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InnovAge Holding Corp. (INNV) Annual Reports

Q: Where can I read InnovAge Holding Corp. (INNV) annual reports?

Every year on this page links straight to the full text on SEC EDGAR. US annual reports are web pages (HTML) rather than PDFs, so you can read and search them in the browser. 3 filings are currently indexed.

Q: What is the difference between a 10-K and a 20-F?

A 10-K is the annual report of a US domestic issuer; a 20-F is filed by foreign private issuers (Taiwanese companies with US ADRs, such as TSMC, file 20-F). A 40-F applies to Canadian issuers under the MJDS.

InnovAge Holding Corp. is listed on Nasdaq, classified by the SEC under Services-Health Services (SIC 8000). This page indexes 3 annual reports, each linking to the full text on the SEC's EDGAR system.

Company profile

Exchange： Nasdaq
Fiscal year end： 06/30
SEC CIK： 1834376 →

Website：Official site ↗

Financial Highlights

FY2026 Q3 (quarterly, ended 2026-03-31)
	Current	Prior year	YoY
Revenue	$251.9M	$218.1M	+15.5%
Operating income	$-29.1M	$-10.2M	-186.3%
Net income	$-29.5M	$-11.4M	-158.9%
EPS (diluted)	$-0.22	$-0.08	-175.0%

Source: SEC EDGAR (XBRL company facts)

Financial history

Revenue & profit

Quarterly · In mn (USD)

Revenue 262 mn Net income 8.29 mn

Periods follow the company’s fiscal year (Apple ends in September, Walmart in January), so they differ from calendar quarters.

Show table：Income statement

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
Revenue	145	152	153	157	156	172	173	175	177	173	171	167	173	177	182	189	193	199	205	209	218	221	236	240	252	262
Gross profit	—	—	—	—	—	—	—	—	28.0	23.6	21.4	22.6	28.8	28.5	27.9	33.6	34.0	36.6	34.5	37.1	40.8	41.3	51.4	52.8	61.0	62.6
Operating income	13.0	20.2	-38.2	20.5	-5.37	10.7	11.7	2.95	-6.67	-12.3	-16.6	-13.7	-8.17	-10.9	-10.7	-1.78	-5.79	-4.88	-4.90	-12.6	-10.2	-2.15	8.29	13.3	-29.1	10.2
Net income	8.14	12.1	-49.6	9.71	-10.5	6.47	7.69	1.32	-2.82	-12.7	-13.1	-9.79	-6.63	-11.2	-10.3	-3.45	-5.89	-1.70	-4.93	-13.2	-11.4	-0.78	8.02	10.6	-29.5	8.29

Balance sheet

Quarterly · In mn (USD)

Total assets 557 mn Total liabilities 289 mn

Equity = assets − liabilities. Balance-sheet figures are period-end balances, not cumulative.

Show table：Balance sheet

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
Current assets	—	167	—	—	252	251	261	266	250	241	243	199	216	215	196	157	153	173	159	168	176	176	162	182	203	214
Total assets	—	410	—	—	531	532	543	558	558	556	585	546	569	567	546	534	527	548	528	525	537	527	510	527	547	557
Current liabilities	—	76.6	—	—	94.0	78.6	81.2	89.3	94.4	105	131	106	138	148	139	123	122	139	131	145	225	165	138	145	196	204
Total liabilities	—	302	—	—	180	174	176	190	192	202	244	214	244	253	241	231	229	248	237	247	269	264	234	239	289	289
Equity	95.6	101	-61.4	-31.3	328	335	344	343	344	332	321	312	306	296	287	286	281	269	261	248	238	235	245	257	229	236

Cash flow

Quarterly · In mn (USD)

Operating 21.3 mn Investing -4.82 mn Financing -14.1 mn

Positive = cash in, negative = cash out.

Show table：Cash flow statement

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
Operating	20.0	23.8	-18.1	17.3	-16.3	9.48	20.6	11.0	-7.52	3.24	13.1	-35.1	29.1	13.2	-33.0	-9.29	3.51	1.87	-7.52	6.75	24.6	9.00	3.92	21.4	18.1	21.3
Investing	-7.79	-3.90	-4.63	-8.84	-2.62	-3.46	-5.04	-8.64	-9.90	-16.7	-7.67	-52.0	-4.70	-5.19	-3.14	-23.1	-1.05	0.93	-2.79	4.40	-8.14	0.98	-0.81	-2.90	-3.80	-4.82
Financing	22.7	-1.47	-40.0	18.6	144	-6.08	-1.45	-1.60	-1.62	-1.65	-1.67	-1.68	-2.13	-2.42	-2.73	-1.91	-2.44	0.04	-7.62	-4.09	-2.12	-5.25	-0.01	-2.40	-2.01	-14.1
Cash at period end	96.1	113	51.9	79.0	202	201	216	216	199	184	188	99.5	122	127	88.4	54.1	54.1	57.0	39.0	46.1	60.5	64.1	67.2	83.2	95.5	97.9

Profitability

Quarterly · %

Gross margin 23.9% Operating margin 3.9% Net margin 3.2%

Gross, operating and net margin = the respective profit ÷ revenue.

Show table：Profitability

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
Gross margin	—	—	—	—	—	—	—	—	15.8%	13.7%	12.5%	13.5%	16.7%	16.1%	15.3%	17.8%	17.6%	18.3%	16.8%	17.7%	18.7%	18.6%	21.8%	22.0%	24.2%	23.9%
Operating margin	9.0%	13.2%	-25.0%	13.1%	-3.4%	6.2%	6.7%	1.7%	-3.8%	-7.1%	-9.7%	-8.2%	-4.7%	-6.2%	-5.9%	-0.9%	-3.0%	-2.5%	-2.4%	-6.0%	-4.7%	-1.0%	3.5%	5.5%	-11.5%	3.9%
Net margin	5.6%	7.9%	-32.5%	6.2%	-6.7%	3.8%	4.4%	0.8%	-1.6%	-7.3%	-7.6%	-5.8%	-3.8%	-6.3%	-5.7%	-1.8%	-3.0%	-0.8%	-2.4%	-6.3%	-5.2%	-0.3%	3.4%	4.4%	-11.7%	3.2%

Returns & leverage

Quarterly · %

ROE -1.1% ROA -0.5% Debt ratio 51.8%

ROE / ROA = trailing four-quarter net income ÷ average equity / total assets (annual mode: the year’s net income ÷ average of opening and closing). Not computed when the denominator is zero or negative.

Show table：Returns & leverage

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
ROE	—	—	—	—	-18.1%	-20.2%	9.5%	3.2%	3.8%	-1.9%	-8.2%	-11.7%	-13.0%	-12.9%	-12.5%	-10.6%	-10.5%	-7.5%	-5.8%	-9.6%	-12.0%	-12.0%	-6.9%	2.6%	-5.0%	-1.1%
ROA	—	—	—	—	-7.2%	-9.3%	2.5%	0.9%	2.3%	-1.2%	-4.8%	-7.0%	-7.5%	-7.2%	-6.7%	-5.8%	-5.6%	-3.8%	-3.0%	-4.9%	-5.9%	-5.6%	-3.4%	1.2%	-2.1%	-0.5%
Debt ratio	—	73.7%	—	—	33.9%	32.7%	32.5%	34.0%	34.4%	36.3%	41.7%	39.3%	42.8%	44.5%	44.1%	43.3%	43.4%	45.3%	44.9%	47.0%	50.1%	50.1%	46.0%	45.3%	52.7%	51.8%

EPS

Quarterly · US$

EPS US$0.06

Show table：EPS

Item	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	2025Q3	2025Q4	2026Q1	2026Q2	2026Q3	2026Q4
EPS（US$）	0.06	0.08	-0.41	0.08	-0.09	0.06	0.06	0.01	-0.02	-0.10	-0.10	-0.07	-0.05	-0.08	-0.08	-0.03	-0.04	-0.02	-0.04	-0.10	-0.08	0.00	0.06	0.08	-0.22	0.06

Revenue & profit

Year-to-date · In mn (USD)

Revenue 990 mn Net income -2.54 mn

Year-to-date = summed from the first quarter of the fiscal year; balance-sheet items are period-end balances.

Balance sheet

Year-to-date · In mn (USD)

Total assets 557 mn Total liabilities 289 mn

Equity = assets − liabilities. Balance-sheet figures are period-end balances, not cumulative.

Cash flow

Year-to-date · In mn (USD)

Operating 64.7 mn Investing -12.3 mn Financing -18.5 mn

Positive = cash in, negative = cash out.

Profitability

Year-to-date · %

Gross margin 23.0% Operating margin 0.3% Net margin -0.3%

Gross, operating and net margin = the respective profit ÷ revenue.

Returns & leverage

Year-to-date · %

ROE -1.1% ROA -0.5% Debt ratio 51.8%

EPS

Year-to-date · US$

EPS US$-0.02

Revenue & profit

Annual · In mn (USD)

Revenue 990 mn Net income -2.54 mn

Annual = sum of four quarters of a complete fiscal year (incomplete years are omitted); balance-sheet items are year-end balances.

Show table：Income statement

Item	2021	2022	2023	2024	2025	2026
Revenue	638	699	688	764	854	990
Gross profit	—	—	101	132	154	228
Operating income	-12.3	-4.41	-49.4	-23.2	-29.8	2.62
Net income	-44.0	-6.52	-40.7	-21.3	-30.3	-2.54

Balance sheet

Annual · In mn (USD)

Total assets 557 mn Total liabilities 289 mn

Equity = assets − liabilities. Balance-sheet figures are period-end balances, not cumulative.

Show table：Balance sheet

Item	2021	2022	2023	2024	2025	2026
Current assets	251	241	215	173	176	214
Total assets	532	556	567	548	527	557
Current liabilities	78.6	105	148	139	165	204
Total liabilities	174	202	253	248	264	289
Equity	335	332	296	269	235	236

Cash flow

Annual · In mn (USD)

Operating 64.7 mn Investing -12.3 mn Financing -18.5 mn

Positive = cash in, negative = cash out.

Show table：Cash flow statement

Item	2021	2022	2023	2024	2025	2026
Operating	-7.55	27.3	20.2	-36.9	32.9	64.7
Investing	-19.5	-40.2	-69.5	-26.4	-5.55	-12.3
Financing	116	-6.32	-7.90	-7.03	-19.1	-18.5
Cash at period end	201	184	127	57.0	64.1	97.9

Profitability

Annual · %

Gross margin 23.0% Operating margin 0.3% Net margin -0.3%

Gross, operating and net margin = the respective profit ÷ revenue.

Show table：Profitability

Item	2021	2022	2023	2024	2025	2026
Gross margin	—	—	14.7%	17.3%	18.0%	23.0%
Operating margin	-1.9%	-0.6%	-7.2%	-3.0%	-3.5%	0.3%
Net margin	-6.9%	-0.9%	-5.9%	-2.8%	-3.5%	-0.3%

Returns & leverage

Annual · %

ROE -1.1% ROA -0.5% Debt ratio 51.8%

Show table：Returns & leverage

Item	2021	2022	2023	2024	2025	2026
ROE	-13.1%	-1.9%	-12.9%	-7.5%	-12.0%	-1.1%
ROA	-8.3%	-1.2%	-7.2%	-3.8%	-5.6%	-0.5%
Debt ratio	32.7%	36.3%	44.5%	45.3%	50.1%	51.8%

EPS

Annual · US$

EPS US$-0.02

Show table：EPS

Item	2021	2022	2023	2024	2025	2026
EPS（US$）	-0.36	-0.05	-0.30	-0.17	-0.22	-0.02

Source: SEC EDGAR (XBRL company facts)

Annual reports by year

	10-K
2025	Open full text →
2024	Open full text →
2023	Open full text →

10-K: annual report of a US domestic issuer. Filings are the original documents hosted on SEC EDGAR — this site neither mirrors nor edits them.

FAQ

Where can I read InnovAge Holding Corp. (INNV) annual reports?

Every year in the table above links straight to the full text on SEC EDGAR. US annual reports are web pages (HTML) rather than PDFs, so you can read and search them in the browser without downloading anything. 3 filings are currently indexed.

What is the difference between a 10-K and a 20-F?

A 10-K is the annual report of a US domestic issuer, with sections fixed by law: Item 1 Business, Item 1A Risk Factors, Item 7 Management's Discussion and Analysis. A 20-F is filed by foreign private issuers — Taiwanese companies with US ADRs, such as TSMC, file 20-F rather than 10-K. A 40-F applies to Canadian issuers under the MJDS.

Are earnings call materials available here?

No. Earnings calls are not SEC filings, so US pages on this site cover annual reports only. Taiwan has a mandatory investor-conference disclosure regime, and those materials are indexed under Annual Reports.

Source: US Securities and Exchange Commission (SEC) EDGAR. This site indexes public filings and links to them; it hosts no copies, offers no investment advice, and makes no warranty as to timeliness or completeness.
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