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Dec 31, 2019

West Pharma Q4 2019 Earnings Report

West Pharma reported strong Q4 2019 sales and EPS growth, continuing a trend seen throughout the year.

Key Takeaways

West Pharmaceutical Services, Inc. announced its financial results for the fourth-quarter and full-year 2019. Fourth-quarter 2019 net sales of $470.6 million grew 11.4%, reported-diluted EPS of $0.84 increased 22%, and adjusted-diluted EPS of $0.82 increased 12%.

Fourth-quarter net sales grew 11.4% to $470.6 million.

Organic sales growth was 12.7%.

Reported-diluted EPS increased 22% to $0.84.

Adjusted-diluted EPS increased 12% to $0.82.

Total Revenue
$471M
Previous year: $423M
+11.4%
EPS
$0.82
Previous year: $0.73
+12.3%
Organic Sales Growth
12.7%
Gross Profit
$153M
Previous year: $133M
+15.0%
Cash and Equivalents
$439M
Previous year: $337M
+30.1%
Free Cash Flow
$68.8M
Previous year: $43.2M
+59.3%
Total Assets
$2.34B
Previous year: $1.98B
+18.3%

West Pharma

West Pharma

West Pharma Revenue by Segment

Forward Guidance

The Company expects full-year 2020 net sales guidance to be in a range of $1.95 billion to $1.97 billion and reported-diluted EPS to be in the range of $3.45 to $3.55.

Positive Outlook

  • Organic sales growth is expected to be in the range of 7% to 8%.
  • Company expects full-year 2020 net sales guidance to be in a range of $1.95 billion to $1.97 billion.
  • The Company expects full-year 2020 reported-diluted EPS to be in the range of $3.45 to $3.55.
  • Full-year 2020 capital spending is expected to be approximately 7% of expected full-year 2020 net sales.
  • Any tax benefits associated with stock-based compensation that we receive in 2020 would provide a positive adjustment to our full-year EPS guidance.

Challenges Ahead

  • Net sales guidance includes an estimated headwind of $15 million for the full-year 2020 based on current foreign exchange rates.
  • This includes an estimated headwind of approximately $0.04 based on current foreign currency exchange rates.
  • This reported-diluted EPS guidance range assumes a full-year 2020 tax rate of 24%, which does not include potential tax benefits from stock-based compensation.
  • As in prior years, we are not including potential 2020 tax benefits from stock-based compensation, as they are out of the Company's control.
  • There is no certainty that actual results will be achieved in-line with current expectations.

Revenue & Expenses

Visualization of income flow from segment revenue to net income