Loading...
•
Sep 30
Lantheus Q3 2025 Earnings Report
Lantheus reported its third quarter 2025 financial results, highlighting strong revenue and free cash flow, alongside significant strategic developments including acquisitions and pipeline advancements.
Key Takeaways
Lantheus delivered a solid third quarter in 2025 with worldwide revenue reaching $384.0 million and free cash flow of $94.7 million. The company also announced a leadership transition, completed the acquisition of Life Molecular Imaging, and advanced several key pipeline products with upcoming PDUFA dates.
Worldwide revenue for Q3 2025 was $384.0 million, a 1.4% increase compared to the prior year.
GAAP fully diluted EPS was $0.41, while adjusted fully diluted EPS was $1.27.
Free cash flow for the quarter stood at $94.7 million.
The company completed the acquisition of Life Molecular Imaging and repurchased $100 million of common stock.
Lantheus
Lantheus
Lantheus Revenue by Segment
Revenue by Segment
PYLARIFY Revenue
CapyFin.comDEFINITY Revenue
CapyFin.comNeuraceq Revenue
CapyFin.comTechneLite Revenue
CapyFin.comOther Precision Diagnostics Revenue
CapyFin.comStrategic Partnerships and Other Revenue
CapyFin.com Forward Guidance
Lantheus provided updated corporate guidance for full year 2025 revenue and adjusted fully diluted earnings per share, reflecting the Life Molecular Imaging acquisition and current business outlook.
Positive Outlook
- Full year 2025 revenue guidance is $1.49 billion - $1.51 billion, an increase from previous guidance.
- The Life Molecular Imaging acquisition is expected to contribute positively to the business outlook.
- Advancement of pipeline products like LNTH-2501, MK-6240, and a new piflufolastat F 18 formulation with set PDUFA dates.
- Strengthened nuclear medicine commercial portfolio through the Life Molecular Imaging acquisition.
- Exclusive licensing agreement with GE HealthCare for piflufolastat F 18 in Japan.
Challenges Ahead
- Adjusted fully diluted EPS guidance for FY 2025 is $5.50 - $5.65, with the upper end slightly lower than previous guidance.
- Leadership transition with the upcoming retirement of the CEO and departure of the President.
- PYLARIFY sales decreased by 7.4% in the third quarter.
- GAAP net income and EPS significantly decreased compared to the prior year period.
- Operating income decreased by 67.4% compared to the prior year period.
Revenue & Expenses
Visualization of income flow from segment revenue to net income