Equity Profile

LNTH

Lantheus Holdings, Inc.

Health CareHealth Care Supplies$6.6B

May7Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Lantheus Holdings Beats on EPS, Stock Up 5.63%

Metric	Actual	Expected	Surprise
EPS	$1.46	$1.23	+43.14%
Revenue	N/A	$355M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Lantheus Holdings Beats on EPS, Stock Up 5.63%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.46	$1.23	+43.14%
Revenue	N/A	$355M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Lantheus Holdings reported strong earnings with an EPS that exceeded expectations significantly, which likely contributed to the stock's 5.63% increase. However, the company did not provide revenue figures or future guidance, leaving some uncertainty for investors. The positive EPS surprise indicates strong performance in their operations, but the lack of revenue data may prompt further scrutiny.

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company that specializes in developing and commercializing innovative diagnostic imaging agents....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$1.23

Revenue

Total revenue will provide insight into the company's sales performance and market demand for its products.

$355M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company that specializes in developing and commercializing innovative diagnostic imaging agents. With a market cap of $6 billion, it plays a crucial role in the healthcare supplies sector, particularly in enhancing patient care through advanced imaging technologies.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+24.91%

Avg Stock Reaction

-7.68%

Last Quarter Recap

In Q4 2025, Lantheus reported an EPS of $1.67, significantly surpassing estimates. However, the stock reacted negatively, declining by 0.38% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Lantheus to continue its strong performance with an EPS of $1.23 and revenue of $355 million. The company has a history of beating EPS estimates, which could influence investor sentiment.

Bull Case

If Lantheus exceeds expectations again, it could reinforce confidence in its growth trajectory and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet these expectations, especially after a strong prior quarter, it could lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$1.23

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$355M

Total revenue will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Lantheus achieve an EPS of at least $1.23?

This figure is crucial as it sets the benchmark for market expectations and could significantly impact stock performance.

What insights can management provide about revenue growth trends?

Understanding revenue drivers will help investors gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating Lantheus's ability to sustain high growth, especially given its recent strong performance.

Supporting Evidence

Lantheus has consistently beaten EPS estimates, suggesting a trend of stronger-than-expected performance.

The options market is pricing in a significant move, indicating that traders anticipate volatility that might not align with consensus expectations.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is keenly focused on Lantheus's ability to maintain its growth momentum after a series of strong earnings surprises.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.15 would raise concerns about the company's growth trajectory and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±14.37%

Historical Avg

±13.2%

In line with history

The options market is pricing in a substantial move, indicating that traders expect volatility around the earnings report.

Options are pricing ±13.6% while LNTH has averaged ±13.2% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

1.0%

30d HV

29.2%

Calls (10K)P/C Ratio: 0.10Puts (9K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 0 of 30 (0%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 3.3%, with a raw directional average of +2.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests the stock could rise by around 14.51%, confirming a positive growth outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious sentiment from investors.

Miss

Should the company miss expectations, history suggests a potential decline of around 6.38%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or pipeline developments.
2Management's commentary on market demand for imaging agents.
3Insights into cost management and operational efficiencies.
4Guidance on future revenue expectations and growth strategies.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

AXSOME THERAPEUTICS

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company that specializes in developing and commercializing innovative diagnostic imaging agents....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$1.23

Revenue

Total revenue will provide insight into the company's sales performance and market demand for its products.

$355M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+24.91%

Avg Stock Reaction

-7.68%

Last Quarter Recap

In Q4 2025, Lantheus reported an EPS of $1.67, significantly surpassing estimates. However, the stock reacted negatively, declining by 0.38% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Lantheus exceeds expectations again, it could reinforce confidence in its growth trajectory and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet these expectations, especially after a strong prior quarter, it could lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$1.23

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$355M

Total revenue will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Lantheus achieve an EPS of at least $1.23?

This figure is crucial as it sets the benchmark for market expectations and could significantly impact stock performance.

What insights can management provide about revenue growth trends?

Understanding revenue drivers will help investors gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating Lantheus's ability to sustain high growth, especially given its recent strong performance.

Supporting Evidence

Lantheus has consistently beaten EPS estimates, suggesting a trend of stronger-than-expected performance.

The options market is pricing in a significant move, indicating that traders anticipate volatility that might not align with consensus expectations.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is keenly focused on Lantheus's ability to maintain its growth momentum after a series of strong earnings surprises.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.15 would raise concerns about the company's growth trajectory and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±14.37%

Historical Avg

±13.2%

In line with history

The options market is pricing in a substantial move, indicating that traders expect volatility around the earnings report.

Options are pricing ±13.6% while LNTH has averaged ±13.2% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

1.0%

30d HV

29.2%

Calls (10K)P/C Ratio: 0.10Puts (9K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 0 of 30 (0%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 3.3%, with a raw directional average of +2.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests the stock could rise by around 14.51%, confirming a positive growth outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious sentiment from investors.

Miss

Should the company miss expectations, history suggests a potential decline of around 6.38%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or pipeline developments.
2Management's commentary on market demand for imaging agents.
3Insights into cost management and operational efficiencies.
4Guidance on future revenue expectations and growth strategies.