Innventure (INV) Tax Rate (2025 - 2026)
Innventure (INV) posted Tax Rate of 3.02% for Q4 2025, down 67.89% sequentially from 9.4% in Q3 2025.
Innventure (INV) Tax Rate (2025 - 2026) Analysis & Trends
Innventure has reported Tax Rate for 1 years, with the latest figure at 3.02% in Q4 2025.
- Quarterly Tax Rate changed N/A year-over-year to 3.02% in Q4 2025, while the trailing twelve-month figure through Dec 2025 was 2.35% (changed N/A YoY) and the FY2025 annual result came in at 2.76%, down 171.0% from the prior year.
- Tax Rate eased to 3.02% in Q4 2025 per INV's latest filing, from 9.4% in the prior quarter.
- Over five years, Tax Rate peaked at 9.4% in Q3 2025 and troughed at 0.55% in Q1 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Innventure | 127.16 Mn | 127.16 Mn | -4.12 Mn | 4.17% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.17% |
| Jun 30, 2026 | 4.17% |
| Jun 30, 2026 | 4.17% |
| Dec 31, 2025 | 3.02% |
| Dec 31, 2025 | 3.02% |
| Dec 31, 2025 | 3.02% |
| Sep 30, 2025 | 9.40% |
| Sep 30, 2025 | 9.40% |
| Sep 30, 2025 | 9.40% |
| Jun 30, 2025 | 1.55% |
| Jun 30, 2025 | 1.55% |
| Jun 30, 2025 | 1.55% |
| Mar 31, 2025 | 0.55% |
| Mar 31, 2025 | 0.55% |
| Mar 31, 2025 | 0.55% |