Invesco LTD (IVZ) Financial Statements
Historical financial data — 42 statements covering FY2016–FY2025
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of July 2026, the firm had $2.447 trillion in assets under management s...
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
Quarterly figures are standalone quarters, de-cumulated from YTD filings (Q4 = FY − Q3 YTD when not reported).
| Period | Revenue | Net Income | EBIT | Op. Cash Flow | Total Assets | Total Debt | Equity |
|---|---|---|---|---|---|---|---|
| Q3 FY2024 | $1.52B+2.2% | $55.0M | $100.5M | $438.4M | $27.50B | $890.3M | $14.75B |
| Q4 FY2024 | $1.59B+5.1% | $209.3M | $311.7M | $316.9M | $27.01B | $890.6M | $14.56B |
| Q1 FY2025 | $1.53B-4.0% | $171.1M | $277.3M | $-84.6M | $28.14B | $964.8M | $14.70B |
| Q2 FY2025 | $1.52B-0.9% | $-12.5M | $214.2M | $547.9M | $28.50B | $1.88B | $13.87B |
| Q3 FY2025 | $1.64B+8.2% | $301.3M | $270.9M | $606.2M | $28.44B | $1.62B | $14.01B |
| Q4 FY2025 | $1.69B+3.1% | $-1.19B | $-1.46B | $455.8M | $27.09B | $1.83B | $12.23B |
| Q1 FY2026 | $1.74B+3.1% | $230.4M | $333.2M | $212.6M | N/A | N/A | N/A |
| Q2 FY2026 | $1.83B+4.6% | $345.3M | $364.2M | $734.2M | N/A | N/A | N/A |
Balance Sheet Summary (FY2025)
Invesco LTD (IVZ) Financial Statements & Revenue History
Invesco LTD (IVZ) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry trading at $28.15 with a market capitalization of $12. This page provides 42 historical financial statements for Invesco LTD, including income statement, balance sheet, and cash flow data across multiple reporting periods. Most recently, Invesco LTD reported revenue of $6.4 billion, representing 5.1% year-over-year growth. The net profit margin of -11.4% indicates the company is currently unprofitable. The debt-to-equity ratio of 0.15 shows conservative leverage.
IVZ Income Statement, Balance Sheet & Cash Flow
The financial statements table above shows Invesco LTD's revenue, net income, gross profit, EBIT, operating cash flow, total assets, total debt, and shareholders' equity across the most recent reporting periods. Year-over-year growth rates help identify whether IVZ is accelerating or decelerating in terms of top-line revenue and bottom-line profitability.
- Revenue trend: Track IVZ's top-line growth across quarters and fiscal years to identify acceleration or deceleration in the business.
- Profitability: Net income and gross profit margins reveal how efficiently Invesco LTD converts revenue into earnings.
- Balance sheet health: Total assets, liabilities, debt, and equity provide a snapshot of IVZ's financial position and leverage.
- Cash flow: Operating cash flow shows how much cash the business generates from its core operations, which is critical for funding dividends, buybacks, and growth.
How to Use IVZ Financial Data
Investors use Invesco LTD's financial statements to assess the company's financial health, growth trajectory, and valuation. Key metrics to focus on include:
- Revenue growth rate: Consistent double-digit revenue growth suggests a strong business; declining revenue may signal competitive pressure.
- Net profit margin: Higher margins indicate a more efficient business with pricing power. Compare IVZ's margins to sector peers for context.
- Debt levels: High debt-to-equity ratios increase financial risk, especially in rising-rate environments. Low debt provides flexibility.
- Valuation multiples: See how IVZ's P/E, P/S, and EV/EBITDA ratios compare to historical levels.
- Full analysis: View IVZ's financial health score, earnings, and pre-market pricing.
Financial data is sourced from Invesco LTD's SEC filings (10-K, 10-Q) via Polygon.io and Finnhub.IVZ trades on NYSE. This page is for informational purposes only and is not financial advice.