每经编辑｜何小桃 10月31日，美股集体高开，截至北京时间23：57，道指微跌0.01%，纳指标普500指数小幅上涨。 现货黄金短线下跌，现跌破4020美元关口。10月31日，摩根士丹利预测，黄金价格有望在2026年年中升至每盎司4500美元（此前预计为2026年下半年达到 4500美元）。 加密货币多数上涨，比特币重返11万美元关口，上涨2.81%，以太坊报3874美元，涨2.39%，狗狗币涨超3%。 | | 排名 | 市种 | 价格 | 价格(24h%) | | --- | --- | --- | --- | --- | | ರ್ | 1 | B ) ВТС | $110931.3 | +2.81% | | ಗಿ | 2 | ETH | $3874.68 | +2.39% | | ರ್ | 3 | SOL | $189.84 | +1.91% | | ರ್ | 4 | XRP | $2.5296 | +2.73% | | ಸ | 5 | HYPE | $44.921 | -2.98% | | ರ್ | 6 | DOGE | $0.18697 | +3.14% | | ಗಿ | 7 | BNB | $108 ...

Microsoft CEO Satya Nadella departs following a meeting of the White House Task Force on AI Education in the East Room of the White House in Washington on Sept. 4, 2025.Microsoft was hit with outages in its Azure cloud and 365 services on Wednesday, hours before the company's scheduled earnings release. Users reported problems on social media accessing their sites and services running on Microsoft's products, and the company's website was inaccessible. The problems began around 11:40 a.m. ET, according to D ...

Mirion (NYSE:MIR) Q3 2025 Earnings Call October 29, 2025 11:00 AM ET Company ParticipantsThomas Logan - Founder, Chairman and CEOBrian Schopfer - EVP, CFO, and Medical Group PresidentYuan Zhi - Managing DirectorNone - Company RepresentativeThomas Cassino - Managing DirectorJoe Ritchie - Managing DirectorAndrew Kaplowitz - Managing DirectorEric Linn - Treasurer and Head of Investor RelationsConference Call ParticipantsRob Mason - VP and Senior Research AnalystNone - AnalystJeff Grampp - Managing Director and ...

Mirion (NYSE:MIR) Q3 2025 Earnings Call October 29, 2025 11:00 AM ET Company ParticipantsBrian Schopfer - EVP, CFO, and Medical Group PresidentYuan Zhi - Managing DirectorEric Linn - Treasurer and Head of Investor RelationsThomas Logan - Founder, Chairman and CEOThomas Cassino - Managing DirectorJoe Ritchie - Managing DirectorAndrew Kaplowitz - Managing DirectorConference Call ParticipantsRob Mason - VP and Senior Research AnalystNone - AnalystJeff Grampp - Managing Director and Senior Research AnalystOpera ...

Financial Data and Key Metrics Changes - Third quarter revenue totaled $223 million, an increase of nearly 8% from the previous year, with organic revenue growth of 4.7% [5][17] - Adjusted EBITDA for the quarter was $52.4 million, up 14.7% year-over-year, with margin expansion contributing to the increase [6][18] - Adjusted free cash flow for the third quarter was $18 million, contributing to a year-to-date total of $53 million, with an increase in the low end of adjusted free cash flow guidance to between $100 million and $115 million for 2025 [6][22] Business Line Data and Key Metrics Changes - The nuclear and safety segment revenue grew 9% to $144.6 million, with organic growth of 4.4% driven by nuclear power end market growth of 9% [20] - The medical segment revenue totaled $78.5 million, up 5.9%, with organic revenue growth of 5.2% [21] - Adjusted orders in the nuclear power end market grew 21%, reflecting strong demand across new builds, SMRs, and the installed base [8][14] Market Data and Key Metrics Changes - Year-to-date orders in the U.S. nuclear power end market increased by 44%, primarily due to SMR activity [14] - The global nuclear fleet's average capacity factor reached 83% in 2024, indicating potential for increased operational efficiency [9] - The IAEA has raised its nuclear capacity forecast, expecting nearly a terawatt of nuclear capacity by 2050 [9] Company Strategy and Development Direction - The company is focused on broadening its nuclear power portfolio through acquisitions, including the recent Paragon Energy Solutions deal [5][11] - The strategy includes enhancing software solutions for regulatory compliance and expanding product offerings in the nuclear power sector [11] - The company remains optimistic about the nuclear renaissance and its positioning to benefit from it [5][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the nuclear power market's growth, citing strong order flow and government support for new projects [28][30] - The medical segment is expected to normalize despite current pressures, with continued demand driven by demographic trends and cancer care needs [31][32] - Management anticipates a rebound in the RTQA business as funding dynamics stabilize [32] Other Important Information - The company expects a blended cost of debt of 2.8% by year-end 2025, reflecting a significant improvement over the past year [6] - Adjusted EPS for the third quarter was $0.12, a 50% increase compared to the same quarter last year [18] Q&A Session Summary Question: Regarding the commercial nuclear backlog and project activity - Management indicated that the installed base and new utility scale builds are key drivers for future growth, with expectations for a growing nuclear power-related backlog [25][27] Question: Insights on the medical business amidst current pressures - Management remains optimistic about the medical business, citing strong demand drivers and expecting a return to trend as market conditions normalize [31][32] Question: Confidence in the $175 million pipeline and potential awards - Management expressed confidence in the pipeline, noting that timing for large opportunities can be unpredictable but remains optimistic about winning contracts [36][37] Question: Discussion on SMR opportunities and project pipeline - Management highlighted the expanding SMR project landscape and the importance of government support in accelerating project development [39][54] Question: Impact of larger one-time orders on margin profiles - Management confirmed a commitment to maintaining a 30% adjusted EBITDA margin target, with expectations that new builds may have lower margins compared to installed base work [71]