Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Lantheus Holdings (LNTH)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
$100.70-0.44%
Close 2026-11-05 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.40 → 6.46 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LNTH yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Quarterly cash from operations above $125 million | Cash from operations rose strongly to $125 million in Q1. | Intact | quarterly cash from operations falls below $110 million | Cash from operations: $92.203M FY2026-Q2; GAAP. Published target: >= $125 million per quarter. Target period is not explicitly aligned with this observation. Aug 6, 202692,203,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a healthcare growth and acquisition-integration story, supported by recent strong financial performance and a sector tailwind. The thesis is intact, though confidence is medium and execution quality is neutral.
The valuation evidence is mixed: LNTH is described as cheap versus peers, while the model also indicates a 0.77 premium versus peers. The expectations gap is negative, and the priced-in assessment is tagged as justified, with low fragility because the concern is weak execution rather than a broader stack of risks.
Near term, performance has held in the top half of the industry, but 2026 guidance was suspended in connection with the pending Curium merger. Revenue rose modestly year over year in 2026-Q2, while PYLARIFY sales declined; the merger has since been reported completed, but the evidence gives no details on integration results. Near-term miss risk is described as low, though the industry has a high miss rate and the company had a deep miss in its recent history.
Over the next several quarters, the thesis hinges on executing the Curium combination and advancing PET radiodiagnostics and the pipeline despite pressure in PYLARIFY sales. Guidance cuts would be a meaningful negative, while continued strength among healthcare bellwethers could support sector momentum; weaker jobs data could raise recession concerns for cyclical healthcare names. The value of radiotherapeutic assets is another swing factor, but direct financial evidence is limited.
For the 1-3 year view, LNTH combines strong recent performance and a favorable sector backdrop with integration and product-growth questions. The long-term thesis remains intact, but its progress depends on execution and the post-merger business trajectory. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit per share is steady near $5.12. |
| Intact |
| EPS falls below $5.0 in FY26 |
Diluted EPS: $1.11 per share FY2026-Q2; GAAP. Published target: >= $5.0 per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 20261.11 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Annual revenue near $1.425 billion | A primary condition in Lantheus Holdings's published investment case. The stated target is ~$1.425B. | Intact | annual revenue falls below $1.35 billion in FY26 | Revenue: $388.18M FY2026-Q2; GAAP. Published target: ~$1.425B. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026388,180,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.30 → $6.46 · observed estimates
$1.65B → $1.64B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.30 | $1,651,858,580 | 7 / 9 |
| 2026-07-25 | $6.30 | $1,651,853,430 | 12 / 12 |
| 2026-07-26 | $6.30 | $1,651,853,430 | 12 / 12 |
| 2026-07-27 | $6.30 | $1,651,858,580 | 7 / 9 |
| 2026-07-28 | $6.30 | $1,651,853,430 | 12 / 12 |
| 2026-07-29 | $6.31 | $1,649,561,760 | 12 / 12 |
| 2026-07-30 | $6.31 | $1,649,561,760 | 12 / 12 |
| 2026-07-31 | $6.31 | $1,649,561,760 | 12 / 12 |
| 2026-08-01 | $6.31 | $1,649,566,914 | 7 / 9 |
| 2026-08-02 | $6.31 | $1,649,561,760 | 12 / 12 |
| 2026-08-03 | $6.31 | $1,649,561,760 | 12 / 12 |
| 2026-08-04 | $6.30 | $1,644,649,200 | 11 / 11 |
| 2026-08-05 | $6.31 | $1,649,566,914 | 7 / 9 |
| 2026-08-06 | $6.31 | $1,649,566,914 | 7 / 9 |
| 2026-08-07 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-08 | $6.31 | $1,644,649,200 | 11 / 11 |
| 2026-08-09 | $6.31 | $1,644,649,200 | 11 / 11 |
| 2026-08-10 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-12 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-13 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-14 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-15 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-16 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-17 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-18 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-19 | $6.30 | $1,644,649,197 | 6 / 8 |
| 2026-08-20 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-21 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-22 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-23 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-24 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-25 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-26 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-27 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-28 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-29 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-30 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-08-31 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-09-01 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-09-02 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-09-03 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-09-04 | $6.34 | $1,651,525,330 | 6 / 8 |
| 2026-09-05 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-06 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-07 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-08 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-09 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-10 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-11 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-12 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-13 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-14 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-15 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-16 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-17 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-18 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-19 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-20 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-21 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-22 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-23 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-24 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-25 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-26 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-27 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-28 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-29 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-09-30 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-10-01 | $6.40 | $1,658,886,333 | 6 / 8 |
| 2026-10-02 | $6.40 | $1,658,888,433 | 6 / 8 |
| 2026-10-03 | $6.40 | $1,658,888,433 | 6 / 8 |
| 2026-10-04 | $6.40 | $1,658,888,433 | 6 / 8 |
| 2026-10-05 | $6.40 | $1,658,888,433 | 6 / 8 |
| 2026-10-06 | $6.40 | $1,658,888,433 | 6 / 8 |
| 2026-10-07 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-08 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-09 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-10 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-11 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-12 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-13 | $6.40 | $1,658,888,433 | 5 / 8 |
| 2026-10-14 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-15 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-16 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-17 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-18 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-19 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-20 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-21 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-22 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-23 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-24 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-25 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-26 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-27 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-28 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-29 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-30 | $6.40 | $1,658,891,367 | 5 / 8 |
| 2026-10-31 | $6.52 | $1,663,688,287 | 5 / 8 |
| 2026-11-01 | $6.52 | $1,663,688,287 | 5 / 7 |
| 2026-11-02 | $6.52 | $1,663,688,287 | 5 / 7 |
| 2026-11-03 | $6.52 | $1,663,688,287 | 5 / 7 |
| 2026-11-04 | $6.46 | $1,635,972,329 | 5 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.