Pulling SEC filings + quote and writing the call…

Lantheus Holdings, Inc.
Next earnings Aug 4, 2026 (before open) · consensus $1.32 EPS, $370M rev
Last earnings +5.6% on 2026-05-07
Profitable radiopharma with 61% gross margins, but revenue has plateaued and profits fell as its lead imaging agent matures.
Sources: SEC EDGAR (CIK 0001521036, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:53 PM.
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Middling fundamentals and a rich price (~71% above fair value) leave little margin of safety — a wait-and-see.
Lantheus is a radiopharmaceutical and diagnostic-imaging company whose growth was driven by the rapid uptake of its PSMA-PET prostate-cancer imaging franchise. That engine has now matured: FY2025 revenue was essentially flat (+0.5%) at $1.54B after explosive growth from $425M in FY2021 to $1.30B in FY2023. Profitability also stepped down — net income fell 25.2% to $234M, operating income dropped 32.0%, gross profit slipped 4.7% and gross margin, while still excellent at 61.1%, compressed as pricing and competitive pressure weighed on the lead imaging agent. EPS fell 21.8% to $3.41.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $425M | $935M | $1.30B | $1.53B | $1.54B |
| Gross profit | $188M | $582M | $710M | $988M | $942M |
| Operating income | -$60.8M | $36.2M | $365M | $457M | $311M |
| Net income | -$71.3M | $28.1M | $327M | $312M | $234M |
| Diluted EPS | -$1.06 | $0.40 | $4.65 | $4.36 | $3.41 |
| Net margin | -16.8% | 3.0% | 25.2% | 20.4% | 15.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1070 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-14 | Ber Gerard Director | Tax | 381.00 @ $96.67 | $36.8K |
| 2026-05-14 | Heino Mary Anne Executive Chair and CEO | Tax | 1.23K @ $96.67 | $119K |
| 2026-05-14 | McHugh Julie Director | Award | 4.14K | |
| 2026-05-14 | Morrow Phuong Khanh Director | Award | 4.14K | |
| 2026-05-14 | Maeusli Heinz Christoph Director | Award | 4.14K | |
| 2026-05-14 | LENO SAM R Director | Award | 4.14K | |
| 2026-05-14 | Pruden Gary J Director | Award | 4.14K | |
| 2026-05-14 | Baylor-Henry Minnie Director | Award | 4.14K |