Lantheus Holdings (LNTH)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
$100.70-0.44%
Close 2026-11-05 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
QuarterlyIQ Insights · LNTH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks LNTH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…
Stated in 4 of 4 supplied quarters. Management reported: “Recent Business Highlights • The Company announced today that it is sharpening its strategic focus to innovative radiodiagnostics and is prioritizing its investment in the development and commercialization of innovative PET radiodiagnostics, alongside a decision to pursue value‑maximizing alternatives for radiotherapeutic assets to support long‑term growth.” “• Completed the divestiture of the legacy SPECT business to SHINE (effective January 1, 2026), a decisive action taken to focus on PET radiodiagnostics and simplify the Company’s operating model.” Revenue was $389.913 million in 2026-Q3.
“Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”
“Recent Business Highlights • The Company announced today that it is sharpening its strategic focus to innovative radiodiagnostics and is prioritizing its investment in the development and commerciali…”
Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…
Stated in 4 of 4 supplied quarters. Management reported: “Recent Business Highlights • Received FDA approval for PYLARIFY TruVu TM (piflufolastat F18), a new formulation of PYLARIFY ® , the Company’s market‑leading PSMA PET imaging agent, designed to enhance manufacturing efficiency and supply flexibility; a phased geographic commercial launch is planned to begin in the fourth quarter of 2026 to align with coding, coverage, payment, and customer and PMF readiness.”
Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…
Stated in 4 of 4 supplied quarters. Management reported: “At the same time, we will remain disciplined in our capital deployment, prioritizing radiodiagnostics while evaluating the best path to maximize value from our radiotherapeutic assets – all as we lay the groundwork for growth acceleration beginning in 2027.”” “With up to four FDA approvals this year, we will ensure fit-for-purpose launch readiness for our new products, selectively advance late-stage pipeline assets and allocate capital thoughtfully to support sustainable growth and a compelling long-term outlook.”” Operating income was $32.206 million in 2026-Q3.
Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…
Stated in 2 of 4 supplied quarters. Management reported: “Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipeline, and allocate capital thoughtfully, and our focus mainly on our radiodiagnostic business and pursuing value-maximizing alternatives for our radiotherapeutic assets, and are based upon current plans, estimates and expectations that are subject to risks and uncertainties that could cause actual results to materially differ from those described in the forward-looking statements.”
Prioritize execution and investment in PET radiodiagnostics, including launch readiness for new products and advancing late-stage pipeline assets.
Over the trailing year it converted 1.11x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity, the US dollar, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
22 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”
“With up to four FDA approvals this year, we will ensure fit-for-purpose launch readiness for our new products, selectively advance late-stage pipeline assets and allocate capital thoughtfully to supp…”
“Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”
“At the same time, we will remain disciplined in our capital deployment, prioritizing radiodiagnostics while evaluating the best path to maximize value from our radiotherapeutic assets – all as we lay…”
“With up to four FDA approvals this year, we will ensure fit-for-purpose launch readiness for our new products, selectively advance late-stage pipeline assets and allocate capital thoughtfully to supp…”
“Such forward-looking statements include our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new products, advance a focused late-stage pipelin…”
“Such forward-looking statements include our guidance for the fiscal year 2026 and our plans to successfully execute on the commercialization of marketed products, ensure launch readiness for new prod…”