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

DENVER and DALLAS, Oct. 28, 2021 /PRNewswire/ -- Avanta Residential, the single-family rental affiliate of Hunt Companies, announced today that the firm has secured a recapitalization and strategic investment from Invesco Real Estate, a global real estate investment manager.  The commitment will further scale Avanta's operating platform and position it as a pre-eminent build-for-rent enterprise.

Invesco Real Estate and Avanta Ink Deal for Strategic Investment in Single-Family Rental Platform

Invesco QQQ

On Wednesday, Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced the expansion of the Invesco QQQ Innovation Suite with the introduction of two new environmental, social, and governance (ESG) ETF offerings.

Invesco Expands QQQ Innovation Suite With QQMG and QQJG

ATLANTA, Oct. 27, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today the expansion of the Invesco QQQ Innovation Suite with the introduction of two new Environmental, Social and Governance (ESG) ETF offerings.

Invesco Expands QQQ Innovation Suite to Include Two ESG ETF Offerings

Invesco Ltd. (IVZ) CEO Marty Flanagan on Q3 2021 Results - Earnings Call Transcript

Rise in revenues and AUM balance supports Invesco's (IVZ) Q3 results.

Invesco (IVZ) Q3 Earnings Top Estimates, Revenues & AUM Rise

Invesco (IVZ) delivered earnings and revenue surprises of 5.48% and -0.02%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Tops Q3 Earnings Estimates

Invesco (NYSE:IVZ) reported its Q3 earnings results on Tuesday, October 26, 2021 at 07:00 AM. Here's what investors need to know about the announcement.

Invesco: Q3 Earnings Insights

ATLANTA, Oct. 26, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended September 30, 2021.

Invesco Reports Results for the Three Months Ended September 30, 2021

Rise in AUM balance is expected to have supported Invesco's (IVZ) Q3 performance.

Invesco's (IVZ) Q3 Earnings to Gain From Rise in AUM Balance

Ameriprise Financial

Robinhood

Principal Financial Group

A rise in AUM balance and higher revenues are expected to have supported Q3 earnings of AMP, HOOD, PFG, and IVZ.

Investment Managers' Q3 Earnings on Oct 26: AMP, HOOD & More

Invesco is yet to formally withdraw its ETF filing. But on Monday, it delayed the effective date of its futures-based ETF to October 29.

Invesco ditches its plan to launch a US bitcoin futures ETF any time soon, just before the first-ever makes its debut

Invesco Dynamic Credit Opportunities Fund

ATLANTA, Oct. 15, 2021 /PRNewswire/ -- FINAL RESULTS OF TENDER OFFER Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today the final results of the previously announced tender offer for Invesco Dynamic Credit Opportunities Fund (NYSE: VTA), (the "Fund").

Invesco Advisers Announces Final Results of Tender Offer, Date of Upcoming Reorganization, Date of Ceasing of Trading, Change in Dividend Payable Date and Related Matters for Invesco Dynamic Credit Opportunities Fund

ATLANTA, Oct. 11, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,528.6 billion, a decrease of 2.2% versus previous month-end.

Invesco Ltd. Announces September 30, 2021 Assets Under Management

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.

News for Invesco Stock (IVZ)