West Pharmaceutical has increased its revenue and EPS guidance for 2026 following strong Q1 results, indicating positive momentum for the year.
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What are the details of West Pharmaceutical's guidance change for Q1 2026, including revenue growth and EPS expectations?
In the earnings call, West said that because of strong Q1 performance and expected ongoing momentum, it increased full-year 2026 revenue and adjusted EPS guidance. 1
West also noted that it was closing the SmartDose transaction midyear and that it adjusted its full-year 2026 organic growth rate to account for SmartDose revenues (it generated $55 million in SmartDose sales in 2H 2025). 2
For full-year 2026, West revised its organic revenue growth outlook upward to 7% to 9% (from a prior guide of 5% to 7%). 1
Management also provided an illustrative reported revenue range for the year: $3.295 billion to $3.35 billion, which they described as an increase of $78 million at the midpoint. 2
They further explained that the reported growth expectation is 7.2% to 9.0%, and that the FX and SmartDose divestiture assumptions are unchanged and roughly offsetting. 2
Interpretation (directly from management’s framing): the increase in the forecast is described as reflecting strong Q1 performance and an improving demand environment for the remainder of the year. 2
For full-year 2026 adjusted EPS, West increased guidance to a range of $8.40 to $8.75, which management said represents an increase of 15% to 20% year-on-year. 13
West reported that in Q1 2026:
West explicitly tied the guidance increase to these results: “due to our strong first quarter performance and the expected ongoing momentum… we are increasing our revenue and adjusted EPS guidance for full year 2026.” 1
Note: The excerpts provided do not show a separate “Q1 2026 guidance” revision (i.e., a change to Q1 revenue/EPS guidance). Instead, the guidance change discussed is for full-year 2026, announced on the basis of Q1 2026 results. 1
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West Pharmaceutical has raised its full-year 2026 revenue and EPS guidance following a strong Q1 performance, signaling confidence in continued growth and demand momentum.
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