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

Ameriprise Financial

Blackrock Inc

Legg Mason

SEI Investments

T. Rowe Price Group

Results of investment management stocks are likely to reflect net inflows and higher assets backed by support from solid equity markets.

Investment Managers' Earnings on Jan 29: IVZ, LM, TROW & More

AbbVie

Energy Transfer LP Unit

Altria

Ventas

One negative result of lower interest rates is the effect it has on savers and people that rely on reasonably safe and secure income.

5 Top Income Stocks That Could Soar in 2020 as Interest Rates Plunge

The asset manager is dealing with the integration of a major acquisition.

Why Invesco Sputtered in 2019 -- and Where it Goes From Here

American Express

Hill-Rom Hlds

LPL Financial Hlds

SL Green Realty

We believe the recent stock market upsurge presents an ideal buying opportunity for momentum investors.

5 Momentum Stocks Set to Beat Earnings Estimates This Month

Alerian MLP ETF

2 High Yielders Beating The Market Over The Past Month, No K-1s, 7% To 9%

Invesco (IVZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for Invesco (IVZ)

IVZ vs. AJMPF: Which Stock Is the Better Value Option?

IVZ vs. AJMPF: Which Stock Should Value Investors Buy Now?

Driven by strong fundamentals and good growth prospects, Invesco (IVZ) seems to be a solid bet right now.

4 Reasons to Add Invesco (IVZ) Stock to Your Portfolio Now

Foot Locker

Huntington Bancshares

The traditional approaches to retirement planning are longer covering all expenses in nest egg years. So what can retirees do?

How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks - December 18, 2019

Manulife Financial

Newell Brands

The traditional ways to plan for your retirement may mean income can no longer cover expenses post-employment. But what if there was another option that could provide a steady, reliable source of income in your nest egg years?

3 Top-Ranked Dividend Stocks: A Smarter Way to Boost Your Retirement Income - December 12, 2019

Rise in assets under management is likely to continue supporting Invesco's (IVZ) revenues in the quarters ahead.

Invesco (IVZ) Up 1.4% as November AUM Rises on Market Gains

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

Is Invesco (IVZ) A Profitable Stock for Value Investors Now?

General Mills

Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks - December 04, 2019

While Invesco (IVZ) doesn't seem to be worth considering now, there are a few asset managers that are expected to provide solid returns over the upcoming quarters.

Avoid Invesco (IVZ), Buy These 3 Investment Managers Instead

Regions Financial

3 Top-Ranked Dividend Stocks: A Smarter Way to Boost Your Retirement Income - November 28, 2019

Affiliated Managers

Franklin Resources

Asset management firms may see increased assets under management in 2020. Play a potential breakout in these three industry leaders.

3 Asset Management Stocks Ready to Break Out

3 Top Dividend Stocks to Maximize Your Retirement Income - November 22, 2019

Invesco (IVZ) reported earnings 30 days ago. What's next for the stock?

Why Is Invesco (IVZ) Up 0.8% Since Last Earnings Report?

American Tower

iShares MSCI Taiwan ETF

Progressive

Bridgewater Associates, the $165 billion hedge fund founded by Ray Dalio (Trades, Portfolio), disclosed this week that its top five new buys for the third quarter were iShares MSCI Taiwan ETF (EWT), Invesco Ltd. (NYSE:IVZ), Progressive Corp. (NYSE:PGR), American Tower Corp. (NYSE:AMT) and Franklin Resources Inc. (NYSE:BEN).

Bridgewater’s Top 5 New Buys in the 3rd Quarter

Increase in Invesco's (IVZ) asset under management balance is likely to support its top-line growth in the upcoming period.

Invesco October AUM Up on Market Gains & Positive FX Effects

3 Top Dividend Stocks to Maximize Your Retirement Income - November 06, 2019

Invesco's (IVZ) CEO Marty Flanagan on Q3 2019 Results - Earnings Call Transcript

Rise in revenues and assets balance aid Invesco's (IVZ) Q3 earnings. However, higher expenses pose a concern.

Invesco (IVZ) Q3 Earnings Beat on Higher Revenues & Assets

Invesco (IVZ) delivered earnings and revenue surprises of 22.81% and -2.18%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Beats Q3 Earnings Estimates

Blackstone Group

Raymond James

Results of investment management stocks are likely to reflect modest asset inflows amid challenging operating environment.

News for Invesco Stock (IVZ)