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

ATLANTA , Dec. 12, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,437.9 billion, an increase of 5.7% versus previous month-end.

Invesco Ltd. Announces November 30, 2022 Assets Under Management

NEW YORK--( BUSINESS WIRE )--Today, SOFR Academy a digital education and market information provider welcomed the completion of an independent examination by professional services firm, PricewaterhouseCoopers LLP (“PwC”) who were appointed to perform an independent examination of Invesco Indexing indexes and a review of the group's alignment with the International Organization of Securities Commissions' (“IOSCO”) Principles for Financial Benchmarks. PwC assessed whether Invesco Indexing has implemented policies, processes, and control activities aligned with the IOSCO Principles. This year's engagement represents Invesco Indexing's first external assurance engagement and covers all Invesco Indexing's equity, fixed income and multi-asset indexes that were published as of February 28, 2022. The review focused on Invesco Indexing's activities implemented as at that date.

SOFR Academy Welcomes Completion of PwC Review of Invesco Indexing Alignment With IOSCO Principles for Financial Benchmarks

ATLANTA , Nov. 28, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it expects to deliver capital gains distributions across 3 Invesco ETFs.1 For the funds listed in the Table, the ex-date for the 2022 capital gains distributions will be Monday, December 19, 2022.

Invesco Provides Estimated Capital Gain Distribution Information for 2022

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

Why Is Invesco (IVZ) Up 27.9% Since Last Earnings Report?

Invesco (IVZ) records a 2.8% sequential rise in preliminary assets under management for October 2022.

Invesco (IVZ) October AUM Rises 2.8% on Favorable Markets

ATLANTA , Nov. 9, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,360.6 billion, an increase of 2.8% versus previous month-end.

Invesco Ltd. Announces October 31, 2022 Assets Under Management

Invesco Ltd. (NYSE:IVZ ) Q3 2022 Earnings Conference Call October 25, 2022 9:00 AM ET Company Participants Greg Ketron - Head of Investor Relations Marty Flanagan - President and Chief Executive Officer Allison Dukes - Chief Financial Officer Conference Call Participants Brian Bedell - Deutsche Bank Brennan Hawken - UBS Glenn Schorr - Evercore Ken Worthington - JPMorgan Dan Fannon - Jefferies William Katz - Credit Suisse Michael Cyprys - Morgan Stanley Craig Siegenthaler - Bank of America Patrick Davitt - Autonomous Research Operator Welcome to Invesco's Third Quarter Earnings Conference Call [Operator Instructions].

Invesco Ltd. (IVZ) Q3 2022 - Earnings Call Transcript

Invesco (IVZ) records a decline in revenues and expenses in the third quarter of 2022.

Invesco (IVZ) Stock Dips on Q3 Earnings Miss, AUM Balance Down

Invesco (IVZ) delivered earnings and revenue surprises of -20.93% and 2.64%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Q3 Earnings and Revenues Miss Estimates

Invesco Announces Third Quarter Diluted EPS of $0.39; Adjusted Diluted EPS(1) of $0.34 ATLANTA , Oct. 25, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended September 30, 2022.

Invesco Reports Results for the Three Months Ended September 30, 2022

Because of the sequential decline in asset balances, Invesco's (IVZ) third-quarter 2022 performance fee is likely to have been negatively impacted.

Why is an Earnings Beat Less Likely for Invesco (IVZ) in Q3?

Invesco (IVZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Invesco (IVZ) Q3 Earnings Expected to Decline

Invesco Nasdaq Future Gen 200 ETF

Invesco NASDAQ Future Gen 200 ETF (QQQS) will screen smaller-cap companies by estimated patent value to select 200 Nasdaq-listed companies for investmentNDAQ ATLANTA , Oct. 13, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today the expansion of the Invesco QQQ Innovation Suite to include a new exchange‑traded fund (ETF) that will access smaller-cap companies screened by a key marker of innovation – high quality patents.

Invesco Expands QQQ Innovation Suite to Include Small-Cap ETF

DALLAS , Oct. 12, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today the origination of a floating-rate mezzanine loan in Philadelphia, Pennsylvania, as well as an investment into an affiliated credit fund. INREIT's affiliated credit fund investment provides it with immediate access to a diversified portfolio of floating rate debt investments.

Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments

ATLANTA , Oct. 12, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2022 results on Tuesday, Oct. 25, 2022.

Invesco Ltd. To Announce Third Quarter 2022 Results

ATLANTA , Oct. 11, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,323.3 billion, a decrease of 6.5% versus previous month-end.

Invesco Ltd. Announces September 30, 2022 Assets Under Management

Invesco Mortgage Capital

ATLANTA , Sept. 28, 2022 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) today announced that its Board of Directors declared a cash dividend of $0.65 per share of common stock for the third quarter of 2022.

Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend and Provides Update on Portfolio, Liquidity and Book Value

Two new BulletShares maturities added to Invesco's robust fixed income suite; combine the benefits of holding individual bonds alongside the advantages of ETFs ATLANTA , Sept. 19, 2022 /PRNewswire/ -- Invesco Ltd.

Invesco Adds New ETFs To Its Fixed Income Suite That Offers Targeted Exposure to Historically Ignored Fixed Income Sectors

ATLANTA , Sept. 13, 2022 /PRNewswire/ -- According to a new year-long study titled, Building Opportunities: The Compelling Language of Real Estate Investment Trusts from Invesco, a leading global investment management firm, and Maslansky + Partners, a research-driven language strategy firm, many commonplace words and phrases used in today's real estate conversations may fall short when used in discussions with investors.

Words to "Use" and "Lose": New Research-Based Language Study Measures Emotional Response Investors Have to Common Real Estate Investing Words and Phrases

Market depreciation, unfavorable FX movements and non-management fee-earning net outflows hurt Invesco's (IVZ) August AUM balance as it falls 2.3% from the prior month.

Invesco's (IVZ) August AUM Down on Unfavorable Market Returns

ATLANTA , Sept. 12, 2022 /PRNewswire/ -- Invesco Ltd.

Invesco Ltd. Announces August 31, 2022 Assets Under Management

Invesco is a company I've been positive about since the company started trading at dirt-cheap valuations. Times have not been easy for asset managers. Invesco remains as a more "unsafe" investment, but still an attractive one, given some of the fundamentals. "Unsafe" refers to its volatility.

Invesco: The Theoretical Appeal Is Still Very Much There - 'Buy'

Financials are now beating the SPX in 2022, but the Capital Markets industry is stuck out of favor. One domestic asset manager is mired in a downtrend of its own and is approaching important support.

Invesco: A Tradeable Low, But Long-Term Investors Should Wait For A Turnaround

NEW YORK--(BUSINESS WIRE)-- #Data--USD Across-the-Curve Credit Spread Indices and USD Financial Conditions Credit Spread Indices are now available via Bloomberg and Refinitiv.

Invesco USD Across-the-Curve Credit Spread Indices (AXI) now accessible via Bloomberg and Refinitiv

The Invesco Agriculture Commodity Strategy No K-1 ETF issues a Form 1099 rather than a Schedule K-1 tax form. ATLANTA , Aug. 24, 2022 /PRNewswire/ -- Invesco Ltd.

News for Invesco Stock (IVZ)