Invesco LTD (IVZ) Financial Statements

Historical financial data — 41 statements covering FY2016–FY2025

Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management sp...

Invesco LTD's revenue increased 5.1% year over year, from $6.07B to $6.38B.

Net income decreased 235.0% over the same period, from $538.0M to $-726.3M.

Over the 9-year period from FY2016 to FY2025, revenue grew by 35% in total.

Total debt increased by 104.9% to $1.83B.

The debt-to-equity ratio stands at 0.15, indicating a conservative leverage profile.

Operating cash flow grew 28.2% to $1.53B.

Invesco LTD maintains a negative net profit margin of -11.4%.

Recent Financial Statements

PeriodRevenueNet IncomeGross ProfitEBITOp. Cash FlowTotal AssetsTotal DebtEquity
Q3 FY2023$4.30B+50.4%$408.6MN/A$641.0M$586.5M$29.43B$1.49B$15.25B
Q1 FY2024$1.48B-65.7%$141.5MN/A$213.1M$-54.4M$28.08B$1.26B$14.55B
Q2 FY2024$2.96B+100.5%$273.7MN/A$419.9M$434.7M$27.17B$890.1M$14.59B
Q3 FY2024$4.47B+51.2%$328.7MN/A$520.4M$873.1M$27.50B$890.3M$14.75B
Q1 FY2025$1.53B-65.8%$171.1MN/A$277.3M$-84.6M$28.14B$964.8M$14.70B
Q2 FY2025$3.04B+99.1%$158.6MN/A$491.5M$463.3M$28.50B$1.88B$13.87B
Q3 FY2025$4.69B+53.9%$459.9MN/A$762.4M$1.07B$28.44B$1.62B$14.01B
Q1 FY2026$1.74B-62.8%$230.4MN/A$333.2M$212.6M$26.83B$1.97B$12.26B

Balance Sheet Summary (Latest Period)

Total Assets
$27.09B
Total Liabilities
$14.09B
Total Equity
$12.23B
Cash & Equivalents
$1.04B
Total Debt
$1.83B
Current Assets
N/A
Current Liabilities
N/A
Retained Earnings
$5.89B
Current Price: $32.75
Market Cap: $14.5B
Sector: Financial Services