“The decrease was due to a decrease in interest expense on related party notes that were paid off during the three months ended March 31, 2025, and a decrease in interest expense on the Series 1 Promissory Notes, which were repaid during the three months ended…”10-Q · May 14, 2026 ↗
Innventure, Inc.
INV
Market read
Innventure, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- INV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if INV's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- INV's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +84.1% year over year.
- Operating margin changed -20482.3 percentage points in the latest annual period.
- Net margin changed -11505.0 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- EV/sales is 74% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
1.02Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The impairment was due to sustained decreases in the Company’s publicly quoted share price and market capitalization, which were sensitive to the general downward volatility experienced in the stock market during the three months ended March 31, 2025.”10-Q · May 14, 2026 ↗
“Due to increased demand across a range of industries, the global supply chain for certain raw materials and components has experienced significant strain.”10-K · Mar 30, 2026 ↗
“Due to increased demand across a range of industries, the global supply chain for certain raw materials and components has experienced significant strain.”10-K · Mar 30, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 27.0× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for INV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for INV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind INV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PCTPureCycle Technologies, Inc.investeeNov 13, 2025 ▾
“The decrease was due to the gain on investment in PureCycle Technologies, Inc.”
SHELShell plccustomerMar 30, 2026 ▾
“Other prospective customers include multinationals such as BASF, LyondellBasell, SABIC, Shell, and TotalEnergies.”
TTETotalEnergies SEcustomerMar 30, 2026 ▾
“Other prospective customers include multinationals such as BASF, LyondellBasell, SABIC, Shell, and TotalEnergies.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
INV is currently a Follower in the organic co-movement group Semiconductor Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for INV; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.