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Lantheus Holdings, Inc. (LNTH) Q3 2025 10-Q Quarterly Report

Filed: Nov 6, 2025Period ending Sep 30, 2025
Health Care
In Vitro & In Vivo Diagnostic SubstancesSEC EDGAR
Lantheus Holdings, Inc. Overview

Lantheus Holdings, Inc. (LNTH) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Lantheus Holdings, Inc. Q3 2025 10-Q Analysis

Risk Factors

  • • Newly added risk: Loss of transitional pass-through payment status (TPT Status) for PYLARIFY as of December 31, 2024, impacting reimbursement and competitiveness
  • • Most materially updated risk: CMS 2025 OPPS Rule unbundled diagnostic radiopharmaceutical payments, reducing PYLARIFY’s payment rate to below prior ASP-based amount, changing competitive dynamics
  • • Most impactful regulatory risk: Potential generic entry after PYLARIFY’s new chemical entity exclusivity expires May 26, 2026, threatening market share and pricing
  • • Operational risk: Transitioning customer invoicing from a PMF partner to Lantheus exposes risks of delayed invoicing, revenue loss, and reputational harm
  • • Financial risk: Approximately 20% of traditional Medicare FFS patients in hospital outpatient setting face lower reimbursement rates under new CMS rules, affecting revenue and cash flows

Lantheus Holdings, Inc. Q3 2025 Quarterly Financials
XBRL

Revenue

$384M

▲ +1.4% YoY▲ +1.6% QoQ

Net Income

$28M

▼ -78.8% YoY▼ -64.7% QoQ

Gross Margin

57.9%

▼ -602bp YoY▼ -585bp QoQ

Operating Margin

11.4%

▼ -2396bp YoY▼ -1191bp QoQ

Net Margin

7.2%

▼ -2738bp YoY▼ -1360bp QoQ

ROE

2.5%

Total Assets

$2.3B

EPS (Diluted)

$0.46

▼ -74.6% YoY▼ -58.9% QoQ

Operating Cash Flow

$105M

▼ -39.9% YoY▲ +20.9% QoQ

Source: XBRL data from Lantheus Holdings, Inc. Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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