Innventure (INV)
NASDAQ:INV
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.23Last Year’s EPS
-1.6Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed substantial commercial and technical progress across the operating companies—large YoY revenue growth, a $50M+ bookings quarter, product launches, strategic partnerships, pipeline expansion at AeroFlexx, and technical validation at Refinity. Management also highlighted cost reductions and proactive liquidity management. However, the enterprise remains early-stage with material quarterly losses (net loss $20.8M; adjusted EBITDA loss $18.4M), continued cash consumption, reliance on capital markets for runway extension, and inherent lumpiness/visibility limits in bookings and cash-conversion metrics. On balance, the positive operational momentum and tangible commercial signals currently outweigh the financial and execution risks presented.Company Guidance
Strong Revenue Growth
Consolidated revenue of $1.4M in Q1 2026, up from $0.2M in Q1 2025 (+600% year-over-year) and up from $0.8M in Q4 2025 (+75% sequential). Accelsius contributed $1.3M, the highest quarterly revenue since reporting began.
Material Q1 Bookings
More than $50M in bookings in Q1, signaling commercial demand and pipeline progression for Accelsius and other operating companies.
Accelsius Product & Strategic Momentum
NVIDIA GTC debut of NeuCool IR150 (industry-first integrated rack-level 2-phase solution). Strategic partnership announced with Legrand following Series B participation; multiple channel partnerships noted (e.g., Johnson Controls, Vertiv) supporting scale.
AeroFlexx Commercial Progress
Commercial pipeline expanded to $32M (up 21% since January) with $13.2M in final negotiation (up 40%). Aveda partnership generated approximately $3.6M of new/reactivated opportunities and initial POs for 2027 launch; manufacturing footprint expanded via Packaging Imolese in Italy.
Refinity Technical Validation and Scale Progress
Multi-day pilot trials produced light olefins (ethylene/propylene) meeting or exceeding targets. Detailed design for a 10-kiloton commercial demonstration plant underway, expected to wrap by end of Q3; ongoing integration work with Dow and discussions on offtake and nondilutive funding.
Cost Reductions and Improved Operating Discipline
Total G&A for the quarter was $12.7M, $7.0M lower than Q1 2025 (≈35.5% reduction). Professional services expense was $3.0M, down 51% YoY from $6.1M as work transitioned in-house.
Liquidity Actions and Cash Position
Ended Q1 with $60.4M of cash and restricted cash. Raised $37.2M net proceeds in a registered direct offering during the quarter and selectively accessed the standby equity facility for an additional ~$11.9M post-quarter to extend runway while limiting dilution (~2% on the opportunistic raise).
Management Outlook and Milestones
Management reiterates Accelsius expectation to exit Dec 2026 with positive operating cash flow implying an approximate $100M annualized revenue run rate at exit; management emphasized progression, validation and near-term milestones across operating companies.
INV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
INV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $7.32 | $6.72 | -8.20% |
Mar 30, 2026 | $3.61 | $3.91 | +8.31% |
Nov 13, 2025 | $3.69 | $3.24 | -12.20% |
Aug 14, 2025 | $4.70 | $4.39 | -6.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Innventure (INV) report earnings?
Innventure (INV) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Innventure (INV) earnings time?
Innventure (INV) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INV EPS forecast?
INV EPS forecast for the fiscal quarter 2026 (Q2) is -0.23.