NYSE · Financial Statements

Invesco Ltd (IVZ) Financial Statements

$28.06 NYSE: IVZ Market Cap $12.39B

Invesco Ltd most recently reported annual revenue of $6.4B, a net loss of $282.0M. Revenue grew at an average annual rate of 0.7% over the last 5 fiscal years. See the full income statement, balance sheet, and cash flow statement below, plus valuation and return ratios.

Invesco Ltd: Revenue rose from $4.7B in 2016 to $6.4B in 2025, a change of +34.7% over 9 years; net profit was positive in 8 of 10 reported years; operating margin moved from 24.3% to -10.9%, a shift of -35.3 percentage points; the most recent year shows a net loss of $282.0M.

Income Statement — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Revenue$4.7B$5.2B$5.3B$6.1B$6.1B$6.9B$6.0B$5.7B$6.1B$6.4B
Operating Expenses$3.6B$3.9B$4.1B$5.3B$5.2B$5.1B$4.7B$6.2B$5.2B$7.1B
Operating Profit$1.2B$1.3B$1.2B$808.0M$920.0M$1.8B$1.3B$-435.0M$832.0M$-696.0M
Operating Margin24.3%24.8%22.7%13.2%15.0%25.9%21.8%-7.6%13.7%-10.9%
Other Income$54.0M$150.0M$-67.0M$165.0M$149.0M$712.0M$-70.0M$197.0M$173.0M$316.0M
Interest$93.0M$95.0M$112.0M$136.0M$129.0M$95.0M$85.0M$71.0M$58.0M$83.0M
Depreciation$101.0M$117.0M$142.0M$178.0M$204.0M$205.0M$195.0M$1.3B$180.0M$1.9B
Profit Before Tax$1.2B$1.4B$1.1B$973.0M$1.1B$2.5B$1.2B$-238.0M$1.0B$-379.0M
Tax$28.0M$18.8M$22.4M$24.2M$24.5M$21.2M$25.8M$29.3M$25.2M$53.9M
Net Profit$854.0M$1.1B$883.0M$688.0M$762.0M$1.6B$921.0M$-97.0M$775.0M$-282.0M
EPS$2.12$2.75$2.14$1.28$1.13$2.99$1.49$-0.73$1.18$-1.60
Dividend Payout0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

Quarterly Results — Last 12 Quarters (USD millions)

8 duplicate period labels in the source data were collapsed.

MetricSep '23Dec '23Mar '24Jun '24Sep '24Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26
Revenue$1.4B$1.4B$1.5B$1.5B$1.5B$1.6B$1.5B$1.5B$1.6B$1.7B$1.7B$1.8B
Operating Expenses$1.2B$2.5B$1.3B$1.3B$1.4B$1.3B$1.3B$1.3B$1.4B$3.1B$1.4B$1.5B
Operating Profit$228.0M$-1.1B$213.0M$207.0M$101.0M$312.0M$277.0M$214.0M$271.0M$-1.5B$333.0M$364.0M
Operating Margin15.8%-76.1%14.4%13.9%6.6%19.6%18.1%14.1%16.5%-86.2%19.1%19.9%
Interest$17.0M$17.0M$16.0M$16.0M$13.0M$12.0M$13.0M$21.0M$26.0M$23.0M$24.0M$24.0M
Profit Before Tax$230.0M$-933.0M$283.0M$260.0M$145.0M$317.0M$345.0M$274.0M$347.0M$-1.3B$300.0M$455.0M
Tax$26.6M$28.5M$24.3M$24.6M$28.6M$24.8M$22.5M$28.1M$-2.8M$26.0M$27.0M$25.6M
Net Profit$191.0M$-683.0M$201.0M$191.0M$114.0M$269.0M$230.0M$203.0M$346.0M$-1.1B$269.0M$382.0M
EPS$0.29$-1.64$0.31$0.29$0.12$0.46$0.38$-0.03$0.66$-2.61$0.51$0.76

Over the 10 years reported for Invesco Ltd, borrowings increased from $6.5B in 2016 to $10.1B in 2025, cash stood at $2.0B in the latest year, shareholders' equity was $113.0M, current assets covered current liabilities 42.76 times.

Balance Sheet — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Total Assets$25.7B$31.7B$31.0B$39.4B$36.5B$32.7B$29.8B$28.9B$27.0B$27.1B
Current Assets$11.7B$4.2B$2.8B$3.0B$2.9B$3.5B$2.4B$2.9B$2.6B$2.9B
Cash$2.1B$2.5B$1.8B$1.7B$1.7B$2.1B$1.4B$1.9B$1.5B$2.0B
Inventory$117.0M$0$0$0$0$0$0$0$0$0
Receivables$1.2B$1.5B$906.0M$1.0B$1.0B$1.3B$1.0B$702.0M$1.1B$885.0M
Fixed Assets$465.0M$491.0M$469.0M$584.0M$564.0M$518.0M$561.0M$600.0M$479.0M$676.0M
Capital Work in Progress$0$0$0$0$0$0$0$0$0$0
Investments$5.9B$6.3B$6.8B$8.6B$8.7B$10.0B$2.7B$9.2B$2.5B$10.3B
Other Assets$6.1B$6.6B$7.2B$8.5B$8.9B$8.9B$8.6B$8.7B$8.3B$0
Total Liabilities$17.8B$22.5B$21.6B$24.7B$21.5B$16.0B$12.9B$13.0B$11.3B$14.1B
Current Liabilities$10.2B$14.7B$13.2B$12.4B$8.8B$2.8B$1.5B$2.3B$830.0M$67.0M
Borrowings$6.5B$6.9B$7.6B$8.7B$9.1B$9.7B$8.6B$9.0B$7.5B$10.1B
Other Liabilities$11.3B$15.6B$14.0B$16.0B$12.4B$6.3B$4.4B$4.0B$3.8B$4.0B
Equity$98.0M$98.0M$98.0M$113.0M$113.0M$113.0M$113.0M$113.0M$113.0M$113.0M
Reserves$7.5B$8.7B$8.6B$13.9B$14.4B$15.5B$15.2B$14.6B$14.6B$12.2B

For Invesco Ltd, operating cash flow was positive in 10 of 10 reported years; free cash flow in the latest year was $1.4B; free cash flow was positive in 10 of 10 years; financing activities used $1.8B in the latest year, which covers debt repayment, dividends and buybacks.

Cash Flow Statement — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Operating Cash Flow$654.0M$1.2B$829.0M$1.1B$1.2B$1.1B$703.0M$1.3B$1.2B$1.5B
Investing Cash Flow$-1.2B$-1.1B$-3.0B$-1.6B$-975.0M$-957.0M$-568.0M$-409.0M$-1.0M$-1.1B
Financing Cash Flow$-255.0M$267.0M$281.0M$-344.0M$-169.0M$-253.0M$180.0M$-242.0M$-130.0M$-1.8B
Net Cash Flow$-144.0M$448.0M$-712.0M$-104.0M$138.0M$308.0M$-713.0M$498.0M$-436.0M$484.0M
Free Cash Flow$506.0M$1.0B$726.0M$992.0M$1.1B$969.0M$510.0M$1.1B$1.1B$1.4B

Valuation & Return Ratios

MetricValue
PEG Ratio0.12
EV / EBITDA9.57
FCF Yield14.54%
Quick Ratio0.71
Interest Coverage-5.07
Return 1Y27.40%
Return 3Y142.40%
Return 5Y49.71%

Invesco Ltd (IVZ) financials — frequently asked questions

What is Invesco Ltd's annual revenue?

Invesco Ltd (IVZ) reported annual revenue of $6.4B in its most recent fiscal year.

What is Invesco Ltd's net profit?

Invesco Ltd (IVZ) reported a net loss of $282.0M in its most recent fiscal year.

What is IVZ EV/EBITDA?

Invesco Ltd's enterprise value to EBITDA (EV/EBITDA) ratio is 9.57.

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