Mirion Technologies, Inc. (MIR)
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-09-04
$16.93+1.01%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · MIR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.2% |
| Our one-year growth estimate | diamond | 14.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 28.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 63 industry peers
MIR — CEO transition
Dated 2026-07-02
President, Nuclear & Safety Group — Loïc Eloy: Mr. Loïc Eloy's expatriation assignment and secondment from France to the United States with continued reporting to the CEO.
Why it matters: This would indicate that the company is not meeting its growth targets. It could signal weakening demand in key markets.
Worry ifQ2 revenue growth is below 22%. This shows a slowdown in sales.
Less concerning ifQ2 revenue growth meets or exceeds 22%, showing strong demand.
Why it matters: Stabilizing or improving operating income shows that Mirion is managing costs better. This can boost investor trust.
Supportive ifOperating income increases from $3.7M in Q1 to above $10M in Q2.
Worry ifOperating income fell to $3.7M in Q1. This shows worse cost management.
Why it matters: Getting more orders shows strong demand. This is important for growth in nuclear power.
Supportive ifTotal orders reported at or above $288 million.
Worry ifTotal orders fall below $288 million.
Why it matters: Order growth shows future revenue potential. A drop means weaker demand.
Worry ifFirst quarter orders reported below a 19% increase.
Less concerning ifFirst quarter orders increase by 19% or more.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$194 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $555 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,160 loss on $10,000 · 51.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Meeting or exceeding this EPS shows profits and good cost control. This builds investor trust.
Supportive ifAdjusted EPS reported at or above $0.50.
Worry ifAdjusted EPS falls below $0.50.
Why it matters: Improving revenue growth shows that Mirion is making progress on its growth goals. This is important for investor confidence.
Supportive ifQ2 revenue growth exceeds $257.6M, showing a positive trend compared to Q1.
Worry ifQ2 revenue growth is below $257.6M, indicating ongoing struggles with growth.
Why it matters: A margin over 25% shows good cost control and efficient operations.
Supportive ifAdjusted EBITDA margin was over 25% in Q3.
Worry ifAdjusted EBITDA margin falls below 25% in Q3.
Why it matters: Meeting this target shows good cost control and efficiency. This can boost investor trust.
Supportive ifAdjusted EBITDA of $285 million or more for 2026.
Worry ifAdjusted EBITDA is less than $285 million for 2026.
Why it matters: The sector's growth trajectory affects Mirion's performance. A drop signals broader issues.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth remains above its median.
Why it matters: A decline means worse cash flow. This affects the company's financial health.
Worry ifCash from operations is below $18.9 million. This shows cash flow problems.
Less concerning ifCash from operations is above $18.9 million. This shows better cash flow.
Why it matters: Enhancing cash flow is vital for funding growth and operations.
Supportive ifCash from operations is up from the last quarter.
Worry ifCash from operations decreases or stays the same compared to the previous quarter.
Why it matters: This would signal a slowdown in growth, impacting investor confidence. Management aims for 22%-24% growth in 2026.
Worry ifQ3 revenue growth comes in below 22%.
Less concerning ifQ3 revenue growth meets or exceeds 22%.
Why it matters: If the margin drops, it shows cost issues. This would hurt profits. Management aims for a 25%-26% margin in 2026.
Worry ifEBITDA margin drops below 25%.
Less concerning ifAdjusted EBITDA margin stays at or above 25%.
Why it matters: Falling free cash flow would raise concerns about capital allocation and growth potential. Management aims for $155M-$175M in 2026.
Worry ifAdjusted free cash flow reported below $155 million.
Less concerning ifAdjusted free cash flow reported at or above $155 million.
Why it matters: New orders would confirm growth in the nuclear power market, supporting management's strategy. This is key for future revenue.
Supportive ifNew orders in nuclear power exceed $100 million in a quarter.
Worry ifNew orders in nuclear power fall below $100 million in a quarter.