West Pharmaceutical Services Q3 2024 10-Q Filed

Ticker: WST · Form: 10-Q · Filed: Oct 24, 2024 · CIK: 105770

Sentiment: neutral

Topics: 10-Q, financials, quarterly-report

TL;DR

WEST Q3 10-Q is in. Financials and operations updated.

AI Summary

West Pharmaceutical Services Inc. filed its 10-Q for the period ending September 30, 2024. The filing details financial performance and operational updates for the third quarter. Key financial data and business segment information are presented, reflecting the company's ongoing activities in the pharmaceutical packaging and delivery systems market.

Why It Matters

This filing provides investors and analysts with the latest financial results and operational details for West Pharmaceutical Services, crucial for understanding the company's performance and future outlook.

Risk Assessment

Risk Level: low — This is a routine quarterly filing providing standard financial and operational information.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The Conformed Period of Report is 20240930, indicating the filing covers the period ending September 30, 2024.

When was this 10-Q filed with the SEC?

The filing date (FILED AS OF DATE) is 20241024.

What is the company's primary industry classification?

The Standard Industrial Classification is SURGICAL & MEDICAL INSTRUMENTS & APPARATUS [3841].

Where is West Pharmaceutical Services Inc. headquartered?

The company's business address is located in Exton, PA, with a zip code of 19341.

What is the fiscal year end for West Pharmaceutical Services Inc.?

The company's fiscal year ends on 1231.

Filing Stats: 4,779 words · 19 min read · ~16 pages · Grade level 7.3 · Accepted 2024-10-24 16:21:38

Key Financial Figures

Filing Documents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

FINANCIAL STATEMENTS (UNAUDITED)

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED) Condensed Consolidated Statements of Income for the Three and Nine Months ended September 30, 202 4 and 2023 3 Condensed Consolidated Statements of Comprehensive Income for the Three and Nine Months ended September 30, 202 4 and 2 023 4 Condensed Consolidated Balance Sheets at September 30, 202 4 and December 31, 202 3 5 Condensed Consolidated Statements of Cash Flows for the Nine Months ended September 30, 202 4 and 202 3 6 Notes to Condensed Consolidated Financial Statements 7

MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS

ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 27

QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK

ITEM 3. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 40

CONTROLS AND PROCEDURES

ITEM 4. CONTROLS AND PROCEDURES 40

OTHER INFORMATION

PART II. OTHER INFORMATION

LEGAL PROCEEDINGS

ITEM 1. LEGAL PROCEEDINGS 41

RISK FACTORS

ITEM 1A. RISK FACTORS 41

UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS 41

OTHER INFORMATION

ITEM 5. OTHER INFORMATION 41

EXHIBITS

ITEM 6. EXHIBITS 42 SIGNATURE 43 2 Table of Contents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

FINANCIAL STATEMENTS

ITEM 1. FINANCIAL STATEMENTS CONDENSED CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED) West Pharmaceutical Services, Inc. and Subsidiaries (in millions, except per share data) Three Months Ended September 30, Nine Months Ended September 30, 2024 2023 2024 2023 Net sales $ 746.9 $ 747.4 $ 2,144.4 $ 2,217.8 Cost of goods and services sold 482.2 459.1 1,419.5 1,366.8 Gross profit 264.7 288.3 724.9 851.0 Research and development 15.5 16.4 50.6 50.0 Selling, general and administrative expenses 83.5 89.0 253.2 263.4 Other expense (income) (Note 14) 4.4 5.6 10.8 22.5 Operating profit 161.3 177.3 410.3 515.1 Interest expense, net 0.7 2.9 3.8 7.8 Interest income ( 4.6 ) ( 8.8 ) ( 14.8 ) ( 18.6 ) Other nonoperating expense (income) 0.7 ( 3.8 ) 0.7 ( 3.9 ) Income before income taxes and equity in net income of affiliated companies 164.5 187.0 420.6 529.8 Income tax expense 32.4 29.4 70.7 87.8 Equity in net income of affiliated companies ( 3.9 ) ( 3.7 ) ( 12.7 ) ( 14.4 ) Net income $ 136.0 $ 161.3 $ 362.6 $ 456.4 Net income per share: Basic $ 1.87 $ 2.17 $ 4.96 $ 6.13 Diluted $ 1.85 $ 2.14 $ 4.91 $ 6.05 Weighted average shares outstanding: Basic 72.8 74.3 73.1 74.4 Diluted 73.4 75.3 73.8 75.5 See accompanying notes to condensed consolidated financial statements. 3 Table of Contents CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (UNAUDITED) West Pharmaceutical Services, Inc. and Subsidiaries (in millions) Three Months Ended September 30, Nine Months Ended September 30, 2024 2023 2024 2023 Net income $ 136.0 $ 161.3 $ 362.6 $ 456.4 Other comprehensive income (loss), net of tax: Foreign currency translation adjustments, net of tax of $( 2.5 ), $ 0.4 , $( 0.8 ) and $ 1.9 , respectively 74.7 ( 40.9 ) 6.7 ( 36.9 ) Defined benefit pension and other postretirement plan adjustments, net of tax of $( 0.2 ), $ 0.0 , $( 0.3 ), and $( 0.5 ), respectively ( 0.8 ) 0.2 ( 1.2 ) ( 1.2 ) Net gain (loss) on equity affiliate accumulated other

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