Jun. 3 at 7:21 PM
The Minimum PT?
$26 (+42% from here...)
$MIR
Mirion is the global leader in Critical Infrastructure specializing in radiation detection, measurement, and monitoring — serving nuclear power plants, cancer treatment centers, defense, and research labs.
Q1 2026: Revenue
$257.6M (+27.5% YoY), beating consensus of
$244.77 M. Orders surged 42% including acquisitions (+19% organic). Total backlog hit
$1.1B — up 38% YoY.
Nuclear & Safety segment:
$185.5M in revenue (+39.1% YoY), with defense and diversified industrials up 31%.
2026 guidance reaffirmed: 22–24% revenue growth, Adjusted EBITDA of
$285–300M, and Adjusted FCF of
$155–175M.
stock dropped ~4% post-Q1 as investors focused on margin compression from M&A and lower near-term free cash flow. Which is a Short Term Thesis
Average Analyst 12-Month PT is
$27.9
Definitely worth keeping an eye on! If you're going to buy Options, August or January seem to be the best value wise!
