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INNVInnovAge Holding Corp.
$10.79$1.5B
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InnovAge Holding Corp. (INNV) Financials

7Y historyFree accessUpdated daily

Revenue growth has accelerated to 15.5% in 2026Q3, yet the company remains unable to achieve consistent profitability, as evidenced by a net loss of $29.5M in the same period.

INNV Income Statement

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMJun'25Jun'24Jun'23Jun'22Jun'21Jun'20Jun'19
Sales/Revenue945.9M853.7M763.86M688.09M698.64M637.8M567.19M465.63M
Revenue Growth %13.73%11.76%11.01%-1.51%9.54%12.45%21.81%-
Cost of Goods Sold553.9M268.91M631.79M586.8M563.27M476.01M425.89M355M
COGS % of Revenue-31.5%82.71%85.28%80.62%74.63%75.09%76.24%
Gross Profit140.05M584.79M132.06M101.29M135.37M161.79M141.3M110.63M
Gross Margin %14.81%68.5%17.29%14.72%19.38%25.37%24.91%23.76%
Gross Profit Growth %-342.81%30.38%-25.18%-16.33%14.49%27.73%-
Operating Expenses211.09M614.55M155.24M150.68M139.78M86.96M90.37M70.95M
OpEx % of Revenue-71.99%20.32%21.9%20.01%13.63%15.93%15.24%
Selling, General & Admin203.36M150.28M136.29M135.26M125.85M154.57M77.48M64.71M
SG&A % of Revenue-17.6%17.84%19.66%18.01%24.23%13.66%13.9%
Research & Development00000000
R&D % of Revenue--------
Other Operating Expenses1000K464.28M18.95M15.42M13.92M-67.61M12.89M6.24M
Operating Income14.23M-29.76M-23.18M-49.4M-4.41M74.82M50.93M39.67M
Operating Margin %1.5%-3.49%-3.03%-7.18%-0.63%11.73%8.98%8.52%
Operating Income Growth %--28.39%53.07%-1021.08%-105.89%46.9%28.38%-
EBITDA4.12M-10.25M-4.23M-33.98M9.52M87.12M62.22M48.67M
EBITDA Margin %0.44%-1.2%-0.55%-4.94%1.36%13.66%10.97%10.45%
EBITDA Growth %137.31%-142.34%87.55%-456.97%-89.07%40.01%27.85%-
D&A (Non-Cash Add-back)20.17M19.51M18.95M15.42M13.92M12.29M11.29M9M
EBIT15.37M-16.15M-17.8M-49.27M-4.71M-18.18M50.25M36.92M
Net Interest Income-3.57M-4.61M-4.02M-1.52M-2.53M-16.79M-14.62M-9.59M
Interest Income00000000
Interest Expense2.58M4.61M4.02M1.52M2.53M16.79M14.62M9.59M
Other Income/Expense-4.92M-4.27M1.36M-1.4M-2.83M-109.79M-15.3M-14.29M
Pretax Income-20.46M-34.03M-21.82M-50.79M-7.24M-34.97M35.63M25.39M
Pretax Margin %-2.16%-3.99%-2.86%-7.38%-1.04%-5.48%6.28%5.45%
Income Tax1.14M1.32M1.4M-7.24M723K9.77M9.87M6.32M
Effective Tax Rate %-5.56%-3.87%-6.43%14.26%-9.99%-27.94%27.69%24.88%
Net Income-22.2M-30.31M-21.34M-40.67M-6.52M-43.99M26.28M19.58M
Net Margin %-2.35%-3.55%-2.79%-5.91%-0.93%-6.9%4.63%4.2%
Net Income Growth %28.9%-42.06%47.54%-523.72%85.17%-267.39%34.22%-
Net Income (Continuing)-21.12M-35.34M-23.22M-43.55M-7.96M-44.74M25.77M19.07M
Discontinued Operations00000000
Minority Interest26.11M27.94M30.55M30.55M21.38M23.41M6.74M7.25M
EPS (Diluted)-0.16-0.22-0.16-0.30-0.05-0.330.200.15
EPS Growth %-27.63%-37.5%46.67%-500%84.85%-265%33.33%-
EPS (Basic)--0.22-0.16-0.30-0.05-0.330.200.15
Diluted Shares Outstanding135.7M135.39M135.9M135.59M135.52M135.52M133.19M133.19M
Basic Shares Outstanding135.7M135.39M135.9M135.59M135.52M135.52M133.19M133.19M
Dividend Payout Ratio-------339.7%

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrained
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Regulatory enrollment freeze vulnerability

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q3)

Revenue Growth Amid Regulatory Recovery

As reported in recent financial filings, InnovAge's revenue growth has accelerated to 15.5% in 2026Q3, reflecting a successful resumption of participant enrollment following the lifting of previous regulatory sanctions that had historically constrained the company's ability to expand its census across key geographic service areas.

The recent uptick in top-line performance suggests that the company is successfully navigating its post-sanction recovery phase. Investors should monitor whether this growth trajectory remains sustainable as the company attempts to scale its site-based PACE model without triggering further compliance-related enrollment freezes.

Structural Margin Volatility Remains Evident

Based on the provided income statement data, gross margins have fluctuated between 16.8% and 21.8% over the last ten quarters, indicating that the company struggles to maintain consistent profitability as it balances rising clinical labor costs against the fixed capitated payments received from government healthcare programs.

The inability to sustain gross margins above the 20% threshold suggests that the company's cost-to-serve model is highly sensitive to medical acuity and wage inflation. This volatility implies that management has yet to achieve the necessary operational efficiency to insulate the bottom line from external clinical cost pressures.

Operating Leverage Remains Elusive Currently

According to historical income statements, InnovAge has struggled to demonstrate meaningful operating leverage, as evidenced by the 2026Q3 operating loss despite a revenue base of $251.9M, which highlights the heavy burden of corporate overhead relative to the contribution margins generated by individual PACE centers.

The persistent gap between gross profit and operating income suggests that administrative and facility-level fixed costs are scaling disproportionately to revenue growth. This indicates that the company's current infrastructure may be over-sized for its existing participant census, necessitating higher density to achieve meaningful operating profitability.

Earnings Quality Impacted by Volatility

As indicated by the erratic net income figures, which swung from a $10.6M profit in 2026Q2 to a $29.5M loss in 2026Q3, the company's earnings quality appears compromised by significant non-operating fluctuations and the ongoing impact of stock-based compensation expenses on the bottom line.

The sharp reversal in profitability warrants further investigation into whether these swings are driven by one-time adjustments or structural issues in medical claim reserves. Investors should be cautious of relying on quarterly net income as a proxy for operational health given the sensitivity to risk-adjustment true-ups.

Sustainability of Turnaround Remains Questionable

While recent revenue growth appears positive, the 2026Q3 net loss of $29.5M suggests that the company's turnaround narrative may be premature, as the underlying cost structure remains vulnerable to the same clinical labor and regulatory risks that previously necessitated government-mandated enrollment freezes across its facilities.

Short-term revenue gains may mask deeper operational inefficiencies that could lead to margin compression if the company fails to manage its medical care ratio effectively. The market should remain skeptical of the current recovery until consistent, positive operating cash flow is demonstrated over multiple consecutive quarters.

INNV — Frequently Asked Questions

Quick answers to the most common questions about buying INNV stock.

What was InnovAge Holding Corp.'s (INNV) revenue in 2025?

For fiscal year 2025, InnovAge Holding Corp. (INNV) reported total revenue of $853.7M. This represents a 83.3% increase compared to $465.6M in 2019.

Is InnovAge Holding Corp. (INNV) profitable?

InnovAge Holding Corp. (INNV) reported a net loss of $30.3M for the fiscal year ending 2025.

What is InnovAge Holding Corp.'s operating profit margin?

InnovAge Holding Corp. (INNV) reported an operating income of $-29.8M, resulting in an operating profit margin of -3.5%. This margin reflects the operational efficiency of the business before interest and taxes.

What is InnovAge Holding Corp.'s gross profit and gross margin?

InnovAge Holding Corp. (INNV) generated $584.8M in gross profit for the year, representing a gross profit margin of 68.5%. This demonstrates the company's core pricing power and production efficiency.