Invesco Ltd. (IVZ) quarterly income statement — complete revenue, gross profit & net income history
| Metric | Q1'26 | Q4'25 | Q3'25 | Q2'25 | Q1'25 | Q4'24 | Q3'24 | Q2'24 | Q1'24 | Q4'23 | Q3'23 | Q2'23 | Q1'23 | Q4'22 | Q3'22 | Q2'22 | Q1'22 | Q4'21 | Q3'21 | Q2'21 |
|---|
| Sales/Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Revenue Growth % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Cost of Goods Sold | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| COGS % of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | 1.14B | 1.13B | 560.5M | 504.4M | 555.6M | 602.6M | 390.4M | 535.6M | 498.6M | 485.2M | 515.3M | 504.6M | 500.3M | 531.9M | 573.6M | 648.2M | 683.9M | 764.5M | 726.9M | 694.8M |
| Gross Margin % | 65.53% | 66.96% | 34.17% | 33.28% | 36.33% | 37.83% | 25.76% | 36.11% | 33.8% | 34.33% | 35.74% | 34.97% | 35.28% | 36.85% | 39.68% | 42.35% | 41.97% | 43.35% | 41.54% | 40.36% |
| Gross Profit Growth % | 105.74% | 88% | 43.57% | -5.83% | 11.43% | 24.2% | -24.24% | 6.14% | -0.34% | -8.78% | -10.16% | -22.15% | -26.85% | -30.43% | -21.09% | -6.71% | 5.59% | 20.3% | 27.01% | 33.51% |
| Operating Expenses | 809.9M | 2.59B | 289.6M | 290.2M | 278.3M | 290.9M | 289.9M | 328.8M | 285.5M | 1.56B | 287.6M | 300.8M | 290.8M | 286.8M | 223.4M | 303.5M | 306.2M | 255.3M | 263.1M | 223.9M |
| OpEx % of Revenue | 46.43% | 153.13% | 17.65% | 19.15% | 18.2% | 18.26% | 19.13% | 22.17% | 19.35% | 110.44% | 19.94% | 20.85% | 20.5% | 19.87% | 15.45% | 19.83% | 18.79% | 14.48% | 15.03% | 13.01% |
| Selling, General & Admin | 0 | 172.5M | 171.4M | 162.3M | 154.3M | 158.7M | 159.7M | 201M | 156.6M | 161.6M | 165.2M | 175M | 124.6M | 141.4M | 76.3M | 153.5M | 123.9M | 157.2M | 125.3M | 127.8M |
| SG&A % of Revenue | - | 10.2% | 10.45% | 10.71% | 10.09% | 9.96% | 10.54% | 13.55% | 10.61% | 11.43% | 11.46% | 12.13% | 8.79% | 9.8% | 5.28% | 10.03% | 7.6% | 8.91% | 7.16% | 7.42% |
| Research & Development | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| R&D % of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | 333.2M | -1.46B | 270.9M | 214.2M | 277.3M | 311.7M | 100.5M | 206.8M | 213.1M | -1.08B | 227.7M | 203.8M | 209.5M | 245.1M | 350.2M | 344.7M | 377.7M | 509.2M | 463.8M | 470.9M |
| Operating Margin % | 19.1% | -86.18% | 16.51% | 14.13% | 18.13% | 19.57% | 6.63% | 13.94% | 14.44% | -76.11% | 15.79% | 14.13% | 14.77% | 16.98% | 24.22% | 22.52% | 23.18% | 28.88% | 26.5% | 27.36% |
| Operating Income Growth % | 20.16% | -567.79% | 169.55% | 3.58% | 30.13% | 128.97% | -55.86% | 1.47% | 1.72% | -538.92% | -34.98% | -40.88% | -44.53% | -51.87% | -24.49% | -26.8% | 9.7% | 133.79% | 72.74% | 302.13% |
| EBITDA | 324.5M | 345.5M | 309.2M | 254.3M | 318.8M | 355.8M | 144.5M | 253.2M | 258.2M | 184.5M | 269.9M | 251.2M | 256.3M | 293.7M | 398.1M | 394M | 427.2M | 559.6M | 514.8M | 523.7M |
| EBITDA Margin % | 18.6% | 20.42% | 18.85% | 16.78% | 20.85% | 22.34% | 9.54% | 17.07% | 17.5% | 13.05% | 18.72% | 17.41% | 18.07% | 20.35% | 27.54% | 25.74% | 26.22% | 31.73% | 29.42% | 30.42% |
| EBITDA Growth % | 1.79% | -2.89% | 113.98% | 0.43% | 23.47% | 92.85% | -46.46% | 0.8% | 0.74% | -37.18% | -32.2% | -36.24% | -40% | -47.52% | -22.67% | -24.77% | 8.04% | 106.49% | 60.82% | 212.84% |
| D&A (Non-Cash Add-back) | 0 | 1.8B | 38.3M | 40.1M | 41.5M | 44.1M | 44M | 46.4M | 45.1M | 1.26B | 42.2M | 47.4M | 46.8M | 48.6M | 47.9M | 49.3M | 49.5M | 50.4M | 51M | 52.8M |
| EBIT | 324.5M | -1.57B | 372.4M | 295.1M | 358M | 329.8M | 158.5M | 276.2M | 298.8M | -916.7M | 247.3M | 248.3M | 253.7M | 408M | 273.7M | 307.7M | 343.5M | 711M | 708.4M | 673.9M |
| Net Interest Income | -15.1M | -1.4M | -15.2M | -10.2M | -1.8M | 12.2M | -2.5M | -5.3M | -3.5M | 4.5M | -6.5M | -11.3M | -9.4M | 200K | -15.3M | -23.7M | -22M | -1.6M | -21.2M | -24.2M |
| Interest Income | 9.2M | 21.6M | 10.5M | 10.5M | 11.3M | 24.6M | 10.9M | 11M | 12.4M | 21.3M | 10.8M | 7.1M | 8.6M | 17.8M | 3.3M | 2.1M | 1.2M | 21.6M | 1.9M | 400K |
| Interest Expense | 24.3M | 23M | 25.7M | 20.7M | 13.1M | 12.4M | 13.4M | 16.3M | 15.9M | 16.8M | 17.3M | 18.4M | 18M | 17.6M | 18.6M | 25.8M | 23.2M | 23.2M | 23.1M | 24.6M |
| Other Income/Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | 300.2M | -1.35B | 346.7M | 274.4M | 344.9M | 317.4M | 145.1M | 259.9M | 282.9M | -933.5M | 230M | 229.9M | 235.7M | 390.4M | 255.1M | 281.9M | 320.3M | 687.8M | 685.3M | 649.3M |
| Pretax Margin % | 17.21% | -79.52% | 21.14% | 18.11% | 22.55% | 19.92% | 9.57% | 17.52% | 19.18% | -66.05% | 15.95% | 15.93% | 16.62% | 27.05% | 17.65% | 18.42% | 19.66% | 39% | 39.16% | 37.72% |
| Income Tax | 81.1M | -349.5M | -9.7M | 77M | 77.6M | 78.7M | 41.5M | 64M | 68.7M | -266.4M | 61.3M | 65.5M | 69.9M | 89.6M | 86.8M | 63M | 82.8M | 130.7M | 139.7M | 154.2M |
| Effective Tax Rate % | 27.02% | 25.98% | -2.8% | 28.06% | 22.5% | 24.8% | 28.6% | 24.62% | 24.28% | 28.54% | 26.65% | 28.49% | 29.66% | 22.95% | 34.03% | 22.35% | 25.85% | 19% | 20.39% | 23.75% |
| Net Income | 268.6M | -1.06B | 345.7M | 203.4M | 230.3M | 268.5M | 114.2M | 191.4M | 200.7M | -683.1M | 190.6M | 191.4M | 204.2M | 247M | 236.6M | 180.2M | 256.9M | 486M | 389.3M | 427.5M |
| Net Margin % | 15.4% | -62.71% | 21.07% | 13.42% | 15.06% | 16.86% | 7.54% | 12.9% | 13.6% | -48.33% | 13.22% | 13.27% | 14.4% | 17.11% | 16.37% | 11.77% | 15.77% | 27.56% | 22.25% | 24.83% |
| Net Income Growth % | 16.63% | -495.2% | 202.71% | 6.27% | 14.75% | 139.31% | -40.08% | 0% | -1.71% | -376.56% | -19.44% | 6.22% | -20.51% | -49.18% | -39.22% | -57.85% | -21.44% | 79.8% | 55.16% | 328.79% |
| Net Income (Continuing) | 219.1M | -995.9M | 356.4M | 197.4M | 267.3M | 238.7M | 103.6M | 195.9M | 214.2M | -667.1M | 168.7M | 164.4M | 165.8M | 300.8M | 168.3M | 218.9M | 237.5M | 557.1M | 545.6M | 495.1M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 1.01B | 773.9M | 786.7M | 1.09B | 1.09B | 1.11B | 1.15B | 1.18B | 1.3B | 1.32B | 1.34B | 1.38B | 1.47B | 1.63B | 1.6B | 1.57B | 1.44B | 1.18B | 1.19B | 882.5M |
| EPS (Diluted) | 0.51 | -2.61 | 0.66 | -0.03 | 0.38 | 0.46 | 0.12 | 0.29 | 0.31 | -1.64 | 0.29 | 0.29 | 0.32 | 0.41 | 0.39 | 0.26 | 0.43 | 0.92 | 0.71 | 0.79 |
| EPS Growth % | 34.21% | -667.39% | 450% | -110.34% | 22.58% | 128.05% | -58.62% | 0% | -3.13% | -500% | -25.64% | 11.54% | -25.58% | -55.43% | -45.07% | -67.09% | -25.86% | 100% | 73.17% | 777.78% |
| EPS (Basic) | 0.51 | -2.63 | 0.67 | -0.03 | 0.38 | 0.46 | 0.12 | 0.29 | 0.31 | -1.64 | 0.29 | 0.29 | 0.32 | 0.41 | 0.39 | 0.27 | 0.43 | 0.92 | 0.71 | 0.80 |
| Diluted Shares Outstanding | 453.7M | 453.8M | 454.6M | 453.8M | 454M | 454.1M | 455.6M | 456.1M | 453.5M | 453.1M | 453.1M | 458.8M | 458.9M | 459.1M | 459.5M | 459.5M | 462.4M | 465.6M | 466M | 466.2M |
| Basic Shares Outstanding | 451.1M | 451.2M | 452.4M | 453.8M | 452.9M | 453.3M | 454.9M | 455.5M | 453.2M | 451.7M | 451.7M | 457.9M | 458.1M | 457M | 457M | 456.5M | 459.5M | 463.3M | 463.3M | 462.8M |
| Dividend Payout Ratio | - | - | 27.48% | 46.8% | 40.16% | 34.56% | 83.45% | 48.69% | 44.94% | - | 47.27% | 48.01% | 41.97% | 34.7% | 36.22% | 47.5% | 30.28% | 16.21% | 20.24% | 18.39% |