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• Consolidated Net Revenue: $372.8 million, an increase of 0.8% year-over-year.

• PYLARIFY Sales: $257.7 million, flat compared to the prior year.

• Precision Diagnostic Revenue: $104.4 million, flat year-over-year.

• DEFINITY Sales: $79.2 million, a 3.5% increase.

• TechneLite Revenue: $19.7 million, a decrease of 9.2% due to a brief supply issue.

• Gross Profit Margin: 67%, a decrease of 180 basis points.

• Operating Expenses: 28.3% of net revenue, 147 basis points higher than the prior year.

• Operating Profit: $144.3 million, a decrease of 7.1%.

• GAAP Net Income: $72.9 million.

• Adjusted Net Income: $109.5 million, a decrease of 7.5%.

• GAAP Diluted EPS: $1.02.

• Adjusted Diluted EPS: $1.53, a decrease of 9.5%.

• Operating Cash Flow: $107.6 million, down $19.7 million from the previous year.

• Free Cash Flow: $98.8 million, $20.1 million lower year-over-year.

• Cash and Cash Equivalents: $938.5 million at the end of Q1.

• Full-Year 2025 Revenue Guidance: $1.55 billion to $1.585 billion.

• Adjusted EPS Guidance for 2025: $6.60 to $6.70.

• Warning! GuruFocus has detected 5 Warning Signs with RXO.

Release Date: May 07, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

• Lantheus Holdings Inc (NASDAQ:LNTH) announced two strategic acquisitions, Evergreen Theragnostics and Life Molecular Imaging, to enhance their radiopharmaceutical leadership and sustain long-term growth.

• The company plans to divest its SPECT business to SHINE Technologies, streamlining operations and focusing on PET radiodiagnostics and radiotherapeutic agents.

• PYLARIFY sales reached $258 million in the first quarter, with strategic partnerships securing the majority of revenue.

• The company has a strong cash position and disciplined capital allocation strategy, enabling continued investment in capabilities and pipeline expansion.

• Lantheus Holdings Inc (NASDAQ:LNTH) anticipates significant growth in the Alzheimer's radiodiagnostic market, with a potential total addressable market of $1.5 billion by the end of the decade.

Negative Points

• PYLARIFY experienced a low single-digit decline in net price, and competitive pressures are expected to continue impacting smaller non-contracted sites.

• Gross profit margin decreased by 180 basis points due to strategic partnership contracting initiatives and a moly supply shortage.

• Operating expenses increased, reflecting investments in growth and efficiency initiatives, impacting the company's profitability.

• The divestiture of the SPECT business, while strategic, will result in the loss of a stable revenue contributor.

• The company's guidance for adjusted EPS was lowered due to updated expectations for PYLARIFY performance and increased R&D investments.