
The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.
Mirion Technologies Inc. (MIR) is a prominent player in the radiation detection and measurement market, catering to essential industries such as healthcare, nuclear energy, and defense. The company emphasizes innovation through substantial research and development investments, enhancing safety and operational efficiency in radiation-exposed settings. With the increasing global focus on effective radiation management, Mirion stands poised to capitalize on growth opportunities, making it an appealing investment choice for institutional investors looking to diversify their portfolios in a critical and fast-evolving sector.
| Revenue (TTM) | $981.00M |
| Gross Profit (TTM) | $461.90M |
| EBITDA | $206.90M |
| Operating Margin | 1.44% |
| Return on Equity | 1.51% |
| Return on Assets | 1.25% |
| Revenue/Share (TTM) | $4.18 |
| Book Value | $7.52 |
| Price-to-Book | 2.31 |
| Price-to-Sales (TTM) | 4.00 |
| EV/Revenue | 5.18 |
| EV/EBITDA | 24.18 |
| Quarterly Earnings Growth (YoY) | 2.40% |
| Quarterly Revenue Growth (YoY) | 27.50% |
| Shares Outstanding | $244.66M |
| Float | $225.35M |
| % Insiders | 3.40% |
| % Institutions | 112.60% |
Volatility is currently contracting

The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.

The U.S. Department of Energy announced a conditional commitment of $17.5 billion in low-interest loans. These funds target long-lead components for 10 new Westinghouse AP1000 reactors covering five project sites nationwide.

Mirion Technologies (MIR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

MIR, BWXT and GEV offer notable upside based on AI data center power demand boosting nuclear OEMs.

Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse's AP1000 reactor technology on its first quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States.

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.

X-energy (XE), the developer of the Xe-100 advanced small modular reactor (SMR) and XENITH microreactor, made its public market debut earlier this month. The company executed an upsized initial public offering that raised more than $1 billion.

MIR and BWXT are riding surging nuclear demand, each leveraging growth, innovation and expansion strategies as competition heats up in the energy space.

Mirion Technologies, Inc. (MIR) Q1 2026 Earnings Call Transcript

ATLANTA--(BUSINESS WIRE)--Mirion (“we” or the “company”) (NYSE: MIR), a global provider of radiation detection, measurement, analysis, and monitoring solutions to the nuclear, medical, defense, and research end markets, today announced results for the first quarter ended March 31, 2026. “Our first quarter performance showcased substantial orders growth led by nuclear power demand and as-expected Adjusted EBITDA performance and margins,” commented Mirion's Chairman and Chief Executive Officer Th.