NYSE$MIR

Mirion Technologies Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Mirion's financial performance was in line with expectations, demonstrating revenue growth and margin expansion.

Mirion announced its Q3 2024 financial results, with revenues increasing by 8.2% to $206.8 million compared to the same period in 2023. The company reported a net loss of $14.0 million, and an adjusted EBITDA of $45.7 million, which is an increase of 17.8%. The company also updated its full-year 2024 guidance.

  • Revenues for the third quarter increased 8.2% to $206.8 million.
  • Net loss was $14.0 million in the third quarter.
  • Adjusted EBITDA was $45.7 million, a 17.8% increase from the same period last year.
  • The company updated its full year 2024 guidance, expecting revenue growth of 6% to 7%.

Headline financials

Total Revenue

$207M

Previous: $191M+8.2%
EPS

-$0.07

Previous: $0.05-240.0%
Adjusted EBITDA

$45.7M

Previous: $38.8M+17.8%
Adjusted EBITDA Margin

22.1%

No prior period
Capital Expenditures

-$37.1M

Previous: -$25.2M-47.2%
Free Cash Flow

-$50.7M

Previous: -$37.3M-35.9%
Net Income

-$13.6M

Previous: -$12.1M-12.4%
Operating Income

-$1.6M

Previous: -$11.1M+85.6%
Gross Profit

$92.9M

Previous: $80.8M+15.0%
Cash & Equivalents

$133M

Previous: $101M+32.6%
Total Assets

$2.65B

Previous: $2.66B-0.2%
R&D Expense

$10.2M

Previous: $7.9M+29.1%
Stock-Based Comp

$4.3M

Previous: $6.2M-30.6%

Revenue & EPS history

Mirion · Revenue · Quarterly

$207M

Q3 2024+8.2%vs Q3 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 updated its full year 2024 guidance.

Tailwinds

  • Total and organic revenue growth rates now expected to be 6% to 7% and 5% to 6%, respectively.
  • Maintaining adjusted EBITDA range of between $195 to $205 million.
  • Maintaining adjusted EPS range of between $0.37 to $0.42 per share.
  • Medical LSD organic growth, compared to LSD+ previously
  • Technologies MSD+ organic growth, which is unchanged

Headwinds

  • Adjusted free cash flow range tightened to $65 to $75 million, compared to $65 million to $85 million previously.
  • Closure of lasers business expected to negatively impact organic revenue growth by approximately 30 basis points
  • Depreciation of approximately $34 million for the year
  • Net interest expense of approximately $52 million (approximately $50 million of cash interest)
  • 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 Q3 2024

Historical avgQ3 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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