Lantheus

LNTH Q4 2025 Earnings

Reported Feb 26, 2026 at 7:38 AM ET · SEC Source

Q4 25 EPS

$1.67

BEAT +42.92%

Est. $1.17

Q4 25 Revenue

$406.8M

BEAT +10.83%

Est. $367.0M

vs S&P Since Q4 25

+32.9%

BEATING MARKET

LNTH +39.9% vs S&P +6.9%

Full Year 2025 Results

FY 25 EPS

$6.08

FY 25 Revenue

$1.54B

Market Reaction

Did LNTH Beat Earnings? Q4 2025 Results

Lantheus delivered a strong fourth quarter beat to close out fiscal 2025, with adjusted diluted EPS of $1.67 topping the $1.17 consensus estimate by 42.92% and revenue of $406.79 million running 10.83% ahead of the $367.03 million Wall Street expecte… Read more Lantheus delivered a strong fourth quarter beat to close out fiscal 2025, with adjusted diluted EPS of $1.67 topping the $1.17 consensus estimate by 42.92% and revenue of $406.79 million running 10.83% ahead of the $367.03 million Wall Street expected, even as top-line growth of 4.0% year-over-year reflected a portfolio in transition. The headline numbers were lifted by the addition of Neuraceq, which contributed $31.00 million following Lantheus's acquisition of Life Molecular Imaging, and a 203.3% surge in strategic partnerships revenue, which more than offset a 9.7% decline in flagship PYLARIFY to $240.20 million. GAAP net income swung to $54.09 million from a loss of $11.79 million a year ago, largely due to the absence of a prior-year unrealized loss on equity securities. The recent FDA approval of PYLARIFY TruVu, a new formulation designed to expand production capacity and access, is seen as a catalyst for re-acceleration in the second half of 2026, though Lantheus's full-year guidance of $1.40 billion to $1.45 billion in revenue and adjusted EPS of $5.00 to $5.25 signals continued near-term pressure as the company reshapes its radiopharmaceutical portfolio.

Key Takeaways

  • Neuraceq contributed $31.0 million in Q4 as a new addition to the commercial portfolio
  • Strategic partnerships and other revenue increased 203.3% to $23.3 million
  • Total precision diagnostics revenue grew 22.0% to $143.2 million
  • Share repurchases reduced diluted share count from 72,451 to 66,315
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LNTH YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

LNTH Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“In 2025 we accomplished the important goal of maintaining market leadership with PYLARIFY. In addition, we expanded both our commercial portfolio of radiopharmaceuticals with Neuraceq as well as our pipeline through the acquisitions of Life Molecular Imaging and Evergreen Theragnostics.”

— Mary Anne Heino, Q4 2025 Earnings Press Release