| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 43 | 24.0x | 17.8x | Around median | |
Growth | 44 | 2.3% | 7.1% | Around median | |
Quality | 89 | 11.5% | 4.5% | Top tier | |
Safety | 85 | 0.1x | 2.6x | Top tier | |
Capital Return | 45 | — | 2.12% | Around median | |
Momentum | 93 | 81.4% | 2.9% | Top tier | |
Sentiment | 62 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Lantheus Holdings operates in medical diagnostics based on radiopharmaceuticals and imaging enhancement agents. In Q1 FY2026, most revenue came from PYLARIFY, a PSMA PET imaging agent for prostate cancer, alongside NEURACEQ for imaging beta-amyloid associated with Alzheimer's disease and DEFINITY for ultrasound imaging enhancement, as well as its pharmaceutical solutions and strategic partnerships. The company relies on a network of radiopharmaceutical manufacturing sites and its relationships with nuclear medicine departments to expand the availability and geographic reach of these products.
In Q2 FY2026, Lantheus reported revenue of $388.2 million, gross profit of $241.9 million, net income of $75.0 million, and earnings per share of $1.11. These figures equate to a gross profit margin of approximately 62.3% and a net income margin of approximately 19.3%. Trailing twelve-month revenue was $1.6 billion, with gross profit of $936.0 million and net income of $275.3 million.
The latest available mix details, for Q1 FY2026, show that PYLARIFY generated $240.9 million, or approximately 63.8% of quarterly revenue of $377.3 million. NEURACEQ generated approximately $35.4 million, DEFINITY approximately $84.6 million, while revenue from strategic partnerships and other activities totaled $16.3 million. Adjusted gross profit margin was 67.0%, while adjusted operating income reached $129.1 million and adjusted net income reached $95.8 million.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $105.27, within a relatively wide range of $94 to $120, while the upper end of the range is above the 52-week high of $111.86 and the average remains below it. The analyst consensus is "Buy," but the breadth of the targets and the 52-week range of $49.67–$111.86 reflect varying assessments of the impact of PYLARIFY competition and margin pressures versus the opportunities from PYLARIFY TRUVU, NEURACEQ, and the regulatory portfolio; the available data do not include a valid P/E multiple that could be used as an additional valuation anchor.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
LNTH relies primarily on PYLARIFY for PSMA PET imaging of prostate cancer, which generated $240.9 million in Q1 FY2026. DEFINITY, used for ultrasound imaging enhancement, generated revenue of $84.6 million with market share exceeding 80%. NEURACEQ for beta-amyloid imaging generated $35.4 million, while strategic partnerships and other activities added $16.3 million.
Revenue reached $388.2 million in Q2 FY2026, compared with gross profit of $241.9 million. The company reported net income of $75.0 million and earnings per share of $1.11. These results equate to a gross profit margin of approximately 62.3% and a net income margin of approximately 19.3%.
The FDA approved PYLARIFY TRUVU on March 6, 2026, and it offers approximately the same diagnostic characteristics and a similar safety and efficacy profile as PYLARIFY, according to management. The new formulation allows larger batches at sites equipped with high-energy cyclotrons, which produce more than 70% of PYLARIFY doses. The company is targeting a site-by-site conversion beginning in Q4 FY2026, after completing coding, coverage, and manufacturing approvals, and expects a meaningful revenue contribution in FY2027.
NEURACEQ generated revenue of $35.4 million in Q1 FY2026, up 14.3% compared with Q4 FY2025. The company describes it as the second most widely used and fastest-growing beta-amyloid imaging agent in the United States, without providing a numerical market share. Its manufacturing network increased to 22 sites, while Lantheus is targeting increased use within existing accounts and the addition of new accounts through its relationships with nuclear medicine departments.
On the May 7, 2026 call, management maintained its FY2026 revenue forecast of $1.40 billion to $1.45 billion. It also maintained the adjusted earnings per share range of $5.00 to $5.25, with an expected adjusted gross profit margin of 65% to 66%. This guidance does not include a material revenue contribution from products awaiting approval during FY2026, while management is targeting an acceleration in growth in FY2027.
PNT2003 received tentative approval on March 2, 2026, but its launch requires final approval and the settlement or expiration of the Hatch-Waxman stay and the related legal proceedings. The Actinium date was extended to June 29, 2026 to review manufacturing information, while MK-6240 has a PDUFA date of August 13, 2026. As of the May 7, 2026 call, Mary Heino held the positions of CEO and Executive Chair of the Board, and said the Board had narrowed its CEO search to a small number of qualified candidates, without naming a successor or specifying an appointment date.
