6 analysts' median target is $315[FMP target], stock is $326, -3.4% upside potential. After Q1 +26.8% EPS beat[FMP earnings], the stock moved -1.1%.
B+ = MoonshotScore 49[9-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $839.2M[FMP est], EPS $2.06[FMP est]. 7 consecutive quarters of beat[FMP earnings].
Q1 EPS +26.8% beat[FMP] but the stock -1.1% D+1[FMP D+1]. Robert McMahon promised $42.7M CapEx + a sequential decline in Q4 during the Q1 earnings call[Robert McMahon capex transcript].
Watchlist
Capex Efficiency
capex_efficiency
West continues to drive a focus on increased capital spending efficiency and remains on track with expectations of $250 million to $275 million for the year, even as it increases its revenue guidance.
"Capital expenditures were $43 million, down from $71 million in the prior year as we continue to drive a focus on increased capital spending efficiency. And we remain on track with our expectations of $250 million to $275 million for the year, even as we increase our revenue guidance, which I'll talk about shortly."
- Robert McMahon, CFO - Q1 FY26 Earnings Call - April 23, 2026
Organic Revenue Growth Guidance
organic_revenue_growth_guidance
West has increased its full year 2026 organic revenue growth expectation to 7% to 9%, up from its previous guide of 5% to 7%.
"We now anticipate full year organic revenue growth back to our long-term construct of 7% to 9%, up from our previous guide of 5% to 7%, and adjusted EPS increased to the range of $8.40 to $8.75."
- Eric Green, CEO - Q1 FY26 Earnings Call - April 23, 2026
Hvp Components Growth
hvp_components_growth
HVP components represents 48% of the company's total net sales and continues to be the key growth driver for West, growing 23% on an organic basis in the first quarter.
"Starting with HVP components in our proprietary Products segment, which represents 48% of our company's total net sales and continues to be the key growth driver for West. HVP components grew 23% on an organic basis in the first quarter."
- Eric Green, CEO - Q1 FY26 Earnings Call - April 23, 2026
Fy26 Revenue Guidance Increase
fy26_revenue_guidance_increase
West is increasing its revenue and adjusted EPS guidance for full year 2026 due to strong first quarter performance and the expected ongoing momentum in its business.
"As announced in the press release today, due to our strong first quarter performance and the expected ongoing momentum in our business, we are increasing our revenue and adjusted EPS guidance for full year 2026."
- Eric Green, CEO - Q1 FY26 Earnings Call - April 23, 2026
Glp 1 Revenue Contribution
glp-1_revenue_contribution
HVP components GLP-1 revenues grew significantly and contributed 10% of total company sales consistent with the previous quarter.
"HVP components GLP-1 revenues grew significantly and contributed 10% of total company sales consistent with the previous quarter."
- Eric Green, CEO - Q1 FY26 Earnings Call - April 23, 2026
Biologics Growth
biologics_growth
This business continues to be a strong growth driver for our HVP components business and delivered 26% organic growth.
"This business continues to be a strong growth driver for our HVP components business and delivered 26% organic growth."
- Eric Green, CEO - Q1 FY26 Earnings Call - April 23, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and News Sentiment strong. Operating Leverage weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ken Griffin, Buffett), 3 bearish (Jim Simons, Klarman, Munger), 1 neutral (Ray Dalio).
How is it calculated? ->Quality business, but price is high.
How is it calculated? ->Past Performance
Q1 (April 23, 2026): EPS $2.13 vs $1.68 est[FMP], +26.8% beat. D+1 movement: -1.1%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $2.13 vs $1.68 beat[FMP], stock -1.1% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $42.7M[FMP cashflow]. Robert McMahon Q1 transcript: "Capital expenditures were $43 million, down from $71 million in the prior year as we continue to drive a focus on increased capital spending efficiency."[Robert McMahon transcript]. Q1 op margin 21.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
"Capital expenditures were $43 million, down from $71 million in the prior year as we continue to drive a focus on increased capital spending efficiency."
- Robert McMahon, CFO - Q1 FY26 Earnings Call - April 23, 2026
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q4 EPS threshold $2.06[FMP], CapEx threshold "below $42.7M"[Robert McMahon]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This WST (WST) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.