NYSE$MIR

Mirion Technologies Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Mirion's financial performance improved with increased revenue and reduced net loss.

Mirion announced strong Q3 2023 results with an 18.8% increase in revenue to $191.2 million and a significant reduction in net loss to $12.1 million. Adjusted EBITDA rose by 26.0% to $38.8 million, and adjusted EPS increased to $0.05. The company reiterated its full-year guidance and completed the acquisition of ec2 Software Solutions LLC and NUMA LLC.

  • Revenue increased by 18.8% to $191.2 million compared to the same period last year.
  • Net loss decreased to $12.1 million from $47.1 million in the same period last year.
  • Adjusted EBITDA increased by 26.0% to $38.8 million from $30.8 million year-over-year.
  • Adjusted earnings per share increased to $0.05 from $0.03 in the same period last year.

Headline financials

Total Revenue

$191M

Previous: $161M+18.8%
EPS (adj)

$0.05

Previous: $0.03+66.7%
Adjusted EBITDA

$38.8M

Previous: $30.80+125973926.0%
Capital Expenditures

-$25.2M

Previous: -$22.7M-11.0%
Free Cash Flow

-$37.3M

Previous: -$69.8M+46.6%
Net Income

-$12.1M

Previous: -$47.1M+74.3%
Operating Income

-$11.1M

Previous: -$27.6M+59.8%
Gross Profit

$80.8M

Previous: $69.8M+15.8%
Cash & Equivalents

$101M

Previous: $58.4M+72.1%
Total Assets

$2.66B

Previous: $2.84B-6.2%
R&D Expense

$7.9M

No prior period
Stock-Based Comp

$6.2M

Previous: $8.4M-26.2%

Revenue & EPS history

Mirion · Revenue · Quarterly

$191M

Q3 2023+18.8%vs Q3 2022
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 reiterated its financial guidance for the full year 2023, focusing on commercial execution and operational excellence.

Tailwinds

  • Revenue growth of 8% - 10%
  • Organic revenue growth of 6% - 8%
  • Adjusted EBITDA of $175 million - $185 million
  • Adjusted EPS of $0.28 - $0.34
  • Adjusted free cash flow of $45 million - $75 million

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 Q3 2023

Historical avgQ3 2023

+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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