Q1 26 EPS
$1.46
BEAT +18.78%
Est. $1.23
Q1 26 Revenue
$377.3M
BEAT +6.46%
Est. $354.4M
vs S&P Since Q1 26
+7.5%
BEATING MARKET
LNTH +12.2% vs S&P +4.7%
Market Reaction
Did LNTH Beat Earnings? Q1 2026 Results
Lantheus delivered a clear beat to open fiscal 2026, posting first-quarter revenue of $377.33 million, up 1.2% year over year and ahead of the $354.42 million consensus by 6.46%, while adjusted EPS of $1.46 topped the $1.23 estimate by 18.78%. The he… Read more Lantheus delivered a clear beat to open fiscal 2026, posting first-quarter revenue of $377.33 million, up 1.2% year over year and ahead of the $354.42 million consensus by 6.46%, while adjusted EPS of $1.46 topped the $1.23 estimate by 18.78%. The headline driver was a portfolio in transition: PYLARIFY, the company's flagship PSMA PET imaging agent, faced competitive pressure that trimmed its contribution to $240.92 million, but that softness was offset by Neuraceq's $35.44 million addition following the Life Molecular Imaging acquisition and DEFINITY's 6.8% growth to $84.63 million. A significant regulatory catalyst added further momentum, as the FDA approved PYLARIFY TruVu, a reformulated version designed for manufacturing efficiency, with a phased commercial launch targeted for Q4 2026. Analysts raised price targets following the results, with shares responding positively to the combination of the beat and pipeline progress. Management reaffirmed full-year 2026 guidance of $1.40 billion to $1.45 billion in revenue and adjusted EPS of $5.00 to $5.25, pointing to accelerating growth beginning in 2027.
Key Takeaways
- • Strong DEFINITY sales growth of 6.8% year over year
- • Addition of Neuraceq revenue ($35.4 million) as a new revenue line in neurology
- • Gain on sale of SPECT business boosted GAAP net income
- • Strategic partnerships and other revenue grew 52.1%
LNTH YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
LNTH Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our first quarter results demonstrate disciplined execution across the business, with strong performance from PYLARIFY, Neuraceq, and DEFINITY, and continued progress against the priorities that underpin our long-term strategy.”
— Mary Anne Heino, Q1 2026 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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $1.30 | $1.55 | +18.90% | $388.2M | +6.87% |
| 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% |