Post-earnings recap
Reported
Tue, Apr 28, 2026
EPS actual
$0.10
EPS est.
$0.09
EPS surprise
+11.11%
1-day move
-2.96%
Mirion Technologies reported better-than-expected earnings per share, which indicates effective cost management or operational efficiency. However, the lack of revenue figures and guidance may have raised concerns among investors, contributing to the stock's decline of nearly 3% following the announcement. Investors will likely be looking for more clarity in future reports to assess the company's growth trajectory.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.10 | $0.09 | +11.11% |
| Revenue | N/A | $245M | N/A |
Management expressed satisfaction with the EPS results, highlighting operational efficiency. However, they did not provide specific revenue insights or future guidance.
We are pleased with our EPS performance this quarter.
While we did not provide revenue figures, we remain focused on our strategic initiatives.
Mirion Technologies, Inc. operates in the Information Technology sector, focusing on electronic equipment and instruments. The company plays a crucial role in providing advanced solutions for radiation detection and measurement, which is increasingly important in various industries, including healthcare and nuclear energy.
Last quarter
In Q4-2025, Mirion reported earnings per share of $0.15, matching analyst expectations. However, the stock dropped 2.70% the following day, indicating some market disappointment despite meeting estimates.
EPS beat streak
2Q
EPS beat rate
75%
Avg EPS surprise
+15.01%
Avg 1-day reaction
-0.50%
Analysts expect Mirion to report earnings of $0.09 per share on revenues of $245 million for Q1-2026. The stock's recent performance suggests mixed sentiment heading into the earnings report.
Bull case
If Mirion beats earnings expectations and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.
Bear case
Conversely, if the company misses its earnings or revenue targets, it may raise concerns about its growth prospects, resulting in a negative impact on the stock.
Key metrics to watch
EPS
$0.09Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.
Revenue
$245MTotal revenue reflects the overall sales performance and market demand for Mirion's products and services.
The print will turn on these.
Q1
Will Mirion achieve an EPS of $0.09 or higher?
This figure is critical as it directly impacts investor sentiment and expectations for future growth.
Q2
What revenue growth can we expect compared to the consensus of $245 million?
Revenue performance will indicate market demand and the effectiveness of Mirion's sales strategy.
—
Est. EPS
$1.52
Est. Rev
$3.6B
Impl. Move
±39.2%
Why consensus could be wrong
The Street may underestimate Mirion's ability to leverage its technology for growth, especially given recent trends in healthcare and nuclear sectors.
Supporting evidence
Mirion has consistently beaten EPS estimates in the past quarters, suggesting potential for continued outperformance.
The options market indicates a significant move, which may reflect greater uncertainty than warranted based on historical performance.
Key risk
If revenue exceeds $256 million, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is weighing Mirion's ability to maintain profitability and revenue growth against potential challenges in demand.
Bull confirmed if
Earnings per share exceeding $0.09 with revenue growth above $245 million would confirm a bullish outlook.
Bear confirmed if
Earnings per share falling below $0.08 or revenue under $236 million would reinforce bearish sentiment.
What the market is pricing for the move.
Implied Move
±10.05%
Historical Avg
±1.5%
The options market is pricing in a significant move of about 10% in either direction, indicating heightened uncertainty around the earnings report.
Options are pricing ±10.1% while MIR has averaged ±1.5% over the last 8 prints — setup is pricing rich.
ATM IV
0.7%
30d HV
46.5%
Cross-company pattern from 13 similar setups.
Prior-quarter miss + options pricing rich in Information Technology
Fade rate: 1 of 9 (11%)
This setup has occurred 13 times across Information Technology in the last 2 years. 8 of 9 (89%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 6.4%, with a raw directional average of -0.4% (modestly negative historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
115.32%
of float
Insider
3.42%
of float
Holders
479
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
38,262,307 sh · $629.4M
15.73%
1.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Mirion beats expectations, history suggests a potential stock increase of around +0.76%, confirming strong demand.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
If the company misses earnings or revenue targets, the stock could decline by about -1.84%, reflecting investor disappointment.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
18,179,850 sh · $299.1M
7.47%
1.5%
T. Rowe Price Investment Management, Inc.
14,288,075 sh · $235.0M
5.87%
-2.3%
Vanguard Capital Management LLC
10,613,869 sh · $174.6M
4.36%
1.0%
Goldman Sachs Group Inc
10,406,605 sh · $171.2M
4.28%
41.6%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.