
Invesco Ltd. Income Statement 2025-2006 | IVZ
Brief overview of profit and loss at Invesco Ltd.
The conclusions below are based on five years of reported results. Revenue reported by Invesco Ltd. was 6.1 billion dollars at the beginning of the period and 6.4 billion dollars at the end. The five-year change reached +3.8%, while CAGR stood at 0.7%. The business did not achieve meaningful top-line expansion.
The final result was $762 million initially and −$175 million in the final year. The business lost profitability by the end of the period.
Over the period, capitalization shifted from $9.5 billion to $11.8 billion (+24.6%). Higher capitalization indicates improving investor confidence.
Financial takeaway
Positive developments coexist with areas of weakness. The overall view is constrained by a softer top-line trend and lower net income. Further direction will depend on top-line growth, operating profitability, and net income.
Annual Income Statement Invesco Ltd.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Market Cap |
11.8 B | 7.93 B | 7.06 B | 7.1 B | 10.3 B | 9.49 B | 7.72 B | 7.67 B | 15 B | 12.1 B | 12.8 B | 16 B | 15 B | 12.8 B | 10.4 B | 8.35 B | 6.8 B | 10.7 B | - | - |
Shares |
453 M | 457 M | 455 M | 458 M | 463 M | 461 M | 438 M | 412 M | 409 M | 415 M | 429 M | 435 M | 448 M | 452 M | 463 M | 460 M | 417 M | 386 M | - | - |
Historical Prices |
26.1 | 17.4 | 15.5 | 15.5 | 22.3 | 19.6 | 15.4 | 15.2 | 28.6 | 21.9 | 21.8 | 25.9 | 22.8 | 18.2 | 14.7 | 18.1 | 16.3 | 27.6 | 24.6 | 19.7 |
Net Income |
-175 M | 538 M | -334 M | 684 M | 1.39 B | 762 M | 688 M | 883 M | 1.13 B | 854 M | 968 M | 988 M | 940 M | 677 M | 730 M | 466 M | 322 M | 482 M | 674 M | - |
Revenue |
6.38 B | 6.07 B | 5.72 B | 6.05 B | 6.89 B | 6.15 B | 6.12 B | 5.31 B | 5.16 B | 4.73 B | 5.12 B | 5.15 B | 4.64 B | 4.18 B | 4.09 B | 3.39 B | 2.63 B | 3.31 B | 3.88 B | - |
Cost of Revenue |
2 B | 2.01 B | 1.89 B | 1.73 B | 1.91 B | 1.81 B | 1.71 B | 1.49 B | 1.5 B | 1.37 B | 1.4 B | 1.39 B | 1.33 B | 1.23 B | 1.18 B | 1.06 B | 951 M | 1.06 B | 1.14 B | - |
Gross Profit |
- | - | - | - | - | 4.34 B | 4.41 B | 3.82 B | 3.62 B | 3.36 B | 3.73 B | 3.75 B | 3.32 B | 2.88 B | 4.09 B | - | - | - | - | - |
Operating Income |
-696 M | 832 M | -435 M | 1.32 B | 1.79 B | 920 M | 808 M | 1.2 B | 1.28 B | 1.15 B | 1.36 B | 1.28 B | 1.12 B | 843 M | 882 M | 579 M | 484 M | 748 M | 994 M | - |
Interest Expense |
55.9 M | 47.7 M | 70.5 M | 85.2 M | 94.7 M | 129 M | 136 M | 112 M | 94.8 M | 93.4 M | 81.7 M | 73.1 M | 44.6 M | 52.3 M | 61.8 M | 58.6 M | 64.5 M | 76.9 M | 71.3 M | - |
EBITDA |
-540 M | 1.01 B | -252 M | 1.51 B | 1.99 B | 1.52 B | 1.66 B | 1.48 B | 1.39 B | 1.28 B | 1.45 B | 1.37 B | 1.21 B | 975 M | 1.02 B | 676 M | 562 M | 815 M | 1.08 B | - |
Operating Expenses |
7.07 B | 5.23 B | 6.15 B | 4.73 B | 5.11 B | 3.02 B | 2.93 B | 2.48 B | 2.35 B | 2.18 B | 2.37 B | 2.48 B | 2.19 B | 2 B | 3.19 B | 2.81 B | 2.14 B | 2.56 B | 2.88 B | - |
General and Administrative Expenses |
576 M | 595 M | 568 M | 494 M | 424 M | 2.94 B | 2.79 B | 2.34 B | 2.22 B | 2.06 B | 2.25 B | 2.36 B | 2.09 B | 1.9 B | 3.11 B | 248 M | 167 M | 266 M | 296 M | - |
All numbers in USD currency
Quarterly Income Statement Invesco Ltd.
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | 2010-Q3 | 2010-Q2 | 2010-Q1 | 2009-Q3 | 2009-Q2 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Shares |
451 M | 451 M | 444 M | 452 M | 454 M | 453 M | 448 M | 455 M | 456 M | 453 M | 450 M | 452 M | 458 M | 458 M | 455 M | 457 M | 456 M | 460 M | 461 M | 463 M | 463 M | 462 M | 459 M | 461 M | 460 M | 456 M | 453 M | 463 M | 432 M | 402 M | 397 M | 414 M | 414 M | 411 M | 407 M | 410 M | 410 M | 408 M | 404 M | 413 M | 419 M | 419 M | 418 M | 429 M | 432 M | 432 M | 430 M | 434 M | 436 M | 437 M | 433 M | 448 M | 449 M | 448 M | 441 M | 451 M | 454 M | 448 M | 446 M | 451 M | 451 M | 462 M | 443 M | 449 M | - | - | - |
Net Income |
339 M | 219 M | - | 356 M | 197 M | 267 M | - | 104 M | 196 M | 142 M | - | 131 M | 132 M | 145 M | - | 177 M | 121 M | 198 M | - | 330 M | 368 M | 268 M | - | 192 M | 40.5 M | 81.5 M | - | 167 M | 40.1 M | 178 M | - | 270 M | 245 M | 254 M | - | 268 M | 240 M | 212 M | - | 241 M | 226 M | 161 M | - | 249 M | 257 M | 260 M | - | 256 M | 274 M | 188 M | - | 228 M | 203 M | 222 M | - | 171 M | 154 M | 194 M | - | 167 M | 183 M | 178 M | 155 M | 40.8 M | 95 M | 105 M | 75.7 M |
Revenue |
1.83 B | 1.74 B | - | 1.64 B | 1.52 B | 1.53 B | - | 1.52 B | 1.48 B | 1.48 B | - | 1.44 B | 1.44 B | 1.42 B | - | 1.45 B | 1.53 B | 1.63 B | - | 1.75 B | 1.72 B | 1.66 B | - | 1.5 B | 1.42 B | 1.6 B | - | 1.72 B | 1.44 B | 1.21 B | - | 1.34 B | 1.36 B | 1.36 B | - | 1.34 B | 1.25 B | 1.19 B | - | 1.2 B | 1.19 B | 1.15 B | - | 1.27 B | 1.32 B | 1.29 B | - | 1.31 B | 1.29 B | 1.27 B | - | 1.17 B | 1.14 B | 1.11 B | - | 1.01 B | 982 M | 1.03 B | - | 998 M | 1.07 B | 1.03 B | 953 M | 787 M | 719 M | 706 M | 625 M |
Cost of Revenue |
547 M | 513 M | - | 522 M | 510 M | 465 M | - | 625 M | 452 M | 473 M | - | 478 M | 476 M | 463 M | - | 421 M | 407 M | 433 M | - | 477 M | 487 M | 489 M | - | 444 M | 455 M | 422 M | - | 446 M | 422 M | 381 M | - | 381 M | 379 M | 385 M | - | 388 M | 366 M | 398 M | - | 345 M | 350 M | 344 M | - | 338 M | 347 M | 361 M | - | 344 M | 343 M | 362 M | - | 330 M | 324 M | 342 M | - | 315 M | 288 M | 318 M | - | 306 M | 318 M | 306 M | 304 M | 260 M | 238 M | 239 M | 229 M |
Operating Income |
364 M | 333 M | - | 271 M | 214 M | 277 M | - | 100 M | 207 M | 213 M | - | 228 M | 204 M | 210 M | - | 350 M | 345 M | 378 M | - | 464 M | 471 M | 344 M | - | 268 M | 117 M | 317 M | - | 275 M | 18.3 M | 200 M | - | 322 M | 331 M | 321 M | - | 360 M | 318 M | 258 M | - | 306 M | 302 M | 274 M | - | 353 M | 364 M | 338 M | - | 330 M | 355 M | 244 M | - | 286 M | 274 M | 267 M | - | 211 M | 200 M | 230 M | - | 228 M | 233 M | 226 M | 183 M | 71.4 M | 137 M | 152 M | 110 M |
Interest Expense |
106 M | -400 K | - | -800 K | 59.7 M | -24.3 M | - | 28.3 M | 3.6 M | 35.9 M | - | -23.3 M | 18.4 M | 18 M | - | 18.6 M | 25.8 M | 23.2 M | - | 23.1 M | 24.6 M | 23.8 M | - | 33.8 M | 34.8 M | 36.3 M | - | 35 M | 33 M | 33.1 M | - | 29.6 M | 29.5 M | 23.2 M | - | 23.6 M | 23.6 M | 24 M | - | 23.9 M | 22.1 M | 23.9 M | - | 20.4 M | 19.6 M | 18.7 M | - | 18.1 M | 18.2 M | 18.7 M | - | 9.7 M | 10 M | 9.7 M | - | 12.6 M | 13.4 M | 13.6 M | - | 15.3 M | 16 M | 16.2 M | 16.1 M | 14.1 M | 12.4 M | 16.9 M | 16.5 M |
EBITDA |
430 M | 366 M | - | 280 M | 224 M | 319 M | - | 112 M | 218 M | 258 M | - | 239 M | 217 M | 256 M | - | 365 M | 360 M | 427 M | - | 619 M | 487 M | 395 M | - | 419 M | 216 M | 365 M | - | 400 M | 94.9 M | 236 M | - | 428 M | 397 M | 355 M | - | 442 M | 371 M | 284 M | - | 382 M | 351 M | 299 M | - | 421 M | 410 M | 361 M | - | 397 M | 401 M | 268 M | - | 352 M | 318 M | 289 M | - | 283 M | 251 M | 254 M | - | 323 M | 293 M | 254 M | 248 M | 110 M | 155 M | 204 M | 143 M |
Operating Expenses |
1.46 B | 1.41 B | - | 1.37 B | 1.3 B | 1.25 B | - | 1.41 B | 1.28 B | 1.26 B | - | 1.21 B | 1.24 B | 1.21 B | - | 1.1 B | 1.19 B | 1.25 B | - | 1.29 B | 1.25 B | 1.32 B | - | 1.23 B | 1.3 B | 1.28 B | - | 1.45 B | 1.42 B | 1.01 B | - | 1.02 B | 1.03 B | 1.03 B | - | 977 M | 936 M | 935 M | - | 895 M | 888 M | 874 M | - | 921 M | 954 M | 954 M | - | 981 M | 935 M | 1.03 B | - | 886 M | 862 M | 845 M | - | 803 M | 782 M | 804 M | - | 770 M | 837 M | 802 M | 770 M | 716 M | 582 M | 554 M | 515 M |
General and Administrative Expenses |
134 M | 147 M | - | 151 M | 139 M | 137 M | - | 141 M | 180 M | 138 M | - | 146 M | 152 M | 105 M | - | 48.7 M | 120 M | 102 M | - | 105 M | 103 M | 96.6 M | - | 89.7 M | 189 M | 106 M | - | 104 M | 94.2 M | 83.8 M | - | 60.8 M | 87 M | 83.7 M | - | 86.6 M | 85.9 M | 78 M | - | 83.5 M | 78.6 M | 77.9 M | - | 87 M | 89.1 M | 89.9 M | - | 114 M | 76.1 M | 122 M | - | 80.1 M | 77.3 M | 67.5 M | - | 66.2 M | 85.3 M | 73.3 M | - | 69.6 M | 77.6 M | 73.6 M | 64.5 M | 64.1 M | 50 M | 41.1 M | 46.9 M |
All numbers in USD currency
The income statement is one of the three key financial reports of a company Invesco Ltd. (alongside the balance sheet and the cash flow statement). It shows how the company makes money and what its expenses are:
- How much revenue the company earned
- How much it spent on production, personnel, marketing, taxes, etc.
- What profit remained in the end
Analyzing the income statement helps an investor understand whether the business generates stable and growing profits, how effectively the company controls its expenses, and whether it is capable of generating income in the future. Additionally, this analysis shows how the company copes with crises and economic cycles, and allows assessing the potential for stock price growth and dividend payments.
Features- The income statement may include both recurring and one-time items (for example, profit from the sale of assets). It is necessary to separate core metrics from one-off events for accurate analysis.
- Companies often publish interim reports (e.g., quarterly), which allows for more timely tracking of trends.
- A combined analysis of the income statement with the balance sheet and cash flow statement provides a comprehensive view of the company’s financial health.