Major Estimate Revision • May 06
Consensus EPS estimates fall by 22% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.211 to US$0.165 per share. Revenue forecast steady at US$1.14b. Net income forecast to grow 138% next year vs 29% growth forecast for Electronic industry in the US. Consensus price target broadly unchanged at US$27.90. Share price rose 7.8% to US$20.14 over the past week. Live-News • May 05
Mirion Technologies Delivers 27.5% Revenue Growth and Record Orders as EPS Guidance Softens Q1 2026 revenue was US$257.6 million, about 27.5% higher year over year and ahead of Wall Street expectations by roughly 4 to 5%.
Total orders reached US$288 million, up 42%, with a backlog of US$1.1 billion that management says provides revenue visibility into 2027.
Full-year adjusted EPS guidance was trimmed by about 3.7% to a midpoint of US$0.52, while adjusted EBITDA and free cash flow guidance were kept unchanged.
For you as an investor, the key takeaway is that Mirion is seeing strong demand across its core markets, particularly nuclear power and medical. Acquisitions Paragon Energy Solutions and Certrec contributed US$43 million of orders and 45% revenue growth within their segments, and organic orders grew 19%, supported by interest in existing nuclear reactors and small modular reactors, along with a recovering medical business tied to the Varian partnership.
At the same time, profitability guidance is a bit softer because of higher costs, including a one-time CEO retention grant, as well as foreign currency and interest expenses that contributed to a net loss of US$3.4 million in the quarter. With adjusted EBITDA and free cash flow targets reaffirmed, the story right now is about balancing near-term margin pressure against a growing order book and integration of recent acquisitions that is described as progressing well. Buy Or Sell Opportunity • May 04
Now 20% overvalued Over the last 90 days, the stock has fallen 21% to US$20.16. The fair value is estimated to be US$16.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 281% in the next 2 years. Reported Earnings • Apr 29
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: US$0.014 loss per share (down from US$0.001 profit in 1Q 2025). Revenue: US$257.6m (up 28% from 1Q 2025). Net loss: US$3.40m (down US$3.70m from profit in 1Q 2025). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Bekanntmachung • Apr 29
Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending December 31, 2026 Mirion Technologies, Inc. reaffirmed earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects Revenue growth of approximately 22.0% – 24.0%; includes foreign exchange rate and acquisition-related tailwinds. Bekanntmachung • Apr 16
Mirion Technologies, Inc. to Report Q1, 2026 Results on Apr 28, 2026 Mirion Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026 Bekanntmachung • Apr 02
Mirion Technologies, Inc., Annual General Meeting, May 13, 2026 Mirion Technologies, Inc., Annual General Meeting, May 13, 2026. New Risk • Feb 22
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (17% increase in shares outstanding). Significant insider selling over the past 3 months (US$8.7m sold). New Risk • Feb 11
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Significant insider selling over the past 3 months (US$16m sold). Reported Earnings • Feb 11
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$0.13 (up from US$0.18 loss in FY 2024). Revenue: US$925.4m (up 7.5% from FY 2024). Net income: US$28.8m (up US$64.9m from FY 2024). Profit margin: 3.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Bekanntmachung • Jan 22
Mirion Technologies, Inc. to Report Q4, 2025 Results on Feb 10, 2026 Mirion Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026 Recent Insider Transactions • Dec 14
Independent Director recently sold US$8.7m worth of stock On the 10th of December, Lawrence Kingsley sold around 350k shares on-market at roughly US$24.73 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months. Bekanntmachung • Dec 02
Mirion Technologies, Inc. (NYSE:MIR) completed the acquisition of Paragon Energy Solutions, LLC from Windjammer Capital Investors LLC. Mirion Technologies, Inc. (NYSE:MIR) entered into a definitive agreement to acquire Paragon Energy Solutions, LLC from Windjammer Capital Investors LLC for approximately $590 million on September 24, 2025. The transaction is subject to working capital and other customary purchase price adjustments. The financing of the Acquisition, Mirion has obtained $585 million in incremental term loan commitments from Goldman Sachs Lending Partners LLC, pursuant to a debt commitment letter and is supported by a fully committed bridge facility. The transaction will also be financed through a $350 million public offering and $250 Million convertible notes due 2031.The transaction is valued at an approximate multiple of 18 times the estimated 2026 Adjusted EBITDA.
The closing of the Acquisition is subject to customary closing conditions, including: (i) expiration or termination of the waiting period under the Hart-Scott Rodino Antitrust Improvements Act of 1976, as amended, and receipt of approval from the U.S. Nuclear Regulatory Commission related to the transfer of a nuclear export license, (ii) the absence of any law, injunction or other governmental order that prohibits the consummation of the Acquisition; and (iii) other customary closing conditions, including the accuracy of the parties’ representations and warranties (subject to certain materiality qualifications) and each party’s compliance with its covenants and agreements contained in the Equity Purchase Agreement.
The transaction is expected to close before year end 2025. The acquisition is anticipated to be accretive to diluted EPS in the first full year post close.
Goldman Sachs & Co. LLC acted as financial advisor for Mirion Technologies, Inc. Alan F. Denenberg, Michael Diz, Hilary Dengel, Frank Azzopardi, Patrick E. Sigmon and Adam Kaminsky of Davis Polk & Wardwell LLP acted as legal advisor for Mirion Technologies, Inc. Robert W. Baird & Co. Incorporated acted as financial advisor for Paragon Energy Solutions, LLC. Moelis & Company acted as financial advisor for Paragon Energy Solutions, LLC. Annie Cataldo, Amanda C. Border, Christian A. Atwood and Vincent P. Thorn of Kirkland & Ellis LLP acted as legal advisor for Paragon Energy Solutions, LLC.
Mirion Technologies, Inc. (NYSE:MIR) completed the acquisition of Paragon Energy Solutions, LLC from Windjammer Capital Investors LLC on December 1, 2025. Recent Insider Transactions • Nov 23
Independent Director recently sold US$7.1m worth of stock On the 21st of November, Lawrence Kingsley sold around 300k shares on-market at roughly US$23.83 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$28m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Nov 19
Chief Legal Officer notifies of intention to sell stock Emmanuelle Lee intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of November. If the sale is conducted around the recent share price of US$27.45, it would amount to US$343k. Since December 2024, Emmanuelle's direct individual holding has decreased from 95.36k shares to 84.64k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months. Buy Or Sell Opportunity • Nov 10
Now 20% undervalued Over the last 90 days, the stock has risen 22% to US$27.14. The fair value is estimated to be US$34.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in a year. Earnings are forecast to grow by 147% in the next year. Price Target Changed • Oct 30
Price target increased by 22% to US$31.29 Up from US$25.67, the current price target is an average from 7 analysts. New target price is 7.8% above last closing price of US$29.03. Stock is up 96% over the past year. The company is forecast to post earnings per share of US$0.15 next year compared to a net loss per share of US$0.18 last year. Reported Earnings • Oct 29
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: US$0.013 (up from US$0.066 loss in 3Q 2024). Revenue: US$223.1m (up 7.9% from 3Q 2024). Net income: US$2.90m (up US$16.5m from 3Q 2024). Profit margin: 1.3% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 57%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth. Bekanntmachung • Oct 29
Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2025 Mirion Technologies, Inc. reaffirmed earnings guidance for the full year ending December 31, 2025. For the year, the company reaffirmed revenue growth of approximately 7.0% – 9.0%; includes a foreign exchange rate tailwind of approximately 180 basis points using a fourth quarter Euro-to-USD exchange rate of 1.16 and acquisitions-related benefit (Certrec and Oncospace) of approximately 100 basis points. Organic Revenue growth of approximately 4.5% – 6.0%. Bekanntmachung • Oct 16
Mirion Technologies, Inc. to Report Q3, 2025 Results on Oct 28, 2025 Mirion Technologies, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025 New Risk • Oct 12
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (15% increase in shares outstanding). Significant insider selling over the past 3 months (US$11m sold). Price Target Changed • Oct 01
Price target increased by 9.2% to US$25.67 Up from US$23.50, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$23.10. Stock is up 108% over the past year. The company is forecast to post earnings per share of US$0.15 next year compared to a net loss per share of US$0.18 last year. Price Target Changed • Sep 28
Price target increased by 7.6% to US$24.57 Up from US$22.83, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$23.76. Stock is up 115% over the past year. The company is forecast to post earnings per share of US$0.14 next year compared to a net loss per share of US$0.18 last year. Bekanntmachung • Sep 26
Mirion Technologies, Inc. has completed a Follow-on Equity Offering in the amount of $369.565212 million. Mirion Technologies, Inc. has completed a Follow-on Equity Offering in the amount of $369.565212 million.
Security Name: Class A Common Stock
Security Type: Common Stock
Securities Offered: 17,309,846
Price\Range: $21.35 Bekanntmachung • Sep 25
Mirion Technologies, Inc. has filed a Follow-on Equity Offering in the amount of $349.999993 million. Mirion Technologies, Inc. has filed a Follow-on Equity Offering in the amount of $349.999993 million.
Security Name: Class A Common Stock
Security Type: Common Stock
Securities Offered: 14,227,642
Price\Range: $24.6 Bekanntmachung • Sep 24
Mirion Technologies, Inc. (NYSE:MIR) entered into a definitive agreement to acquire Paragon Energy Solutions, LLC from Windjammer Capital Investors LLC for approximately $590 million. Mirion Technologies, Inc. (NYSE:MIR) entered into a definitive agreement to acquire Paragon Energy Solutions, LLC from Windjammer Capital Investors LLC for approximately $590 million on September 24, 2025. The transaction is subject to working capital and other customary purchase price adjustments. The financing of the Acquisition, Mirion has obtained $585 million in incremental term loan commitments from Goldman Sachs Lending Partners LLC, pursuant to a debt commitment letter and is supported by a fully committed bridge facility.
The closing of the Acquisition is subject to customary closing conditions, including: (i) expiration or termination of the waiting period under the Hart-Scott Rodino Antitrust Improvements Act of 1976, as amended, and receipt of approval from the U.S. Nuclear Regulatory Commission related to the transfer of a nuclear export license, (ii) the absence of any law, injunction or other governmental order that prohibits the consummation of the Acquisition; and (iii) other customary closing conditions, including the accuracy of the parties’ representations and warranties (subject to certain materiality qualifications) and each party’s compliance with its covenants and agreements contained in the Equity Purchase Agreement.
The transaction is expected to close before year end 2025. The acquisition is anticipated to be accretive to diluted EPS in the first full year post close.
Goldman Sachs & Co. LLC acted as financial advisor for Mirion Technologies, Inc. Alan F. Denenberg, Michael Diz, Hilary Dengel, Frank Azzopardi, Patrick E. Sigmon and Adam Kaminsky of Davis Polk & Wardwell LLP acted as legal advisor for Mirion Technologies, Inc. Robert W. Baird & Co. Incorporated acted as financial advisor for Paragon Energy Solutions, LLC. Moelis & Company acted as financial advisor for Paragon Energy Solutions, LLC. Annie Cataldo, Amanda C. Border, Christian A. Atwood and Vincent P. Thorn of Kirkland & Ellis LLP acted as legal advisor for Paragon Energy Solutions, LLC. Recent Insider Transactions • Aug 07
Group President of Technologies recently sold US$472k worth of stock On the 5th of August, Loic Eloy sold around 22k shares on-market at roughly US$21.30 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$9.0m. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Aug 06
Group President of Technologies notifies of intention to sell stock Loic Eloy intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of August. If the sale is conducted around the recent share price of US$21.30, it would amount to US$472k. Since September 2024, Loic's direct individual holding has increased from 129.88k shares to 137.70k. Company insiders have collectively sold US$9.8m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Aug 04
Price target increased by 7.8% to US$22.20 Up from US$20.60, the current price target is an average from 5 analysts. New target price is 6.7% above last closing price of US$20.81. Stock is up 115% over the past year. The company is forecast to post earnings per share of US$0.14 next year compared to a net loss per share of US$0.18 last year. Reported Earnings • Aug 01
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$0.037 (up from US$0.058 loss in 2Q 2024). Revenue: US$222.9m (up 7.6% from 2Q 2024). Net income: US$8.30m (up US$20.0m from 2Q 2024). Profit margin: 3.7% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jul 23
Price target increased by 8.0% to US$21.60 Up from US$20.00, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$21.74. Stock is up 105% over the past year. The company is forecast to post earnings per share of US$0.015 next year compared to a net loss per share of US$0.18 last year. Bekanntmachung • Jul 22
Mirion Technologies Unveils the Vital Platform, a Digital Ecosystem Powering Integrated Operations for Nuclear Energy and Beyond Mirion Technologies announced the launch of the Vital Platform. This software offers a single, unified system for accessing data across nuclear power sites to work more efficiently, enhance worker safety, and solve operational challenges faster. The launch includes the platform's first application, Vital Supervision, designed to enhance radiological instrument data visibility, improve response times, and simplify oversight across critical radiological systems. The Vital Platform was developed to meet nuclear industry demands for a more connected and efficient way to manage radiological instrument data. Rather than relying on fragmented systems or manual processes, Vital enables teams to work within one streamlined environment prioritizing speed, security, and long-term adaptability. Key benefits to customers include: Data Integration and Real Time Monitoring: Real-time tracking across systems enables faster, proactive responses. Regulatory Compliance and Reporting: Automated, standardized reporting simplifies regulatory alignment. Operational Efficiency and Cost Reduction: Streamlined workflows cut time, reduce errors, and lower costs. Security and Risk Mitigation: Access controls and cybersecurity safeguard sensitive data. Facilitating Advanced Analytics: Detailed data helps predict risks and improve decision-making. Scalability and Future Proofing: Modular design supports growth and adapts to change. Supervision: The First Vital Platform Application. Vital Supervision is the first in a series of applications to be built on the Vital Platform, with the aim to unify the capabilities of siloed, standalone software into one platform. This application simplifies the collection and analysis of data from a wide variety of radiological instruments. Real-time, at-a-glance access to alarms, measurement data and instrument health significantly enhances the monitoring and management of critical equipment. The Vital Platform and Vital Supervision application will be showcased at two key upcoming industry events. A webbinar presentation facilitated through Nuclear Engineering International (July 23) and Mirion's annual users' conference Mirion Connect (July 28-August 1) will offer opportunities to explore platform capabilities in depth. Bekanntmachung • Jul 17
Mirion Technologies, Inc. to Report Q2, 2025 Results on Jul 31, 2025 Mirion Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025 Bekanntmachung • Jun 20
Mirion Medical to Debut New Solutions, Highlight Broad Radiopharma-Focused Portfolio At Snmmi Annual Meeting Mirion announced that its Mirion Medical group will showcase its portfolio of solutions designed to enable the radiopharma and theranostic fields at the 2025 Society of Nuclear Medicine and Molecular Imaging (SNMMI) Annual Meeting, June 21-24, in New Orleans, Louisiana. New products from Capintec and Dosimetry Services will be introduced alongside innovations from the broader Mirion portfolio, including the ec2 Software suite and advances from Mirion Technologies. Deuting at the 2025 SNMMI Annual Meeting: Graves Phantom from Capintec, a Mirion Medical company: The Graves Phantom is a solution for enabling precise dosimetry in radiopharmaceutical therapy (RPT). Designed as a 20-cm tissue-equivalent Phantom, it supports the calibration of SPECT systems per radioisotope and allows for accurate sensitivity factor measurements under realistic scatter conditions, enabling reliable and reproducible RPT workflows. Instadose®?VUE Beta Dosimeter from Dosimetry Services, a Mirion Medical company; The only hybrid wireless dosimeter designed for theranostic applications, the InstadoseVUE Beta device tracks and measures radiation exposure, ensuring the safety of medical staff in environments where beta radiation is present. The InstadoseVUE Beta is the latest model in the InstadoseVUE line of wireless dosimeters for radiation monitoring of personnel. Additional Featured Solutions from the Broader Mirion Portfolio: ec2 Software Suite: ec2 Software, a Mirion Medical company, provides software to simplify workflows, support regulatory compliance, and drive operational efficiency for stakeholders across the nuclear medicine, molecular imaging and radiopharmaceutical fields. Demonstrations for applications including BioTrax™? QMS, NMIS™?, and BioRx™? will be available throughout the SNMMI Annual Meeting. Apex-Guard™? Software: From Mirion Technologies, the newest version of Apex-Guard software includes a robust impurity analysis feature and patent-pending algorithm for gamma spectroscopy measurements, which simplifies radioisotope production quality management, boosts confidence in radioisotope safety, and aids in regulatory compliance. The software integrates with BioTrax QMS, improving workflow efficiency and data integrity. Portable and Mobile Radiation Monitoring: New solutions from Mirion Technologies include the CSPevo®? Probe and RDS-Med™? Survey Meter for comprehensive, portable radiation survey monitoring and the IC3™? Portable Ion Chamber Survey Meter for measuring gamma, beta and X-ray radiation. In addition, the iCAM™? Mobile Alpha/Beta Particulate Monitor for reliable monitoring of airborne activity will be on hand. Commitment to Patient Care and Safety: Mirion Medical is a proud sponsor of the SNMMI 2025 Patient Education Day, contributing educational resources and insights on radiation safety. This sponsorship reflects Mirion's commitment to patient education and awareness, ensuring that patients and their families are well-informed about the benefits of nuclear medicine and molecular imaging. Recent Insider Transactions • May 25
Independent Director recently sold US$9.0m worth of stock On the 21st of May, Lawrence Kingsley sold around 500k shares on-market at roughly US$17.94 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months. Buy Or Sell Opportunity • May 02
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 2.4% to US$16.22. The fair value is estimated to be US$13.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 70%. Reported Earnings • Apr 30
First quarter 2025 earnings released: EPS: US$0.001 (vs US$0.13 loss in 1Q 2024) First quarter 2025 results: EPS: US$0.001 (up from US$0.13 loss in 1Q 2024). Revenue: US$202.0m (up 4.9% from 1Q 2024). Net income: US$300.0k (up US$26.1m from 1Q 2024). Profit margin: 0.1% (up from net loss in 1Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Bekanntmachung • Apr 30
Mirion Technologies, Inc. Revises Earnings Guidance for the Full Year 2025 Mirion Technologies, Inc. revised earnings guidance for the full year 2025. Revenue growth of approximately 5.0% – 7.0% (previously 4.0% – 6.0%); includes a foreign exchange rate headwind of approximately 40 basis points using a Euro-to-USD exchange rate of 1.08. Organic Revenue growth of approximately 5.5% – 7.5% (no change from previous guidance); includes an approximately 30 basis point lasers business closure headwind from 2024. Bekanntmachung • Apr 21
Mirion Technologies, Inc. to Report Q1, 2025 Results on Apr 29, 2025 Mirion Technologies, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025 Major Estimate Revision • Apr 17
Consensus EPS estimates upgraded to US$0.05 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.065 to -US$0.05 per share. Revenue forecast steady at US$904.2m. Electronic industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$19.40 to US$18.40. Share price was steady at US$13.80 over the past week. Bekanntmachung • Apr 03
Mirion Technologies, Inc., Annual General Meeting, May 15, 2025 Mirion Technologies, Inc., Annual General Meeting, May 15, 2025. Board Change • Apr 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Sheila Rege was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Bekanntmachung • Apr 02
Mirion Technologies, Inc. to Elevate Radiopharmaceutical Production Quality with Advanced Apex-Guard Software Mirion Technologies announced the latest release of its Apex-Guard gamma spectroscopy software. Tailored to meet the stringent regulatory demands of commercial radioisotope producers, Apex-Guard software V1.2 significantly enhances the Mirion solutions suite within the radiopharmaceutical supply chain with a robust impurity analysis for radioisotope producers. This software release reinforces the Mirion commitment to improving quality in cancer care, through focused innovation across its Mirion Technologies and Mirion Medical groups. The radiopharmaceutical field is experiencing rapid expansion, with over 100 drugs currently in Phase I or further clinical development stages poised to revolutionize patient-centric diagnosis and treatment in cancer care and other medical specialties. To manage the growth, radioisotope producers require robust quality management and impurity analysis to ensure compliance and patient safety. Building on the established Mirion Technologies Genie and Apex-Gamma gamma spectroscopy software platforms, Apex-Guard software offers advanced controls, security, audit features, and data integrity. These features support compliance with regulations such as U.S. FDA 21 CFR Part 112. The latest version introduces a solution for Radionuclidic purity gamma spectroscopy measurements through a broadly applicable, ready-to-use patent-pending algorithm. This advancement streamlines quality management processes, increases confidence in quality and facilitates efficient regulatory compliance. Apex-Guard software further enhances the radiopharmaceutical lifecycle through streamlined workflows via interoperability with industry-leader BioTrax QMS, an electronic quality management tool encompassing inventory management, document management, and production batch records from ec2 Software, a Mirion Medical Company. Bekanntmachung • Mar 01
Mirion Technologies Site in Munich Achieves ISO 19443 Certification Mirion Technologies announced that its site in Munich, Germany, has been awarded with the International Organization for Standardization (ISO) certification ISO 19343:2018, a nuclear-specific quality management standard dedicated to organizations supplying products and services important to nuclear safety (ITNS). Such achievement emphasizes the company's commitment to maintaining stringent quality and safety standards specific to the nuclear sector. The Mirion Technologies site in Munich, a full-service provider for Radiation and Neutron Flux Monitoring Systems, is one of a few companies in Germany to receive this certification, building on its long-standing ISO 9001 certification and further enhancing the Mirion commitment to excellence. The audit was conducted by TUV Sud France, accredited by the French Accreditation Body COFRAC. The certification audit specifically highlighted the company's clear line of responsibility, quality concept and emphasis on nuclear quality goals. The auditors also praised the interaction between departments and the well-structured approach to projects and developments. The Munich site joins three other Mirion locations to achieve the ISO 19343 certification. Mirion Technologies sites in France (Lamanon and Fussy) are also accredited. Bekanntmachung • Feb 13
Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2025 Mirion Technologies, Inc. reaffirmed earnings guidance for the year ending December 31, 2025. For the year, the company reaffirmed revenue growth of approximately 4.0% – 6.0%; includes a foreign exchange rate headwind of approximately 190 basis points. Organic Revenue growth of approximately 5.5% – 7.5%; includes an approximately 30 basis point lasers business closure headwind from 2024. Reported Earnings • Feb 12
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: US$0.18 loss per share (improved from US$0.49 loss in FY 2023). Revenue: US$860.8m (up 7.5% from FY 2023). Net loss: US$36.1m (loss narrowed 63% from FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jan 22
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 26% to US$17.84. The fair value is estimated to be US$14.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 143%. Revenue is forecast to grow by 5.9% in a year. Earnings are forecast to grow by 53% in the next year. Bekanntmachung • Jan 17
Mirion Technologies, Inc. to Report Q4, 2024 Results on Feb 11, 2025 Mirion Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025 Buy Or Sell Opportunity • Jan 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 38% to US$17.49. The fair value is estimated to be US$14.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 143%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 60% in the next year. Recent Insider Transactions • Dec 19
Group President of Technologies recently sold US$787k worth of stock On the 13th of December, Loic Eloy sold around 44k shares on-market at roughly US$17.89 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months. Buy Or Sell Opportunity • Dec 05
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 84% to US$18.03. The fair value is estimated to be US$14.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 143%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 60% in the next year. Bekanntmachung • Dec 04
Mirion Technologies, Inc. Provides Earnings Guidance for the Year 2025 Mirion Technologies, Inc. provided earnings guidance for the year 2025. For the year, the company expects Organic revenue growth of approximately 5.5% - 7.5%; includes an approximately 30 basis point lasers business divestiture headwind from 2024. Revenue growth of approximately 4.0% - 6.0%; includes a foreign exchange rate headwind of approximately 150 basis points. Bekanntmachung • Dec 03
Mirion Technologies, Inc. (NYSE:MIR) announces an Equity Buyback for $100 million worth of its shares. Mirion Technologies, Inc. announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A common stock. Price Target Changed • Nov 01
Price target increased by 11% to US$15.50 Up from US$14.00, the current price target is an average from 4 analysts. New target price is 5.8% above last closing price of US$14.65. Stock is up 79% over the past year. The company is forecast to post a net loss per share of US$0.25 next year compared to a net loss per share of US$0.49 last year. Reported Earnings • Oct 30
Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2024 results: US$0.066 loss per share (further deteriorated from US$0.061 loss in 3Q 2023). Revenue: US$206.8m (up 8.2% from 3Q 2023). Net loss: US$13.6m (loss widened 12% from 3Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 143% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Bekanntmachung • Oct 30
Mirion Technologies, Inc. Revises Financial Guidance for the Fiscal Year Ending December 31, 2024 Mirion Technologies, Inc. revised financial guidance for the fiscal year ending December 31, 2024. For the period, the company expects revenue growth of 6% to 7%, compared to 5% to 7% previously and Organic revenue growth of 5% to 6%, compared to 4% to 6% previously. Bekanntmachung • Oct 17
Mirion Technologies, Inc. to Report Q3, 2024 Results on Oct 29, 2024 Mirion Technologies, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024 Price Target Changed • Oct 14
Price target increased by 7.7% to US$14.00 Up from US$13.00, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$13.58. Stock is up 89% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.49 last year. Price Target Changed • Oct 09
Price target increased by 7.4% to US$13.25 Up from US$12.33, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$13.05. Stock is up 80% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.49 last year. New Risk • Aug 26
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$27m net loss next year). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$357k sold).