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 Dynamic Credit Opportunities Fund

ATLANTA, Oct. 8, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today the preliminary results of the previously announced tender offer for Invesco Dynamic Credit Opportunities Fund (NYSE: VTA), (the "Fund").

Invesco Advisers Announces Expiration of Tender Offer for Invesco Dynamic Credit Opportunities Fund

ATLANTA, Oct. 7, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced the launch of two passively managed exchange-traded funds (ETFs) focused on digital assets and blockchain.

Invesco Launches Digital Assets and Blockchain Thematic Equity ETFs in the U.S.

ATLANTA, Oct. 5, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2021 results on Tuesday, October 26, 2021.

Invesco Ltd. To Announce Third Quarter 2021 Results

SEATTLE--(BUSINESS WIRE)--LPC West, the West Coast arm of national real estate firm Lincoln Property Company, has joined with Invesco Real Estate to close on the Cascadian, a new nine-story office building in the center of Seattle's flourishing life science corridor, one of the nation's leading hubs in this fast-growing field. Located at the intersection of South Lake Union, Capitol Hill, and the Central Business District, the Cascadian includes 211,000 rentable square feet and can accommodate

LPC West and Invesco Real Estate Close On 9-Story Building in the Heart of Seattle's Flourishing Life Science Corridor

ATLANTA, Sept. 29, 2021 /PRNewswire/ -- Invesco Ltd.

Invesco Builds on Commitment to ESG

DALLAS, Sept. 27, 2021 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed public non-listed REIT, announced today the acquisition of six properties in the student housing, industrial and self-storage sectors.

Invesco Real Estate Income Trust Inc. Surpasses Half a Billion Dollars in Gross Assets

Leading U.S. asset manager Invesco Ltd. (NYSE:IVZ) has teamed up with Mike Novogratz's digital asset management firm Galaxy Digital Holdings Ltd (OTC:BRPHF) to develop a set of crypto-based ETFs.

Invesco Partners With Galaxy Digital To Launch Series Of Crypto ETFs

First in the pipeline is a bitcoin-holding ETF that Galaxy proposed last year, which Invesco joined as a sponsor, The Wall Street Journal reported.

Invesco is partnering with Mike Novogratz's Galaxy Digital to launch crypto ETFs

ATLANTA and NEW YORK, Sept. 22, 2021 /PRNewswire/ -- Galaxy Digital Holdings Ltd.

Invesco ETFs and Galaxy Digital Partner to Offer Investors Exposure to an Expansive Range of Products in the Digital Asset Ecosystem

Alibaba

Blink Charging

Exponent

Morgan Stanley

Riot Blockchain

Weibo

The S&P 500 saw its trailing 12-month real earnings per share increase by a compound annual growth rate of nearly 6% over the past five years. The index's share price ($4,432.99 as of Friday) has grown by more than 100% over the past five years.

4 Stocks Growing Earnings Fast

CuriosityStream

Nervousness continued on Wall Street on Friday.

These 2 Stocks Are Getting a Lift as Markets Fall

State Street

Invesco Ltd. is in talks to merge with State Street Corp.'s asset-management business, people familiar with the matter said.

Invesco in talks to merge with State Street's asset-management business

Invesco Ltd. : Amendment to Ultra Electronics Holdings Plc.

Invesco (IVZ) is in talks over a potential merger with State Street's (STT) asset-management business.

Invesco (IVZ) in Merger Talks With State Street (STT) Unit

The shares of investment management company Invesco Ltd (NYSE:IVZ) are surging this morning, up 7.6% to trade at $26.79 at last check.

Invesco Stock Pops on Rumored Merger Talks

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

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.

News for Invesco Stock (IVZ)