Innventure Inc (NAS:INV)

Q1 2026 Innventure Inc Earnings Call Transcript

May 14, 2026 / 09:00 PM GMT

Release Date Price: $7.32 (+2.38%)

Transcript 10-Q8-K

Key Points

Positve

Innventure Inc (INV) reported a significant increase in revenue, growing from $0.2 million last year to $1.4 million this quarter.
The company secured more than $50 million in Q1 bookings, indicating strong customer interest and future revenue potential.
Excelsius is positioned at a pre-inflection phase with validated technology and a large pipeline, suggesting potential for exponential adoption.
AeroFlex has expanded its commercial pipeline to $32 million, with significant progress in late-stage negotiations.
Refinity is advancing towards commercial scale with ongoing technical validation and integration work, positioning it for future growth.

Negative

Innventure Inc (INV) reported a net loss of $20.8 million for the quarter, highlighting ongoing financial challenges.
The company's adjusted EBITDA for the quarter was a loss of $18.4 million, indicating operational inefficiencies.
There are supply chain challenges and environmental protests affecting data center deployments, which could impact Excelsius's growth.
The cash conversion cycle remains uncertain, with variability in customer payment terms and inventory financing needs.
The early-stage nature of the business makes predictability challenging, with potential for lumpy bookings and revenue patterns.

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

INV.OQ - Innventure Inc
Q1 2026 Innventure Inc Earnings Call
May 14, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to InVentor's first quarter 2026 earnings call. All participants will be in listen-only mode until the question-and-answer session begins. If you'd like to ask a question, you may raise your hand at any time by clicking on the raise hand button, which can be found on the black bar at the bottom of your screen. As a reminder, this conference call is being recorded. I would now like to turn the call over to Kyle Nagarkar, Investor Relations.

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Unidentified_2 [2]
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Thanks, operator, and thank you all for joining us for InVenture's first quarter 2026 earnings call.

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