West Pharmaceutical(US:WST) Benzingaยท2025-10-23 16:16Core Insights - West Pharmaceutical Services, Inc. reported strong third-quarter 2025 earnings, with adjusted earnings of $1.96 per share, surpassing analyst estimates of $1.68 [1] - The company achieved net sales of $804.6 million, reflecting a year-over-year increase of 7.7%, with organic growth at 5.0%, exceeding the consensus of $787.93 million [1] Financial Performance - Proprietary Products sales reached $647.5 million, growing by 7.7% overall and 5.1% on an organic basis [2] - Contract-Manufactured Products sales were $157.1 million, up 8.0% overall and 4.9% on an organic basis [3] Outlook and Guidance - West Pharmaceutical raised its fiscal 2025 adjusted earnings guidance to a range of $7.06-$7.11 per share, compared to the previous guidance of $6.65-$6.85 and the analyst estimate of $6.77 [4] - The company also increased its 2025 sales guidance to $3.06 billion-$3.07 billion, up from $3.04 billion-$3.06 billion, against a consensus of $3.05 billion [4] - For the fourth quarter of 2025, net sales guidance is set between $790 million and $800 million, compared to the consensus of $796.19 million, with expected adjusted earnings per share of $1.81-$1.86 versus the consensus of $1.78 [5] Analyst Commentary - Analysts view the earnings update positively, noting that underlying demand levels are normalizing and execution is improving [6] - The stock is rated as Outperform, highlighting West's strong market position and dependable earnings and cash flow [6] - Following the earnings report, West Pharmaceutical shares rose by 10.50% to $306.08 [6]