InnovAge Holding Corp. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
InnovAge reported Q1 FY2027 (ended Sept 30, 2026) total revenues of $264.8M (+12.1% YoY), net income of $20.9M (+171.8% YoY), and net income margin of 7.9% (up 4.7 ppts). Census grew to 8,420 participants from 7,890; Adjusted EBITDA rose 77.2% to $31.3M. Company confirmed FY2027 guidance: revenues $1,050–$1,085M, Adjusted EBITDA $105–$115M. Balance sheet: $119.3M cash, $43.7M short-term investments, $61.4M debt.
Why this rating
Strong operational & margin performance; yet relative to $111M market cap, $265M quarterly revenue is already substantial. Guidance implies $1.1B annual revenue—10x market cap. Meaningful but not transformational: no M&A, no major strategic shift, margins improving within existing PACE model.
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