| WST |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$2.20 vs. cons $2.08 |
HIGH |
| WST |
Report |
Q2 2026 revenue |
BEAT |
pred ~$852M vs. cons $840M |
MEDIUM |
| WST |
Report |
Q2 2026 organic sales growth (HVP-led) |
BEAT |
pred ~10.5% vs. cons ~8.5% |
MEDIUM |
| WST |
Guide |
FY26 adjusted EPS (raise) |
BETTER |
guide ~$8.75-9.05 (mid ~$8.90) vs. cons ~$8.75 (FY2026) |
MEDIUM |
| WST |
Guide |
FY26 revenue (raise) |
BETTER |
guide ~$3.34-3.38B (mid ~$3.36B) vs. cons ~$3.35B (FY2026) |
MEDIUM |
| WST |
Guide |
FY26 adjusted operating margin |
BETTER |
guide ~21.5-22% vs. cons ~21% (FY2026) |
MEDIUM |
| WST |
Guide |
GLP-1 component demand color |
UNCHANGED |
guide ~mid-to-high-teens % growth vs. cons ~15% (FY2026) |
LOW |
| WST |
Guide |
H2 revenue cadence (CGM roll-off/SmartDose/West Vantage) |
LOWER |
implied 2H organic ~5-6% vs. cons ~8% (2H2026) |
MEDIUM |
| WST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| WST |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Base case is a beat-and-raise, but at ~42x forward near all-time highs the stock is priced for perfection, so the initial pop is muted and prone to give-back. The out-period math is the key drag: the year is deliberately front-half-loaded, and H2 carries a ~$40M CGM contract roll-off, the SmartDose 3.5mL divestiture step-down, and roughly flat West Vantage. Even after a Q2 beat, if the FY raise is smaller than the Q2 upside (management's 'prudent' posture), analysts trim implied 2H estimates, pulling the 5-day residual below the day-1 reaction. Fade unless a clean FY EPS raise well above the beat and strong GLP-1/Annex 1 order color re-rate the back half. |
LOW |