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WST Q2 2025 Earnings
Reported Jul 24, 2025 at 7:17 AM ET · SEC Source
Q2 25 EPS
$1.84
BEAT +21.98%
Est. $1.51
Q2 25 Revenue
$766.5M
BEAT +5.55%
Est. $726.2M
vs S&P Since Q2 25
+6.5%
BEATING MARKET
WST +22.1% vs S&P +15.6%
Market Reaction
Did WST Beat Earnings? Q2 2025 Results
West Pharmaceutical Services delivered a blowout second quarter, posting adjusted diluted EPS of $1.84, beating the $1.51 consensus estimate by 21.85%, while revenue climbed 9.2% year-over-year to $766.50 million. The standout driver was accelerating… Read more West Pharmaceutical Services delivered a blowout second quarter, posting adjusted diluted EPS of $1.84, beating the $1.51 consensus estimate by 21.85%, while revenue climbed 9.2% year-over-year to $766.50 million. The standout driver was accelerating demand for High-Value Product components, which powered a 290 basis point expansion in consolidated gross profit margin to 35.7%, as higher-margin products made up a growing share of the mix. HVP Components, representing 47% of total company sales, grew 11.3%, fueled by surging GLP-1 elastomer demand and 370 active Annex 1 regulatory compliance conversion projects, while HVP Delivery Devices surged 30.0%. The strong results sent shares sharply higher, with the stock on track for one of its best single-day performances in recent memory. Management responded with a meaningful guidance raise, lifting full-year 2025 revenue expectations to $3.04 billion-$3.06 billion and adjusted diluted EPS guidance to $6.65-$6.85, from prior ranges of $2.94 billion-$2.98 billion and $6.15-$6.35, respectively, buoyed in part by a roughly $59.00 million foreign exchange tailwind.
Key Takeaways
- • Strong GLP-1 elastomer growth, now 8% of total company revenues
- • Ongoing momentum in HVP conversion related to Annex 1 compliance projects
- • Continued normalization of customer ordering patterns
- • Performance concentrated in higher-margin products driving margin expansion
- • Favorable foreign exchange rates providing revenue and EPS tailwinds
- • HVP Delivery Devices revenue surged 30.0% driven by Crystal Zenith and Administration Systems
WST YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
WST Revenue by Segment
With YoY comparisons, source: SEC Filings
WST Revenue by Geography
With YoY comparisons, source: SEC Filings
“I am pleased to report that we exceeded our expectations for the second quarter driven by solid growth in HVP components. This was the result of strong GLP-1 elastomer growth, ongoing momentum in HVP conversion mainly related to Annex 1 projects and the continued normalization of customer ordering patterns. The improved performance was concentrated in higher margin products, which drove strong margin expansion in the quarter. As a result of our strong second quarter performance and favorable foreign exchange, we are increasing our revenue and adjusted-diluted EPS guidance for fiscal year 2025.”
— Eric M. Green, Q2 2025 Earnings Press Release
WST Earnings Trends
WST vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
WST EPS Trend
Earnings per share: estimate vs actual
WST Revenue Trend
Quarterly revenue: estimate vs actual
WST Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.68 | $2.13 | +27.07% | $844.9M | +8.41% |
| Q4 25 BEAT FY | $1.83 | $2.04 | +11.54% | $805.0M | +1.28% |
| FY Full Year | — | $7.29 | — | $3.07B | — |
| Q3 25 BEAT | $1.69 | $1.96 | +16.31% | $804.6M | +2.15% |
| Q2 25 BEAT | $1.51 | $1.84 | +21.98% | $766.5M | +5.55% |