Lantheus Holdings, Inc.(LNTH)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #495 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LNTH Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Lantheus Holdings, Inc. (LNTH), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores LNTH at 66.9/100 on a 32-signal composite quality model, placing it at rank #495 of 2,879 stocks — the top 25% of the AI-ranked universe. LNTH scores in the top quartile across balance sheet strength (91.6), free cash flow (84.7), profitability (76.3). Areas of concern include earnings quality (28.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Lantheus Holdings, Inc. reports quarterly revenue of $377.3M, net income of $118.4M, an operating margin of 21.6%. Top institutional holders of LNTH by reported 13-F value include BlackRock,, FARALLON CAPITAL MANAGEMENT, JANUS HENDERSON GROUP PLC, based on the most recent SEC filings. LNTH trades on the Nasdaq exchange and files with the SEC under CIK 1521036. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LNTH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Lantheus Holdings, Inc. directly from SEC EDGAR. Lantheus Holdings, Inc.'s 13F Pro composite quality score has ranged between 32 and 86 since 2021, currently 66.9 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.
What's Driving LNTH's Business? Latest 10-Q Breakdown
AI-extracted from Lantheus Holdings, Inc.'s 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q1 revenue $377.3M (+1.2% YoY) driven by Neuraceq contribution post-Lantheus Biosciences acquisition and DEFINITY growth, offset by PYLARIFY pricing pressure; net income $118.4M (+62% YoY) boosted by $59.3M SPECT business sale gain.
Biggest Revenue Drivers
Total revenue: $377.3M+1.2% YoY
Decreased due to lower net sales price in 2026, partially offset by increased sales volume.
Increased from higher sales volume.
New contribution following Lantheus Biosciences acquisition in July 2025; no comparable prior-year revenue.
Increased from CDMO revenue generated post-Evergreen Therapeutics acquisition and MK-6240 investigational use revenue.
Largest Expense Items
Increased due to lower PYLARIFY net sales price, higher intangible asset amortization from Lantheus Biosciences acquisition, and SPECT business sale, partially offset by Neuraceq gross profit.
Increased due to employee-related costs for Neuraceq sales and marketing expenditures for PYLARIFY TruVu launch preparation.
Increased from impacts of Lantheus Biosciences and Evergreen acquisitions and LNTH-2403 project costs, partially offset by lower regulatory payments compared to prior year.
Increased modestly due to acquisition integration costs, offset by reduced litigation costs and legal settlement received in Q1 2026.
Watch Items from the Filing
- PYLARIFY revenue declined 6.5% YoY to $240.9M due to net sales price reductions effective January 1, 2025, when CMS transitioned from transitional pass-through payment to mean unit cost methodology; competitive PSMA agents retain higher TPT Status payments.
- LNTH-2501 NDA review extended to June 29, 2026 from March 29, 2026 for manufacturing-related information review; FDA tentative approval of PNT2003 ANDA received March 2, 2026 but subject to 30-month Hatch-Waxman stay and ongoing patent litigation.
- Company received $59.3M gain on SPECT business sale to Illuminated but future consideration includes unsecured $20M seller note, $20M deferred cash (or $25M if unpaid by Jan 1, 2030), and contingent payments up to $30M based on unachieved revenue milestones.
- Significant contingent liabilities from acquisitions: Evergreen up to $727.5M in milestone payments; Lantheus Biosciences up to $400M earn-out/milestone payments on Neuraceq sales plus $30M to Piramal based on earnings metrics.
- Advanced Accelerator Applications (Novartis) patent infringement litigation over PNT2003 ANDA pending court decision as of filing date; putative securities class action consolidated in Southern District of New York with amended complaint filed March 13, 2026 alleging false statements regarding business performance.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$377.3M
Net Income
Q1 2026
$118.4M
Free Cash Flow
Q1 2026
$125.1M
Operating Margin
Q1 2026
21.6%
D/E Ratio
Q1 2026
0.47
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.5% YoYNet Income
-25.2% YoYOperating Income
-32.0% YoYEPS (Diluted)
-21.8% YoYTotal Assets
+12.5% YoYTotal Debt
+0.5% YoYOp. Cash Flow
-28.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.54B +0.5% | $1.53B +18.3% | $1.30B +38.6% | $935.1M +119.9% | $425.2M +25.3% | $339.4M |
| Net Income | $233.6M -25.2% | $312.4M -4.4% | $326.7M +1063.9% | $28.1M +139.4% | $-71.3M -429.1% | $-13.5M |
| Operating Income | $310.8M -32.0% | $457.0M +25.3% | $364.6M +907.4% | $36.2M +159.5% | $-60.8M -1348.9% | $-4.2M |
| EPS (Diluted) | $3.41 -21.8% | $4.36 -6.2% | $4.65 +1062.5% | $0.40 +137.7% | $-1.06 -324.0% | $-0.25 |
| Total Assets | $2.23B +12.5% | $1.98B +19.9% | $1.65B +25.0% | $1.32B +53.0% | $863.8M -0.7% | $869.8M |
| Total Debt | $570.2M +0.5% | $567.2M +0.7% | $563.3M +0.9% | $558.4M +199.6% | $186.4M -22.0% | $239.1M |
| Operating Cash Flow | $390.1M -28.4% | $544.8M +78.5% | $305.3M +8.3% | $281.8M +422.6% | $53.9M +228.8% | $16.4M |
AI Insight: LNTH Financial Trends
Operating income has more than halved from its Q3 2024 peak of $134M to $81M in Q1 2026, signaling meaningful margin compression despite stable revenues.
• Operating income collapsed from $134M in Q3 2024 to $44M in Q3 2025, recovering only partially to $81M in Q1 2026.
• Revenue has been range-bound between $373M and $407M across all eight quarters, showing no meaningful growth trajectory.
• Operating cash flow rebounded to $125M in Q1 2026, the strongest reading since Q3 2024's $175M, a modest positive signal.
• Total debt has remained stable near $568–$571M since Q1 2025, following a spike to $1,130M in Q3 2024 that quickly reversed.
⚠ Operating margin has trended sharply lower — op income fell from $134M to $44M peak-to-trough — watch for sustained recovery above $100M.
⚠ Net income is highly volatile, swinging from -$12M in Q4 2024 to $131M in Q3 2024; below-the-line items warrant scrutiny.
⚠ Equity ticked up to $1,212M in Q1 2026, a six-quarter high, partly reflecting the strong net income print — monitor for consistency.
AI Insight: LNTH Ratio Trends
Profitability rebounded sharply in Q1 2026 on NPM and ROE, but ROIC continues to compress, now at 18.2% versus a 27.5% peak in Q4 2024.
• NPM surged to 31.4% in Q1 2026, the highest single-quarter reading in the dataset, recovering strongly from the Q3 2025 trough of 7.2%.
• Operating margin has trended down from 35.3% in Q3 2024 to 21.6% in Q1 2026, with Q3 2025 hitting a multi-quarter low of 11.4%.
• ROIC declined from 27.5% in Q4 2024 to 18.2% in Q1 2026, a 9.3pp contraction over five quarters.
• Leverage improved modestly; D/E fell from 0.96 in Q3 2024 to 0.47 in Q1 2026, the lowest level in the dataset.
⚠ ROIC compression to 18.2% in Q1 2026 despite the NPM spike warrants scrutiny — capital efficiency is deteriorating even as earnings appear strong.
⚠ The Q3 2025 operating margin collapse to 11.4% suggests potential cost or volume volatility; monitor whether Q1 2026 recovery is structural or seasonal.
⚠ Q4 2024 NPM of -3.0% and negative ROE/ROA point to a large one-off charge; confirm no recurrence in upcoming periods.
Get alerted when LNTH's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Lantheus Holdings, Inc. including:
Top Institutional Holders of LNTH
BlackRock, Inc.
$620.7M8,183,193 shFARALLON CAPITAL MANAGEMENT LLC
$423.5M5,583,479 shJANUS HENDERSON GROUP PLC
$362.2M4,774,841 shFMR LLC
$350.9M4,626,453 shVANGUARD PORTFOLIO MANAGEMENT LLC
$240.8M3,174,274 shVANGUARD CAPITAL MANAGEMENT LLC
$221.1M2,914,314 shSTATE STREET CORP
$184.3M2,429,803 shAMERICAN CENTURY COMPANIES INC
$135.1M1,781,106 shGEODE CAPITAL MANAGEMENT, LLC
$134.0M1,765,952 shMORGAN STANLEY
$124.9M1,646,463 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $620.7M | 8,183,193 |
| FARALLON CAPITAL MANAGEMENT LLC | $423.5M | 5,583,479 |
| JANUS HENDERSON GROUP PLC | $362.2M | 4,774,841 |
| FMR LLC | $350.9M | 4,626,453 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $240.8M | 3,174,274 |
| VANGUARD CAPITAL MANAGEMENT LLC | $221.1M | 2,914,314 |
| STATE STREET CORP | $184.3M | 2,429,803 |
| AMERICAN CENTURY COMPANIES INC | $135.1M | 1,781,106 |
| GEODE CAPITAL MANAGEMENT, LLC | $134.0M | 1,765,952 |
| MORGAN STANLEY | $124.9M | 1,646,463 |
More Healthcare Companies
View all Healthcare →Put LNTH on your watchlist
Track score changes the day Lantheus Holdings, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is LNTH a good stock to buy?
13F Pro's AI-powered analysis of Lantheus Holdings, Inc. (LNTH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LNTH are available on the LNTH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LNTH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LNTH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Lantheus Holdings, Inc.'s investment landscape.