Equity Profile

LNTH

Lantheus Holdings, Inc.

Health CareHealth Care Supplies$6.6B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$1.29

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$362M

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

LNTH Q2-2026 Earnings Preview

Context

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company that specializes in developing and supplying diagnostic imaging agents. With a market cap of $7 billion, it plays a crucial role in the healthcare sector by providing tools that help in the diagnosis and treatment of various medical conditions.

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 Q1 2026, Lantheus reported an EPS of $1.46, significantly beating analysts' expectations. The stock reacted positively, gaining 5.63% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Lantheus to continue its strong performance with an EPS of $1.29 and revenue of $362 million for Q2 2026. The company has a perfect track record of beating EPS estimates in recent quarters.

Bull Case

If Lantheus exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in the stock price, especially given its recent volatility.

Key Metrics to Watch

EPS

$1.29

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$362M

Revenue figures 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 report an EPS above $1.29?

Given the company's strong history of beating EPS estimates, this figure will be crucial for investor confidence.

What guidance will management provide regarding future revenue growth?

Any guidance on revenue growth will help investors gauge the company's outlook and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Lantheus to exceed revenue expectations due to recent product launches that have not been fully accounted for.

Supporting Evidence

Lantheus has consistently beaten EPS estimates, indicating stronger-than-expected operational performance.

The options market is pricing a relatively low move compared to historical averages, suggesting that traders may not be fully anticipating volatility.

Key Risk

If Lantheus provides guidance indicating strong demand for its imaging agents, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lantheus can maintain its strong growth trajectory amidst increasing competition and market conditions.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.16 would confirm the bear case, suggesting potential issues in demand or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±13.2%

Pricing cheap

The options market is pricing in a move of about 7.36%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±7.4% while LNTH has averaged ±13.2% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

41.0%

Calls (2K)P/C Ratio: 0.48Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests a potential average move of +5.5%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further clarity from management.

Miss

If Lantheus misses expectations, history suggests a potential average move of -7.68%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new product launches and their impact on revenue.
2Updates on market demand for diagnostic imaging agents.
3Management's outlook on competitive pressures in the healthcare supplies sector.
4Details on cost management and operational efficiencies.
5Insights into any regulatory changes that could affect the business.

See the full picture

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

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$1.29

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$362M

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

LNTH Q2-2026 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 Q1 2026, Lantheus reported an EPS of $1.46, significantly beating analysts' expectations. The stock reacted positively, gaining 5.63% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Lantheus exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in the stock price, especially given its recent volatility.

Key Metrics to Watch

EPS

$1.29

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$362M

Revenue figures 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 report an EPS above $1.29?

Given the company's strong history of beating EPS estimates, this figure will be crucial for investor confidence.

What guidance will management provide regarding future revenue growth?

Any guidance on revenue growth will help investors gauge the company's outlook and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Lantheus to exceed revenue expectations due to recent product launches that have not been fully accounted for.

Supporting Evidence

Lantheus has consistently beaten EPS estimates, indicating stronger-than-expected operational performance.

The options market is pricing a relatively low move compared to historical averages, suggesting that traders may not be fully anticipating volatility.

Key Risk

If Lantheus provides guidance indicating strong demand for its imaging agents, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lantheus can maintain its strong growth trajectory amidst increasing competition and market conditions.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.16 would confirm the bear case, suggesting potential issues in demand or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±13.2%

Pricing cheap

The options market is pricing in a move of about 7.36%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±7.4% while LNTH has averaged ±13.2% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

41.0%

Calls (2K)P/C Ratio: 0.48Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests a potential average move of +5.5%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further clarity from management.

Miss

If Lantheus misses expectations, history suggests a potential average move of -7.68%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new product launches and their impact on revenue.
2Updates on market demand for diagnostic imaging agents.
3Management's outlook on competitive pressures in the healthcare supplies sector.
4Details on cost management and operational efficiencies.
5Insights into any regulatory changes that could affect the business.