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TickerNOTV
SectorMedical - Diagnostics & Research
Mkt cap$10M
EV / EBITDA21.5×
PostureRestatement Risk
Composite97/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 720154

Inotiv, Inc.

NOTVRESTATEMENT RISKFILING INTENSITY

Inotiv, Inc. reads as Restatement Risk (composite 97/100); pressure / disclosure signals dominate the posture this cycle · primary market Life Sciences.

Lens

Disclosed M&A capital (2023–2025)

N/A

−99%

vs N/A in 2020–2022

Disclosed transactions

N/A

flat

0/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

97

/100

Restatement Risk dominates · Filing Intensity

Financial snapshot
Revenue$514M
EBITDA$25M
Enterprise value$526M
EV / Revenue1.0×
EV / EBITDA21.5×
P/EN/A
Cash$13M
Total debt$406M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

14/100

Companies actively deploying disclosed capital into M&A

  • $63M disclosed buyer spend

Buyer Cadence

16/100

Buyer-side companies with recent filing activity

  • Filed within 35d
  • 302 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 20 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 20 activism filings

Pressure Watch

42/100

Issuers facing activism, governance, or control pressure

  • 20 activism filings
  • Latest activism 2.2y ago; discounted

Distress Watch

30/100

Issuers showing financial-distress filing patterns

  • 20 activism filings

Restatement Risk

Dominant
97/100

Issuers with accounting-integrity flags from filings

  • 4 non-reliance 8-Ks
  • 6 auditor changes
  • 17 NT late filings
  • Latest event 2.1y ago; discounted

Capital Velocity

70/100

Issuers with the highest filing-activity intensity

  • 302 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $526M
  • 10-Q 120d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $42M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/A$42MN/AN/A
2020N/A$4MN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Horizontal Consolidation
    20%
  • Geographic Expansion
    20%
  • Bolt On
    20%
  • Talent Acquisition
    20%
  • Platform
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • horizontal_consolidation
  • geographic_expansion
  • bolt_on
  • platform
  • talent_acquisition
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The research services industry is highly fragmented among many niche vendors as well as a small number of consolidating larger companies; the latter offer an ever-growing portfolio of start-to-finish pharmaceutical development services.

10-KFY2025

Our services and products are primarily marketed globally to pharmaceutical, medical research and biotechnology companies and institutions (academic and governmental) engaged in drug research and development.

10-KFY2025

Market forces, healthcare reform and other governmental initiatives place significant pressures on pharmaceutical and biotechnology companies to reduce drug prices.

10-KFY2024

During the twelve months ended September 30, 2023, we focused our efforts on our site optimization strategy, which includes 11 facilities in addition to the exit of our Israel businesses, the completion of the build-out of a newly leased 48,000 square foot facility in Rockville, Maryland (“Rockville”) and addressing the shortage of nonhuman primate research models.

10-KFY2023
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Life Sciences

Market spend (2023–2025)
$68.3B
Market spend (2020–2022)
$107.5B
Recent vs prior
−36%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

21.5×EV / EBITDA

NOTV trades at a +5.4-turn premium to the Life Sciences peer median of 16.1×.

EV / Revenue
1.0×
Net debt / EBITDA
16.0×
Peer median EV / EBITDA
16.1×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Inotiv, Inc.NOTV
21.5×1.0×16.0×$514MN/A
19.1×4.7×-0.0×$45.2B$10.8B
18.8×4.3×-0.3×$20.6B$8B
13.3×3.5×-0.1×$35.5B$2.2B
13.1×1.9×-0.2×$14.1B$2.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Life Sciences. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)402026-01-28
  • 10-Q (quarterly)982026-02-09
  • 8-K (event)3022026-05-05
  • Proxy / DEF 14A412025-01-23
  • Activism (13D / DFAN / PREC)202024-04-03

Signals on file

  • critical

    Non-reliance disclosure

    2021-12-16

    4 Item 4.02 filings on file; financial-statement non-reliance.

  • elevated

    Auditor change

    2021-11-05

    6 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2024-05-13

    17 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2024-04-03

    20 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.