Earning Analysis
Welcome to our in-depth analysis of InnovAge Holding Corp(INNV) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of InnovAge Holding Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q1 | 2025-11-04 | After Hours | 0.01 | 0.06 | +500.00 | 226.90M | 236.11M | +4.06 | -17.56 | +4.34 |
| FY2025Q4 | 2025-09-09 | After Hours | -0.02 | -0.01 | +50.00 | 219.80M | 221.42M | +0.74 | -2.81 | +16.63 |
| FY2025Q3 | 2025-05-06 | After Hours | -0.01 | -0.08 | -700.00 | 214.09M | 218.14M | +1.89 | +14.39 | +33.33 |
| FY2025Q2 | 2025-02-04 | After Hours | 0.00 | -0.10 | - | 210.23M | 209.00M | -0.59 | -9.08 | -8.94 |
| FY2025Q1 | 2024-11-05 | After Hours | -0.04 | -0.04 | - | 203.43M | 205.14M | +0.84 | +3.79 | -5.44 |
| FY2024Q4 | 2024-09-10 | After Hours | -0.01 | -0.01 | - | 191.48M | 199.40M | +4.14 | -6.47 | -3.72 |
| FY2024Q3 | 2024-05-07 | - | -0.04 | -0.04 | - | 188.25M | 193.07M | +2.56 | -1.39 | -10.88 |
| FY2024Q1 | 2023-11-07 | - | -0.04 | -0.08 | -100.00 | 178.43M | 182.49M | +2.27 | -4.68 | -2.25 |
| FY2023Q4 | 2023-09-12 | - | -0.03 | -0.09 | -200.00 | 175.77M | 176.87M | +0.63 | -4.69 | +3.37 |
| - | 2023-02-07 | - | -0.11 | -0.07 | +36.36 | - | - | - | -1.45 | +0.79 |
INNV Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, InnovAge Holding Corp reported performance for FY2026Q1, announced on 2025-11-04. The company achieved an EPS of 0.06, compared to analyst estimates of 0.01 by 500.00% . Revenue for the quarter reached 236.11M compared to expectations of 226.90M by 4.06% .
The stock price reacted with a -17.56% one-day change and a 4.34% five-day change following the earnings release. These movements reflect market reaction in InnovAge Holding Corp growth trajectory and strategic initiatives.
INNV Earnings Forecast
Looking ahead, InnovAge Holding Corp(INNV) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 228.30M and an EPS of 0.04.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -0.93%, while EPS estimates have been Revise Upward by 249.06%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 0.78% . These revisions correlate with a 35.88% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in InnovAge Holding Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between INNV's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Downward
-0.93%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+249.06%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Upward
+0.78%
In Past 3 Month
Stock Price
Go Up
+35.88%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:929.57M
--
EPS Estimate-Annual FY 2026:0.18
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Stock Price5.15
INNV Revenue and EPS Performance: A Historical Perspective
InnovAge Holding Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q1 (2025-11-04,After Hours):
EPS: 0.06 (Actual) vs.0.01 (Estimate) (500.00%)
Revenue: 236.11M (Actual) vs. 226.90M (Estimate) (4.06%)
Price Reaction: -17.56%(1-Day), 4.34%(5-Day)
FY2025Q4 (2025-09-09,After Hours):
EPS: -0.01 (Actual) vs.-0.02 (Estimate) (50.00%)
Revenue: 221.42M (Actual) vs. 219.80M (Estimate) (0.74%)
Price Reaction: -2.81%(1-Day), 16.63%(5-Day)
FY2025Q3 (2025-05-06,After Hours):
EPS: -0.08 (Actual) vs.-0.01 (Estimate) (-700.00%)
Revenue: 218.14M (Actual) vs. 214.09M (Estimate) (1.89%)
Price Reaction: 14.39%(1-Day), 33.33%(5-Day)
Earnings Reaction
The chart below shows how INNV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, INNV sees a -3.27% change in stock price 10 days leading up to the earnings, and a +3.71% change 10 days following the report. On the earnings day itself, the stock moves by +0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -17.56% on the day following the earnings release and then changed by 15.50% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
InnovAge Holding Corp (INNV) Q1 2026 Earnings Call Summary
Positive
2025-11-04
The earnings call presented strong financial results with a 15% revenue increase and a significant improvement in adjusted EBITDA. Despite challenges like higher costs and regulatory risks, the company achieved its first positive net income since 2021. The Q&A highlighted confidence in guidance and effective cost management, though some responses lacked clarity. Overall, the optimistic financial performance and strategic focus on operational efficiency suggest a positive stock price movement in the near term.
InnovAge Holding Corp (INNV) Q4 2025 Earnings Call Summary
Neutral
2025-09-09
Despite strong census growth and improved EBITDA margins, the increase in net loss and higher operational costs, along with uncertainties around B-28 and Medicaid redeterminations, create a mixed outlook. The positive aspects, such as partnerships and automation efforts, are counterbalanced by these challenges, leading to a neutral sentiment.
InnovAge Holding Corp (INNV) Q2 2024 Earnings Call Summary
Neutral
2025-02-04
The earnings call presents a mixed picture: a 10.6% revenue increase and positive guidance are offset by higher losses, negative cash flow, and asset impairments. Share repurchases and margin improvements are positive, but uncertainties in Medicare funding and unclear management responses introduce risk. The lack of significant new partnerships or guidance changes tempers potential positive sentiment, suggesting a neutral stock price movement.
InnovAge Holding Corp. (INNV) Q1 2025 Earnings Call Summary
Positive
2024-11-06
The earnings call highlights strong financial performance with a 12.4% revenue increase and a 500% rise in adjusted EBITDA, which is very positive. The share repurchase program expansion also supports stock price appreciation. However, some concerns exist regarding de novo losses and operational challenges. The Q&A section indicates optimism about enrollment trends and operational efficiencies. Overall, the positive financial results and strategic initiatives outweigh the challenges, leading to a positive sentiment.
InnovAge Holding Corp. (INNV) Q4 2024 Earnings Call Summary
Neutral
2024-09-10
The earnings call reveals a mixed outlook: strong revenue growth and improved EBITDA, but increased costs and de novo losses. The Q&A section highlights uncertainties around state delays and competition, offset by positive enrollment trends and interest in PACE programs. Despite a share repurchase program, the lack of clear guidance on certain issues tempers optimism. Overall, the sentiment is neutral, with no significant catalysts for a strong positive or negative stock price movement.
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FAQ
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