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

Invesco's (IVZ) Q3 results are likely to reflect an increase in outflows and higher operating expenses.

What's in the Cards for Invesco (IVZ) This Earnings Season?

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Job cuts are part of Invesco's (IVZ) strategy to sustain profitability amid changing investor preference and lower interest rates.

Invesco Slashes 1,300 Jobs to Achieve Cost Savings Target

Virtus Investment Partners

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

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

Though Invesco's (IVZ) global footprint and assets under management have been benefiting from opportunistic acquisitions, rising operating costs and high debt remain concerns.

Solid AUM & Global Reach Aid Invesco (IVZ), Cost Woes Linger

Invesco's (IVZ) preliminary assets under management (AUM) of $1,175.1 billion for August down 2% from the prior month, affected by unfavorable market returns and foreign-exchange movements.

Invesco August AUM Down on Weak Market & Negative FX Movement

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

Invesco (IVZ) Down 20% Since Last Earnings Report: Can It Rebound?

Given the strong fundamentals and growth prospects, Invesco (IVZ) stock is worth betting on right now.

Why Invesco (IVZ) is Worth Adding to Your Portfolio Now

Rise in assets under management will support Invesco's (IVZ) revenues in the quarters ahead.

Invesco's (IVZ) July AUM Rises on Higher Money Market Assets

Invesco Ltd. (IVZ) CEO Martin Flanagan on Q2 2019 Results - Earnings Call Transcript

The OppenheimerFunds acquisition and rise in assets balance support Invesco's (IVZ) Q2 earnings.

Invesco (IVZ) Q2 Earnings Beat Estimates, Revenues Improve

Invesco (IVZ) delivered earnings and revenue surprises of 14.04% and -5.02%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Tops Q2 Earnings Estimates

While asset growth is likely to aid Invesco's (IVZ) top line in the second quarter of 2019, higher costs might hurt earnings growth.

Why is a Beat Less Likely for Invesco (IVZ) in Q2 Earnings?

Invesco's (IVZ) preliminary assets under management (AUM) of $1,197.8 billion for June up 3.3% from the prior month, driven by favorable market returns and foreign exchange movements.

Invesco June AUM Ascends on Market Gains & Positive FX Moves

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As the Fed’s two-day meeting gets ready to start on Tuesday, another big central bank appears to be falling in line with the view that the world needs those institutions to keep supporting economies and markets.

Need to Know: When these two signals flash red, start worrying about stocks, says Invesco

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 Pick for Value Investors?

Invesco (IVZ) witnesses 18.9% rise in May 2019 AUM, driven by the recently concluded OppenheimerFunds deal and net Inflows.

Invesco May AUM Up on OppenheimerFunds Deal and Net Inflows

The company’s strategy could catalyze its stock price.

Invesco European Growth Fund's 1st Quarter Commentary

Current headline fears have exceeded downside reality, especially in the top six companies that make up the QQQ. So buy this Nasdaq dip.

This Dip in the Invesco QQQ Is a Buying Opportunity

Acquisition of OppenheimerFunds will further strengthen Invesco's (IVZ) profitability and ability to meet ever changing client needs.

Invesco Closes OppenheimerFunds Buyout, Assets Rise to $1.2T

Why Is Invesco (IVZ) Down 6.9% Since Last Earnings Report?

While solid AUM balance will continue to support Invesco's (IVZ) top line, higher costs are likely to hurt profits.

News for Invesco Stock (IVZ)