Earnings summaries and quarterly performance for Lantheus Holdings.
Executive leadership at Lantheus Holdings.
Board of directors at Lantheus Holdings.
Gary Pruden
Director
Gérard Ber
Director
Heinz Mäusli
Director
James Thrall
Director
Julie Eastland
Director
Julie McHugh
Lead Independent Director
Mary Anne Heino
Chair of the Board
Minnie Baylor-Henry
Director
P.K. Morrow
Director
Samuel Leno
Director
Research analysts who have asked questions during Lantheus Holdings earnings calls.
Justin Walsh
Jones Trading
8 questions for LNTH
Richard Newitter
Truist Securities
8 questions for LNTH
Anthony Petrone
Mizuho Group
6 questions for LNTH
Kemp Dolliver
Brookline Capital Markets
6 questions for LNTH
Yuan Zhi
B. Riley Financial, Inc.
6 questions for LNTH
Matt Taylor
Jefferies & Company Inc.
5 questions for LNTH
Tara Bancroft
TD Cowen
4 questions for LNTH
David Turkaly
Citizens JMP
3 questions for LNTH
John Vandermosten
Zacks Small Cap Research
3 questions for LNTH
Larry Solow
CJS Securities
3 questions for LNTH
Lawrence Solow
CJS Securities, Inc.
3 questions for LNTH
Matthew Taylor
Jefferies
3 questions for LNTH
Roanna Clarissa Ruiz
Leerink Partners
3 questions for LNTH
Tsan-Yu Hsieh
William Blair & Company
3 questions for LNTH
Andy Hsieh
William Blair
2 questions for LNTH
Brian Kemp Dolliver
Brookline Capital Markets, LLC
2 questions for LNTH
Karishma Raghuram
Goldman Sachs
2 questions for LNTH
Pete Lucas
CJS Securities
2 questions for LNTH
Roanna Reese
Leerink Partners
2 questions for LNTH
Roanna Ruiz
Leerink
2 questions for LNTH
Yuan Zhu
Guosen Securities
2 questions for LNTH
Andy Hsieh
William Blair & Company
1 question for LNTH
Ed Wild
Redburn Atlantic
1 question for LNTH
Frances Dovell
TD Cowen
1 question for LNTH
Kyuwon Choi
Goldman Sachs
1 question for LNTH
Mazahir Alimohamed
Leerink Partners
1 question for LNTH
Paul Choi
Goldman Sachs
1 question for LNTH
Recent press releases and 8-K filings for LNTH.
- Lantheus reported Q4 2025 adjusted diluted EPS of $1.67 and adjusted profit of $110.7 million, with full-year adjusted diluted EPS at $6.08.
- The company issued 2026 guidance, projecting worldwide net revenue of $1.4 billion to $1.45 billion and EPS in the range of $5.00 to $5.25.
- Lantheus completed the divestiture of its legacy SPECT business on January 1, 2026, to prioritize investment in innovative PET radiodiagnostics.
- In Q4 2025, Neuraceq contributed $31 million and is expected to grow triple digits inorganically in 2026, while PYLARIFY net revenue is projected to decline 8%-10% year-over-year in 2026.
- Several products are awaiting 2026 FDA approvals, including a new PSMA PET formulation (PDUFA March 6th) and OCTEVY (PDUFA March 29th), with significant revenue uptake anticipated in 2027.
- Lantheus reported Q4 2025 revenue of $406.8 million, a 4% increase, and full-year 2025 revenue of $1.546 billion, up 0.5%. Adjusted diluted EPS for Q4 2025 was $1.67, an increase of 4.7%, while full-year adjusted diluted EPS was $6.08, a decrease of 10%.
- The company completed the divestiture of its legacy SPECT business on January 1, 2026, to prioritize investment in innovative PET radiodiagnostics.
- Lantheus anticipates multiple FDA approvals in 2026 for its new PSMA PET formulation (PDUFA March 6th), OCTEVY (PDUFA March 29th), PNT2003, and MK-6240 (PDUFA August 13th). However, meaningful revenue contribution from these new products is not expected until 2027 due to launch timing and market readiness efforts.
- For fiscal year 2026, PYLARIFY net revenue is projected to decline 8%-10% year-over-year, and the appropriate adjusted EPS comparison for 2026 is $5.75 after normalization adjustments.
- Lantheus Holdings reported Q4 2025 net revenues of $406.8 million, a 4.0% increase year-over-year, with GAAP diluted EPS of $0.82 and Non-GAAP diluted EPS of $1.67. For the full year 2025, total revenues reached $1.54 billion.
- Key product revenues for 2025 included PYLARIFY at $989.1 million, DEFINITY at $330.2 million, and NeuraCeq at $51.4 million.
- The company provided FY 2026 guidance, projecting revenue between $1.4 billion and $1.45 billion and Adjusted Fully Diluted EPS between $5.00 and $5.25.
- Lantheus has several registrational-stage assets with upcoming PDUFA dates in 2026, including a new PSMA PET formulation (March 6, 2026), OCTEVY (March 29, 2026), and MK-6240 (August 13, 2026). Additionally, the company repurchased $100 million of stock during Q4 2025.
- Lantheus Holdings reported Q4 2025 revenue of $406.8 million, a 4% increase, and full-year 2025 revenue of $1,541.6 million, up 0.5%. For 2026, the company forecasts worldwide net revenue between $1.4 billion and $1.45 billion and EPS in the range of $5.00 to $5.25.
- The company completed the divestiture of its legacy SPECT business on January 1, 2026, to strategically prioritize investment in innovative PET radiodiagnostics.
- Lantheus acquired Neuraceq and OCTEVY in 2025, with Neuraceq contributing $31 million in Q4 2025 and expected to achieve triple-digit growth in 2026. The company also anticipates multiple potential FDA approvals in 2026, including a new PSMA PET formulation, OCTEVY, PNT2003, and MK-6240.
- The company is pursuing value-maximizing alternatives for its radiotherapeutic assets in the pipeline, excluding PNT2003, to further focus on its diagnostic portfolio and optimize value for shareholders.
- Lantheus Holdings, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, and provided full year 2026 financial guidance.
- The company repurchased $100 million of shares of common stock in the fourth quarter of 2025.
- Lantheus is sharpening its strategic focus to innovative radiodiagnostics and will pursue value-maximizing alternatives for radiotherapeutic assets to support long-term growth.
- The company completed the divestiture of its legacy SPECT business effective January 1, 2026, and advanced its late-stage pipeline with three radiodiagnostic assets securing 2026 PDUFA dates.
| Metric | Q4 2025 | FY 2025 | FY 2026 (Guidance) |
|---|---|---|---|
| Worldwide Revenue ($USD Millions) | 406.8 | 1,541.609 | 1,400 - 1,450 |
| Adjusted Fully Diluted EPS ($USD) | 1.67 | 6.08 | 5.00 - 5.25 |
- The global radiopharmaceutical CDMO market was estimated at USD 3.24 billion in 2025 and is expected to grow to USD 8.50 billion by 2035, exhibiting a CAGR of 10.12% from 2026 to 2035.
- This market growth is primarily driven by the rising use of nuclear medicine, increasing outsourcing of radiopharmaceutical development, and the high demand for targeted cancer therapies.
- North America led the market in 2025, accounting for approximately 49% of total revenue, while Asia-Pacific is projected to be the fastest-growing region between 2026 and 2035.
- Diagnostic radiopharmaceuticals dominated the market with about a 62% share in 2025, but therapeutic radiopharmaceuticals are expected to grow at the highest CAGR from 2026 to 2035.
- In 2025, Lantheus agreed to acquire Evergreen Theragnostics for up to $1 billion to secure advanced manufacturing infrastructure and reduce reliance on third-party suppliers for clinical-stage radiopharmaceuticals.
- Lantheus Holdings completed the previously announced sale of its single photon emission computed tomography (SPECT) business to SHINE Technologies, LLC on January 2, 2026.
- The sale included diagnostic agents such as TechneLite®, NEUROLITE®, Xenon Xe-133 Gas, and Cardiolite®, as well as the North Billerica, Massachusetts campus portion manufacturing SPECT products and SPECT-related Canadian operations.
- With the SPECT divestiture finalized, Lantheus will now focus on its growing commercial portfolio of innovative PET radiodiagnostics and microbubbles, while also advancing its pipeline of radiopharmaceuticals.
- Bragar Eagel & Squire, P.C. is investigating certain officers and directors of Lantheus Holdings, Inc. following a class action complaint filed on September 9, 2025.
- The complaint alleges that defendants made materially false and misleading statements by concealing adverse facts concerning Pylarify's competitive position and the company's ability to properly assess its pricing dynamics.
- It further claims that an early 2025 price increase for Pylarify, issued despite prior price erosion, created an opportunity for competitive pricing, thereby jeopardizing Pylarify's price point, revenue, and overall growth potential.
- The Portnoy Law Firm announced a class action lawsuit against Lantheus Holdings, Inc. (NASDAQ: LNTH) on behalf of investors who bought securities between February 26, 2025, and August 5, 2025.
- Investors have until November 10, 2025, to file a lead plaintiff motion in this lawsuit.
- The complaint alleges that Lantheus and its executives misled investors about the growth and pricing strength of Pylarify, its key prostate cancer imaging product, by concealing that price hikes and competitive pressures were eroding its market position.
- This alleged misrepresentation led to investors purchasing shares at artificially inflated prices, with the stock dropping over 23% and 28% following May and August 2025 quarterly results that revealed sharp sales declines, reduced guidance, and intensifying competition.
- Faruqi & Faruqi, LLP is investigating potential claims against Lantheus Holdings, Inc. (LNTH) regarding alleged misleading statements concerning the competitive position, pricing, revenue, and growth potential of its product, Pylarify.
- Investors who purchased Lantheus securities between November 6, 2024, and August 6, 2025, are encouraged to contact the firm.
- The deadline for investors to seek the role of lead plaintiff in the federal securities class action is November 10, 2025.
- The lawsuit stems from disappointing first quarter results reported on May 7, 2025, and further reduced growth expectations for Pylarify announced on August 6, 2025, which led to a 28.8% decline in Lantheus's stock price on August 6, 2025.
Quarterly earnings call transcripts for Lantheus Holdings.
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