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Dec 31, 2020

West Pharma Q4 2020 Earnings Report

West Pharma's Q4 2020 results were driven by strong growth in the Biologics and Generics market units, with an acceleration in COVID-19-associated sales of high-value product components.

Key Takeaways

West Pharmaceutical Services, Inc. reported a strong fourth quarter and full year 2020, with record full-year net sales, organic sales growth, and operating profit margin. The fourth quarter saw robust results, led by growth in Biologics and Generics market units, and an acceleration in COVID-19-associated sales of high-value product components.

Fourth-quarter net sales grew by 23.3% to $580.2 million; organic sales growth was 19.8%.

Reported-diluted EPS for the fourth quarter increased 53.6% to $1.29.

Adjusted-diluted EPS for the fourth quarter increased 63.4% to $1.34.

The company introduced full-year 2021 financial guidance with net sales expected between $2.500 billion and $2.525 billion, and reported-diluted EPS between $6.00 and $6.15.

Total Revenue
$580M
Previous year: $471M
+23.3%
EPS
$1.34
Previous year: $0.82
+63.4%
Organic Sales Growth
19.8%
Previous year: 12.7%
+55.9%
Gross Profit
$211M
Previous year: $153M
+37.8%
Cash and Equivalents
$616M
Previous year: $439M
+40.2%
Free Cash Flow
$91M
Previous year: $68.8M
+32.3%
Total Assets
$2.79B
Previous year: $2.34B
+19.3%

West Pharma

West Pharma

West Pharma Revenue by Segment

Forward Guidance

Full-year 2021 net sales are expected to be in a range of $2.500 billion to $2.525 billion. Full-year 2021 reported-diluted EPS is expected to be in a range of $6.00 to $6.15. Full-year 2021 capital spending is expected to be in a range of $230 million to $240 million.

Positive Outlook

  • Organic sales growth is expected to be in a range of 13% to 14%.
  • Net sales guidance includes an estimated full-year 2021 benefit of $75 million based on current foreign exchange rates.
  • Full-year reported-diluted EPS guidance range includes an estimated benefit of approximately $0.23 based on current foreign currency exchange rates.
  • This reported-diluted EPS guidance range assumes a full-year 2021 tax rate of 23%, which does not include potential tax benefits from stock-based compensation.
  • Full-year 2021 capital spending includes incremental capital spending to support capacity expansions at existing HVP facilities to produce components to be used with treatments and vaccines related to COVID-19.

Revenue & Expenses

Visualization of income flow from segment revenue to net income