Lantheus Holdings, Inc. (LNTH)

Lantheus Holdings beat expectations on both the top and bottom line, with adjusted EPS of $1.55 topping the $1.30 estimate (+19.2%) and revenue of $388.2 million topping the $363.2 million estimate (+6.9%) for the second fiscal quarter of 2026 reported August 6, 2026. Revenue rose ~3% to about $388.2 million from about $378.0 million a year ago, with the United States remaining the clear majority of sales as revenue there grew ~3% to roughly $368.3 million while rest-of-world revenue fell ~9% to about $19.9 million. Profitability was supported by a gross margin of ~62% and an operating margin near 26%, with gross profit of roughly $241.9 million and operating income of about $100.2 million. Net income slipped ~5% to around $75.0 million (down from about $78.8 million a year earlier), and adjusted EPS of $1.55 was down from $1.57 a year ago. The company generated operating cash flow of roughly $217.3 million. For the next period, consensus calls for EPS of $1.25 on revenue of $360.4 million.