WEST PHARMACEUTICAL SERVICES INC(WST)Stock Analysis
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Rank #545 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WST Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for WEST PHARMACEUTICAL SERVICES INC (WST), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores WST at 64.4/100 on a 32-signal composite quality model, placing it at rank #545 of 2,961 stocks — the top 25% of the AI-ranked universe. WST scores in the top quartile across balance sheet strength (91.3), profitability (75.4). Areas of concern include institutional flow (34.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), WEST PHARMACEUTICAL SERVICES INC reports quarterly revenue of $872.3M, net income of $154.0M, an operating margin of 20.5%. Top institutional holders of WST by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WST trades on the NYSE exchange and files with the SEC under CIK 105770. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WEST PHARMACEUTICAL SERVICES INC directly from SEC EDGAR. WEST PHARMACEUTICAL SERVICES INC's 13F Pro composite quality score has ranged between 62 and 76 since 2021, currently 64.4 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving WST's Business? Latest 10-Q Breakdown
✓ 26/26 datapoints verifiedAI-extracted from WEST PHARMACEUTICAL SERVICES INC's 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 FY2026 net sales grew 13.8% YoY to $872.3M on 16.6% Proprietary Products growth (HVP demand), lifting gross margin 2.0pts to 37.7% despite a ~$7M cyber-incident hit to West Vantage.
Biggest Revenue Drivers
Driven by strong customer demand for HVP components and delivery devices, including Biologics and GLP-1 products, plus sales price increases
Sales price increases and higher production volumes, partially offset by ~$7M revenue impact from May 2026 cyber-incident production downtime
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$872.3M
Net Income
Q2 2026
$154.0M
Free Cash Flow
Q2 2026
$80.8M
Operating Margin
Q2 2026
20.5%
ROIC
Q2 2026
22.4%
D/E Ratio
Q2 2026
0.07
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.3% YoYNet Income
+0.2% YoYOperating Income
+2.6% YoYEPS (Diluted)
+1.5% YoYTotal Assets
+17.2% YoYTotal Debt
+0.1% YoYOp. Cash Flow
+15.5% YoYFree Cash Flow
+69.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.07B +6.3% | $2.89B -1.9% | $2.95B +2.2% | $2.89B +2.0% | $2.83B +31.9% | $2.15B |
| Net Income | $493.7M +0.2% | $492.7M -17.0% | $593.4M +1.3% | $585.9M -11.5% | $661.8M +91.2% | $346.2M |
| Operating Income | $584.9M +2.6% | $569.9M -15.7% | $676.0M -7.9% | $734.0M -2.4% | $752.3M +84.9% | $406.9M |
| EPS (Diluted) | $6.79 +1.5% | $6.69 -15.1% | $7.88 +1.9% | $7.73 -10.8% | $8.67 +89.7% | $4.57 |
| Total Assets | $4.27B +17.2% | $3.64B -4.9% | $3.83B +5.9% | $3.62B +9.1% | $3.31B +18.6% | $2.79B |
| Total Debt | $202.8M +0.1% | $202.6M -40.6% | $340.8M +61.4% | $211.1M -38.2% | $341.4M +31.4% | $259.8M |
| Operating Cash Flow | $754.8M +15.5% | $653.4M -15.9% | $776.5M +7.3% | $724.0M +24.0% | $584.0M +23.6% | $472.5M |
| Free Cash Flow | $468.9M +69.6% | $276.4M -33.3% | $414.5M -5.7% | $439.4M +32.9% | $330.6M +10.9% | $298.1M |
AI Insight: WST Financial Trends
Revenue growth accelerating to 3.2% YoY in Q2 2026, but operating cash flow collapsed to $124M despite margin expansion.
• Revenue grew from $698M (Q1 2025) to $872M (Q2 2026), +24.9% over 5 quarters. Q2 2026 up 3.2% YoY vs Q2 2025.
• Operating margin expanded from 15.3% (Q1 2025) to 20.5% (Q2 2026), 520bp improvement over five quarters.
• Operating cash flow fell 30% from $197M (Q3 2025) to $124M (Q2 2026), despite higher operating income and net income.
⚠ Working capital deterioration: OpCF weakness persists despite margin expansion. Monitor Q3 2026 cash conversion.
⚠ Equity spiked to $3,176M (Q4 2025), then moderated to $2,990M (Q2 2026). Debt stable at $203M; leverage remains conservative.
AI Insight: WST Ratio Trends
WST rebounded sharply in Q2 2026 with ROE hitting 20.6% and ROIC reaching 22.4%, recovering from Q4 2025 lows after a Q1 2025 margin crash.
• Operating margin recovered to 21.0% in Q1 2026 and 20.5% in Q2 2026, versus Q1 2025 trough of 15.3%.
• ROIC expanded to 22.4% in Q2 2026, highest in dataset, from 18.5% low in Q4 2025.
• Leverage stable: D/E remained 0.07 in latest quarter, matching historical norms.
⚠ Q1 2025 saw severe margin compression (OpMargin 15.3%, ROE 13.4%)—cause and sustainability of recovery unclear.
⚠ NPM volatility: ranged 12.9%–18.2% over period; Q2 2026 stabilized at 17.6% after Q4 2025 weakness.
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Available Research
13F Pro tracks comprehensive data for WEST PHARMACEUTICAL SERVICES INC including:
Top Institutional Holders of WST
BlackRock, Inc.
$2.4B6,651,784 shVANGUARD CAPITAL MANAGEMENT LLC
$1.7B4,613,134 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B4,015,766 shFMR LLC
$1.3B3,574,816 shSTATE STREET CORP
$1.2B3,348,698 shArtisan Partners Limited Partnership
$865.8M2,411,792 shBank of New York Mellon Corp
$733.7M2,043,823 shGENERATION INVESTMENT MANAGEMENT LLP
$728.2M2,028,322 shGEODE CAPITAL MANAGEMENT, LLC
$680.6M1,903,279 shT. Rowe Price Investment Management, Inc.
$648.0M1,805,019 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.4B | 6,651,784 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 4,613,134 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 4,015,766 |
| FMR LLC | $1.3B | 3,574,816 |
| STATE STREET CORP | $1.2B | 3,348,698 |
| Artisan Partners Limited Partnership | $865.8M | 2,411,792 |
| Bank of New York Mellon Corp | $733.7M | 2,043,823 |
| GENERATION INVESTMENT MANAGEMENT LLP | $728.2M | 2,028,322 |
| GEODE CAPITAL MANAGEMENT, LLC | $680.6M | 1,903,279 |
| T. Rowe Price Investment Management, Inc. | $648.0M | 1,805,019 |
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Popular Research
Is WST a good stock to buy?
13F Pro's AI-powered analysis of WEST PHARMACEUTICAL SERVICES INC (WST) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WST are available on the WST stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WST is classified as a large company.
Which hedge funds own WST?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WST. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WEST PHARMACEUTICAL SERVICES INC's investment landscape.