Q2 26 EPS Adjusted
$1.55
BEAT +18.90%
Est. $1.30
Q2 26 Revenue
$388.2M
BEAT +6.87%
Est. $363.2M
vs S&P Since Q2 26
-1.1%
TRAILING MARKET
LNTH -1.5% vs S&P -0.4%
Market Reaction
Did LNTH Beat Earnings? Q2 2026 Results
Lantheus Holdings delivered a strong second-quarter beat on both the top and bottom lines, though the results were quickly overshadowed by a far larger headline: a definitive agreement for Curium US Holdings to acquire the company at $103 per share i… Read more Lantheus Holdings delivered a strong second-quarter beat on both the top and bottom lines, though the results were quickly overshadowed by a far larger headline: a definitive agreement for Curium US Holdings to acquire the company at $103 per share in cash, plus contingent value rights of up to $12.00 per share tied to commercial milestones, for total per-share consideration of up to $115 and a transaction value of up to approximately $8.00 billion. On the earnings front, adjusted EPS came in at $1.55, clearing the $1.30 consensus by 18.90%, while revenue of $388.18 million beat estimates by 6.87% and grew 2.7% year over year. The revenue mix shifted notably, with Neuraceq contributing $39.62 million after generating no revenue in the prior-year quarter, partially offsetting a 4.1% decline in PYLARIFY to $240.37 million. With the merger pending, Lantheus suspended its full-year 2026 guidance and will not host a quarterly conference call, leaving investors focused squarely on deal completion rather than the operational outlook.
Key Takeaways
- • DEFINITY sales grew 5.2% year-over-year to $88.3 million
- • Neuraceq contributed $39.6 million in revenue, a new revenue stream not present in Q2 2025
- • Strategic partnerships and other revenue increased 71.9%
- • PYLARIFY sales declined 4.1% to $240.4 million
- • SPECT revenue dropped to zero from $31.9 million in the prior year
LNTH Forward Guidance & Outlook
Lantheus suspended its previously issued full year 2026 financial guidance in connection with the pending merger with Curium. No updated forward guidance was provided.
LNTH YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
LNTH Revenue by Segment
With YoY comparisons, source: SEC Filings
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% |