NASDAQ$LNTH

Lantheus Holdings, Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Lantheus reported strong Q1 2024 results driven by commercial excellence and strategic investments.

Lantheus Holdings, Inc. reported a strong first quarter in 2024, with worldwide revenue increasing by 23.0% to $370.0 million. GAAP fully diluted net income per share was $1.87, compared to a loss of $0.04 in the same period last year. The company has raised its full-year 2024 revenue and earnings guidance.

  • Worldwide revenue increased by 23.0% to $370.0 million compared to Q1 2023, driven by PYLARIFY and DEFINITY sales.
  • PYLARIFY net product sales increased by 32.4% to $258.9 million due to increased utilization and market expansion.
  • DEFINITY net product sales increased by 11.2% to $76.6 million.
  • GAAP fully diluted net income per share increased to $1.87, compared to a net loss per share of $(0.04) in the prior year period.

Headline financials

Total Revenue

$370M

Previous: $301M+23.0%
EPS

$1.87

Previous: $1.47+27.2%
Capital Expenditures

-$8.27M

Previous: -$9.17M+9.8%
Free Cash Flow

$123M

Previous: -$12M+1125.4%
Net Income

$131M

Previous: -$2.81M+4769.3%
Operating Income

$107M

Previous: -$9.34M+1241.2%
Gross Profit

$242M

Previous: $77.1M+213.8%
Cash & Equivalents

$718M

Previous: $471M+52.5%
Total Assets

$1.83B

Previous: $1.35B+35.7%
R&D Expense

$48M

No prior period
Stock-Based Comp

$15.4M

Previous: $9.67M+59.1%

Revenue & EPS history

Lantheus · Revenue · Quarterly

$370M

Q1 2024+23%vs Q1 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Lantheus · $76.9M total across 2 segments · Q3 2020

  • DEFINITY
    $55.4M
  • TechneLite
    $21.5M

Forward guidance

The Company increases full year 2024 net revenue and earnings guidance and provides guidance for the second quarter 2024

Tailwinds

  • Q2 FY 2024 Revenue: $380 million - $390 million
  • Q2 FY 2024 Adjusted Fully Diluted EPS: $1.81 - $1.86
  • FY 2024 Revenue: $1.50 billion - $1.52 billion
  • FY 2024 Adjusted Fully Diluted EPS: $7.00 - $7.20

Headwinds

  • The Company does not provide GAAP income per common share guidance
  • The Company is unable to predict with reasonable certainty business development and acquisition related expenses, purchase accounting fair value adjustments, and any one-time, non-recurring charges.
  • These items are uncertain, depend on various factors, and could be material to results computed in accordance with GAAP.
  • A quantitative reconciliation of adjusted fully diluted EPS on a forward-looking basis is not available without unreasonable effort.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+4.2%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+10.2%

Avg return

30 days after

51%

23 / 45 earnings

Positive

+63.0%

Q2 2016

Best reaction

-23.2%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.6%+11.7%+17.2%
Q4 2025-0.4%+4.1%-1.7%
Q3 2025-6.2%-6.7%+10.6%
Q1 2025-23.1%-24.2%-22.2%
Q4 2024+16.5%+18.5%+20.1%
Q3 2024-23.2%-26.9%-22.6%
Q2 2024-10.2%-9.8%-3.0%
Q1 2024+12.1%+12.8%+21.4%
Q4 2023+16.9%+20.4%+4.1%
Q3 2023-2.7%-1.6%+11.7%
Q2 2023-7.5%-13.9%-17.7%
Q1 2023+14.0%+17.9%+7.5%
Q4 2022+24.3%+27.0%+39.8%
Q3 2022-12.0%-17.2%-11.1%
Q2 2022+3.5%+5.1%+3.4%
Q1 2022+11.6%+12.7%+19.0%
Q4 2021+61.6%+70.3%+72.9%
Q3 2021+16.6%+21.5%+6.9%
Q2 2021+7.5%+6.5%+2.1%
Q1 2021-5.7%-7.2%+3.7%
Q4 2020-5.0%-6.9%+0.7%
Q3 2020+0.3%+7.6%+22.2%
Q2 2020-14.2%-19.4%-14.1%
Q1 2020-14.0%-9.4%-2.1%
Q4 2019+1.2%-3.5%-21.7%
Q3 2019+4.1%+6.4%+4.9%
Q2 2019-21.3%-19.9%-24.2%
Q1 2019-5.1%+3.8%-1.0%
Q4 2018+18.8%+29.1%+35.4%
Q3 2018+10.2%+18.8%+40.8%
Q2 2018-7.6%-6.6%+11.4%
Q1 2018-2.5%-14.7%-20.4%
Q4 2017-22.5%-17.2%-21.0%
Q3 2017+19.3%+17.9%+16.8%
Q2 2017-16.0%-6.8%-5.1%
Q1 2017+13.1%+1.5%+25.0%
Q4 2016+28.6%+33.9%+25.9%
Q3 2016+9.8%+1.7%+6.4%
Q2 2016+63.0%+63.9%+155.4%
Q1 2016-6.2%
Q1 2015-6.2%
Q4 2015+17.1%
Q3 2015+27.6%
Q4 2014-1.3%
Q2 2015-1.3%
Q2 2014
Q4 2013
Q3 2013
Q2 2013
Q4 2012

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