Lantheus Holdings, Inc. (LNTH)
Fair bewertetFundamental
70
Kurs
$99.64
Marktkapitalisierung
$6.50B
Teil 1 · Was das Unternehmen wert ist
Übersicht
Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide. The company offers DEFINITY, an injectable ultrasound enhancing agent used in echocardiography exams; TechneLite, a technetium generator for nuclear medicine procedures; Xenon-133, a radiopharmaceutical gas to assess pulmonary function; Neurolite, an injectable imaging agent to identify the area within the brain where blood flow has been blocked or reduced due to stroke; Cardiolite, an injectable Tc-99m-labeled imaging agent to assess blood flow to the muscle of the heart; and PYLARIFY, an F 18-labelled PSMA-targeted PET imaging agent used for imaging of PSMA positive-lesions in men with prostate cancer. It also provides Automated Bone Scan Index that calculates the disease burden of prostate cancer by detecting and classifying bone scan tracer uptakes as metastatic or benign lesions using an artificial neural network; RELISTOR for opioid-induced constipation; and aPROMISE, an artificial intelligence medical device software; PYLARIFY AI, an medical device software to perform quantitative assessment of PSMA PET/CT images in prostate cancer; and flurpiridaz used to assess blood flow to the heart. In addition, it develops PNT2002, a radiopharmaceutical therapy to treat mCRPC; PNT2003, an SSTR therapy to patients with SSTR-positive neuroendocrine tumors; MK-6240, a F 18-labeled PET imaging agent for Tau tangles in Alzheimer's disease; LNTH-2401, a novel radiodiagnostic targeting the gastrin-releasing peptide receptor; LNTH-2402; LNTH-2403; LNTH-2404; LNTH-250; LNTH-2515; and LNTH-1363S, an fibroblast activation protein, alpha, copper-64 labeled PET imaging agent. It has collaboration agreements with GE Healthcare; Curium Pharma; POINT; Regeneron; and Ratio Therapeutics LLC. The company was founded in 1956 and is based in Bedford, Massachusetts.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19. September 2026 with claude-haiku-4-5 — shared with all users
Telix's gallium-68 PSMA agent Illuccix competes head-to-head with PYLARIFY for the same prostate-cancer PET scans in the same US imaging centres and radiopharmacies, and Lantheus names it a principal competitor in its 10-K.
GE HealthCare's Optison is the direct alternative to DEFINITY as an ultrasound enhancing agent for echocardiography, and the company sells a broad line of diagnostic imaging agents to the same hospitals.
Novartis sells Locametz, a gallium-68 PSMA imaging agent prescribed to the same urology and oncology patients as PYLARIFY, and is the other principal competitor Lantheus names.
Through Blue Earth Diagnostics, Bracco markets the fluorine-18 PSMA agent POSLUMA and Axumin against PYLARIFY, and its Lumason ultrasound enhancing agent competes with DEFINITY in echocardiography.
Curium supplies hospitals and radiopharmacies with the same kind of nuclear medicine products Lantheus sells, including technetium-99m generators competing with TechneLite and its own oncology PET tracers.
Bilanz & Liquidität
Umsatz
$1.56B
Letzte 12 Monate (bis 30.6.2026)
Nettogewinn
$275M
Letzte 12 Monate (bis 30.6.2026)
Freier Cashflow
-
Gesamtes Eigenkapital
$1.09B
Gesamtverbindlichkeiten
$1.14B
Current Ratio
3.06
Zinsdeckungsgrad
15.26
Schulden/EBITDA
1.64
Gewinn je Aktie
Umsatz & Nettogewinn
Freier Cashflow
Ertragsaufschlüsselung
Historische Aufstellung
Margen im Zeitverlauf
Verschuldung im Zeitverlauf
Wie schwer die Schulden wiegen
Wachstumsraster
Wachstum — Umsatz
Innerer-Wert-Schätzung
Innerer Wert
$96.02
Aktueller Kurs
$99.64
Sicherheitsmarge
-3.8%
Innerer-Wert-Spanne
$79.96 - $112.07
Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.
Bewertungsmethoden
Bewertungskennzahlen
P/E-Verhältnis
23.81
ROE
21.4%
P/B-Verhältnis
4.95
P/FCF
-
Bruttomarge
60.1%
ROIC
11.5%
Rentabilitäts-Radar
Wertschöpfung (Wettbewerbsvorteil)
ROIC
11.5%
WACC
7.5%
ROIC − WACC
+4.0 pp
Der ROIC übersteigt die Kapitalkosten: Das Unternehmen schafft Wert für die Aktionäre.
Fundamentalanalyse-Kriterien
Bestanden (15)
- EPS shows upward trend
- Price CAGR 27.81%
- ROIC 11.5%
- Gross Margin 60.1%
- Debt/Equity ratio
- Operating Margin 19.4%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 23.3%
- Revenue Growth 5Y 35.4%
- Earnings Surprise avg 17.8%
- Earnings Quality (OCF/NI) 1.50
- Share Dilution -4.4%
Nicht bestanden (7)
- P/B Ratio 4.95
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 47% Buy
- Net Margin Trend 17.7% vs 17.8%
- Piotroski F-Score 4/9
Nicht verfügbar (5)
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit
Gewinnqualität
Hohe Qualität: Gewinne durch Cashflow gedeckt
Aktienverwässerung
Aktienrückkäufe. Aktionärsfreundlich
Institutionelle Beteiligungen
Unternehmensführung
Führungsteam
| Name | Position | Alter |
|---|---|---|
| Ms. Mary Anne Heino | CEO & Executive Chairperson | 65 |
| Mr. Robert J. Marshall Jr., CFA | CFO & Treasurer | 59 |
| Mr. Daniel M. Niedzwiecki | Chief Administrative Officer, General Counsel & Corporate Secretary | - |
| Ms. Amanda M. Morgan | Chief Commercial Officer | 46 |
| Dr. Ludger Dinkelborg Ph.D. | Head of Research & Development | 62 |
| Mr. Neil Holland | VP of Business Insights & Operations | - |
| Ms. Kimberly Brown | Chief Accounting Officer | 35 |
| Ms. Lee Anne Howe | Chief Information Officer | - |
| Mr. Mark Richard Kinarney | Vice President of Investor Relations | - |
| Ms. Linda S. Lennox | VP of Corporate Communications & Chief of Staff | 60 |
Prüfungsrisiko
6
Vorstandsrisiko
4
Vergütungsrisiko
2
Aktionärsrechterisiko
2
Teil 2 · Der Preis und der Einstiegszeitpunkt
Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.
Dokumente
- Dokument ansehen
Jahresbericht (10-K)
Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.
Eingereicht am 2026-02-26
- Dokument ansehen
Quartalsbericht (10-Q)
Ein Update zur finanziellen Entwicklung der letzten drei Monate.
Eingereicht am 2026-08-06
- Dokument ansehen
Ad-hoc-Meldung (8-K)
Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.
Eingereicht am 2026-09-21
via SEC EDGAR
Ertragshistorie
via SEC EDGAR
Latest News
Recent headlines for LNTH, sourced from Markets Gazette.
- 7/27/2026POSITIVECurium Is Said to Near About $7 Billion Acquisition of Lantheus
Lantheus Holdings Inc. is reportedly in advanced acquisition talks with Curium, with the deal potentially valued at around $7 billion. This news suggests a significant premium for Lantheus shareholders, as acquisition offers typically exceed current market valuations. The potential transaction highlights the strategic value of Lantheus's radiopharmaceutical assets and could lead to a substantial uplift in its stock price if the deal materializes. Investors will be closely watching for official announcements and deal terms.
- 5/22/2026POSITIVELantheus Weighs Potential $7 Billion Sale Following Offer From Curium
Lantheus Holdings Inc. is reportedly considering a sale following a takeover bid from Curium, which values the radiopharmaceutical company at approximately $7 billion. This potential acquisition signals strong interest in Lantheus's market position and assets. For shareholders, this news suggests a significant premium could be realized if a deal is finalized, potentially offering a lucrative exit. The valuation indicates robust investor confidence in the company's future prospects and its role within the growing radiopharma sector.
- 3/9/2026POSITIVEWhy Lantheus Holdings Stock Popped by Almost 12% Last Month
Lantheus Holdings Inc. saw its stock price surge by nearly 12% in the past month, a significant move driven by investor enthusiasm over the medical device specialist's robust fourth-quarter financial results. While specific figures were not detailed in the provided snippet, the market's positive reaction indicates that the company likely exceeded earnings expectations or demonstrated strong revenue growth and positive future outlook. This performance suggests effective operational execution and potentially successful product launches or market penetration, making LNTH an attractive prospect for investors seeking growth in the healthcare sector.
- 2/26/2026NEUTRALLantheus (LNTH) Q4 2025 Earnings Call Transcript
Lantheus (LNTH) is currently under investor scrutiny as the market awaits the release of its Q4 2025 earnings call transcript. While specific details from the discussion are not yet available, this event is a critical juncture for understanding the company's financial performance and future outlook. Analysts and shareholders closely monitor these calls to assess revenue growth, profitability, and development strategies, particularly within the diagnostic and therapeutic products sector. The immediate lack of information from the transcript keeps the stock in a holding pattern, with the market weighing potential implications once the data becomes public. Market reaction will heavily depend on management's guidance, product pipeline updates, and competitive challenges.
via Markets Gazette