Post-earnings recap
Reported
Tue, Jul 28, 2026
EPS actual
$0.12
EPS est.
$0.10
EPS surprise
+17.65%
1-day move
-0.36%
Mirion Technologies reported an EPS of $0.12, which was above expectations, resulting in a positive surprise. However, the stock reacted negatively, declining by 0.36%. The lack of revenue data and guidance may have contributed to investor uncertainty.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.12 | N/A | +17.65% |
| Revenue | N/A | N/A | N/A |
No transcript is on record, and the analysis is based on numerical results only.
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Est. EPS
—
Est. Rev
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Impl. Move
±3.5%
Mirion Technologies, Inc. operates in the Information Technology sector, focusing on electronic equipment and instruments. The company plays a crucial role in providing advanced technologies for radiation detection and measurement, which is increasingly important in sectors like healthcare, nuclear energy, and environmental monitoring.
Last quarter
In Q1-2026, Mirion Technologies reported an EPS of $0.10, surpassing estimates by 11.11%. However, the stock declined by 2.96% the following day, indicating mixed investor sentiment.
Management promises and guidance
EPS beat streak
2Q
EPS beat rate
75%
Avg EPS surprise
+15.01%
Avg 1-day reaction
-0.50%
Overall, investors are cautiously optimistic about Mirion's upcoming earnings, especially after a series of EPS beats in previous quarters. However, the lack of revenue guidance adds uncertainty.
Bull case
If Mirion continues its trend of beating EPS estimates, it could signal strong operational performance and lead to a positive stock reaction.
Bear case
Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price.
Key metrics to watch
EPS (Earnings Per Share)
$0.10EPS is a key indicator of a company's profitability and is closely watched by investors.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its market presence and is vital for long-term success.
The print will turn on these.
Q1
What will be the EPS for Q2-2026?
Given the recent history of EPS surprises, this number will be critical in shaping investor sentiment and stock performance.
Q2
What are the revenue growth expectations for the upcoming quarter?
Revenue growth is essential for assessing the company's market position and future prospects, especially in a competitive environment.
Why consensus could be wrong
The Street may be underestimating Mirion's ability to leverage its technology for revenue growth, particularly in the healthcare sector, which could drive better-than-expected results.
Supporting evidence
Mirion has consistently beaten EPS estimates, suggesting a trend of operational efficiency.
The options market is pricing in a significant move, indicating that traders expect a surprise.
The company's focus on expanding product offerings could lead to increased demand.
Key risk
If revenue growth exceeds expectations, it could challenge the current cautious outlook and lead to a positive reassessment of the stock.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on whether Mirion can maintain its trend of beating EPS estimates while also addressing revenue growth.
Bull confirmed if
An EPS of $0.12 or higher would confirm strong operational performance and likely lead to a positive stock reaction.
Bear confirmed if
An EPS below $0.09 would indicate potential issues in profitability and could lead to a negative market response.
What the market is pricing for the move.
Implied Move
±8.56%
Historical Avg
±1.5%
The options market is pricing in a substantial move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±8.6% while MIR has averaged ±1.5% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
45.9%
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 the stock could rise by an average of 0.01%, confirming the company's strong operational performance.
In line / cautious
If results are in line with expectations, the stock may react modestly, reflecting cautious investor sentiment.
Miss
Should the company miss expectations, history indicates an average decline of 1.84%, signaling potential concerns about profitability.
The lines on the call that would change the story.
Gross Margin
Gross margin indicates how efficiently a company is producing its products and managing its costs.
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.