In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that he...
ATLANTA--(BUSINESS WIRE)--Mirion (NYSE: MIR) announced today that it will release financial results for fourth quarter and full year 2025 after market close on Tuesday, February 10, 2026. Following the news release, the company will host a conference call the next day, Wednesday, February 11, 2026, at 11:00 am ET to discuss the results. Participants may access the call by dialing 1-877-407-9208...
NEWPORT BEACH, Calif. & WALTHAM, Mass.--(BUSINESS WIRE)--Windjammer Capital Investors (“Windjammer”) is pleased to announce the sale of its portfolio company Paragon Energy Solutions (“Paragon” or the “Company”) to Mirion Technologies, Inc. (NYSE: MIR, “Mirion”). Based in Fort Worth, Texas, Paragon is a leading provider of highly engineered solutions for large-scale nuclear power plants and sma...
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 it has completed its acquisition of Paragon Energy Solutions (“Paragon”), one of the leading providers of highly engineered solutions for the nuclear power indus...
Mirion handily beat analyst expectations in Q3 on the back of nuclear-related revenue. Small nuclear reactor wins added to the order book for this radiation detection company.
Mirion Technologies, Inc. ( MIR ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Eric Linn - Vice President of Investor Relations Thomas Logan - Founder, Medical Group President, CEO & Chairman Brian Schopfer - Chief Financial Officer Conference Call Participants Andrew Kaplowitz - Citigroup Inc., Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research D...
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 third quarter ended September 30, 2025. “Mirion posted another strong quarter supported by the continued momentum in the nuclear power end-market...
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