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Financials · IVZ

Invesco Ltd (IVZ) financials

For the twelve months ended Sep 30, 2026, Invesco Ltd reported $7.14B of revenue and -$316.00M of net income.

Revenue, TTM
$7.14B
Revenue growth, YoY
+13.7%
Net income, TTM
-$316.00M
Net margin
-4.4%
Free cash flow, TTM
$1.78B
EPS, diluted, TTM
-$0.69
Cash
$965.50M
Total debt
$1.28B
P/S
1.67
Market cap
$11.90B
Annual revenue$6.38B
FY2016FY2025
Annual net income-$726.30M
FY2016FY2025
Annual free cash flow$1.44B
FY2016FY2025

IVZ revenue and earnings growth

IVZ revenueQ3 2026$1.87B

Quarter YoY
+14.2%
QoQ
+2.6%
FY YoY
+5.1%
5Y CAGR
+0.7%
10Y CAGR
+2.2%

IVZ revenue was $1.87B in fiscal Q3 2026 (ended Sep 30, 2026), up 14.2% from a year earlier and up 2.6% from the prior quarter. For the full fiscal 2025 it was $6.38B, up 5.1% from fiscal 2024. Compound annual growth was +0.7% over 5 years and +2.2% over 10 years. It rose in 7 of the last 10 fiscal years.

IVZ net incomeQ3 2026$294.50M

Quarter YoY
-2.3%
QoQ
-14.7%

IVZ net income was $294.50M in fiscal Q3 2026 (ended Sep 30, 2026), down 2.3% from a year earlier and down 14.7% from the prior quarter. For the full fiscal 2025 it was -$726.30M, compared with $538.00M in fiscal 2024.

IVZ EPSQ3 2026$0.65

Quarter YoY
-1.5%
QoQ
-14.5%

IVZ diluted EPS was $0.65 in fiscal Q3 2026 (ended Sep 30, 2026), down 1.5% from a year earlier and down 14.5% from the prior quarter. For the full fiscal 2025 it was -$1.60, compared with $1.18 in fiscal 2024.

IVZ free cash flowQ3 2026$442.80M

Quarter YoY
-24.5%
QoQ
-37.1%
FY YoY
+28.6%
5Y CAGR
+5.3%
10Y CAGR
+3.7%

IVZ free cash flow was $442.80M in fiscal Q3 2026 (ended Sep 30, 2026), down 24.5% from a year earlier and down 37.1% from the prior quarter. For the full fiscal 2025 it was $1.44B, up 28.6% from fiscal 2024. Compound annual growth was +5.3% over 5 years and +3.7% over 10 years. It rose in 5 of the last 10 fiscal years. Fiscal 2025 is the highest of the 15 fiscal years on file.

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Income statement

Income statement
Line item
FY2025
Dec 31, 2025
FY2024
Dec 31, 2024
FY2023
Dec 31, 2023
FY2022
Dec 31, 2022
FY2021
Dec 31, 2021
FY2020
Dec 31, 2020
FY2019
Dec 31, 2019
FY2018
Dec 31, 2018
FY2017
Dec 31, 2017
FY2016
Dec 31, 2016
Revenue$6.38B$6.07B$5.72B$6.05B$6.89B$6.15B$6.12B$5.31B$5.16B$4.73B
Selling, general and admin$576.50M$594.70M$567.60M$493.60M$424.10M$480.80M$404.20M$324.40M$306.90M$294.40M
Operating income-$695.70M$832.10M-$434.80M$1.32B$1.79B$920.40M$808.20M$1.20B$1.28B$1.15B
Interest expense$82.50M$58.00M$70.50M$85.20M$94.70M$129.30M$135.70M$111.50M$94.80M$93.40M
Pre-tax income-$379.40M$1.01B-$237.90M$1.25B$2.50B$1.07B$972.90M$1.14B$1.43B$1.21B
Income tax-$204.60M$252.90M-$69.70M$322.20M$531.10M$261.60M$235.10M$255.00M$268.20M$338.30M
Net income-$726.30M$538.00M-$333.70M$683.90M$1.39B$524.80M$564.70M$882.80M$1.13B$854.20M
EPS, basic-$1.60$1.18-$0.73$1.50$3.01$1.14$1.29$2.14$2.75$2.06
EPS, diluted-$1.60$1.18-$0.73$1.49$2.99$1.13$1.28$2.14$2.75$2.06
Diluted shares455.0M457.7M456.2M459.5M465.4M462.5M440.5M412.5M409.9M415.0M

Balance sheet

Balance sheet
Line item
FY2025
Dec 31, 2025
FY2024
Dec 31, 2024
FY2023
Dec 31, 2023
FY2022
Dec 31, 2022
FY2021
Dec 31, 2021
FY2020
Dec 31, 2020
FY2019
Dec 31, 2019
FY2018
Dec 31, 2018
FY2017
Dec 31, 2017
FY2016
Dec 31, 2016
Cash and equivalents$1.04B$1.50B$1.47B$1.43B$2.15B$1.84B$1.70B$1.15B$2.01B$1.33B
Short-term investments--------$346.60M-
Goodwill$8.48B$8.32B$8.69B$8.56B$8.88B$8.92B$8.51B$7.16B$6.59B$6.13B
Total assets$27.09B$27.01B$28.93B$29.76B$32.69B$36.50B$39.42B$30.98B$31.67B$25.73B
Total debt$1.83B$890.60M$1.49B$1.49B$2.09B$2.08B$2.08B$2.41B$2.08B$2.10B
Total liabilities$14.09B$11.34B$13.02B$12.91B$16.01B$21.48B$24.72B$21.65B$22.47B$17.84B
Shareholders' equity$12.23B$15.12B$15.17B$15.84B$16.17B$14.81B$14.32B$8.94B$8.96B$7.61B

Cash flow

Cash flow
Line item
FY2025
Dec 31, 2025
FY2024
Dec 31, 2024
FY2023
Dec 31, 2023
FY2022
Dec 31, 2022
FY2021
Dec 31, 2021
FY2020
Dec 31, 2020
FY2019
Dec 31, 2019
FY2018
Dec 31, 2018
FY2017
Dec 31, 2017
FY2016
Dec 31, 2016
Operating cash flow$1.53B$1.19B$1.30B$703.20M$1.08B$1.23B$1.12B$828.80M$1.16B$654.00M
Capital expenditures$84.30M$69.10M$164.30M$192.90M$108.80M$115.00M$124.30M$102.50M$111.70M$147.70M
Free cash flow$1.44B$1.12B$1.14B$510.30M$969.30M$1.12B$992.30M$726.30M$1.05B$506.30M
Investing cash flow-$974.40M$68.40M-$244.30M-$375.60M-$847.90M-$859.60M-$1.43B-$2.90B-$974.40M-$1.01B
Financing cash flow-$149.50M-$1.66B-$585.40M-$966.90M$117.30M-$285.90M$201.30M$1.54B$169.00M$470.10M
Dividends paid$377.30M$371.50M$357.90M$334.80M$307.70M$357.40M$529.10M$490.60M$471.60M$460.40M
Share repurchases$123.60M$79.30M$187.50M$244.70M$60.90M-$110.80M$0$63.80M$535.00M
Stock-based compensation$80.00M$104.60M$114.60M$106.20M$140.10M$188.50M$207.50M$172.40M$175.30M$159.70M
Depreciation and amortization$155.90M$179.60M$182.80M$195.30M$205.30M$203.50M$177.60M$142.10M$116.80M$101.20M

Key ratios

Key ratios
Line item
FY2025
Dec 31, 2025
FY2024
Dec 31, 2024
FY2023
Dec 31, 2023
FY2022
Dec 31, 2022
FY2021
Dec 31, 2021
FY2020
Dec 31, 2020
FY2019
Dec 31, 2019
FY2018
Dec 31, 2018
FY2017
Dec 31, 2017
FY2016
Dec 31, 2016
Revenue growth, YoY5.1%6.1%-5.5%-12.3%12.2%0.5%15.1%3.0%9.0%-7.6%
Net income growth, YoY----50.9%165.4%-7.1%-36.0%-21.7%32.0%-11.8%
EPS growth, YoY----50.2%164.6%-11.7%-40.2%-22.2%33.5%-8.8%
Operating margin-10.9%13.7%-7.6%21.8%25.9%15.0%13.2%22.7%24.8%24.3%
Net margin-11.4%8.9%-5.8%11.3%20.2%8.5%9.2%16.6%21.8%18.0%
Free cash flow margin22.6%18.5%19.9%8.4%14.1%18.1%16.2%13.7%20.3%10.7%
Return on equity-5.9%3.6%-2.2%4.3%8.6%3.5%3.9%9.9%12.6%11.2%
Return on assets-2.7%2.0%-1.2%2.3%4.3%1.4%1.4%2.8%3.6%3.3%
Debt to equity0.150.060.100.090.130.140.150.270.230.28

Source: XBRL data Invesco Ltd files with the SEC, latest filing dated Nov 3, 2026 (see filings on SEC EDGAR). Provided for information only, not investment advice. Check the filing before relying on a number.

* Worked out from the filings rather than stated in them: Q4 is the full year less the first nine months.

Per-share figures are as filed. The filings show no stock split in these periods.

EPS growth is left out where the share count moved enough to suggest a split the filings do not show. Growth rates need a positive starting figure. CAGR is compound annual growth between fiscal years. The CSV holds every period on file, in full figures, from the same SEC filings.

IVZ peers

CompanyRevenueGrowthNet incomeNet marginMarket cap
IVZ$7.14B+13.7%-$316.00M-4.4%$11.90B
BX$16.11B+17.2%$3.52B21.8%$89.94B
KKR$21.31B+31.1%$3.15B14.8%$88.24B
APO$30.82B+12.2%-$918.00M-3.0%$69.25B
AMP$20.14B+8.8%$4.16B20.7%$44.22B
ARES$5.99B+24.0%$636.35M10.6%$44.16B
TROW$7.70B+6.9%$2.19B28.4%$23.19B
TPG$5.17B+21.6%$268.72M5.2%$17.99B

IVZ FAQ

8 questions
  • What is IVZ revenue?
    Invesco Ltd (IVZ) reported $7.14B of revenue for the twelve months ended Sep 30, 2026. That is up 13.7% from the year before. Revenue for fiscal 2025 was $6.38B.
  • Is IVZ profitable?
    No. Invesco Ltd reported a net loss of $316.00M for the twelve months ended Sep 30, 2026.
  • How much cash and debt does IVZ have?
    Invesco Ltd reported $965.50M in cash and cash equivalents and $1.28B of debt on its most recent balance sheet in SEC filings.
  • How fast is IVZ revenue growing?
    Invesco Ltd's revenue changed +5.1% in fiscal 2025, to $6.38B. Its compound annual growth rate was +0.7% over 5 years and +2.2% over 10 years.
  • What is IVZ free cash flow?
    Invesco Ltd generated $1.78B of free cash flow for the twelve months ended Sep 30, 2026, which is operating cash flow of $1.88B less capital expenditures.
  • What is IVZ earnings per share?
    Diluted earnings per share were -$0.69 for the twelve months ended Sep 30, 2026, from SEC filings, restated for any stock split those filings show.
  • When did IVZ last report financial results?
    The latest statements here come from Invesco Ltd's 10-Q filed on Nov 3, 2026, covering the period ended Sep 30, 2026.
  • Where does this IVZ financial data come from?
    Quantisnow builds these statements from the structured XBRL data Invesco Ltd files with the SEC. It is provided for information only and is not investment advice.