The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Lantheus (NASDAQ: LNTH) and the rest of the healthcare equipment and supplies stocks fared in Q3.

The healthcare equipment and supplies sector thrives on innovation in medical devices and consumables, the latter providing recurring revenue. Future growth is buoyed by an aging population with increasing chronic diseases and a shift towards minimally-invasive surgery. Advancements in materials science and AI-driven diagnostics also offer significant opportunities. Key headwinds remain, including pricing pressure from cost-conscious healthcare providers, evolving regulations, and potential supply chain disruptions.

The 35 healthcare equipment and supplies stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was 3.1% below.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

Best Q3: Lantheus (NASDAQ: LNTH)

Pioneering the "Find, Fight and Follow" approach to disease management, Lantheus Holdings (NASDAQGM:LNTH) develops and commercializes radiopharmaceuticals and other imaging agents that help healthcare professionals detect, diagnose, and treat diseases.

Lantheus reported revenues of $389.9 million, up 1.5% year on year. This print exceeded analysts’ expectations by 9.6%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS estimates.

Lantheus scored the biggest analyst estimate beat among its peers. The results were likely priced in, however, and the stock is flat since reporting. It currently trades at $101.12.

Is now the time to buy Lantheus? Access our full analysis of the earnings results here, it’s free.

STAAR Surgical (NASDAQ: STAA)

With over 2.5 million implants performed worldwide, STAAR Surgical (NASDAQ: STAA) designs and manufactures implantable lenses that correct vision problems without removing the eye's natural lens.

STAAR Surgical reported revenues of $83.41 million, down 12% year on year, outperforming analysts’ expectations by 6.7%. The business had an impressive quarter with a beat of analysts’ EPS estimates.

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 10.1% since reporting. It currently trades at $24.43.

Is now the time to buy STAAR Surgical? Access our full analysis of the earnings results here, it’s free.

Weakest Q3: Dentsply Sirona (NASDAQ: XRAY)

With roots dating back to 1877 when it introduced the first dental electric drill, Dentsply Sirona (NASDAQ: XRAY) manufactures and sells professional dental equipment, technologies, and consumable products used by dentists and specialists worldwide.

Dentsply Sirona reported revenues of $836 million, down 7.5% year on year, falling short of analysts’ expectations by 2.7%. It was an underwhelming quarter as it posted a significant miss of analysts’ EPS estimates.

As expected, the stock is down 5.6% since the results and currently trades at $9.53.

Read our full analysis of Dentsply Sirona’s results here.

Neogen (NASDAQ: NEOG)

Founded in 1981 and operating at the intersection of food safety and animal health, Neogen (NASDAQ: NEOG) develops and manufactures diagnostic tests and related products to detect dangerous substances in food and pharmaceuticals for animal health.

Neogen reported revenues of $222.8 million, up 6.5% year on year. This print topped analysts’ expectations by 7%. Overall, it was a favorable quarter as it also put up a beat of analysts’ EPS estimates and full-year revenue guidance meeting analysts’ expectations.

Neogen scored the highest full-year guidance raise in the group. The stock is flat since reporting and currently trades at $12.01.

Read our full, actionable report on Neogen here, it’s free.

Artivion (NYSE: AORT)

Formerly known as CryoLife until its 2022 rebranding, Artivion (NYSE: AORT) develops and manufactures medical devices and preserves human tissues used in cardiac and vascular surgical procedures for patients with aortic disease.

Artivion reported revenues of $123.8 million, up 9.2% year on year. This number beat analysts’ expectations by 2.2%. It was a solid quarter as it also logged a beat of analysts’ EPS estimates and full-year EBITDA guidance meeting analysts’ expectations.

The stock is down 18.4% since reporting and currently trades at $20.64.

Read our full, actionable report on Artivion here, it’s free.

Market update

Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.

Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.

By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.