LNTH Q3 2025 Earnings
Reported Nov 6, 2025 at 7:39 AM ET · SEC Source
Q3 25 EPS
$1.27
BEAT +0.24%
Est. $1.27
Q3 25 Revenue
$384.0M
BEAT +5.37%
Est. $364.5M
vs S&P Since Q3 25
+83.9%
BEATING MARKET
LNTH +93.2% vs S&P +9.3%
Market Reaction
Did LNTH Beat Earnings? Q3 2025 Results
Lantheus posted a solid beat on both the top and bottom lines in Q3 2025, delivering revenue of $384.01 million against a consensus estimate of $364.46 million, a 5.37% positive surprise, while adjusted diluted EPS of $1.27 edged past the $1.27 conse… Read more Lantheus posted a solid beat on both the top and bottom lines in Q3 2025, delivering revenue of $384.01 million against a consensus estimate of $364.46 million, a 5.37% positive surprise, while adjusted diluted EPS of $1.27 edged past the $1.27 consensus by 0.24%, though revenue grew just 1.4% year over year as the company navigated a complex integration period. The primary story beneath the headline numbers was the weight of the Life Molecular Imaging acquisition, which closed in July and effectively doubled both R&D and G&A expenses, compressing adjusted operating margin to 31.1% from 43.6% a year ago. Flagship PSMA agent PYLARIFY slid 7.4% to $240.62 million, a headwind compounded by ongoing securities fraud litigation alleging the company misled investors about Pylarify's competitive dynamics earlier in 2025. Looking ahead, Lantheus narrowed its full-year revenue guidance to $1.49 billion to $1.51 billion and adjusted EPS to $5.50 to $5.65, with three PDUFA dates on the horizon that could meaningfully reshape its product portfolio through 2026.
Key Takeaways
- • PYLARIFY remains largest revenue contributor but declined 7.4% YoY
- • DEFINITY grew 6.3% driven by continued market penetration
- • Life Molecular Imaging acquisition contributed Neuraceq revenue of $20.4 million with no prior-year comparable
- • Total precision diagnostics grew 25.0% driven by Neuraceq addition and DEFINITY growth
- • Significant increase in acquisition, integration and divestiture-related costs of $35.0 million in Q3 2025
- • R&D spending nearly doubled to $48.0 million reflecting Life Molecular Imaging integration
LNTH YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
LNTH Revenue by Segment
With YoY comparisons, source: SEC Filings
“Lantheus' third quarter results underscore the strength of our strategy and the dedication of our team as we continue to advance our leadership in radiopharmaceuticals.”
— Brian Markison, Q3 2025 Earnings Press Release
LNTH Earnings Trends
LNTH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LNTH EPS Trend
Earnings per share: estimate vs actual
LNTH Revenue Trend
Quarterly revenue: estimate vs actual
LNTH Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.23 | $1.46 | +18.78% | $377.3M | +6.46% |
| Q4 25 BEAT FY | $1.17 | $1.67 | +42.92% | $406.8M | +10.83% |
| FY Full Year | — | $6.08 | — | $1.54B | — |
| Q3 25 BEAT | $1.27 | $1.27 | +0.24% | $384.0M | +5.37% |
| Q2 25 MISS | $1.68 | $1.57 | -6.29% | $378.0M | -2.55% |