Invesco Ltd. engages in the investment management business. The company is headquartered in Atlanta, Georgia and currently employs 8,407 full-time employees. The company serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. The company offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
Financials in millions USD. Fiscal year is February - January.
Breakdown
TTM
03/31/2026
12/31/2025
09/30/2025
06/30/2025
03/31/2025
Revenue
6,592
1,744
1,692
1,640
1,515
1,529
Revenue Growth (YoY)
8%
14%
6%
8%
2%
4%
Cost of Revenue
2,219
601
559
558
500
509
Gross Profit
4,372
1,143
1,132
1,082
1,014
1,020
Selling, General & Admin
3,182
801
787
802
790
732
Research & Development
--
--
--
--
--
--
Operating Expenses
5,012
809
2,591
811
800
742
Other Non Operating Income (Expenses)
138
-51
88
56
45
49
Pretax Income
-424
300
-1,345
346
274
344
Income Tax Expense
-201
81
-349
-9
77
77
Net Income
-667
230
-1,186
301
-12
171
Net Income Growth
-218%
35%
-667%
447%
-109%
21%
Shares Outstanding (Diluted)
453.7
453.7
451.4
454.6
453.8
454
Shares Change (YoY)
0%
0%
-1%
0%
-1%
0%
EPS (Diluted)
-1.48
0.5
-2.62
0.66
-0.02
0.37
EPS Growth
-219%
35%
-671%
451.99%
-110%
21%
Free Cash Flow
1,747
198
432
586
530
-108
Free Cash Flow Per Share
--
--
--
--
--
--
Gross Margin
66.32%
65.53%
66.9%
65.97%
66.93%
66.71%
Operating Margin
-9.69%
19.09%
-86.17%
16.46%
14.12%
18.11%
Profit Margin
-10.11%
13.18%
-70.09%
18.35%
-0.79%
11.18%
Free Cash Flow Margin
26.5%
11.35%
25.53%
35.73%
34.98%
-7.06%
EBITDA
-492
366
-1,422
308
254
318
EBITDA Margin
-7.46%
20.98%
-84.04%
18.78%
16.76%
20.79%
D&A For EBITDA
147
33
36
38
40
41
EBIT
-639
333
-1,458
270
214
277
EBIT Margin
-9.69%
19.09%
-86.17%
16.46%
14.12%
18.11%
Effective Tax Rate
47.4%
27%
25.94%
-2.6%
28.1%
22.38%
Follow-Up Questions
What are Invesco Ltd's key financial statements?
According to the latest financial statement (Form-10K), Invesco Ltd has a total asset of $0, Net loss of $0
What are the key financial ratios for IVZ?
Invesco Ltd's Current ratio is 0, has a Net margin is 0, sales per share of $0.
How is Invesco Ltd's revenue broken down by segment or geography?
Invesco Ltd largest revenue segment is Investment Management Fee, at a revenue of 4,615,300,000 in the most earnings release.For geography, Americas is the primary market for Invesco Ltd, at a revenue of 4,766,100,000.
Is Invesco Ltd profitable?
no, according to the latest financial statements, Invesco Ltd has a net loss of $0