earnings
confidence high
sentiment neutral
materiality 0.75
Lantheus Q2 rev $378M, adj EPS $1.57; cuts FY25 guidance; FDA NDA acceptance; $400M buyback
Lantheus Holdings, Inc.
2025-Q2 EPS reported
$2.14
revenue$750,809,000
- Q2 revenue $378.0M (-4.1% YoY); GAAP EPS $1.12; adjusted EPS $1.57.
- PYLARIFY sales $250.6M (-8.3%); DEFINITY sales $83.9M (+7.5%).
- FY25 revenue guidance cut to $1.475-$1.51B from $1.55-$1.585B; adj EPS to $5.50-$5.70 from $6.60-$6.70.
- FDA accepted NDA for new piflufolastat F 18 formulation; PDUFA date March 6, 2026; batch size +~50%.
- Board authorized $400M share repurchase program through Dec 2027, replacing prior $400M program.