Innventure Inc (NAS:INV)

Q3 2025 Innventure Inc Earnings Call Transcript

Nov 13, 2025 / 10:00 PM GMT

Release Date Price: $3.69 (-0.54%)

Transcript 8-K10-Q

Key Points

Positve

Excelsius's opportunity pipeline grew by 79% quarter over quarter, now exceeding $1 billion, indicating strong market demand.
Excelsius's Q3 order bookings surpassed all previous quarters combined, showing significant commercial traction.
Johnson Controls made a $25 million strategic investment in Excelsius, validating its technology and growth trajectory.
Aeroflex achieved its 5th consecutive quarter of revenue recognition across multiple market categories, demonstrating consistent performance.
Aeroflex received industry recognition with two prestigious awards, highlighting its leadership in sustainable packaging solutions.

Negative

Innventure Inc (INV) reported a net loss of $34.7 million for the quarter, indicating financial challenges.
Revenue growth from proof of concept sales at Excelsius has been slower than expected.
Total G&A expenses, although reduced, remain high at $16.9 million, impacting profitability.
The company had to issue $10 million in new convertible debentures and $5 million in November, indicating reliance on external financing.
The share price does not currently reflect the underlying value of the company's assets, suggesting market undervaluation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INV.OQ - Innventure Inc
Q3 2025 Innventure Inc Earnings Call
Nov 13, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Inventor 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Lucas Harper. Please go ahead, sir.

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Unidentified_2 [2]
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