Invesco Ltd Financials
This page shows Invesco Ltd (IVZ) financial statements, including the income statement, balance sheet, cash flow statement, and key financial ratios. View 18 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).
Financial Health Signals
Based on FY2024 annual data. Scores normalized against common benchmarks. How we calculate these scores
Invesco Ltd has an operating margin of 13.7%, meaning the company retains $14 of operating profit per $100 of revenue. This strong profitability earns a score of 69/100, reflecting efficient cost management and pricing power. This is up from -7.6% the prior year.
Invesco Ltd's revenue grew 6.1% year-over-year to $6.1B, a solid pace of expansion. This earns a growth score of 46/100.
Invesco Ltd carries a low D/E ratio of 0.06, meaning only $0.06 of long-term debt for every $1 of shareholders' equity. This conservative leverage earns a score of 100/100, indicating a strong balance sheet with room for future borrowing.
Invesco Ltd converts 18.5% of revenue into free cash flow ($1.1B). This strong cash generation earns a score of 92/100.
Invesco Ltd generates a 3.7% ROE, indicating limited profit relative to shareholders' investment. This results in a returns score of 15/100.
Invesco Ltd passes 7 of 9 financial strength tests. All 4 profitability signals pass (positive income, cash flow, and earnings quality), all 2 leverage/liquidity signals pass, both operating efficiency signals pass.
For every $1 of reported earnings, Invesco Ltd generates $2.21 in operating cash flow ($1.2B OCF vs $538.0M net income). This indicates profits are well-supported by actual cash generation, not accounting adjustments.
Invesco Ltd earns $14.3 in operating income for every $1 of interest expense ($832.1M vs $58.0M). This wide margin provides strong safety for debt servicing, even if earnings decline temporarily.
Key Financial Metrics
Invesco Ltd generated $6.1B in revenue in fiscal year 2024. This represents an increase of 6.1% from the prior year.
Invesco Ltd's EBITDA was $1.0B in fiscal year 2024, measuring earnings before interest, taxes, depreciation, and amortization. This represents an increase of 501.5% from the prior year.
Invesco Ltd generated $1.1B in free cash flow in fiscal year 2024, representing cash available after capex. This represents a decrease of 1.4% from the prior year.
Invesco Ltd reported $538.0M in net income in fiscal year 2024. This represents an increase of 261.2% from the prior year.
Invesco Ltd earned $1.18 per diluted share (EPS) in fiscal year 2024. This represents an increase of 261.6% from the prior year.
Invesco Ltd held $986.5M in cash against $890.6M in long-term debt as of fiscal year 2024.
Invesco Ltd had 448M shares outstanding in fiscal year 2024. This represents a decrease of 0.4% from the prior year.
Invesco Ltd's operating margin was 13.7% in fiscal year 2024, reflecting core business profitability. This is up 21.3 percentage points from the prior year.
Invesco Ltd's net profit margin was 8.9% in fiscal year 2024, showing the share of revenue converted to profit. This is up 14.7 percentage points from the prior year.
Invesco Ltd's ROE was 3.7% in fiscal year 2024, measuring profit generated per dollar of shareholder equity.
Invesco Ltd spent $79.3M on share buybacks in fiscal year 2024, returning capital to shareholders by reducing shares outstanding. This represents a decrease of 57.7% from the prior year.
Invesco Ltd invested $69.1M in capex in fiscal year 2024, funding long-term assets and infrastructure. This represents a decrease of 57.9% from the prior year.
IVZ Income Statement
| Metric | Q3'25 | Q2'25 | Q1'25 | Q4'23 | Q3'24 | Q2'24 | Q1'24 | Q4'22 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.6B+8.2% | $1.5B-0.9% | $1.5B+8.2% | $1.4B-2.0% | $1.4B-0.1% | $1.4B+1.7% | $1.4B-1.7% | $1.4B |
| Cost of Revenue | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Gross Profit | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| R&D Expenses | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A Expenses | $151.3M+8.7% | $139.2M+1.4% | $137.3M-16.6% | $164.7M+12.8% | $146.0M-3.9% | $151.9M+44.7% | $105.0M-52.9% | $223.0M |
| Operating Income | $270.9M+26.5% | $214.2M-22.8% | $277.3M+125.8% | -$1.1B-572.5% | $227.7M+11.7% | $203.8M-2.7% | $209.5M-14.5% | $245.1M |
| Interest Expense | $25.7M+24.2% | $20.7M+58.0% | $13.1M-22.0% | $16.8M-2.9% | $17.3M-6.0% | $18.4M+2.2% | $18.0M+2.3% | $17.6M |
| Income Tax | -$9.7M-112.6% | $77.0M-0.8% | $77.6M+129.1% | -$266.4M-534.6% | $61.3M-6.4% | $65.5M-6.3% | $69.9M-22.0% | $89.6M |
| Net Income | $356.4M+80.5% | $197.4M+15.4% | $171.1M+123.0% | -$742.3M-664.9% | $131.4M-0.6% | $132.2M-8.8% | $145.0M-22.8% | $187.8M |
| EPS (Diluted) | $0.66+2300.0% | $-0.03-107.9% | $0.38+123.3% | $-1.63-662.1% | $0.290.0% | $0.29-9.4% | $0.32-22.0% | $0.41 |
IVZ Balance Sheet
| Metric | Q3'25 | Q2'25 | Q1'25 | Q4'23 | Q3'24 | Q2'24 | Q1'24 | Q4'22 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | $28.4B-0.2% | $28.5B+1.3% | $28.1B-2.7% | $28.9B-1.7% | $29.4B-0.1% | $29.5B-0.9% | $29.7B-0.1% | $29.8B |
| Current Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Cash & Equivalents | $973.1M+5.5% | $922.7M+12.3% | $821.7M-44.1% | $1.5B+18.3% | $1.2B+22.9% | $1.0B+13.6% | $889.0M-28.0% | $1.2B |
| Inventory | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Accounts Receivable | $810.5M+8.5% | $747.1M-6.0% | $794.6M+13.3% | $701.5M+8.7% | $645.4M-8.2% | $703.2M-12.7% | $805.7M+0.5% | $801.8M |
| Goodwill | $8.5B-1.4% | $8.6B+2.5% | $8.4B-3.7% | $8.7B+1.4% | $8.6B-1.2% | $8.7B+0.8% | $8.6B+0.5% | $8.6B |
| Total Liabilities | $13.6B+0.8% | $13.5B+9.6% | $12.4B-5.1% | $13.0B+1.4% | $12.8B+0.7% | $12.7B-1.3% | $12.9B+0.1% | $12.9B |
| Current Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Long-Term Debt | $1.6B-13.8% | $1.9B+95.3% | $964.8M-35.2% | $1.5B0.0% | $1.5B0.0% | $1.5B0.0% | $1.5B0.0% | $1.5B |
| Total Equity | $14.0B+1.0% | $13.9B-5.6% | $14.7B+0.7% | $14.6B-4.3% | $15.3B-0.5% | $15.3B-0.1% | $15.3B+0.9% | $15.2B |
| Retained Earnings | $7.2B+3.0% | $7.0B-1.5% | $7.1B+3.5% | $6.8B-10.9% | $7.7B+0.5% | $7.6B+0.5% | $7.6B+0.8% | $7.5B |
IVZ Cash Flow Statement
| Metric | Q3'25 | Q2'25 | Q1'25 | Q4'23 | Q3'24 | Q2'24 | Q1'24 | Q4'22 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $606.2M+10.6% | $547.9M+747.6% | -$84.6M-111.8% | $714.3M+101.7% | $354.1M+6.9% | $331.3M+435.0% | -$98.9M-121.3% | $463.5M |
| Capital Expenditures | $19.8M+13.1% | $17.5M-25.2% | $23.4M-41.9% | $40.3M+2.8% | $39.2M-16.1% | $46.7M+22.6% | $38.1M-47.9% | $73.1M |
| Free Cash Flow | $586.4M+10.6% | $530.4M+591.1% | -$108.0M-116.0% | $674.0M+114.0% | $314.9M+10.6% | $284.6M+307.7% | -$137.0M-135.1% | $390.4M |
| Investing Cash Flow | -$254.8M+7.5% | -$275.4M-199.3% | -$92.0M+64.8% | -$261.6M-493.4% | $66.5M+170.2% | -$94.7M-308.1% | $45.5M+133.1% | -$137.6M |
| Financing Cash Flow | -$310.1M+57.2% | -$724.8M-236.9% | $529.3M+579.9% | -$110.3M+12.1% | -$125.5M+26.7% | -$171.1M+4.1% | -$178.5M-6.2% | -$168.1M |
| Dividends Paid | $95.0M-0.2% | $95.2M+2.9% | $92.5M+2.5% | $90.2M+0.1% | $90.1M-2.0% | $91.9M+7.2% | $85.7M0.0% | $85.7M |
| Share Buybacks | $29.2M+14.5% | $25.5M-40.8% | $43.1M+879.5% | $4.4M+12.8% | $3.9M-97.4% | $151.5M+446.9% | $27.7M+502.2% | $4.6M |
IVZ Financial Ratios
| Metric | Q3'25 | Q2'25 | Q1'25 | Q4'23 | Q3'24 | Q2'24 | Q1'24 | Q4'22 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Margin | 16.5%+2.4pp | 14.1%-4.0pp | 18.1%+94.2pp | -76.1%-91.9pp | 15.8%+1.7pp | 14.1%-0.6pp | 14.8%-2.2pp | 17.0% |
| Net Margin | 21.7%+8.7pp | 13.0%+1.8pp | 11.2%+63.7pp | -52.5%-61.6pp | 9.1%-0.1pp | 9.2%-1.1pp | 10.2%-2.8pp | 13.0% |
| Return on Equity | 2.5%+1.1pp | 1.4%+0.3pp | 1.2% | N/A | 0.9%0.0pp | 0.9%-0.1pp | 0.9%-0.3pp | 1.2% |
| Return on Assets | 1.3%+0.6pp | 0.7%+0.1pp | 0.6%+3.2pp | -2.6%-3.0pp | 0.4%0.0pp | 0.4%-0.0pp | 0.5%-0.1pp | 0.6% |
| Current Ratio | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Debt-to-Equity | 0.12-0.0 | 0.14+0.1 | 0.07-0.0 | 0.100.0 | 0.100.0 | 0.100.0 | 0.100.0 | 0.10 |
| FCF Margin | 35.8%+0.8pp | 35.0%+42.1pp | -7.1%-54.8pp | 47.7%+25.8pp | 21.8%+2.1pp | 19.7%+29.4pp | -9.7%-36.7pp | 27.1% |
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Frequently Asked Questions
What is Invesco Ltd's annual revenue?
Invesco Ltd (IVZ) reported $6.1B in total revenue for fiscal year 2024. This represents a 6.1% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.
How fast is Invesco Ltd's revenue growing?
Invesco Ltd (IVZ) revenue grew by 6.1% year-over-year, from $5.7B to $6.1B in fiscal year 2024.
Is Invesco Ltd profitable?
Yes, Invesco Ltd (IVZ) reported a net income of $538.0M in fiscal year 2024, with a net profit margin of 8.9%.
What is Invesco Ltd's earnings per share (EPS)?
Invesco Ltd (IVZ) reported diluted earnings per share of $1.18 for fiscal year 2024. This represents a 261.6% change compared to the previous fiscal year. EPS represents the portion of a company's net income allocated to each outstanding share of common stock and is widely used to evaluate profitability on a per-share basis.
What is Invesco Ltd's EBITDA?
Invesco Ltd (IVZ) had EBITDA of $1.0B in fiscal year 2024, measuring earnings before interest, taxes, depreciation, and amortization.
How much debt does Invesco Ltd have?
As of fiscal year 2024, Invesco Ltd (IVZ) had $986.5M in cash and equivalents against $890.6M in long-term debt.
What is Invesco Ltd's operating margin?
Invesco Ltd (IVZ) had an operating margin of 13.7% in fiscal year 2024, reflecting the profitability of core business operations before interest and taxes.
What is Invesco Ltd's net profit margin?
Invesco Ltd (IVZ) had a net profit margin of 8.9% in fiscal year 2024, representing the share of revenue converted into profit after all expenses.
What is Invesco Ltd's return on equity (ROE)?
Invesco Ltd (IVZ) has a return on equity of 3.7% for fiscal year 2024, measuring how efficiently the company generates profit from shareholder equity.
What is Invesco Ltd's free cash flow?
Invesco Ltd (IVZ) generated $1.1B in free cash flow during fiscal year 2024. This represents a -1.4% change compared to the previous fiscal year. Free cash flow represents the cash a company generates after accounting for capital expenditures, and is widely used to assess financial flexibility and shareholder value.
What is Invesco Ltd's operating cash flow?
Invesco Ltd (IVZ) generated $1.2B in operating cash flow during fiscal year 2024, representing cash generated from core business activities.
What are Invesco Ltd's total assets?
Invesco Ltd (IVZ) had $27.0B in total assets as of fiscal year 2024, including both current and long-term assets.
What are Invesco Ltd's capital expenditures?
Invesco Ltd (IVZ) invested $69.1M in capital expenditures during fiscal year 2024, funding long-term assets and infrastructure.
Does Invesco Ltd buy back shares?
Yes, Invesco Ltd (IVZ) spent $79.3M on share buybacks during fiscal year 2024, returning capital to shareholders by reducing shares outstanding.
How many shares does Invesco Ltd have outstanding?
Invesco Ltd (IVZ) had 448M shares outstanding as of fiscal year 2024.
What is Invesco Ltd's debt-to-equity ratio?
Invesco Ltd (IVZ) had a debt-to-equity ratio of 0.06 as of fiscal year 2024, measuring the company's financial leverage by comparing total debt to shareholder equity.
What is Invesco Ltd's return on assets (ROA)?
Invesco Ltd (IVZ) had a return on assets of 2.0% for fiscal year 2024, measuring how efficiently the company uses its assets to generate profit.
What is Invesco Ltd's Piotroski F-Score?
Invesco Ltd (IVZ) has a Piotroski F-Score of 7 out of 9, indicating strong financial health. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7–9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.
Are Invesco Ltd's earnings high quality?
Invesco Ltd (IVZ) has an earnings quality ratio of 2.21x, considered cash-backed (high quality). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.
Can Invesco Ltd cover its interest payments?
Invesco Ltd (IVZ) has an interest coverage ratio of 14.3x, meaning it can comfortably cover its interest obligations. This ratio divides operating income by interest expense. Ratios above 5x indicate strong debt-servicing ability, while ratios below 2x suggest the company may face difficulty meeting interest payments if earnings decline. Learn more in our complete guide to financial health indicators.
How financially healthy is Invesco Ltd?
Invesco Ltd (IVZ) scores 64 out of 100 on our Financial Profile, indicating moderate overall financial health. This composite score evaluates six dimensions: profitability (operating margin), revenue growth, leverage (debt-to-equity), liquidity (current ratio), cash flow quality (free cash flow margin), and shareholder returns (return on equity). Each dimension is normalized against standard financial benchmarks. Learn more in our complete guide to financial health indicators.