NYSE$MIR

Mirion Technologies Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Mirion's financial performance remained steady with revenue growth and strong Adjusted EBITDA margin expansion.

Mirion announced Q2 2024 financial results with a 5.0% increase in revenues to $207.1 million compared to the same period in 2023. The company reported a net loss of $12.0 million, improved from a net loss of $28.4 million in the previous year. Adjusted EBITDA increased by 10.2% to $48.8 million. The company raised its full year adjusted EBITDA guidance to $195 million to $205 million and reiterated its revenue growth guidance of 5% to 7% and adjusted EPS guidance of $0.37-$0.42.

  • Revenues increased by 5.0% to $207.1 million compared to $197.2 million in the same period last year.
  • Net loss improved to $12.0 million compared to a net loss of $28.4 million in the same period last year.
  • Adjusted EBITDA increased by 10.2% to $48.8 million compared to $44.3 million in the same period last year.
  • The company signed a strategic nuclear new build partnership agreement with EDF.

Headline financials

Total Revenue

$207M

Previous: $197M+5.0%
EPS (adj)

$0.10

Previous: $0.08+25.0%
Capital Expenditures

-$23.9M

Previous: -$15.8M-51.3%
Free Cash Flow

-$35.6M

Previous: -$43.5M+18.2%
Net Income

-$11.7M

Previous: -$27.7M+57.8%
Operating Income

$2.3M

Previous: -$10.6M+121.7%
Gross Profit

$97.4M

Previous: $88M+10.7%
Cash & Equivalents

$122M

Previous: $87.4M+39.8%
Total Assets

$2.63B

Previous: $2.7B-2.6%
R&D Expense

$8.8M

No prior period
Stock-Based Comp

$4M

Previous: $6M-33.3%

Revenue & EPS history

Mirion · Revenue · Quarterly

$207M

Q2 2024+5%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Mirion · $191M total across 2 segments · Q3 2023

  • Product Revenue
    $143M+121776159.6%
  • Service Revenue
    $48.6M+110958804.1%

Forward guidance

Mirion is updating its guidance for the fiscal year and 12-month period ending December 31, 2024.

Tailwinds

  • Revenue growth of 5% - 7%, which is unchanged
  • Organic revenue growth of 4% - 6%, which is unchanged
  • Medical LSD+ organic growth, compared to MSD previously
  • Technologies MSD+ organic growth, compared to MSD previously
  • Adjusted EBITDA of $195 million - $205 million, increased from $193 million - $203 million previously

Headwinds

  • Inorganic revenue growth of approximately 1.5%, primarily as a result of the ec2 acquisition
  • Expected closure of lasers business expected to negatively impact organic revenue growth by approximately 30 basis points
  • Adjusted EPS of $0.37 - $0.42, which is unchanged
  • Adjusted free cash flow of $65 million - $85 million, which is unchanged
  • Effective tax rate between 27% and 29%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.6%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.2%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+18.3%

Q3 2025

Best reaction

-11.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+8.0%-2.2%
Q4 2025-10.2%-4.0%-20.3%
Q3 2025+18.3%+16.8%+3.3%
Q1 2025+1.4%+2.1%+22.3%
Q4 2024+1.1%+0.8%-10.6%
Q3 2024+4.7%+3.1%+14.6%
Q2 2024-4.4%-7.0%+2.8%
Q1 2024-7.4%-9.4%-1.3%
Q4 2023+0.8%+0.5%-0.2%
Q3 2023-2.5%+19.6%+28.3%
Q2 2023+5.3%+6.0%+13.4%
Q1 2023+4.5%+4.0%+1.1%
Q4 2022+8.1%+4.9%-15.1%
Q3 2022-5.1%-25.4%-21.0%
Q2 2022+5.8%+15.1%+13.5%
Q2 2021+5.8%+15.1%+13.5%
Q1 2021-3.2%-10.1%+6.8%
Q4 2021-11.0%-1.7%-3.1%
Q3 2021-0.4%+1.0%-2.2%
Q4 2020+0.5%+1.0%-0.5%
Q2 2020
Q2 2019

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