InnovAge Holding Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY EPS (est.)
$0.36next fiscal year
Monitoring Framework
Key Performance Indicators
Total Revenues Quarterly251.9MTarget: 950000000 to 975000000
Adjusted EBITDA Quarterly30.5MTarget: 85000000 to 90000000
Ending Census (Participants) Quarterly8.1KTarget: 7900 to 8100
Center-Level Contribution Margin Quarterly24.2%Target: Margin stabilization and expansion
Watch Items
- Litigation and Compliance CostsTrigger: Wider net losses despite strong revenue growthAction: Monitor legal reserves, compliance restructuring, and regulatory audits across centers.
- State-Level Regulatory and Reimbursement ChangesTrigger: Proposed changes to federal or state Medicare/Medicaid reimbursement rates for PACEAction: Evaluate geographic concentration risks (especially in Colorado and California) and adjust capitation rate models.
- Staffing and Labor Cost InflationTrigger: Elevated clinical and administrative staff costs impacting operational marginsAction: Implement cost optimization, staff training, and care coordination technology to streamline workflows.
Research as of 19 Jun 2026