Revenue segments as reported by the company.

Investment management fees

Service and distribution fees

Performance fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Third-party distribution, service and advisory

Employee compensation

Marketing

Property, office and technology

General and administrative

Transaction, integration and restructuring

Amortization of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Invesco

Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Invesco resilient in Q4 amidst market challenges, eyes growth opportunities

Invesco navigated market challenges in Q4 2022 with resilience, focusing on key growth areas like ETFs, fixed income, and Greater China.
Despite facing outflows in certain segments, Invesco showed improvement in performance and remains optimistic for a return to organic growth.
Maintaining a strong balance sheet and managing expenses are key strengths, while opportunities lie in market recovery and future growth initiatives.
Challenges include net outflows in active equities and private markets, emphasizing the need for strategic adjustments and market monitoring.

Invesco reports solid Q1 performance, eyes opportunities amid challenges

Invesco's Q1 performance showed AUM growth, net inflows, and dividend increase.
Despite challenges in active equities and China outflows, opportunities exist.
Focus on private markets, technology enhancements, and operational realignments.
Invesco well-positioned with strong cash flows and growth strategies.

Invesco reports mixed Q2 performance, eyes growth in China

In Q2 2023, Invesco navigated a complex market environment with a focus on client value, performance improvement, and organizational simplification. Despite challenges in certain segments, the organization remains optimistic about its growth prospects and is strategically positioning itself for future success.

Invesco reports resilient Q3 performance amid market challenges

Invesco's Q3 earnings call highlighted strong performance in key segments amidst market volatility. The company is focusing on simplifying operations, managing expenses, and diversifying its product range. Challenges include market uncertainties and fee rate pressures, but opportunities lie in private credit, real estate investments, and AI-driven efficiency gains.

Invesco reports positive Q4 results, eyes margin improvement opportunities

In Q4 2023, Invesco demonstrated strength in net inflows, investment performance, and cost management. Challenges include ongoing pressure on active equity flows and revenue impact from fee cuts. Opportunities lie in margin improvement, organic growth, and operational efficiency enhancements.

Invesco reports strong Q1 earnings, eyes growth in active ETFs

In Q1 2024, Invesco showcased strong financial performance, strategic strengths in diversified assets and private markets, faced challenges in equity flows, and identified growth opportunities in active ETFs and expanding real estate offerings.
The company's focus on expense savings, debt reduction, and operational efficiency, alongside capital return plans and potential share buybacks, underpin its commitment to financial health and shareholder value.
With a solid foundation in place and a proactive approach to market dynamics, Invesco is well-positioned to navigate challenges, meet evolving client needs, and drive future growth and profitability.
Investors can take note of Invesco's resilient performance, strategic initiatives, and growth prospects, positioning the company for continued success and value creation in the financial services industry.

Invesco reports robust Q2 earnings, eyes growth in Japan

In Q2 2024, Invesco delivered strong financial performance with significant net long-term flows and AUM growth, driven by their global ETF franchise. The company's strategic focus on investment performance and profitability, along with their presence in Japan, positions them well for future growth.
While facing challenges from market volatility and competitive pressures in the ETF market, Invesco remains optimistic about future opportunities in Japan and the potential for growth in equity markets and private markets.

Invesco reports record AUM and strong inflows, eyes global growth

Invesco's Q3 performance reflects solid growth in AUM and net inflows, supported by a focus on expense management and organic growth.
While facing challenges in certain segments, the company's strategic focus on partnerships and global capabilities positions it well for future growth.
Optimism about performance and prospects underscores Invesco's confidence in leveraging its strengths and seizing growth opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Agilent Technologies

American Water Works

Invesco S&P Global Water Index ETF

Danaher

Ecolab

Ferguson Enterprises Inc

First Trust Water ETF

Invesco Water Resources ETF

Invesco Global Water ETF

Pentair

Roper Technologies

Veolia Environnement SA

Waters

Xylem

An in-depth look at the leading water ETFs in the U.S stock market.

Investing in Water ETFs

Steadily rising AUM balance and global footprint will keep supporting Invesco's (IVZ) revenue growth going forward.

Invesco (IVZ) August AUM Up 2.2% on Inflows, Upbeat Markets

ATLANTA, Sept. 13, 2021 /PRNewswire/ -- Invesco Ltd.

Invesco Ltd. Announces August 31, 2021 Assets Under Management

ATLANTA, Sept. 7, 2021 /PRNewswire/ -- Invesco Ltd.

Chris Womack to join Invesco Ltd. Board of Directors

Invesco Dynamic Credit Opportunities Fund

ATLANTA, Sept. 3, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd.

Invesco Advisers Announces Details of Tender Offer and Reorganization for Invesco Dynamic Credit Opportunities Fund

ATLANTA, Sept. 1, 2021 /PRNewswire/ -- Invesco Ltd.

Invesco Ltd. To Present at Barclays Global Financial Services Conference

Invesco Ltd.: Form 8 (OPD) - Blue Prism Group plc

I don't often invest in pure-play investment managers or asset managers. However, most businesses are buyable at the right price.

Invesco: You Could 'Buy' This Business

Major investment banks and asset managers often publish market outlooks that aim to chart a path for investors to greater prosperity, and Invesco Ltd. ( IVZ , Financial) is no exception.

Invesco: 2 Threats to the Post-Pandemic Bull Market

Steadily rising AUM balance, along with global presence, will keep supporting Invesco's (IVZ) financials.

Invesco (IVZ) Stock Up 1% as July AUM Rises on Solid Inflows

ATLANTA, Aug. 10, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,528.4 billion, an increase of 0.2% versus previous month-end.

Invesco Ltd. Announces July 31, 2021 Assets Under Management

CHARLOTTE, N.C., Aug. 5, 2021 /PRNewswire/ -- Flexential, a leading provider of data center colocation, cloud and connectivity services, today announced it has entered into a leaseback agreement with Legacy Investing and Invesco Real Estate.

Flexential Partners with Legacy Investing and Invesco Real Estate on 130,000 Square Foot Expansion in Plano, Texas

ATLANTA, Aug. 2, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Chief Financial Officer, is scheduled to present at the UBS Financial Services Virtual Conference on August 11, 2021 at 8:00am EST.

Invesco Ltd. to Present at UBS Financial Services Virtual Conference

Invesco High Income Trust II

ATLANTA, July 29, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for Invesco High Income Trust II (NYSE: VLT): Effective July 30, 2021, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco High Income Trust II's portfolio: Niklas Nordenfelt, CFA, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2020.

Invesco Advisers Announces Portfolio Management Changes for Invesco High Income Trust II

NortonLifeLock

Invesco Ltd.: Amendment to NortonLifeLock Inc.

Invesco Ltd. (IVZ) CEO Marty Flanagan on Q2 2021 Results - Earnings Call Transcript

Invesco (IVZ) delivered earnings and revenue surprises of 9.86% and -0.19%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Q2 Earnings Beat Estimates

Revenue growth and higher AUM balance (driven by long-term inflows) support Invesco's (IVZ) Q2 earnings.

Invesco (IVZ) Q2 Earnings Beat Estimates, Revenues & AUM Up

Shares of Invesco (NYSE:IVZ) decreased 2.3% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share increased 122.86% year over year to $0.78, which beat the estimate of $0.69.

Recap: Invesco Q2 Earnings

ATLANTA, July 27, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended June 30, 2021.

Invesco Reports Results for the Three Months Ended June 30, 2021

Invesco (IVZ) is expected to have recorded an improvement in asset balances in the second quarter of 2021.

Asset Growth Likely to Support Invesco (IVZ) in Q2 Earnings

ATLANTA, July 21, 2021 /PRNewswire/ -- When State Farm looked to the future needs of its customers, helping more people achieve their financial goals was paramount. Offering a better investing experience is critical to deepening the relationship State Farm agents have with customers, as well as expanding the scope of investment products and services available to State Farm customers.

State Farm Selects intelliflo to Give Agents a New, Easy-to-Use Digital Wealth Platform to Expand Financial Advice Services

ATLANTA, July 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,525.0 billion, an increase of 1.3% versus previous month-end.

Invesco Ltd. Announces June 30, 2021 Assets Under Management

ATLANTA, July 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2021 results on Tuesday, July 27, 2021.

Invesco Ltd. To Announce Second Quarter 2021 Results

Let's see if Invesco (IVZ) stock is a good choice for value-oriented investors right now from multiple angles.

News for Invesco Stock (IVZ)