Reading MIR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track MIR free→Reading MIR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track MIR free→NYSEInformation TechnologySpecialty Industrial MachinerySnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral. Earnings quality is robust, cash backs up profits. Risk is elevated, and the sector backdrop is a tailwind. Compared with sector peers, MIR trades below typical levels. Peer multiples imply a price about 46% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $16.56. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $17 MIR trades at 52× p/e — 1.9× the 28× p/e peer median, and above its own 41× history. The market is re-rating it beyond its own range; our $12 fair value is low-confidence here. Analysts: $27–$29. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 42% near-term growth, well above our forecast of about 15%. This describes what's priced in, not a forecast of the move.
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 5.04x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 69% of the time over the next year (vs 55% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.12 → $0.10 (-16.4% / 30d). 0 raised, 7 cut, 8 covering analysts.
0 upgrades, 0 downgrades / 30d. 90% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$202.
How much price usually moves either way.
On a bad day, this stock has moved -$576.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,682.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Revenue growth is a key priority. A drop below this level signals trouble.
Confirms:Q2 revenue growth reported below 5% year over year.
Disproves:Q2 revenue growth reported above 5% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for MIR yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On April 28, 2026, Mirion Technologies, Inc. (the "Company") issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference. The information contained in this
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$27.00 – $29.00 (median $28.50) · 4 analysts · as of 2026-05-04
Looks more expensive than peers.
Richer than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Electronic Equipment & Instruments.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
MIR Mirion Technologies, Inc. | Below typical Show detailsSector percentile: 25 of 100 | expensive | elevated |
KEYS Keysight Technologies | Above typical Show detailsSector percentile: 86 of 100 | expensive | moderate |
ROP Roper Technologies | Above typical Show detailsSector percentile: 95 of 100 | inexpensive | elevated |
TDY Teledyne Technologies | Above typical Show detailsSector percentile: 73 of 100 | full | moderate |
TRMB Trimble Inc. | Above typical Show detailsSector percentile: 94 of 100 | inexpensive | moderate |
Not investment advice. As of 2026-06-12.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing revenue growth through strategic initiatives and market expansion.
Enhance operating income through cost management and efficiency improvements.
Increase cash from operations through improved operational efficiency and cost control.
Why it matters: Stabilizing or improving operating income shows that Mirion is managing costs better. This can boost investor trust.
Confirms:Operating income increases from $3.7M in Q1 to above $10M in Q2.
Disproves:Operating income fell to $3.7M in Q1. This shows worse cost management.
Why it matters: Improving revenue growth shows that Mirion is making progress on its growth goals. This is important for investor confidence.
Confirms:Q2 revenue growth exceeds $257.6M, showing a positive trend compared to Q1.
Disproves:Q2 revenue growth is below $257.6M, indicating ongoing struggles with growth.
Why it matters: The sector's growth trajectory affects Mirion's performance. A drop signals broader issues.
Confirms:Sector revenue growth reported below its median.
Disproves:Sector revenue growth remains above its median.
Why it matters: Enhancing cash flow is vital for funding growth and operations.
Confirms:Cash from operations is up from the last quarter.
Disproves:Cash from operations decreases or stays the same compared to the previous quarter.