View Future GrowthMirion Technologies 過去の業績過去 基準チェック /26Mirion Technologiesは、平均年間40.1%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間4.2% 9.4%収益成長率で 成長しています。 Mirion Technologiesの自己資本利益率は1.4%であり、純利益率は2.6%です。主要情報40.08%収益成長率92.79%EPS成長率Electronic 業界の成長15.34%収益成長率9.35%株主資本利益率1.38%ネット・マージン2.56%前回の決算情報31 Mar 2026最近の業績更新分析記事 • 8hSolid Earnings Reflect Mirion Technologies' (NYSE:MIR) Strength As A BusinessEven though Mirion Technologies, Inc.'s ( NYSE:MIR ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Apr 29First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.お知らせ • Apr 16Mirion Technologies, Inc. to Report Q1, 2026 Results on Apr 28, 2026Mirion Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026Reported Earnings • Feb 11Full year 2025 earnings: EPS misses analyst expectationsFull 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.お知らせ • Jan 22Mirion Technologies, Inc. to Report Q4, 2025 Results on Feb 10, 2026Mirion Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026分析記事 • Nov 05Mirion Technologies' (NYSE:MIR) Promising Earnings May Rest On Soft FoundationsMirion Technologies, Inc. ( NYSE:MIR ) just reported some strong earnings, and the market reacted accordingly with a...すべての更新を表示Recent updates分析記事 • 8hSolid Earnings Reflect Mirion Technologies' (NYSE:MIR) Strength As A BusinessEven though Mirion Technologies, Inc.'s ( NYSE:MIR ) recent earnings release was robust, the market didn't seem to...Major Estimate Revision • May 06Consensus 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.ライブニュース • May 05Mirion Technologies Delivers 27.5% Revenue Growth and Record Orders as EPS Guidance SoftensQ1 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 04Now 20% overvaluedOver 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 29First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.お知らせ • Apr 29Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending December 31, 2026Mirion 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.ナラティブ更新 • Apr 23MIR: Artemis II Radiation Role And 2026 Guidance Will Support Long Term UpsideAnalysts have made a small upward adjustment to Mirion Technologies' $28.10 price target, reflecting slightly higher projected profit margins and a marginally higher forward P/E, while leaving fair value estimates unchanged. What's in the News Mirion's Crew Active Dosimeters are set to be used on NASA's Artemis II mission, providing personal, time resolved radiation monitoring for astronauts on the roughly 10 day trip around the Moon, following earlier use with ATOM phantoms on Artemis I (Key Developments).お知らせ • Apr 16Mirion Technologies, Inc. to Report Q1, 2026 Results on Apr 28, 2026Mirion Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026ナラティブ更新 • Apr 09MIR: Artemis II Radiation Role And 2026 Guidance Will Support Long Term UpsideAnalysts have trimmed their price target on Mirion Technologies slightly to $28.10 from $28.80, pointing to modest tweaks in fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly in line. What's in the News Mirion’s Crew Active Dosimeters will be carried by astronauts on NASA’s Artemis II mission to provide personal, time resolved radiation monitoring during the first crewed flight of the program, after previously being used with ATOM phantoms on Artemis I (Key Developments).お知らせ • Apr 02Mirion Technologies, Inc., Annual General Meeting, May 13, 2026Mirion Technologies, Inc., Annual General Meeting, May 13, 2026.ナラティブ更新 • Mar 22MIR: 2026 Guidance And Margin Assumptions Will Support Constructive Long Term UpsideAnalysts have trimmed their price target for Mirion Technologies by $0.50 to $28.80, reflecting a slightly higher discount and modestly adjusted fair value and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News Mirion Technologies reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program.Seeking Alpha • Mar 17Mirion Technologies: The Set-Up Is Getting BetterSummary Mirion Technologies shares have declined ~25% since late 2023 despite continued nuclear sector enthusiasm and AI-driven optimism. Recent results showed 9% Q4 sales growth and a 7% full-year increase, with adjusted earnings guidance for 2026 at $0.50–$0.57 per share. The Paragon Energy Solutions acquisition strengthens Mirion's SMR positioning, contributing $150M sales and $30–33M EBITDA by 2026. Valuation multiples have compressed to 4.5x forward sales and 17x EBITDA, with leverage falling to 2.6–2.8x as execution focus sharpens. Read the full article on Seeking Alphaナラティブ更新 • Mar 08MIR: 2026 Guidance And Margin Assumptions Will Support Constructive Long Term Upside PotentialAnalysts have made a modest adjustment to their price target for Mirion Technologies, keeping fair value at $29.30 while slightly refining inputs such as the discount rate, revenue growth and profit margin expectations to reflect updated assumptions. What's in the News Mirion Technologies issued earnings guidance for the fiscal year ending December 31, 2026, giving investors a time frame for management's current planning assumptions (Key Developments).New Risk • Feb 22New minor risk - Earnings qualityThe 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).ナラティブ更新 • Feb 21MIR: 2026 Guidance And Assumption Tweaks Will Support Constructive Long Term Upside PotentialAnalysts have trimmed their price target on Mirion Technologies to about $29.30 per share from roughly $30.33, reflecting updated assumptions for slightly higher discount rates, a lower revenue growth outlook, more conservative profit margin expectations, and a higher future P/E multiple. What's in the News Mirion Technologies issued earnings guidance for the fiscal year ending December 31, 2026, giving investors a view of management's current expectations.New Risk • Feb 11New major risk - Financial positionThe 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 11Full year 2025 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 11+ 1 more updateMirion Technologies, Inc. Announces Management AppointmentsMirion Technologies, Inc. announced three new leadership appointments supporting the company’s continued focus on safety, innovation, operational excellence and long-term growth. Mirion has promoted Tighe Smith to the newly created role of Chief Nuclear Officer. Reporting to Thomas Logan, Mirion Chairman and Chief Executive Officer, Smith will lead the company’s global nuclear strategy across the existing operating fleet as well as the rapidly expanding advanced and small modular reactor (SMR) markets. Smith brings more than 20 years of experience spanning nuclear engineering, digital safety systems, international commercial leadership, and industry policy engagement. Smith most recently held the Chief Nuclear Officer role at Paragon Energy Solutions, now part of Mirion, and will retain these duties in addition to his expanded role. He is also an active contributor to the broader nuclear community, serving as a Trustee of the American Nuclear Society and as Convenor of IEC SC45A Working Group 9, helping advance international standards for nuclear instrumentation and control. He holds a Bachelor of Science in Nuclear Engineering and an MBA from the University of Tennessee, Knoxville. In addition to Nuclear Power, Nuclear Medicine serves as a robust, continually evolving market for Mirion. To further support Mirion’s strategic growth in this key market, Shelia Webb becomes President of Nuclear Medicine. In this role, Webb will lead the overall Nuclear Medicine business unit, focusing on strategic development and furthering the integration of the ec Software and Capintec brands to support advanced cancer care. Webb most recently served as Mirion Chief Digital Officer, playing a pivotal role in building a digital ecosystem that connects operating groups and enhances Mirion capabilities, efficiency and value. Following Mirion’s acquisition of ecSoftware in 2023, Webb assumed responsibility of business unit leader for ec Software and has been instrumental in integrating the company into the broader Capintec portfolio. Mirion also announced the appointment of Shahmeer Mirza as the company’s inaugural Chief Artificial Intelligence & Digital Officer, a new role intended to accelerate Mirion’s commitment to operational excellence and scalable growth through responsible, transformative AI strategies. In this role, Mirza assumes responsibility for Mirion’s Digital strategy as Webb transitions to the role of President, Nuclear Medicine. As Chief AI and Digital Officer, Mirza will lead the continuation of Mirion’s digital transformation roadmap leveraging technologies like AI to innovate, improve processes, and create new revenue streams. Reporting directly to Logan, Mirza will shape and execute the company’s AI vision, helping establish AI as a core enabler across the global business primarily through internal and enterprise applications. In this role, Mirza will lead the integration of advanced analytics, machine learning and intelligent automation across Mirion operations and processes. This will include identifying and prioritizing high-impact use cases; optimizing manufacturing and supply chain performance; and implementing governance frameworks for ethical, secure, transparent, and compliant AI use – particularly important in highly regulated environments. Mirza previously served as Senior Director of Data, AI/Machine Learning, and Research and Development at 7-Eleven, where he led enterprise data and AI strategies in support of multi-million-dollar incremental sales. He holds over 130 patents, earned a Master of Science in Computer Science and a Bachelor of Science in Chemical and Biomolecular Engineering from the Georgia Institute of Technology.ナラティブ更新 • Feb 06MIR: Modest Assumption Tweaks Will Support Constructive Long Term Upside PotentialAnalysts have nudged their price target for Mirion Technologies slightly lower to about US$30.33 from US$30.50, reflecting modest updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. Valuation Changes Fair value estimate was trimmed slightly from US$30.50 to about US$30.33 per share.ナラティブ更新 • Jan 22MIR: Reaffirmed 2025 Outlook And Completed Buybacks Will Support Future UpsideAnalysts have slightly reduced their price target for Mirion Technologies to reflect modestly lower fair value and profit margin assumptions, while largely maintaining their core outlook on revenue growth and future P/E expectations. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of about 7.0% to 9.0%, with an organic revenue growth range of about 4.5% to 6.0%.お知らせ • Jan 22Mirion Technologies, Inc. to Report Q4, 2025 Results on Feb 10, 2026Mirion Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026ナラティブ更新 • Jan 08MIR: Reaffirmed 2025 Outlook And Buybacks Will Support Future UpsideAnalysts have nudged their price target on Mirion Technologies slightly lower to US$30.63 from US$30.75, reflecting small tweaks to fair value, discount rate, growth, margin and future P/E assumptions, rather than any major shift in the story. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of approximately 7% to 9%, including an estimated 180 basis point foreign exchange tailwind based on a fourth quarter Euro to US$ exchange rate of 1.16.分析記事 • Dec 24Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブ更新 • Dec 15MIR: Equity Offering Will Drive Future Upside Despite Lower Margin AssumptionsAnalysts have slightly reduced their price target on Mirion Technologies, from approximately $31.00 to $30.75 per share. They cite expectations for somewhat lower profit margins, which are only partly offset by modestly stronger revenue growth and a higher assumed future earnings multiple.Recent Insider Transactions • Dec 14Independent Director recently sold US$8.7m worth of stockOn 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.お知らせ • Dec 02Mirion 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.ナラティブ更新 • Dec 01MIR: Equity Offering And Index Inclusion Will Drive Future UpsideAnalysts have adjusted their price target for Mirion Technologies slightly downward, from $31.29 to $31.00. They cite updated forecasts for slower revenue growth and modestly higher profit margins.Recent Insider Transactions • Nov 23Independent Director recently sold US$7.1m worth of stockOn 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 19Chief Legal Officer notifies of intention to sell stockEmmanuelle 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.ナラティブ更新 • Nov 17MIR: Share Buyback And Index Adds Will Drive Renewed MomentumAnalysts have slightly revised their price target for Mirion Technologies, maintaining it at $31.29. Improved profit margins were largely offset by a modestly higher discount rate and nearly unchanged growth projections.Buy Or Sell Opportunity • Nov 10Now 20% undervaluedOver 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.分析記事 • Nov 05Mirion Technologies' (NYSE:MIR) Promising Earnings May Rest On Soft FoundationsMirion Technologies, Inc. ( NYSE:MIR ) just reported some strong earnings, and the market reacted accordingly with a...ナラティブ更新 • Nov 01MIR: Expect Opportunities As New Partnerships And Index Inclusions Shape OutlookAnalysts have raised their price target for Mirion Technologies from $26.29 to $31.29 per share. They cite improving revenue growth forecasts, despite a modest increase in the discount rate and a slightly lower expected profit margin.Price Target Changed • Oct 30Price target increased by 22% to US$31.29Up 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 29Third quarter 2025 earnings: EPS misses analyst expectationsThird 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.お知らせ • Oct 29Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2025Mirion 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%.ナラティブ更新 • Oct 18Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesAnalysts have raised their price target for Mirion Technologies from $25.67 to $26.29. They cite updated models that reflect modest improvements in fair value estimates, even though there have been some adjustments to profit margin assumptions.お知らせ • Oct 16Mirion Technologies, Inc. to Report Q3, 2025 Results on Oct 28, 2025Mirion Technologies, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025New Risk • Oct 12New minor risk - Shareholder dilutionThe 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).ナラティブ更新 • Oct 04Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesAnalysts have raised their price target for Mirion Technologies from $23.50 to $25.67. They cite expectations of significantly improved revenue growth and profit margins, as well as a more favorable future price-to-earnings outlook.Price Target Changed • Oct 01Price target increased by 9.2% to US$25.67Up 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 28Price target increased by 7.6% to US$24.57Up 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.お知らせ • Sep 26Mirion 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お知らせ • Sep 25Mirion 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お知らせ • Sep 24Mirion 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.ナラティブ更新 • Sep 16Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesThe consensus analyst price target for Mirion Technologies has increased modestly, while both the discount rate and future P/E ratio remain virtually unchanged, resulting in a slightly higher fair value estimate of $23.50. What's in the News Mirion Technologies entered into a strategic partnership with Westinghouse Electric to provide digital Ex-core Nuclear Instrumentation Systems, modernizing legacy neutron flux monitoring for global PWR operators.ナラティブ更新 • Aug 27Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesMirion Technologies' consensus price target has been revised upward, primarily reflecting a notable improvement in net profit margin and a substantial decline in future P/E, which together indicate stronger profitability and a more attractive valuation. What's in the News Mirion Technologies updated 2025 earnings guidance with higher expected revenue growth of 7.0%-9.0% (previously 5.0%-7.0%), factoring in FX and acquisition tailwinds; organic revenue growth revised to 5.0%-7.0% (previously 5.5%-7.5%).Recent Insider Transactions • Aug 07Group President of Technologies recently sold US$472k worth of stockOn 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 06Group President of Technologies notifies of intention to sell stockLoic 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 04Price target increased by 7.8% to US$22.20Up 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 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond 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.お知らせ • Aug 01+ 1 more updateMirion Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending December 31, 2025Mirion Technologies, Inc. updated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expected revenue growth of approximately 7.0% to 9.0% (previously 5.0% to 7.0%); includes a foreign exchange rate tailwind of approximately 125 basis points using a Euro-to-USD exchange rate of 1.15 and acquisitions-related tailwind of approximately 100 basis points. Organic Revenue growth of approximately 5.0% to 7.0% (previously 5.5% to 7.5%); includes increased Nuclear Power end-market expected growth which is more than offset by reductions to Labs & Research and Dosimetry end-markets expectations.Price Target Changed • Jul 23Price target increased by 8.0% to US$21.60Up 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.お知らせ • Jul 22Mirion Technologies Unveils the Vital Platform, a Digital Ecosystem Powering Integrated Operations for Nuclear Energy and BeyondMirion 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.お知らせ • Jul 17Mirion Technologies, Inc. to Report Q2, 2025 Results on Jul 31, 2025Mirion Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025分析記事 • Jul 17Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 30+ 4 more updatesMirion Technologies, Inc.(NYSE:MIR) dropped from Russell 3000E Value IndexMirion Technologies, Inc.(NYSE:MIR) dropped from Russell 3000E Value Index分析記事 • Jun 20Returns On Capital Signal Tricky Times Ahead For Mirion Technologies (NYSE:MIR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Jun 20Mirion Medical to Debut New Solutions, Highlight Broad Radiopharma-Focused Portfolio At Snmmi Annual MeetingMirion 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 25Independent Director recently sold US$9.0m worth of stockOn 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.分析記事 • May 14Mirion Technologies, Inc. (NYSE:MIR) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMirion Technologies, Inc. ( NYSE:MIR ) shareholders would be excited to see that the share price has had a great month...Buy Or Sell Opportunity • May 02Now 23% overvalued after recent price riseOver 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 30First 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.お知らせ • Apr 30Mirion Technologies, Inc. Revises Earnings Guidance for the Full Year 2025Mirion 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.お知らせ • Apr 21Mirion Technologies, Inc. to Report Q1, 2025 Results on Apr 29, 2025Mirion Technologies, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025Major Estimate Revision • Apr 17Consensus EPS estimates upgraded to US$0.05 lossThe 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.分析記事 • Apr 08Mirion Technologies (NYSE:MIR) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Apr 03Mirion Technologies, Inc., Annual General Meeting, May 15, 2025Mirion Technologies, Inc., Annual General Meeting, May 15, 2025.Board Change • Apr 02Insufficient new directorsThere 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.お知らせ • Apr 02Mirion Technologies, Inc. to Elevate Radiopharmaceutical Production Quality with Advanced Apex-Guard SoftwareMirion 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.新しいナラティブ • Mar 21Global Demand For Nuclear Infrastructure Will Strengthen Industry Prospects In 2025 Strategic positioning in nuclear sectors and regulatory tailwinds are likely to drive significant revenue growth and operational improvement. 分析記事 • Mar 03Returns On Capital Signal Tricky Times Ahead For Mirion Technologies (NYSE:MIR)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Mar 01Mirion Technologies Site in Munich Achieves ISO 19443 CertificationMirion 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.お知らせ • Feb 13Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2025Mirion 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 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.分析記事 • Jan 31Mirion Technologies, Inc.'s (NYSE:MIR) Shareholders Might Be Looking For ExitWhen close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...Buy Or Sell Opportunity • Jan 22Now 22% overvalued after recent price riseOver 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.お知らせ • Jan 17Mirion Technologies, Inc. to Report Q4, 2024 Results on Feb 11, 2025Mirion Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025分析記事 • Jan 10Calculating The Fair Value Of Mirion Technologies, Inc. (NYSE:MIR)Key Insights The projected fair value for Mirion Technologies is US$14.42 based on 2 Stage Free Cash Flow to Equity...Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver 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 19Group President of Technologies recently sold US$787k worth of stockOn 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 05Now 25% overvalued after recent price riseOver 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.分析記事 • Dec 04Mirion Technologies (NYSE:MIR) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Dec 04Mirion Technologies, Inc. Provides Earnings Guidance for the Year 2025Mirion 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.お知らせ • Dec 03Mirion 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 01Price target increased by 11% to US$15.50Up 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 30Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.分析記事 • Oct 30What Mirion Technologies, Inc.'s (NYSE:MIR) 27% Share Price Gain Is Not Telling YouMirion Technologies, Inc. ( NYSE:MIR ) shares have continued their recent momentum with a 27% gain in the last month...お知らせ • Oct 30Mirion Technologies, Inc. Revises Financial Guidance for the Fiscal Year Ending December 31, 2024Mirion 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.お知らせ • Oct 17Mirion Technologies, Inc. to Report Q3, 2024 Results on Oct 29, 2024Mirion Technologies, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Price Target Changed • Oct 14Price target increased by 7.7% to US$14.00Up 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.分析記事 • Oct 12Capital Allocation Trends At Mirion Technologies (NYSE:MIR) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Price Target Changed • Oct 09Price target increased by 7.4% to US$13.25Up 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.分析記事 • Sep 07What Mirion Technologies, Inc.'s (NYSE:MIR) P/S Is Not Telling YouWhen close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...収支内訳Mirion Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:MIR 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26981253604031 Dec 25925293333930 Sep 25902273333730 Jun 25886103303731 Mar 25870-103333631 Dec 24861-363383530 Sep 24837-663413530 Jun 24821-653403231 Mar 24811-813383231 Dec 23801-973393230 Sep 23788-2353423230 Jun 23758-2703473231 Mar 23737-3013523131 Dec 22718-2773573030 Sep 22678-2053463130 Jun 22661-2043183231 Mar 22665-1992963231 Dec 21668-2222683630 Sep 21641-1652223330 Jun 21612-1581952931 Mar 21573-1551782530 Jun 20478-1191581630 Jun 19440-1221451430 Jun 18444-10415419質の高い収益: MIRには$21.1M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: MIR過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MIR過去 5 年間で収益を上げており、収益は年間40.1%増加しています。成長の加速: MIRは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: MIR昨年収益を上げたため、昨年の収益成長をElectronic業界 ( 12.5% ) と比較することは困難です。株主資本利益率高いROE: MIRの 自己資本利益率 ( 1.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 18:34終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mirion Technologies, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Quinn FredricksonBairdRobert MasonBairdYuan ZhiB. Riley Securities, Inc.9 その他のアナリストを表示
分析記事 • 8hSolid Earnings Reflect Mirion Technologies' (NYSE:MIR) Strength As A BusinessEven though Mirion Technologies, Inc.'s ( NYSE:MIR ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Apr 29First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.
お知らせ • Apr 16Mirion Technologies, Inc. to Report Q1, 2026 Results on Apr 28, 2026Mirion Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
Reported Earnings • Feb 11Full year 2025 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Jan 22Mirion Technologies, Inc. to Report Q4, 2025 Results on Feb 10, 2026Mirion Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
分析記事 • Nov 05Mirion Technologies' (NYSE:MIR) Promising Earnings May Rest On Soft FoundationsMirion Technologies, Inc. ( NYSE:MIR ) just reported some strong earnings, and the market reacted accordingly with a...
分析記事 • 8hSolid Earnings Reflect Mirion Technologies' (NYSE:MIR) Strength As A BusinessEven though Mirion Technologies, Inc.'s ( NYSE:MIR ) recent earnings release was robust, the market didn't seem to...
Major Estimate Revision • May 06Consensus 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.
ライブニュース • May 05Mirion Technologies Delivers 27.5% Revenue Growth and Record Orders as EPS Guidance SoftensQ1 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 04Now 20% overvaluedOver 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 29First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.
お知らせ • Apr 29Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending December 31, 2026Mirion 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.
ナラティブ更新 • Apr 23MIR: Artemis II Radiation Role And 2026 Guidance Will Support Long Term UpsideAnalysts have made a small upward adjustment to Mirion Technologies' $28.10 price target, reflecting slightly higher projected profit margins and a marginally higher forward P/E, while leaving fair value estimates unchanged. What's in the News Mirion's Crew Active Dosimeters are set to be used on NASA's Artemis II mission, providing personal, time resolved radiation monitoring for astronauts on the roughly 10 day trip around the Moon, following earlier use with ATOM phantoms on Artemis I (Key Developments).
お知らせ • Apr 16Mirion Technologies, Inc. to Report Q1, 2026 Results on Apr 28, 2026Mirion Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
ナラティブ更新 • Apr 09MIR: Artemis II Radiation Role And 2026 Guidance Will Support Long Term UpsideAnalysts have trimmed their price target on Mirion Technologies slightly to $28.10 from $28.80, pointing to modest tweaks in fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly in line. What's in the News Mirion’s Crew Active Dosimeters will be carried by astronauts on NASA’s Artemis II mission to provide personal, time resolved radiation monitoring during the first crewed flight of the program, after previously being used with ATOM phantoms on Artemis I (Key Developments).
お知らせ • Apr 02Mirion Technologies, Inc., Annual General Meeting, May 13, 2026Mirion Technologies, Inc., Annual General Meeting, May 13, 2026.
ナラティブ更新 • Mar 22MIR: 2026 Guidance And Margin Assumptions Will Support Constructive Long Term UpsideAnalysts have trimmed their price target for Mirion Technologies by $0.50 to $28.80, reflecting a slightly higher discount and modestly adjusted fair value and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News Mirion Technologies reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program.
Seeking Alpha • Mar 17Mirion Technologies: The Set-Up Is Getting BetterSummary Mirion Technologies shares have declined ~25% since late 2023 despite continued nuclear sector enthusiasm and AI-driven optimism. Recent results showed 9% Q4 sales growth and a 7% full-year increase, with adjusted earnings guidance for 2026 at $0.50–$0.57 per share. The Paragon Energy Solutions acquisition strengthens Mirion's SMR positioning, contributing $150M sales and $30–33M EBITDA by 2026. Valuation multiples have compressed to 4.5x forward sales and 17x EBITDA, with leverage falling to 2.6–2.8x as execution focus sharpens. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 08MIR: 2026 Guidance And Margin Assumptions Will Support Constructive Long Term Upside PotentialAnalysts have made a modest adjustment to their price target for Mirion Technologies, keeping fair value at $29.30 while slightly refining inputs such as the discount rate, revenue growth and profit margin expectations to reflect updated assumptions. What's in the News Mirion Technologies issued earnings guidance for the fiscal year ending December 31, 2026, giving investors a time frame for management's current planning assumptions (Key Developments).
New Risk • Feb 22New minor risk - Earnings qualityThe 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).
ナラティブ更新 • Feb 21MIR: 2026 Guidance And Assumption Tweaks Will Support Constructive Long Term Upside PotentialAnalysts have trimmed their price target on Mirion Technologies to about $29.30 per share from roughly $30.33, reflecting updated assumptions for slightly higher discount rates, a lower revenue growth outlook, more conservative profit margin expectations, and a higher future P/E multiple. What's in the News Mirion Technologies issued earnings guidance for the fiscal year ending December 31, 2026, giving investors a view of management's current expectations.
New Risk • Feb 11New major risk - Financial positionThe 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 11Full year 2025 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 11+ 1 more updateMirion Technologies, Inc. Announces Management AppointmentsMirion Technologies, Inc. announced three new leadership appointments supporting the company’s continued focus on safety, innovation, operational excellence and long-term growth. Mirion has promoted Tighe Smith to the newly created role of Chief Nuclear Officer. Reporting to Thomas Logan, Mirion Chairman and Chief Executive Officer, Smith will lead the company’s global nuclear strategy across the existing operating fleet as well as the rapidly expanding advanced and small modular reactor (SMR) markets. Smith brings more than 20 years of experience spanning nuclear engineering, digital safety systems, international commercial leadership, and industry policy engagement. Smith most recently held the Chief Nuclear Officer role at Paragon Energy Solutions, now part of Mirion, and will retain these duties in addition to his expanded role. He is also an active contributor to the broader nuclear community, serving as a Trustee of the American Nuclear Society and as Convenor of IEC SC45A Working Group 9, helping advance international standards for nuclear instrumentation and control. He holds a Bachelor of Science in Nuclear Engineering and an MBA from the University of Tennessee, Knoxville. In addition to Nuclear Power, Nuclear Medicine serves as a robust, continually evolving market for Mirion. To further support Mirion’s strategic growth in this key market, Shelia Webb becomes President of Nuclear Medicine. In this role, Webb will lead the overall Nuclear Medicine business unit, focusing on strategic development and furthering the integration of the ec Software and Capintec brands to support advanced cancer care. Webb most recently served as Mirion Chief Digital Officer, playing a pivotal role in building a digital ecosystem that connects operating groups and enhances Mirion capabilities, efficiency and value. Following Mirion’s acquisition of ecSoftware in 2023, Webb assumed responsibility of business unit leader for ec Software and has been instrumental in integrating the company into the broader Capintec portfolio. Mirion also announced the appointment of Shahmeer Mirza as the company’s inaugural Chief Artificial Intelligence & Digital Officer, a new role intended to accelerate Mirion’s commitment to operational excellence and scalable growth through responsible, transformative AI strategies. In this role, Mirza assumes responsibility for Mirion’s Digital strategy as Webb transitions to the role of President, Nuclear Medicine. As Chief AI and Digital Officer, Mirza will lead the continuation of Mirion’s digital transformation roadmap leveraging technologies like AI to innovate, improve processes, and create new revenue streams. Reporting directly to Logan, Mirza will shape and execute the company’s AI vision, helping establish AI as a core enabler across the global business primarily through internal and enterprise applications. In this role, Mirza will lead the integration of advanced analytics, machine learning and intelligent automation across Mirion operations and processes. This will include identifying and prioritizing high-impact use cases; optimizing manufacturing and supply chain performance; and implementing governance frameworks for ethical, secure, transparent, and compliant AI use – particularly important in highly regulated environments. Mirza previously served as Senior Director of Data, AI/Machine Learning, and Research and Development at 7-Eleven, where he led enterprise data and AI strategies in support of multi-million-dollar incremental sales. He holds over 130 patents, earned a Master of Science in Computer Science and a Bachelor of Science in Chemical and Biomolecular Engineering from the Georgia Institute of Technology.
ナラティブ更新 • Feb 06MIR: Modest Assumption Tweaks Will Support Constructive Long Term Upside PotentialAnalysts have nudged their price target for Mirion Technologies slightly lower to about US$30.33 from US$30.50, reflecting modest updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. Valuation Changes Fair value estimate was trimmed slightly from US$30.50 to about US$30.33 per share.
ナラティブ更新 • Jan 22MIR: Reaffirmed 2025 Outlook And Completed Buybacks Will Support Future UpsideAnalysts have slightly reduced their price target for Mirion Technologies to reflect modestly lower fair value and profit margin assumptions, while largely maintaining their core outlook on revenue growth and future P/E expectations. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of about 7.0% to 9.0%, with an organic revenue growth range of about 4.5% to 6.0%.
お知らせ • Jan 22Mirion Technologies, Inc. to Report Q4, 2025 Results on Feb 10, 2026Mirion Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
ナラティブ更新 • Jan 08MIR: Reaffirmed 2025 Outlook And Buybacks Will Support Future UpsideAnalysts have nudged their price target on Mirion Technologies slightly lower to US$30.63 from US$30.75, reflecting small tweaks to fair value, discount rate, growth, margin and future P/E assumptions, rather than any major shift in the story. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of approximately 7% to 9%, including an estimated 180 basis point foreign exchange tailwind based on a fourth quarter Euro to US$ exchange rate of 1.16.
分析記事 • Dec 24Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 • Dec 15MIR: Equity Offering Will Drive Future Upside Despite Lower Margin AssumptionsAnalysts have slightly reduced their price target on Mirion Technologies, from approximately $31.00 to $30.75 per share. They cite expectations for somewhat lower profit margins, which are only partly offset by modestly stronger revenue growth and a higher assumed future earnings multiple.
Recent Insider Transactions • Dec 14Independent Director recently sold US$8.7m worth of stockOn 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.
お知らせ • Dec 02Mirion 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.
ナラティブ更新 • Dec 01MIR: Equity Offering And Index Inclusion Will Drive Future UpsideAnalysts have adjusted their price target for Mirion Technologies slightly downward, from $31.29 to $31.00. They cite updated forecasts for slower revenue growth and modestly higher profit margins.
Recent Insider Transactions • Nov 23Independent Director recently sold US$7.1m worth of stockOn 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 19Chief Legal Officer notifies of intention to sell stockEmmanuelle 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.
ナラティブ更新 • Nov 17MIR: Share Buyback And Index Adds Will Drive Renewed MomentumAnalysts have slightly revised their price target for Mirion Technologies, maintaining it at $31.29. Improved profit margins were largely offset by a modestly higher discount rate and nearly unchanged growth projections.
Buy Or Sell Opportunity • Nov 10Now 20% undervaluedOver 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.
分析記事 • Nov 05Mirion Technologies' (NYSE:MIR) Promising Earnings May Rest On Soft FoundationsMirion Technologies, Inc. ( NYSE:MIR ) just reported some strong earnings, and the market reacted accordingly with a...
ナラティブ更新 • Nov 01MIR: Expect Opportunities As New Partnerships And Index Inclusions Shape OutlookAnalysts have raised their price target for Mirion Technologies from $26.29 to $31.29 per share. They cite improving revenue growth forecasts, despite a modest increase in the discount rate and a slightly lower expected profit margin.
Price Target Changed • Oct 30Price target increased by 22% to US$31.29Up 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 29Third quarter 2025 earnings: EPS misses analyst expectationsThird 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.
お知らせ • Oct 29Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2025Mirion 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%.
ナラティブ更新 • Oct 18Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesAnalysts have raised their price target for Mirion Technologies from $25.67 to $26.29. They cite updated models that reflect modest improvements in fair value estimates, even though there have been some adjustments to profit margin assumptions.
お知らせ • Oct 16Mirion Technologies, Inc. to Report Q3, 2025 Results on Oct 28, 2025Mirion 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 12New minor risk - Shareholder dilutionThe 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).
ナラティブ更新 • Oct 04Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesAnalysts have raised their price target for Mirion Technologies from $23.50 to $25.67. They cite expectations of significantly improved revenue growth and profit margins, as well as a more favorable future price-to-earnings outlook.
Price Target Changed • Oct 01Price target increased by 9.2% to US$25.67Up 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 28Price target increased by 7.6% to US$24.57Up 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.
お知らせ • Sep 26Mirion 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
お知らせ • Sep 25Mirion 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
お知らせ • Sep 24Mirion 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.
ナラティブ更新 • Sep 16Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesThe consensus analyst price target for Mirion Technologies has increased modestly, while both the discount rate and future P/E ratio remain virtually unchanged, resulting in a slightly higher fair value estimate of $23.50. What's in the News Mirion Technologies entered into a strategic partnership with Westinghouse Electric to provide digital Ex-core Nuclear Instrumentation Systems, modernizing legacy neutron flux monitoring for global PWR operators.
ナラティブ更新 • Aug 27Modernizing Nuclear Plants And SMR Advances Will Create Future OpportunitiesMirion Technologies' consensus price target has been revised upward, primarily reflecting a notable improvement in net profit margin and a substantial decline in future P/E, which together indicate stronger profitability and a more attractive valuation. What's in the News Mirion Technologies updated 2025 earnings guidance with higher expected revenue growth of 7.0%-9.0% (previously 5.0%-7.0%), factoring in FX and acquisition tailwinds; organic revenue growth revised to 5.0%-7.0% (previously 5.5%-7.5%).
Recent Insider Transactions • Aug 07Group President of Technologies recently sold US$472k worth of stockOn 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 06Group President of Technologies notifies of intention to sell stockLoic 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 04Price target increased by 7.8% to US$22.20Up 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 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond 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.
お知らせ • Aug 01+ 1 more updateMirion Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending December 31, 2025Mirion Technologies, Inc. updated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expected revenue growth of approximately 7.0% to 9.0% (previously 5.0% to 7.0%); includes a foreign exchange rate tailwind of approximately 125 basis points using a Euro-to-USD exchange rate of 1.15 and acquisitions-related tailwind of approximately 100 basis points. Organic Revenue growth of approximately 5.0% to 7.0% (previously 5.5% to 7.5%); includes increased Nuclear Power end-market expected growth which is more than offset by reductions to Labs & Research and Dosimetry end-markets expectations.
Price Target Changed • Jul 23Price target increased by 8.0% to US$21.60Up 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.
お知らせ • Jul 22Mirion Technologies Unveils the Vital Platform, a Digital Ecosystem Powering Integrated Operations for Nuclear Energy and BeyondMirion 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.
お知らせ • Jul 17Mirion Technologies, Inc. to Report Q2, 2025 Results on Jul 31, 2025Mirion Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
分析記事 • Jul 17Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 30+ 4 more updatesMirion Technologies, Inc.(NYSE:MIR) dropped from Russell 3000E Value IndexMirion Technologies, Inc.(NYSE:MIR) dropped from Russell 3000E Value Index
分析記事 • Jun 20Returns On Capital Signal Tricky Times Ahead For Mirion Technologies (NYSE:MIR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Jun 20Mirion Medical to Debut New Solutions, Highlight Broad Radiopharma-Focused Portfolio At Snmmi Annual MeetingMirion 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 25Independent Director recently sold US$9.0m worth of stockOn 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.
分析記事 • May 14Mirion Technologies, Inc. (NYSE:MIR) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMirion Technologies, Inc. ( NYSE:MIR ) shareholders would be excited to see that the share price has had a great month...
Buy Or Sell Opportunity • May 02Now 23% overvalued after recent price riseOver 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 30First 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.
お知らせ • Apr 30Mirion Technologies, Inc. Revises Earnings Guidance for the Full Year 2025Mirion 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.
お知らせ • Apr 21Mirion Technologies, Inc. to Report Q1, 2025 Results on Apr 29, 2025Mirion Technologies, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
Major Estimate Revision • Apr 17Consensus EPS estimates upgraded to US$0.05 lossThe 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.
分析記事 • Apr 08Mirion Technologies (NYSE:MIR) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Apr 03Mirion Technologies, Inc., Annual General Meeting, May 15, 2025Mirion Technologies, Inc., Annual General Meeting, May 15, 2025.
Board Change • Apr 02Insufficient new directorsThere 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.
お知らせ • Apr 02Mirion Technologies, Inc. to Elevate Radiopharmaceutical Production Quality with Advanced Apex-Guard SoftwareMirion 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.
新しいナラティブ • Mar 21Global Demand For Nuclear Infrastructure Will Strengthen Industry Prospects In 2025 Strategic positioning in nuclear sectors and regulatory tailwinds are likely to drive significant revenue growth and operational improvement.
分析記事 • Mar 03Returns On Capital Signal Tricky Times Ahead For Mirion Technologies (NYSE:MIR)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Mar 01Mirion Technologies Site in Munich Achieves ISO 19443 CertificationMirion 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.
お知らせ • Feb 13Mirion Technologies, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2025Mirion 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 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.
分析記事 • Jan 31Mirion Technologies, Inc.'s (NYSE:MIR) Shareholders Might Be Looking For ExitWhen close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...
Buy Or Sell Opportunity • Jan 22Now 22% overvalued after recent price riseOver 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.
お知らせ • Jan 17Mirion Technologies, Inc. to Report Q4, 2024 Results on Feb 11, 2025Mirion Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
分析記事 • Jan 10Calculating The Fair Value Of Mirion Technologies, Inc. (NYSE:MIR)Key Insights The projected fair value for Mirion Technologies is US$14.42 based on 2 Stage Free Cash Flow to Equity...
Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver 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 19Group President of Technologies recently sold US$787k worth of stockOn 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 05Now 25% overvalued after recent price riseOver 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.
分析記事 • Dec 04Mirion Technologies (NYSE:MIR) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Dec 04Mirion Technologies, Inc. Provides Earnings Guidance for the Year 2025Mirion 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.
お知らせ • Dec 03Mirion 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 01Price target increased by 11% to US$15.50Up 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 30Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
分析記事 • Oct 30What Mirion Technologies, Inc.'s (NYSE:MIR) 27% Share Price Gain Is Not Telling YouMirion Technologies, Inc. ( NYSE:MIR ) shares have continued their recent momentum with a 27% gain in the last month...
お知らせ • Oct 30Mirion Technologies, Inc. Revises Financial Guidance for the Fiscal Year Ending December 31, 2024Mirion 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.
お知らせ • Oct 17Mirion Technologies, Inc. to Report Q3, 2024 Results on Oct 29, 2024Mirion Technologies, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Price Target Changed • Oct 14Price target increased by 7.7% to US$14.00Up 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.
分析記事 • Oct 12Capital Allocation Trends At Mirion Technologies (NYSE:MIR) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Price Target Changed • Oct 09Price target increased by 7.4% to US$13.25Up 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.
分析記事 • Sep 07What Mirion Technologies, Inc.'s (NYSE:MIR) P/S Is Not Telling YouWhen close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...
