Invesco Ltd. (IVZ) Fundamentals — Income, Balance Sheet & Cash Flow | MarketCI

Invesco Ltd. (IVZ) Fundamentals — Income, Balance Sheet & Cash Flow | MarketCI | MarketCI

IVZ

Market Closed

Invesco Ltd.

NYSEFinancial Services Asset Management

8.49K employees

CEO: Andrew Ryan Schlossberg

Founded: 1995

$28.14

+$0.00(+NaN%)

Market Cap

12.47B

Beta

1.59

52W Range

N/A

Dividend Yield

3.00%

Overview Forecasts Fundamental Market Sentiment Valuation Ownership

Financial Statements

Comprehensive breakdown of financial statements and performance metrics

Gross Margin

43.2%

35.8%

CAGR: -0.7%

Profit after direct costs

Operating Margin

-10.9%

-183.6%

CAGR: N/A

Core business profitability

Net Margin

-4.4%

-136.4%

CAGR: N/A

Bottom line profitability

Revenue Growth

5.1%

YoY

CAGR: -1.9%

Top line growth rate

Revenue Flow Analysis

Visual flow showing how IVZ allocates revenue across expenses and profit

Fiscal Year 2025

Revenue Distribution

Flow of revenue through cost categories to net income

Gross Margin

43.2%

$2.75B

Operating Margin

-10.9%

$-695.70M

Net Margin

-4.4%

$-281.70M

Detailed Income Statement

Complete profit and loss breakdown with margin analysis and historical comparison

Item	2021	2022	2023	2024	2025	YoY Change
Total Revenue	6.89B	6.05B	5.72B	6.07B	6.38B	5.1%
Cost of Revenue	(4.06B)	(3.61B)	(3.71B)	(4.04B)	(3.62B)	-10.3%
Gross Profit	2.83B	2.44B	2.01B	2.03B	2.75B	35.8%
Operating Expenses
Research & Development	—	—	—	—	—	—
Selling, General & Administrative	(522.70M)	(588.20M)	(649.70M)	(676.00M)	(660.50M)	-2.3%
General & Administrative	(424.10M)	(493.60M)	(567.60M)	(594.70M)	(576.50M)	-3.1%
Selling & Marketing	(98.60M)	(94.60M)	(82.10M)	(81.30M)	(84.00M)	3.3%
Depreciation & Amortization	(205.30M)	(195.30M)	(1.30B)	(179.60M)	(1.92B)	971.0%
Operating Income (EBIT)	1.79B	1.32B	-434.80M	832.10M	-695.70M	-183.6%
Non-Operating Items
Interest Income	25.20M	24.40M	47.80M	58.90M	53.90M	-8.5%
Interest Expense	(94.70M)	(85.20M)	(70.50M)	(58.00M)	(82.50M)	42.2%
Other Income/Expenses (Net)	712.30M	-70.00M	196.90M	173.20M	316.30M	82.6%
Income Before Tax	2.50B	1.25B	-237.90M	1.01B	-379.40M	-137.7%
Income Tax Expense	(531.10M)	(322.20M)	(69.70M)	(252.90M)	(204.60M)	-180.9%
Net Income	1.63B	920.70M	-96.90M	774.80M	-281.70M	-136.4%
Per Share Metrics
Earnings Per Share (Basic)	$3	$2	$-1	$1	$-2	-236.4%
Weighted Avg Shares Outstanding	462.80M	457.50M	454.80M	457.00M	451.20M	-1.3%
Weighted Avg Shares Outstanding (Diluted)	465.40M	459.50M	456.20M	457.70M	453.80M	-0.9%
EBITDA	2.80B	1.53B	1.13B	1.24B	1.38B	10.8%

Explore IVZ

Overview

Key metrics and AI-powered insights

Forecast

Price targets and earnings estimates

Fundamentals

Income, balance sheet and cash flow

Valuation

P/E, DCF and valuation multiples

Ownership

Institutional and insider holdings

Sentiment

Analyst ratings and news sentiment

IVZ in the Financial Services

Large Cap

Financial Services

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Asset Management

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