Mirion Technologies, Inc. (MIR) SEC Filings & Earnings Calls

Share repurchase program may be suspended or terminated at any time; depends on market conditions, debt agreements, and alternative investments.

“The Company cannot predict when or if, or at what prices, it will repurchase any shares... the 2026 Repurchase Program may be suspended or terminated at any time by the Company without prior notice.” · word for word

China Tariff and Localization Risk

“China continues to expand localization requirements that could require us to localize manufacturing or source local components, or to otherwise modify our business operations.” · word for word

Russia/China Sanctions Exposure

“The remaining performance obligations in our backlog for Russian- and Chinese-related projects were approximately $124.0 million at June 30, 2026.” · word for word

Fixed-Price Contract Risk

“Fixed-price contracts carry inherent risks, including risks of losses from underestimating costs, operational difficulties and other changes that may occur over the contract period.” · word for word

GAAP net income decline despite revenue growth

“GAAP net income was $8.1 million, a 4.7% decrease compared to $8.5 million” · word for word

Dependence on acquisitions for growth

“Orders including acquisitions +40% vs organic +10%”

Geopolitical and Trade Risk

“Additional tariffs and trade restrictions may result in increased manufacturing costs and product pricing, further supply chain disruptions, limit access to end markets and lower profitability.” · word for word

Russia Exposure

“As of March 31, 2026, the Company has approximately $8.7 million in net contract assets and accounts receivable for Russian customers and channel partners. The remaining performance obligations in our backlog for Russian-related projects were approximately $98.4 million at March 31, 2026.” · word for word

Integration Risk from Acquisitions

“A large driver of our historical growth has been the acquisition and integration of related businesses. Our ability to integrate, restructure, and leverage synergies of these businesses will impact our operating results over time.” · word for word

Adjusted EPS guidance revised down due to CEO retention grant.

“Adjusted EPS of approximately $0.48 – $0.55 per share (previously $0.50 – $0.57 per share); adjusted to reflect the impact of a special one-time CEO retention grant of performance vesting stock options disclosed on April 13, 2026.” · word for word

Integration risk from acquisitions

“In July, we acquired Certrec, and in December we closed on the acquisition of Paragon Energy Solutions.”

Integration risk from acquisitions

“In July, we acquired Certrec, and in December we closed on the acquisition of Paragon Energy Solutions.” · word for word

Integration risk from large acquisitions

“Acquired Paragon for $588.4M and Certrec for $82.9M in 2025; integration risks not quantified.”

Geopolitical and trade risk

“geopolitical and trade conditions, including matters affecting Russia, the relationship between the United States and China, conflict in the Middle East, risks related to tariffs” · word for word

Fixed-price contract risk

“Fixed-price contracts carry inherent risks, including risks of losses from underestimating costs, operational difficulties and other changes that may occur over the contract period.” · word for word

Guidance includes acquisition-related tailwinds; organic growth lower at 5-7%.

“Revenue growth of approximately 22.0% – 24.0%; includes a foreign exchange rate and acquisition-related tailwinds; Organic Revenue growth of approximately 5.0% – 7.0%” · word for word

Refinancing risk; prepayment premium of 1% if repriced within six months.

“Prepayment premium of 1% if made subject to a repricing transaction within six months.” · word for word

Geopolitical risk (Russia-Ukraine)

“As of September 30, 2025, the Company has approximately $17.8 million in net contract assets and accounts receivable associated with Russian-related projects. The remaining performance obligations in our backlog for Russian-related projects was approximately $107.3 million at September 30, 2025.” · word for word

Integration risk from acquisitions

“The Paragon acquisition is expected to close before year-end 2025. Our ability to integrate, restructure, and leverage synergies of these businesses will impact our operating results over time.” · word for word

Tariff impacts on free cash flow; mitigating actions in place.

“revising Adjusted Free Cash Flow for the fiscal year... including estimated tariff impacts based on today’s levels, net of mitigating actions” · word for word

Timing risk on large opportunity pipeline; $110M pushed to 2026.

“$110 million of orders now expected to be awarded in 2026, due to timing.” · word for word