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InnovAge Holding Corp.（INNV）与Talkspace, Inc.（TALK）财务数据对比。点击上方公司名可切换其他公司
InnovAge Holding Corp.的季度营收约是Talkspace, Inc.的3.8倍（$239.7M vs $63.0M）。Talkspace, Inc.净利率更高（7.6% vs 4.4%，领先3.1%）。Talkspace, Inc.同比增速更快（29.3% vs 14.7%）。过去两年Talkspace, Inc.的营收复合增速更高（17.8% vs 11.4%）
InnovAge Holding Corp是美国领先的老年护理服务商，主要运营老年人全包护理项目（PACE），为符合条件的高龄群体提供综合医疗、社会支持与日常生活协助，帮助老人居家养老，服务覆盖美国多个州。
Talkspace, Inc.是一家提供线上与移动端心理咨询服务的美国企业，由奥伦·弗兰克与罗尼·弗兰克创立于2012年，总部位于纽约。公司依托网页与移动端平台，帮助用户对接具备执业资质的心理咨询师与精神科医师，支持文字、音频、视频消息沟通，部分场景还可提供实时视频咨询服务。
INNV vs TALK — 直观对比
营收规模更大
INNV
是对方的3.8倍
$63.0M
营收增速更快
TALK
高出14.6%
14.7%
净利率更高
TALK
高出3.1%
4.4%
两年增速更快
TALK
近两年复合增速
11.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $239.7M | $63.0M |
| 净利润 | $10.6M | $4.8M |
| 毛利率 | 22.0% | — |
| 营业利润率 | 5.5% | 6.1% |
| 净利率 | 4.4% | 7.6% |
| 营收同比 | 14.7% | 29.3% |
| 净利润同比 | 180.3% | 292.5% |
| 每股收益（稀释后） | $0.08 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收INNVTALK
| Q4 25 | $239.7M | $63.0M | ||
| Q3 25 | $236.1M | $59.4M | ||
| Q2 25 | $221.4M | $54.3M | ||
| Q1 25 | $218.1M | $52.2M | ||
| Q4 24 | $209.0M | $48.7M | ||
| Q3 24 | $205.1M | $47.4M | ||
| Q2 24 | $199.4M | $46.1M | ||
| Q1 24 | $193.1M | $45.4M |
净利润INNVTALK
| Q4 25 | $10.6M | $4.8M | ||
| Q3 25 | $8.0M | $3.3M | ||
| Q2 25 | $-785.0K | $-541.0K | ||
| Q1 25 | $-11.4M | $318.0K | ||
| Q4 24 | $-13.2M | $1.2M | ||
| Q3 24 | $-4.9M | $1.9M | ||
| Q2 24 | $-1.7M | $-474.0K | ||
| Q1 24 | $-5.9M | $-1.5M |
毛利率INNVTALK
| Q4 25 | 22.0% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 18.6% | — | ||
| Q1 25 | 18.7% | 44.6% | ||
| Q4 24 | 17.7% | 44.2% | ||
| Q3 24 | 16.8% | 45.6% | ||
| Q2 24 | 18.3% | 45.5% | ||
| Q1 24 | 17.6% | 47.8% |
营业利润率INNVTALK
| Q4 25 | 5.5% | 6.1% | ||
| Q3 25 | 3.5% | 3.7% | ||
| Q2 25 | -1.0% | -3.3% | ||
| Q1 25 | -4.7% | -2.1% | ||
| Q4 24 | -6.0% | 1.2% | ||
| Q3 24 | -2.4% | 0.2% | ||
| Q2 24 | -2.4% | -7.6% | ||
| Q1 24 | -3.0% | -3.7% |
净利率INNVTALK
| Q4 25 | 4.4% | 7.6% | ||
| Q3 25 | 3.4% | 5.5% | ||
| Q2 25 | -0.4% | -1.0% | ||
| Q1 25 | -5.2% | 0.6% | ||
| Q4 24 | -6.3% | 2.5% | ||
| Q3 24 | -2.4% | 4.0% | ||
| Q2 24 | -0.9% | -1.0% | ||
| Q1 24 | -3.0% | -3.2% |
每股收益（稀释后）INNVTALK
| Q4 25 | $0.08 | — | ||
| Q3 25 | $0.06 | $0.02 | ||
| Q2 25 | $0.00 | — | ||
| Q1 25 | $-0.08 | $0.00 | ||
| Q4 24 | $-0.10 | $0.01 | ||
| Q3 24 | $-0.04 | $0.01 | ||
| Q2 24 | $-0.01 | $0.00 | ||
| Q1 24 | $-0.04 | $-0.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $126.0M | $37.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $256.8M | $117.0M |
| 总资产 | $527.5M | $134.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资INNVTALK
| Q4 25 | $126.0M | $37.4M | ||
| Q3 25 | $109.4M | $39.5M | ||
| Q2 25 | $105.9M | $54.3M | ||
| Q1 25 | $101.7M | $60.1M | ||
| Q4 24 | $86.9M | $76.7M | ||
| Q3 24 | $85.7M | $119.0M | ||
| Q2 24 | $102.8M | $114.9M | ||
| Q1 24 | $99.3M | $120.3M |
总债务INNVTALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $60.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $66.0M | — | ||
| Q1 24 | — | — |
股东权益INNVTALK
| Q4 25 | $256.8M | $117.0M | ||
| Q3 25 | $245.0M | $109.1M | ||
| Q2 25 | $235.0M | $112.9M | ||
| Q1 25 | $238.0M | $113.4M | ||
| Q4 24 | $248.5M | $117.4M | ||
| Q3 24 | $260.9M | $117.6M | ||
| Q2 24 | $269.3M | $114.0M | ||
| Q1 24 | $281.1M | $119.6M |
总资产INNVTALK
| Q4 25 | $527.5M | $134.9M | ||
| Q3 25 | $510.2M | $129.1M | ||
| Q2 25 | $526.9M | $132.8M | ||
| Q1 25 | $536.6M | $134.2M | ||
| Q4 24 | $524.8M | $138.7M | ||
| Q3 24 | $527.7M | $138.2M | ||
| Q2 24 | $547.7M | $133.8M | ||
| Q1 24 | $527.4M | $138.3M |
负债/权益比INNVTALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.25× | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $21.4M | $5.4M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 7.9% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 2.01× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $49.4M | — |
8季度趋势，按日历期对齐
经营现金流INNVTALK
| Q4 25 | $21.4M | $5.4M | ||
| Q3 25 | $3.9M | $4.7M | ||
| Q2 25 | $9.0M | $-351.0K | ||
| Q1 25 | $24.6M | $-1.2M | ||
| Q4 24 | $6.8M | $3.7M | ||
| Q3 24 | $-7.5M | $6.2M | ||
| Q2 24 | $1.9M | $4.8M | ||
| Q1 24 | $3.5M | $-3.4M |
自由现金流INNVTALK
| Q4 25 | $19.0M | — | ||
| Q3 25 | $-153.0K | — | ||
| Q2 25 | $8.8M | — | ||
| Q1 25 | $21.7M | — | ||
| Q4 24 | $5.4M | — | ||
| Q3 24 | $-9.7M | — | ||
| Q2 24 | $-1.4M | $4.5M | ||
| Q1 24 | $3.1M | $-3.8M |
自由现金流率INNVTALK
| Q4 25 | 7.9% | — | ||
| Q3 25 | -0.1% | — | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | -4.7% | — | ||
| Q2 24 | -0.7% | 9.7% | ||
| Q1 24 | 1.6% | -8.3% |
资本支出强度INNVTALK
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.7% | 0.7% | ||
| Q1 24 | 0.2% | 0.8% |
现金转化率INNVTALK
| Q4 25 | 2.01× | 1.13× | ||
| Q3 25 | 0.49× | 1.46× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -3.90× | ||
| Q4 24 | — | 3.02× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
INNV
暂无分部数据
TALK
| Payor Revenue | $47.7M | 76% |
| Dte Revenue | $11.6M | 18% |
| Consumer | $3.7M | 6% |
