Thomas Diversey

Thomas Diversey asked about refilling the contract manufacturing demand pipeline for the second half, given the flat growth expectation, and whether U.S. customer reshoring represents an incremental opportunity.

Answer

CEO Eric Green stated that West is at the table for new investment announcements regarding U.S. customer reshoring, which could bring incremental volume or shift manufacturing strategy. West's global assets can support these shifts, primarily requiring labor and equipment additions. For contract manufacturing, the space from the exiting business (end of Q2) is intended to be utilized by new customers in late 2026, with several discussions ongoing. Other investments in Dublin and Grand Rapids will ramp up.