IVZ
Invesco Plc
NYSE: IVZ · FINANCIAL SERVICES · ASSET MANAGEMENT
$25.64
-0.85% today
Updated 2026-04-29
Market cap
$11.46B
P/E ratio
—
P/S ratio
1.80x
EPS (TTM)
$-1.47
Dividend yield
—
52W range
$13 – $29
Volume
5.7M
Invesco Plc (IVZ) Financial statements
SEC filings — annual and quarterly data.
Income statement — annual
| Item | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $3.88B | $3.31B | $2.63B | $3.49B | $4.09B | $4.05B | $4.64B | $5.15B | $5.12B | $4.73B | $5.16B | $5.31B | $6.12B | $6.15B | $6.89B | $6.05B | $5.72B | $6.07B | $6.38B |
| Revenue growth (YoY) | — | +19.5% | -14.7% | -20.6% | +32.7% | +17.3% | -1.0% | +14.7% | +10.8% | -0.5% | -7.6% | +9.0% | +3.0% | +15.1% | +0.5% | +12.2% | -12.3% | -5.5% | +6.1% | +5.1% |
| Cost of revenue | $815.70M | $2.79B | $2.51B | $2.07B | $2.17B | $-254.60M | $2.54B | $2.82B | $3.03B | $2.98B | $2.78B | $2.99B | $3.10B | $3.60B | $3.76B | $4.06B | $3.61B | $3.71B | $4.04B | $3.62B |
| Gross profit | $3.25B | $3.88B | $3.31B | $2.63B | $1.32B | $4.09B | $1.51B | $1.83B | $2.12B | $2.15B | $1.96B | $2.17B | $2.21B | $2.52B | $2.39B | $2.83B | $2.44B | $5.72B | $2.03B | $2.75B |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 37.8% | 100.0% | 37.4% | 39.3% | 41.2% | 41.9% | 41.4% | 42.1% | 41.6% | 41.1% | 38.9% | 41.1% | 40.3% | 100.0% | 33.4% | 43.2% |
| R&D | — | — | — | $0.00 | $0.00 | $0.00 | $0.00 | $11.70M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | — |
| SG&A | — | $295.80M | $2.41B | $2.03B | $262.20M | $3.11B | $296.10M | $311.30M | $396.50M | $361.70M | $294.40M | $306.90M | $324.40M | $404.20M | $480.80M | $424.10M | $493.60M | $450.40M | $594.70M | $576.50M |
| Operating income | $785.40M | $994.30M | $747.80M | $484.30M | $589.90M | $898.10M | $842.60M | $1.12B | $1.28B | $1.36B | $1.15B | $1.28B | $1.20B | $808.20M | $920.40M | $1.79B | $1.32B | $-434.80M | $832.10M | $-695.70M |
| Operating margin | 24.2% | 25.6% | 22.6% | 18.4% | 16.9% | 21.9% | 20.8% | 24.1% | 24.8% | 26.5% | 24.3% | 24.8% | 22.7% | 13.2% | 15.0% | 25.9% | 21.8% | -7.6% | 13.7% | -10.9% |
| EBITDA | $839.80M | $1.06B | $801.50M | $499.60M | $1.11B | $911.60M | $1.15B | $1.51B | $1.56B | $1.54B | $1.40B | $1.64B | $1.39B | $1.29B | $1.40B | $2.80B | $1.53B | $-434.80M | $1.24B | $1.38B |
| EBITDA margin | 25.9% | 27.3% | 24.2% | 19.0% | 31.8% | 22.3% | 28.3% | 32.5% | 30.3% | 30.0% | 29.6% | 31.8% | 26.2% | 21.0% | 22.8% | 40.6% | 25.3% | -7.6% | 20.5% | 21.6% |
| EBIT | $772.30M | $994.30M | $733.90M | $422.00M | $1.01B | $794.20M | $1.05B | $1.42B | $1.47B | $1.44B | $1.30B | $1.52B | $1.25B | $1.11B | $1.20B | $2.60B | $1.33B | $-434.80M | $1.06B | $-546.70M |
| Interest expense | $0.00 | $0.00 | $76.90M | $64.50M | $177.20M | $248.80M | $220.60M | $167.90M | $73.10M | $81.70M | $93.40M | $94.80M | $111.50M | $135.70M | $129.30M | $94.70M | $85.20M | $70.50M | $58.00M | $82.50M |
| Income tax | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Effective tax rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net income | $490.10M | $673.60M | $481.70M | $322.50M | $465.70M | $729.70M | $677.10M | $940.30M | $991.50M | $968.10M | $854.20M | $1.13B | $882.80M | $688.30M | $761.60M | $1.63B | $920.70M | $-333.70M | $774.80M | $-281.70M |
| Net income growth (YoY) | — | +37.4% | -28.5% | -33.0% | +44.4% | +56.7% | -7.2% | +38.9% | +5.4% | -2.4% | -11.8% | +32.0% | -21.7% | -22.0% | +10.6% | +114.0% | -43.5% | -136.2% | +332.2% | -136.4% |
| Profit margin | 15.1% | 17.4% | 14.6% | 12.3% | 13.4% | 17.8% | 16.7% | 20.2% | 19.3% | 18.9% | 18.0% | 21.8% | 16.6% | 11.3% | 12.4% | 23.6% | 15.2% | -5.8% | 12.8% | -4.4% |