| WST |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$2.20 vs. cons $2.09 |
MEDIUM |
| WST |
Report |
Q2 2026 Net Sales/Revenue |
BEAT |
pred ~$865M vs. cons $844M |
MEDIUM |
| WST |
Report |
Q2 2026 HVP Components organic growth |
BEAT |
pred ~20% vs. cons/implied ~16% |
LOW |
| WST |
Guide |
FY2026 Revenue guidance |
BETTER |
guide ~$3.36B-$3.41B vs. cons ~$3.32B (FY2026) |
MEDIUM |
| WST |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$8.75-$8.95 vs. cons ~$8.60 (FY2026) |
MEDIUM |
| WST |
Guide |
Q3/H2 2026 Adjusted Operating Margin cadence |
UNCHANGED |
guide ~21.5%-22% vs. cons ~21.5% (H2 2026) |
LOW |
| WST |
Guide |
SmartDose/AbbVie divestiture close timing |
UNKNOWN |
guide ~mid-2026 close (Q3) vs. cons ~mid-2026 close (Q2/Q3 2026) |
LOW |
| WST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| WST |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
Pattern from the last two quarters (July 2025 and April 2026) shows sell-side price targets and estimates get revised upward for days after beat-and-raise prints, as analysts digest HVP/GLP-1/Annex-1 durability and raise FY26/FY27 numbers further; with FY guidance likely raised again and no major implicit cut flagged (SmartDose divestiture and CGM roll-off are already known/modeled headwinds), momentum and estimate revisions should extend gains rather than fade, though elevated valuation (~48x P/E, above avg price target) caps the magnitude versus prior post-earnings gaps. |
MEDIUM |