Equity Profile

LNTH

Lantheus Holdings, Inc.

Health CareHealth Care Supplies$6.6B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company specializing in diagnostic imaging and radiopharmaceuticals....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help assess its financial health this quarter.

N/A

Revenue Growth

Understanding revenue trends is essential for evaluating the company's market performance and demand for its products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

LNTH Q2-2026 Earnings Preview

Context

Company Snapshot

Lantheus Holdings, Inc. is a healthcare company specializing in diagnostic imaging and radiopharmaceuticals. With a market cap of $7 billion, it plays a crucial role in the healthcare sector by providing innovative solutions for patient care and diagnosis.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+24.91%

Avg Stock Reaction

-7.68%

Last Quarter Recap

In Q1-2026, Lantheus reported an EPS of $1.46, significantly beating expectations by 43.14%. The stock reacted positively, increasing by 5.63% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given Lantheus's strong track record of beating EPS estimates. However, the lack of revenue guidance raises some concerns.

Bull Case

If Lantheus continues its trend of strong EPS surprises, it could signal robust demand for its products, leading to further stock price appreciation.

Bear Case

On the other hand, if the company fails to provide clear revenue guidance or if the EPS surprise is not as significant as in previous quarters, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS reported for Q2-2026?

Given Lantheus's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock performance.

Will there be any revenue guidance provided?

Revenue guidance is essential for understanding future growth prospects, and its absence could lead to uncertainty among investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Lantheus's ability to sustain high EPS growth despite the lack of revenue guidance, as previous quarters have shown strong performance even without clear revenue forecasts.

Supporting Evidence

Lantheus has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a lower move than historical averages, suggesting that expectations may be muted.

The company's innovative product pipeline could drive unexpected revenue growth.

Key Risk

If the EPS comes in above $1.50, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lantheus can maintain its strong earnings momentum without clear revenue guidance.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case and suggest continued strong performance.

Bear Confirmed If

An EPS below $1.30 would indicate potential issues and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±13.2%

Pricing cheap

The options market is pricing in a potential move of about 7.36%, suggesting that investors expect some volatility around the earnings announcement.

Options are pricing ±7.4% while LNTH has averaged ±13.2% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

41.0%

Calls (2K)P/C Ratio: 0.48Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 5.5%, with a raw directional average of +2.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests a potential stock increase of around 7.68%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but lack guidance, the stock may see a muted reaction as investors await more clarity.

Miss

A miss on EPS could lead to a decline in stock price, with historical patterns suggesting an average drop of around 7.68%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline developments.
2Insights into market demand for Lantheus's products.
3Management's outlook on future revenue growth.
4Details on any new partnerships or collaborations.
5Responses to questions about competitive pressures in the market.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Lantheus Holdings, Inc. is a healthcare company specializing in diagnostic imaging and radiopharmaceuticals....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help assess its financial health this quarter.

N/A

Revenue Growth

Understanding revenue trends is essential for evaluating the company's market performance and demand for its products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

LNTH Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+24.91%

Avg Stock Reaction

-7.68%

Last Quarter Recap

In Q1-2026, Lantheus reported an EPS of $1.46, significantly beating expectations by 43.14%. The stock reacted positively, increasing by 5.63% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given Lantheus's strong track record of beating EPS estimates. However, the lack of revenue guidance raises some concerns.

Bull Case

If Lantheus continues its trend of strong EPS surprises, it could signal robust demand for its products, leading to further stock price appreciation.

Bear Case

On the other hand, if the company fails to provide clear revenue guidance or if the EPS surprise is not as significant as in previous quarters, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS reported for Q2-2026?

Given Lantheus's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock performance.

Will there be any revenue guidance provided?

Revenue guidance is essential for understanding future growth prospects, and its absence could lead to uncertainty among investors.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

Lantheus has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a lower move than historical averages, suggesting that expectations may be muted.

The company's innovative product pipeline could drive unexpected revenue growth.

Key Risk

If the EPS comes in above $1.50, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lantheus can maintain its strong earnings momentum without clear revenue guidance.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case and suggest continued strong performance.

Bear Confirmed If

An EPS below $1.30 would indicate potential issues and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±7.36%

Historical Avg

±13.2%

Pricing cheap

The options market is pricing in a potential move of about 7.36%, suggesting that investors expect some volatility around the earnings announcement.

Options are pricing ±7.4% while LNTH has averaged ±13.2% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

41.0%

Calls (2K)P/C Ratio: 0.48Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lantheus beats expectations, history suggests a potential stock increase of around 7.68%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but lack guidance, the stock may see a muted reaction as investors await more clarity.

Miss

A miss on EPS could lead to a decline in stock price, with historical patterns suggesting an average drop of around 7.68%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline developments.
2Insights into market demand for Lantheus's products.
3Management's outlook on future revenue growth.
4Details on any new partnerships or collaborations.
5Responses to questions about competitive pressures in the market.