Lantheus Holdings 2025 Q3 Earnings Sharp Net Income Drop of 78.8%

Lantheus Holdings reported fiscal 2025 Q3 earnings on Nov 7, 2025, with revenue surpassing estimates but GAAP EPS falling below expectations. The company’s revenue grew 1.4% year-over-year to $384.01 million, outperforming analyst projections. However, GAAP net income plummeted 78.8% to $27.77 million, and EPS declined 78.3% to $0.41, reflecting significant challenges in profitability.

Revenue

Driven by a 6.3% increase in DEFINITY sales to $81.8 million, the company’s revenue rose. However, PYLARIFY sales declined by 7.4% to $240.6 million, offsetting gains in other segments. The overall 1.4% year-over-year growth highlights mixed performance across product lines.

Earnings/Net Income

Lantheus Holdings’s EPS fell sharply to $0.41 in 2025 Q3, a 78.3% decline from $1.89 in 2024 Q3. Net income dropped 78.8% to $27.77 million, underscoring significant profitability challenges. The EPS decline indicates a stark downturn in earnings despite revenue growth.

Post-Earnings Price Action Review

The stock price of Lantheus Holdings experienced a 6.02% decline during the latest trading day, with a steeper 11.48% drop over the past week. Month-to-date, the stock has fallen 4.63%, reflecting investor concern over earnings performance and market conditions. The sharp post-earnings sell-off suggests heightened skepticism about the company’s ability to sustain growth or address competitive pressures.

CEO Commentary

Brian Markison, CEO, emphasized the company’s strategic strengths despite the earnings downturn. “Lantheus’ third quarter results underscore the strength of our strategy and the dedication of our team as we continue to advance our leadership in radiopharmaceuticals,” he stated. The CEO highlighted the acquisition of Life Molecular Imaging and $100 million in stock repurchases as key moves to bolster long-term value. However, he acknowledged challenges in PYLARIFY’s market position, noting competitive pressures and pricing dynamics.

Guidance

The company did not provide forward-looking guidance during the earnings call.

Additional News

Lantheus Holdings announced the completion of its acquisition of Life Molecular Imaging, a strategic move expected to enhance its radiopharmaceutical portfolio. The company also repurchased $100 million of common stock, signaling confidence in its financial stability. Additionally, the company faces multiple securities class action lawsuits alleging misleading statements about PYLARIFY’s market potential and competitive dynamics. Investors are advised to monitor the legal developments as they could impact future operations and stock performance.