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Lantheus (LNTH)
NASDAQ:LNTH
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.25Last Year’s EPS
1.53Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced / Neutral: The call highlighted meaningful strategic progress — acquisitions (Neuraceq, OCTEVY candidate), a broadened radiodiagnostic pipeline, strong product positions (PYLARIFY volumes, DEFINITY market share), multiple near-term regulatory milestones, and a clear commercialization plan targeting 2027 growth. However, near-term pressures are material: PYLARIFY revenue decline and pricing headwinds, gross margin compression (~289 bps YoY), Q4 cash-flow and free-cash-flow deterioration, and notable one-time integration and litigation costs. Management is taking prudent, deliberate steps (divestiture of SPECT, focusing capital on diagnostics, launch-readiness investments) which support a constructive medium-to-long-term outlook, but the near-term financial headwinds and execution/timing risks balance the positives.Company Guidance
Revenue and Scale
Q4 2025 revenue of $406.8M, up 4% year-over-year; Full-year 2025 revenue of $1,541.6M, up 0.5% YoY. Company impacted ~7 million patients in 2025.
Strategic M&A and Portfolio Expansion
Completed acquisitions to diversify radiodiagnostic portfolio including commercialized Neuraceq (beta-amyloid PET) and OCTEVY (neuroendocrine PET candidate), and announced divestiture of legacy SPECT business effective Jan 1, 2026 to focus on PET radiodiagnostics.
Neuraceq Commercial Traction
Neuraceq contributed $31M in Q4 2025 and $51.4M since acquisition in late July; company expects Neuraceq to grow triple digits inorganically in 2026 as manufacturing footprint expands (six additional PMF sites planned).
Market-Leading Products
PYLARIFY remains market-leading in PSMA PET (volume up ~4% YoY in Q4); DEFINITY delivered >$85M in Q4 and holds >80% market share, expected to grow low- to mid-single digits in 2026.
Late-Stage Pipeline and Potential Approvals
Multiple near-term regulatory milestones in 2026: new PSMA PET formulation (PDUFA Mar 6), OCTEVY (PDUFA Mar 29), PNT2003 (radioequivalent to Lutathera) with pending Hatch-Waxman litigation decision mid-year, and MK-6240 (tau PET; PDUFA Aug 13). Management expects material commercialization impact beginning in 2027.
2026 Financial Outlook
Guidance for 2026 worldwide net revenue of $1.40B–$1.45B, gross margin ~65.5%, R&D 10%–11% of revenue, and EPS guidance of $5.00–$5.25, reflecting planned investments and launch preparation.
Operational & Reimbursement Strategy
Clear launch playbook: regional rolling transition to new F-18 PSMA formulation in Q4 2026 with focus on coding, transitional pass-through status, payer coverage, and PMF network continuity to minimize supply disruption and drive 2027 growth.
Capital Return and Balance Sheet Actions
Completed $100M share repurchase in Q4 (1.77M shares) with $200M authorization remaining; cash & cash equivalents (net) of $359.1M at year-end.
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 |
|---|---|---|---|
Nov 06, 2025 | $57.23 | $53.69 | -6.19% |
Aug 06, 2025 | $72.63 | $51.87 | -28.58% |
May 07, 2025 | $104.84 | $80.49 | -23.23% |
Feb 26, 2025 | $80.05 | $93.25 | +16.49% |
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 (LNTH) report earnings?
Lantheus (LNTH) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Lantheus (LNTH) earnings time?
Lantheus (LNTH) earnings time is at Apr 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 (Q1) is 1.25.
