Lantheus Holdings Inc (LNTH)
NASDAQ:LNTH
Want to see LNTH full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.29Last Year’s EPS
1.57Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call contained meaningful positives — regulatory progress with PYLARIFY TRUVU approval, solid cash generation, NEUROCEQ and DEFINITY growth, and a reaffirmed full-year outlook — balanced against near-term profitability pressure driven by lower oncology reported revenue, higher operating expenses from recent acquisitions and investments, competitive and pricing risks in PSMA PET, and regulatory timing uncertainty for some therapeutic assets. Management emphasized disciplined capital allocation and readiness to launch TRUVU, and expects growth acceleration in 2027, but near-term headwinds keep the tone measured.Company Guidance
FDA Approval of PYLARIFY TRUVU
FDA approved PYLARIFY TRUVU on March 6, 2026. The new formulation offers larger batch sizes and improved stability at higher radioactive concentrations, enabling broader geographic reach and supply flexibility. Management estimates >70% of current PYLARIFY supply is produced at PMF sites equipped to realize TRUVU advantages.
Total Revenue and Adjusted Growth
First-quarter revenue was $377.3 million, up 1.2% year-over-year and up 8.6% when adjusted to exclude $25.2 million of divested spec revenues from the prior-year period.
PYLARIFY Volume Momentum
PYLARIFY U.S. volume increased approximately 5.8% year-over-year with sequentially stable net ASP and volume despite competitive activity, supporting market leadership and a planned transition to PYLARIFY TRUVU.
NEUROCEQ Rapid Growth and Footprint Expansion
NEUROCEQ generated $35.4 million in Q1 revenue, a 14.3% increase compared to Q4 2025. The PMS (manufacturing) footprint expanded to 22 sites, supporting deeper penetration and higher supply availability.
DEFINITY Solid Performance
DEFINITY delivered $84.6 million in Q1 revenue, representing ~6.8% year-over-year growth. The product maintains >80% market share and steady utilization across care sites.
Strength in Strategic Partnerships / Pharma Solutions
Strategic partnerships and other revenue was $16.3 million, up 52.1% year-over-year, driven by Pharma Solutions strength and addition of Evergreen CDMO; MK-6240 represented over half of this category's revenue.
Strong Cash Generation and Balance Sheet Flexibility
Operating cash flow was $125.1 million (vs. $107.6M prior year). Capital expenditures were $3.2 million; free cash flow was $121.9 million, up $23.1 million year-over-year. Cash and equivalents were $498.6 million, with $200 million remaining on buyback authorization and access to a $750 million undrawn revolver.
Maintained Full-Year Guidance and Outlook for 2027 Acceleration
Company reaffirmed FY2026 revenue guidance of $1.4B–$1.45B and adjusted EPS guidance of $5.00–$5.25, and reiterated expectation of growth acceleration beginning in 2027 driven by commercial execution and regulatory milestones.
LNTH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LNTH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $86.15 | $91.00 | +5.63% |
Feb 26, 2026 | $75.72 | $75.43 | -0.38% |
Nov 06, 2025 | $57.23 | $53.69 | -6.19% |
Aug 06, 2025 | $72.63 | $51.87 | -28.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lantheus Holdings Inc (LNTH) report earnings?
Lantheus Holdings Inc (LNTH) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Lantheus Holdings Inc (LNTH) earnings time?
Lantheus Holdings Inc (LNTH) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LNTH EPS forecast?
LNTH EPS forecast for the fiscal quarter 2026 (Q2) is 1.29.
