The earnings call highlighted strategic moves to enhance the company's portfolio and diversify revenue streams, such as the FDA acceptance of a new PYLARIFY formulation and key acquisitions. However, it also addressed significant challenges, including a lowered financial outlook and competitive pressures affecting PYLARIFY sales. Despite strategic efforts, the lowlights weigh heavily, indicating ongoing market challenges.

Company Guidance

During the Lantheus Second Quarter 2025 Conference Call, CEO Brian Markison announced that second-quarter results were below expectations, leading to a lowered financial outlook for the rest of 2025. PYLARIFY sales reached $251 million, a decrease of 8.3% compared to the previous year, with U.S. volumes growing 2% year-over-year and over 4% sequentially. The company reported consolidated net revenue of $378 million, down 4.1%, with a gross profit margin of 67.6%. Operational expenses increased to 27.2% of net revenue, driven by investments in growth initiatives. Lantheus adjusted its PYLARIFY sales forecast to $940 million to $965 million for the full year, with total expected revenue of $1.475 billion to $1.51 billion. Adjusted EPS guidance was revised to $5.50 to $5.70. The company also highlighted strategic steps, including the FDA's acceptance of a new PYLARIFY formulation, expected to increase batch sizes by approximately 50%, enhancing patient access and production efficiency. Additionally, a $400 million stock repurchase program was authorized, signaling confidence in long-term growth prospects.

FDA Acceptance of New PYLARIFY Formulation

The FDA accepted Lantheus' NDA for a new formulation of PYLARIFY, which increases batch size by approximately 50%, enhancing patient access, supply resilience, and production efficiency.

Strategic Acquisitions Enhance Portfolio

The acquisitions of Evergreen and Life Molecular Imaging (LMI) added complementary capabilities, immediate growth drivers, and diversified revenue streams. Neuraceq, a PET imaging agent for Alzheimer's, is expected to contribute $40 million to $45 million in revenue annually.

New $400 Million Stock Repurchase Program

The Board authorized a $400 million stock repurchase program, reflecting confidence in the company's strategy and financial position.

DEFINITY Performance

DEFINITY sales increased by 7.5% year-over-year, maintaining market strength despite competitor re-entries.

Lantheus (LNTH) Earnings, Revenues Date & History

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LNTH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.30 / -	1.7	―	―	―
Aug 06, 2025	2025 (Q2)	1.68 / 1.57	1.8	-12.78% (-0.23)
May 07, 2025	2025 (Q1)	1.66 / 1.53	1.69	-9.47% (-0.16)
Feb 26, 2025	2024 (Q4)	1.54 / 1.59	1.75	-9.14% (-0.16)
Nov 06, 2024	2024 (Q3)	1.56 / 1.70	1.47	15.65% (+0.23)
Jul 31, 2024	2024 (Q2)	1.83 / 1.80	1.54	16.88% (+0.26)
May 02, 2024	2024 (Q1)	1.54 / 1.69	1.47	14.97% (+0.22)
Feb 22, 2024	2023 (Q4)	1.43 / 1.75	1.37	27.74% (+0.38)
Nov 02, 2023	2023 (Q3)	1.32 / 1.47	0.99	48.48% (+0.48)
Aug 03, 2023	2023 (Q2)	1.31 / 1.54	0.89	73.03% (+0.65)

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
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%
Nov 06, 2024	$114.96	$91.17	-20.69%

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.