Mirion Technologies, Inc. Class A (MIR)

Mirion Technologies' stock has experienced several events in the past six months. In Q3 2025, Mirion reported EPS of $0.12, beating expectations by 20%, with revenue of $223.1 million, a 7.9% year-over-year increase, but the stock drifted 17.1% lower over the next 70 days. In Q2 2025, the company reported better-than-expected results, with revenue of $222.9 million and adjusted EPS of $0.11, but the stock plummeted due to valuation concerns and the acquisition of Certrec. In Q1 2025, adjusted EPS was $0.10 per share, a 67% increase compared to Q1 2024, and enterprise revenue was $202 million, 4.9% better than Q1 2024. As of January 6, 2026, the share price was $25.20, an increase of 47.89% from $17.04 on January 7, 2025. Evercore ISI initiated coverage with an "outperform" rating and a $29.00 price target in November 2025, and Citigroup maintained a "Buy" recommendation. In the past three months, Mirion Technologies insiders have sold $15,804,500.00 in company stock and made no purchases.

Mirion Technologies' demand is influenced by factors including the nuclear power installed base and new builds, and the RTQA business within the medical segment. The nuclear power segment provides a stable, high-margin growth and recurring revenue stream. Recurring dosimetry services orders can sometimes shift between quarters, indicating some quarterly variability for specific services, but the overall demand for medical solutions remains robust. The second quarter is typically the lightest cash flow quarter of the year due to the timing of cash tax payments and working capital. The company's operational model generates a significant amount of recurring revenue, contributing to stability.

Mirion Technologies, Inc. is a global leader in radiation detection, measurement, and monitoring solutions, founded in 2005 and headquartered in Atlanta, Georgia. The company operates in nuclear power, defense, homeland security, medical imaging, and industrial safety, providing insight into radiation environments. It operates through two segments: Medical, focusing on cancer diagnostics and treatment, and Technologies (Nuclear & Safety), providing radiation detection and monitoring solutions. Mirion's business model integrates product sales, services, and long-term contracts, generating recurring revenue from its installed base in regulated industries.

Mirion Technologies has a global presence, serving customers in over 100 countries across North America, Europe, and Asia. It provides services in countries such as the United States, Canada, the United Kingdom, France, Germany, Finland, China, Belgium, Netherlands, Estonia, and Japan. The company employs approximately 2,800 people and operates in 12 countries.

Mirion Technologies is recognized as a global leader in radiation detection, measurement, and monitoring solutions. Its commitment to innovation and global expansion, along with its comprehensive product portfolio, contributes to its differentiation in the market. Mirion's technology is used to protect workers in over 130 countries, and its equipment is utilized in 80% of cancer centers worldwide. The company is committed to powering advancements in nuclear energy and improving quality in cancer care. The company has been highlighted for its strategic positioning in nuclear sectors and regulatory tailwinds, which are expected to drive revenue growth and operational improvement.

Mirion Technologies has significant institutional ownership, with 651 institutional owners and shareholders holding a total of 297,599,986 shares, representing approximately 84.3% to 100.79% of the company's stock. Insiders hold around 2.20% to 19.71%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and T. Rowe Price Investment Management, Inc. Gs Sponsor II LLC is the largest individual shareholder, owning 20.52 million shares, representing 8.08% of the company.