Lantheus
Commercializes PET radiodiagnostics and ultrasound-enhancing agents for prostate cancer, amyloid, and cardiac imaging.
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Profile
Sells radiodiagnostics led by PYLARIFY for prostate-cancer PET imaging, DEFINITY for enhanced echocardiography, and Neuraceq for amyloid PET imaging, alongside partnership and manufacturing services. Most revenue comes from PYLARIFY, whose short-lived doses require just-in-time production and distribution.
Develops, manufactures, and commercializes diagnostic and therapeutic products for cancer, heart disease, and neurological conditions. Radiopharmaceutical Oncology centers on PYLARIFY, a PSMA PET agent for prostate-cancer imaging. Precision Diagnostics includes DEFINITY, an ultrasound-enhancing agent for echocardiography, and Neuraceq, an amyloid PET agent. Strategic Partnerships and Other Revenue adds research-tool sales, royalties, milestones, and contract development and manufacturing services.
Combines internal U.S. commercial teams with specialized manufacturing partners that make and deliver short-lived PET doses just in time. Sales are concentrated in the United States, while DEFINITY and Neuraceq are approved across multiple international markets.
PYLARIFY supplies most revenue, tying performance to PET manufacturing capacity, reimbursement, clinical differentiation, and potential generic entry. A pending acquisition by Curium remains subject to shareholder and regulatory approvals.
Company facts
Key statistics
Year to date +49.8% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | B. Riley | Downgrade | Buy | Neutral | ||
| Aug 17, 2026 | B.Riley Financial | Target | $105.40 | |||
| Aug 4, 2026 | CJS Securities | Downgrade | Market Outperform | Market Perform | ||
| Aug 4, 2026 | Truist Securities | Downgrade | Buy | Hold | ||
| Aug 3, 2026 | Truist Financial | Target | $125 | $102.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.30 | $1.55 | +19.2% | $363.2M | $388.2M | +6.9% | −0.42% |
| May 7, 2026Q1 FY26 | $1.25 | $1.46 | +16.8% | $354.5M | $377.3M | +6.4% | +2.26% |
| Feb 26, 2026Q4 FY25 | $1.18 | $1.67 | +41.5% | $367.0M | $406.8M | +10.8% | −0.69% |
| Nov 6, 2025Q3 FY25 | $1.27 | $1.27 | 0.0% | $368.0M | $384.0M | +4.4% | −4.88% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $372.8M | $378.0M | $384.0M | $406.8M | $377.3M | $388.2M | |
| Gross profit | $237.7M | $241.0M | $222.4M | $240.9M | $230.9M | $241.9M | |
| Operating income | $102.1M | $88.0M | $43.6M | $77.2M | $81.3M | $100.2M | |
| Net income | $72.9M | $78.8M | $27.8M | $54.1M | $118.4M | $75.0M | |
| Diluted EPS | $1.02 | $1.12 | $0.41 | $0.82 | $1.80 | $1.11 | |
| Gross margin | 63.8% | 63.8% | 57.9% | 59.2% | 61.2% | 62.3% | |
| Operating margin | 27.4% | 23.3% | 11.4% | 19.0% | 21.6% | 25.8% |
Fiscal years (4-quarter sums)FY21 $425.2M · FY22 $935.1M · FY23 $1.30B · FY24 $1.53B · FY25 $1.54B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $593.3M · Total debt $625.0M · Total assets $2.41B · Shareholders' equity $1.31B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 65.11M · Float 58.36M · 89.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 8.40M | 12.90% | 13F | Aug 7, 2026 |
| Farallon Capital Management LLC | 5.58M | 8.58% | 13F | Aug 14, 2026 |
| Jupiter Topco LLC | 5.19M | 7.97% | 13F | Aug 14, 2026 |
| Michael G. Linn | 5.06M | 7.30% | 13G | Nov 14, 2024 |
| Janus Henderson Group PLC | 4.77M | 7.40% | 13G | May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Telix Pharmaceuticals
Direct PSMA PET rival through Illuccix
- GE HealthCare
Cross-franchise rival in DEFINITY and amyloid PET
- Novartis (ADR)
PSMA PET and radioligand therapy pressure
- Eli Lilly
Amyloid PET competitor through Amyvid
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lantheus | $100.51 | −0.24% | $6.56B | 24.3 | 18.3 | 4.2 | +2.7% |
| Telix Pharmaceuticals | $11.29 | +0.18% | $3.82B | 113.3 | — | 4.0 | +22.8% |
| GE HealthCare | $71.73 | −0.01% | $32.40B | 20.8 | 13.8 | 1.6 | +5.8% |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| Eli Lilly | $1,173.00 | −0.08% | $1.10T | 39.4 | 28.7 | 13.9 | +47.7% |
| Median | 31.3 | 16.4 | 4.7 | +14.3% |