Key Takeaways MIR's Q2 earnings are expected to be $0.11 per share, up 10% year over year on 5.3% revenue growth.Nuclear demand, price hikes and medical strength are likely to boost MIR's top line and margins.Tariff uncertainty and expensive valuation may put pressure on MIR despite recent stock outperformance.Mirion Technologies (MIR)  is scheduled to report its second-quarter 2025 results on July 31, 2025, after market close.The Zacks Consensus Estimate for the June-quarter earnings is pegged at 11 cents ...

Key Takeaways MIR partners with Westinghouse to modernize nuclear systems using its digital proTK product line. Digital upgrades reduce environmental interference, ensuring stable, high-quality radiation data. MIR's Lynx II system allows real-time, remote monitoring of neutron and germanium detectors.Mirion Technologies (MIR) is actively involved in digital innovation, particularly within the nuclear and radiation safety sectors. The company focuses on integrating digital technologies into its radiation s ...

Core Insights - Mirion Technologies (MIR) has achieved a 59.2% gain over the past three months, outperforming BWX Technologies (BWXT) at 53.4% but trailing behind Cameco Corporation (CCJ) which gained 100.2% [1][7] Group 1: Performance and Market Position - MIR's growth is driven by AI-linked nuclear demand, strategic partnerships, and strong revenue guidance for 2025 [7] - The stock currently has a Momentum Score of A, indicating strong technical performance and market sentiment [5][7] Group 2: Business Environment and Opportunities - The U.S. Department of Energy forecasts that data center energy usage will double or triple by 2028, which is beneficial for nuclear energy demand [8] - Executive orders signed by President Trump aim to increase U.S. nuclear energy capacity from 100 GW to 400 GW by 2050, prioritizing domestic uranium supply [9] - Mirion's technologies are essential throughout the nuclear energy lifecycle, with a focus on small modular reactor development and partnerships with companies like Westinghouse Electric [10] Group 3: Financial Outlook - For 2025, MIR expects total revenue growth in the 5-7% range, with adjusted EBITDA projected between $215-$230 million and adjusted free cash flow between $85-$110 million [12] - The Zacks Consensus Estimate for 2025 revenues indicates a 5.3% increase from 2024, while earnings are expected to rise by 14.6% [11][12] Group 4: Challenges and Risks - Mirion faces foreign exchange-related risks, with a forecasted headwind of approximately 40 basis points for revenue growth [15] - Supply chain disruptions and tariff risks pose significant challenges, particularly due to the current U.S. administration's protectionist policies [16] - The company's shares are trading at a premium, with a 12-month forward price-to-sales ratio of 5.33 compared to the industry average of 3.31 [17]