based, across both our Proprietary Products and Contract Manufacturing segments."
Following the strong results, West Pharmaceutical raised its full-year 2025 revenue guidance to $3.06-3.07 billion from $3.04-3.06 billion previously. The company also significantly increased its adjusted EPS forecast to $7.06-7.11, up from $6.65-6.85.
The Contract Manufacturing segment also showed robust performance, with revenue increasing 8.0% to $157.1 million, driven by increased sales of self-injection devices for obesity and diabetes treatments.
West Pharmaceutical’s operating cash flow for the first nine months of 2025 increased 8.7% to $503.7 million, while free cash flow jumped 53.7% to $293.9 million compared to the same period last year.
For the fourth quarter, the company expects revenue between $790-800 million and adjusted EPS of $1.81-1.86.
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