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Mar 31, 2021

West Pharma Q1 2021 Earnings Report

West Pharma reported a strong first quarter in 2021 driven by organic sales growth and increased demand for products related to COVID-19 vaccines.

Key Takeaways

West Pharmaceutical Services, Inc. announced strong first-quarter 2021 results, with net sales reaching $670.7 million, a 36.5% increase. Diluted EPS increased by 101% to $1.99, and adjusted-diluted EPS rose by 103% to $2.05. The company raised its full-year 2021 net sales and adjusted-diluted EPS guidance.

Net sales increased by 36.5% to $670.7 million, with organic sales growth of 31.1%.

Reported-diluted EPS increased by 101% to $1.99.

Adjusted-diluted EPS increased by 103% to $2.05.

Full-year 2021 net sales guidance raised to $2.630 billion to $2.655 billion, and adjusted-diluted EPS guidance raised to $6.95 to $7.10.

Total Revenue
$671M
Previous year: $492M
+36.5%
EPS
$2.05
Previous year: $1.01
+103.0%
Organic Sales Growth
31.1%
Previous year: 12.7%
+144.9%
Gross Profit
$272M
Previous year: $167M
+62.8%
Cash and Equivalents
$484M
Previous year: $335M
+44.3%
Free Cash Flow
$34M
Previous year: $25M
+36.0%
Total Assets
$2.74B
Previous year: $2.25B
+22.0%

West Pharma

West Pharma

West Pharma Revenue by Segment

Forward Guidance

The Company is raising full-year 2021 net sales guidance to a new range of $2.630 billion to $2.655 billion, compared to a prior range of $2.500 billion to $2.525 billion. The Company is raising full-year 2021 adjusted-diluted EPS guidance to a new range of $6.95 to $7.10, compared to a prior range of $6.00 to $6.15.

Positive Outlook

  • Full-year 2021 net sales are expected to be in a range of $2.630 billion to $2.655 billion.
  • Organic sales growth is expected to be in a range of 19% to 20%.
  • Net sales guidance includes an estimated full-year 2021 benefit of $75 million based on current foreign exchange rates.
  • Full-year 2021 adjusted-diluted EPS is expected to be in a range of $6.95 to $7.10.
  • Full-year adjusted-diluted EPS guidance range includes an estimated benefit of approximately $0.23 based on current foreign currency exchange rates.

Challenges Ahead

  • The revised guidance includes a $0.15 EPS positive impact from first-quarter tax benefits from stock-based compensation.
  • For the remainder of the year, our EPS guidance range assumes a tax rate of 23%.
  • Guidance does not include potential tax benefits from stock-based compensation.
  • There is no certainty that actual results will be achieved in-line with current expectations.
  • Customers’ changing inventory requirements and manufacturing plans and customer decisions to move forward with our new products and product categories, including any re-prioritization of product needs due to COVID-19

Revenue & Expenses

Visualization of income flow from segment revenue to net income