INVO Fertility, Inc. is classed by the SEC under Surgical & Medical Instruments & Apparatus (industry code 3841), based in Sarasota, FL. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $7 million and a loss of $25 million (its filed statements).
Product businessSurgical & Medical Instruments & ApparatusSarasota, FLfilings since 20078 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3841, Surgical & Medical Instruments & Apparatus); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.1 out of ten, 8 of 9 metrics filed and 1 estimated: past 4.2 out of ten, present 3.7 out of ten, future 4.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.0 out of ten. 30 warning events since 2017; the latest 2026-06-02. 0th percentile among 121 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 4.6 out of ten. +72.9% a year over 10 filed years; profitable in 0 of 10. 46th percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 9.4 out of ten. CrossAssetData estimate 9.4/10, confidence 35 of 100 (one part). 94th percentile among 119 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 2.4 out of ten. ROE -323%: lost 323¢ per shareholder dollar. Leverage 64%: owes 64¢ per asset dollar. 24th percentile among 120 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.0 out of ten. bottom 40% of 109 in its family; net margin -340.9%. 40th percentile among 109 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 6.1 out of ten. top 39% of 90 in its family for leadership; chief executive since 2019. 61st percentile among 90 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 6.0 out of ten. top 40% of 104 in its family for room to expand. 60th percentile among 104 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 3.3 out of ten. bottom 33% of 105 in its family for growth drivers. 33rd percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 3.6 out of ten. bottom 36% of 88 in its family for expectations against reality. 36th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-06-02 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-14 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-17 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-09. Filings on record since 2007. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Clinic Revenue 98%, Product 2%. As tagged in its annual report (Form 10-K, filed 2026-06-02).
Who runs it
Shum, Steve (Chief Executive Officer); Krigsvold, Terah Renee (Chief Financial Officer); Goren, Andrea (Chief Financial Officer); Szot, Matthew K (director); Davis, Trent D (director); Messina, Rebecca (director); Ryan, Barbara (director). 7 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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