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, July 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,525.0 billion, an increase of 1.3% versus previous month-end.

Invesco Ltd. Announces June 30, 2021 Assets Under Management

ATLANTA, July 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2021 results on Tuesday, July 27, 2021.

Invesco Ltd. To Announce Second Quarter 2021 Results

Let's see if Invesco (IVZ) stock is a good choice for value-oriented investors right now from multiple angles.

Should Value Investors Consider Invesco (IVZ) Stock Now?

Applied Materials

Generac Holdings

Landbridge Co LLC

Nucor

L Brands (LB), Nucor (NUE), Generac Holdings (GNRC), Applied Materials (AMAT) and Invesco (IVZ) have gained more than 50% so far this year and carry a Zacks Rank #1 (Strong Buy) or 2 (Buy).

5 S&P 500 Stocks Up More Than 50% in 1H With Room to Run

Invesco Senior Income Trust

ATLANTA, June 16, 2021 /PRNewswire/ -- Invesco Advisers, Inc. (the "Adviser"), a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today that the Board of Trustees (the "Board") of Invesco Senior Income Trust (NYSE: VVR) (the "Fund") recently approved changes to the Fund's investment policy effective on or about June 16, 2021.

Invesco Advisers Announces Investment Policy Change for Invesco Senior Income Trust

Invesco Dynamic Credit Opportunities Fund

ATLANTA, June 16, 2021 /PRNewswire/ -- Invesco Advisers, Inc. (the "Adviser"), a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today that the Board of Trustees (the "Board") of Invesco Dynamic Credit Opportunities Fund (NYSE: VTA) (the "Fund") recently approved changes to the Fund's investment policy effective on or about June 16, 2021.

Invesco Advisers Announces Investment Policy Change for Invesco Dynamic Credit Opportunities Fund

ATLANTA, June 16, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global investment management firm, announced today the findings of its 2020 Corporate Social Responsibility (CSR) Report, which highlights several areas, including the firm's response to the COVID-19 pandemic; efforts to further improve diversity, equity and inclusion; commitment to the environment; and progress with regard to ESG.

Invesco 2020 Corporate Social Responsibility Report Highlights Invesco's Commitment to ESG and Diversity & Inclusion

Blackrock Inc

IVZ vs. BLK: Which Stock Is the Better Value Option?

CHARLOTTESVILLE, Va. and DALLAS, June 14, 2021 /PRNewswire/ -- Invesco Real Estate, a global real estate investment manager, and Jera Asset Management (Jera), a national real estate investment firm focused on properties that are net-leased to quality credit tenants, have formed a strategic joint venture, Mercury Trust, to take advantage of the strong industrial markets.

Jera Asset Management and Invesco Real Estate Form Joint Venture to Acquire Industrial Real Estate with a focus on Distribution Centers, Logistics Properties, and Cold Storage Warehouses Seeded with Initial Portfolio of Nearly $500 million in Assets.

The asset manager has seen its stock price rise soar in 2021, but it may still have room to run.

Is Invesco the Value Stock for You?

ATLANTA, June 11, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset manager, announced today the launch of two new exchange-traded funds (ETFs) that capture timely technology themes – biotechnology and semiconductors.

Invesco Expands Longstanding Partnership with Nasdaq with Two New Thematic Technology ETFs

Improving AUM balance, along with global reach, will support Invesco's (IVZ) financials in the upcoming quarters.

Invesco (IVZ) May AUM Up 3.2% on Upbeat Markets & Inflows

ATLANTA, June 9, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,505.1 billion, an increase of 3.2% versus previous month-end.

Invesco Ltd. Announces May 31, 2021 Assets Under Management

Does Invesco (IVZ) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Invesco (IVZ) is a Great Momentum Stock to Buy

ATLANTA, June 3, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Chief Financial Officer, is scheduled to present at the Morgan Stanley US Financials, Payments & CRE Conference, a virtual event, on June 16, 2021 at 8:45am EST.

Invesco Ltd. To Present at Morgan Stanley US Financials, Payments & CRE Conference

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

Why Is Invesco (IVZ) Down 0.7% Since Last Earnings Report?

ATLANTA, May 27, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Marty Flanagan, President and Chief Executive Officer, and Roger Crandall, Chairman, President and Chief Executive Officer of  Massachusetts Mutual Life Insurance Company (MassMutual), are scheduled to present at the Bernstein 37th Annual Strategic Decisions Conference, a virtual event, on June 2, 2021 at 9:00am EST.

Updated - Invesco Ltd. To Present at Bernstein 37th Annual Strategic Decisions Conference

Advanced Semiconductor Engineering

Boise Cascade

Group 1 Automotive

Lumber Liquidators

Owens & Minor

P/B ratio is emerging as a convenient tool to identify low-priced stocks that have high-growth prospects.

6 Valuable Price-to-Book Stocks to Boost Your Portfolio

T. Rowe Price Group

IVZ vs. TROW: Which Stock Is the Better Value Option?

IVZ vs. TROW: Which Stock Should Value Investors Buy Now?

Invesco's (IVZ) solid balance sheet, opportunistic expansion efforts and improving AUM balance bode well for the future.

5 Reasons to Add Invesco (IVZ) Stock to Your Portfolio Now

Sanmina-SCI

Vishay Intertechnology

Value investing is essentially about selecting stocks that are usually cheap but fundamentally sound. Boise Cascade Company (BCC), Vishay Intertechnology (VSH), Owens & Minor (OMI), Sanmina Corporation (SANM) and Invesco (IVZ) boast low P/CF ratio.

Add These 5 Low P/CF Stocks to Create a Value-Based Portfolio

ATLANTA, May 19, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Marty Flanagan, President and Chief Executive Officer, and Allison Dukes, Chief Financial Officer, are scheduled to present at the Bernstein 37th Annual Strategic Decisions Conference, a virtual event, on June 2, 2021 at 9:00am EDT.

Invesco Ltd. To Present at Bernstein 37th Annual Strategic Decisions Conference

DALLAS, May 17, 2021 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT") today announced the commencement of its public offering of common stock. INREIT invests primarily in stabilized, income-oriented commercial real estate in the United States.

Invesco Real Estate Income Trust Inc. Commences Public Offering

Rising AUM balance is expected to keep supporting Invesco's (IVZ) revenues in the quarters ahead.

Invesco (IVZ) April AUM Up 3.9% on Upbeat Markets & Inflows

Invesco is up 250% over the past year but that is somewhat misleading given the pandemic-induced sell-off last March. The company's stock has yet to reach its all-time high prior to two large acquisitions: Oppenheimer in May of 2019 and Guggenheim in April of 2018.

News for Invesco Stock (IVZ)