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 2026-06-16
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. Management's recent track record has been steady. Risk is elevated, and the sector backdrop is a tailwind. Compared with sector peers, MIR is below typical. Peer multiples imply a price about 44% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified. Rich on today's multiple, but the three-year horizon reads cheaper once expected earnings growth is included. If MIR cuts guidance on the next call, that is a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $17.33. 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 the market pays 52× p/e — above the 28× p/e peer median but in line with its own 42× history. That premium reflects a durable franchise our peer-anchored $12 fair value understates; treat the 'expensive vs peers' read with medium confidence. 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 40% near-term growth, ahead of our forecast of about 15%. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% 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 ±$199.
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 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Meeting or exceeding this growth rate shows Mirion is on track with its guidance. It confirms strong demand in key markets.
Confirms:Q2 revenue growth reported at or above 22%.
Disproves:Q2 revenue growth falls below 22%.
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.
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: 89 of 100 | expensive | moderate |
ROP Roper Technologies | Above typical Show detailsSector percentile: 94 of 100 | inexpensive | elevated |
TDY Teledyne Technologies | Above typical Show detailsSector percentile: 76 of 100 | full | moderate |
TRMB Trimble Inc. | Above typical Show detailsSector percentile: 93 of 100 | inexpensive | moderate |
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-16.
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 2026-06-16.
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: Getting more orders shows strong demand. This is important for growth in nuclear power.
Confirms:Total orders reported at or above $288 million.
Disproves:Total orders fall below $288 million.
Why it matters: Meeting or exceeding this EPS shows profits and good cost control. This builds investor trust.
Confirms:Adjusted EPS reported at or above $0.50.
Disproves:Adjusted 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.
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.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 9, 2026, the Board of Directors (the “ Board ”) of Mirion Technologies, Inc., a Delaware corporation (the “ Company ”), approved a special one-time grant of performance vesting stock options to the Company’s Founder, Chairman and Chief Executive Officer, Thomas Logan. The grant recognizes his importance to the future growth of the Company…
Results of Operations and Financial Condition. On February 10, 2026, Mirion Technologies, Inc. (the "Company") issued a press release announcing its financial results for the fiscal quarter and year ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference. The information contained in this
Entry into a Material Definitive Agreement. Underwriting Agreement On September 25, 2025, Mirion Technologies, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Goldman Sachs & Co. LLC and Evercore Group L.L.C., as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the public offering of 19,906,322 shares (the “Shares”) of the Company’s Class A common stock, par value $0.0001 per share (the “C…
Other Events. On September 25, 2025, the Company issued a press release announcing the pricing of the Common Stock Offering. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. Additionally, on September 25, 2025, the Company issued a press release announcing the pricing of the Convertible Notes Offering. A copy of the press release is attached as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated…