Lantheus Holdings, Inc. (LNTH) · Nov 5, 2026 · Earnings

Lantheus Q3 earnings beat, but PYLARIFY stays flat

Beat — Adjusted EPS $1.68 vs ~$1.24 consensus; revenue $389.9M vs ~$360.1M

Lantheus earnings beat Q3 expectations on adjusted EPS and revenue, though PYLARIFY declined and merger uncertainty keeps full-year guidance suspended.

Lantheus is transitioning from a PYLARIFY-led imaging business toward a broader radiopharmaceutical platform while awaiting its Curium sale. The strategic direction was already visible: Neuraceq is scaling rapidly, new radiopharmaceuticals are reaching the market, and the pending merger has shifted attention away from standalone 2026 execution. The FTC’s October 21 Second Request extended the antitrust review process, with the parties still targeting a first-half 2027 closing.

Figure	Q3 2026	Q3 2025	Consensus
Revenue (Summary Financial Results)	$389.9M (+1.5%)	$384.0M	$360.1M
Adjusted diluted EPS (Summary Financial Results)	$1.68 (+32.3%)	$1.27	$1.24
GAAP diluted EPS (Summary Financial Results)	$0.33 (-19.5%)	$0.41
PYLARIFY sales (Revenues Analysis)	$238.9M (-0.7%)	$240.6M
Neuraceq sales (Revenues Analysis)	$45.6M (+123.0%)	$20.4M
Free cash flow (Free Cash Flow reconciliation)	$99.9M	$94.7M

The quarter was a clear earnings beat, not merely a favorable presentation. Adjusted diluted EPS of $1.68 exceeded the published consensus of roughly $1.24, while revenue of $389.9 million came in about 8% above the roughly $360.1 million expectation. The filing says, “Adjusted fully diluted earnings per share (non-GAAP) increased 32.3% to $1.68, compared to $1.27 in the prior year period.”

The underlying growth mix is improving, but the flagship franchise is not. Neuraceq more than doubled sales and DEFINITY grew modestly, but PYLARIFY—the largest product and the central oncology revenue stream—declined 0.7% in the quarter and was down 3.8% for the first nine months. The filing states, “Worldwide revenue increased 1.5% to $389.9million compared to the same period in 2025.” That means the beat was driven more by diversification and favorable mix than by renewed momentum in the core product.

GAAP profitability was materially weaker beneath the adjusted result. GAAP operating income fell 26.2% and diluted EPS fell to $0.33, while the reconciliation includes a $31 million intangible-asset impairment and $46.9 million of acquisition, integration and divestiture-related items. Adjusted operating income rose 28.1%, but the unusually wide gap between GAAP and adjusted earnings makes the headline EPS beat less clean than the magnitude suggests.

The new product pipeline advances the longer-term story, but commercialization remains ahead of revenue proof. TAUKLARIFY and BRAVNETSA now have FDA approval, PYLARIFY TruVu has received reimbursement-related coding and pass-through status, and the SPARROW registrational study has begun. The filing says, “Received final FDA approval for BRAVNETSA (lutetium Lu 177 dotatate),” 〔0〕 but the release provides no launch revenue or updated standalone guidance to quantify the near-term contribution.

The merger limits how much of this operating beat changes the investable business story. Lantheus is suspending its prior full-year 2026 guidance and will not hold a conference call because of the pending Curium transaction. The filing states, “In connection with the pending transaction, Lantheus is suspending its previously issued full year 2026 financial guidance.” 〔1〕 That makes the quarter useful evidence of current execution, but not a new management forecast for the standalone company.

Bottom line: Lantheus delivered a genuine quarterly beat, with Neuraceq and operating leverage offsetting a stagnant PYLARIFY franchise. It modestly strengthens the business story, but the merger and suspended guidance keep the longer-term standalone read constrained.**

What to watch next

FTC review and Curium merger clearance; closing targeted for first half 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Lantheus Q3 earnings beat, but PYLARIFY stays flat

What to watch next

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