NYSE$MIR

Mirion Technologies Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Mirion's Q4 2023 financial results were announced, demonstrating revenue growth and improved profitability.

Mirion announced strong Q4 2023 results with a 5.7% increase in revenue to $230.4 million and a significant improvement in net loss, which decreased by 90.1% to $15.2 million. Adjusted EBITDA rose by 8.2% to $61.0 million, and adjusted EPS increased to $0.15 from $0.11 in the same period last year. The company also initiated full year 2024 guidance, projecting continued revenue growth and improved profitability.

  • Revenue increased by 5.7% to $230.4 million compared to the same period last year.
  • Net loss improved by 90.1% to $15.2 million compared to the same period last year.
  • Adjusted EBITDA increased by 8.2% to $61.0 million compared to the same period last year.
  • Adjusted earnings per share increased to $0.15 from $0.11 in the same period last year.

Headline financials

Total Revenue

$230M

Previous: $218M+5.7%
EPS (adj)

$0.15

Previous: $0.11+36.4%
Adjusted EBITDA

$61.00

No prior period
Capital Expenditures

-$10.5M

Previous: $11.5M-191.3%
Net Income

-$15.20

Previous: -$154M+100.0%
Operating Income

$13.40

Previous: -$162M+100.0%
Gross Profit

$109M

Previous: $97M+11.9%
Stock-Based Comp

$4.2M

Previous: $7M-40.0%

Revenue & EPS history

Mirion · Revenue · Quarterly

$230M

Q4 2023+5.7%vs Q4 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 initiated financial guidance for 2024, reflecting sustained momentum in the business with positive vertical market conditions and expectations for solid organic growth, margin expansion, and free cash flow improvement.

Tailwinds

  • Revenue growth of 5% - 7%
  • Organic revenue growth of 4% - 6%
  • Inorganic revenue growth of ~1%, primarily ec2 acquisition
  • Adjusted EBITDA of $193 million - $203 million
  • Adjusted EPS of $0.37 - $0.42

Headwinds

  • Depreciation of ~$33 million for the year
  • Net interest expense of approximately $55 million (approximately $52 million of cash interest)
  • Effective tax rate between 26% and 28%
  • Capital expenditures of ~$37 million
  • Cash taxes of ~$37 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 Q4 2023

Historical avgQ4 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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