Invesco Ltd. (IVZ) Income Statement Analysis

See more : Rousselet Centrifugation S.A. (MLROU.PA) Income Statement Analysis – Financial Results

Complete financial analysis of Invesco Ltd. (IVZ) income statement, including revenue, profit margins, EPS and key performance metrics. Get detailed insights into the financial performance of Invesco Ltd., a leading company in the Asset Management industry within the Financial Services sector.

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Invesco Ltd. (IVZ)

Industry: Asset Management

Sector: Financial Services

Website: https://www.invesco.com

About Invesco Ltd.

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Metric	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997
Revenue	5.72B	6.05B	6.89B	6.15B	6.12B	5.31B	5.16B	4.73B	5.12B	5.15B	4.64B	4.18B	4.09B	3.49B	2.63B	3.31B	3.88B	2.41B	2.17B	2.22B	2.07B	2.17B	2.36B	2.44B	1.73B	1.33B	876.60M
Cost of Revenue	3.71B	1.73B	1.91B	1.81B	1.71B	1.49B	1.54B	1.38B	1.40B	1.39B	1.33B	1.30B	0.00	0.00	0.00	0.00	0.00	0.00	0.00	1.65B	1.51B	1.58B	1.60B	1.47B	1.06B	860.70M	539.10M
Gross Profit	2.01B	4.32B	4.98B	4.34B	4.41B	3.82B	3.62B	3.36B	3.73B	3.75B	3.32B	2.88B	4.09B	3.49B	2.63B	3.31B	3.88B	2.41B	2.17B	572.62M	554.37M	591.30M	762.12M	960.69M	677.43M	470.50M	337.50M
Gross Profit Ratio	35.08%	71.48%	72.28%	70.58%	72.06%	71.88%	70.21%	70.88%	72.76%	72.91%	71.38%	68.93%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	25.78%	26.84%	27.28%	32.31%	39.45%	39.10%	35.34%	38.50%
Research & Development	0.00	0.21	0.36	0.17	0.16	0.22	0.27	0.25	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	0.00	0.00	0.00	0.00	0.00	0.00
General & Administrative	450.40M	2.27B	3.10B	2.94B	2.79B	2.34B	2.22B	2.06B	2.25B	2.36B	2.09B	1.90B	3.11B	2.74B	2.03B	1.32B	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Selling & Marketing	103.40M	114.90M	98.60M	83.30M	135.60M	134.80M	123.70M	114.80M	115.40M	112.10M	98.60M	103.00M	86.00M	159.60M	108.90M	1.24B	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
SG&A	553.80M	2.38B	3.20B	3.02B	2.93B	2.48B	2.35B	2.18B	2.37B	2.48B	2.19B	2.00B	3.19B	2.90B	2.14B	2.56B	2.64B	1.63B	1.67B	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Other Expenses	1.89B	603.60M	62.90M	184.80M	215.50M	-10.40M	188.80M	102.10M	-26.80M	72.80M	67.40M	8.30M	0.00	0.00	0.00	0.00	242.50M	0.00	0.00	781.32M	417.18M	352.38M	287.56M	164.51M	166.90M	78.70M	30.10M
Operating Expenses	2.44B	2.98B	3.26B	3.02B	2.93B	2.48B	2.35B	2.18B	2.37B	2.48B	2.19B	2.00B	3.19B	2.90B	2.14B	2.56B	2.88B	1.63B	1.67B	781.32M	417.18M	352.38M	287.56M	164.51M	166.90M	78.70M	30.10M
Cost & Expenses	6.15B	4.71B	5.17B	4.83B	4.64B	3.97B	3.88B	3.56B	3.76B	3.87B	3.52B	3.30B	3.19B	2.90B	2.14B	2.56B	2.88B	1.63B	1.67B	2.43B	1.93B	1.93B	1.88B	1.64B	1.22B	939.40M	569.20M
Interest Income	47.80M	24.40M	25.20M	20.50M	28.50M	21.30M	13.40M	12.20M	266.00M	219.60M	200.00M	268.30M	318.20M	251.30M	9.80M	37.20M	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Interest Expense	70.50M	85.20M	94.70M	129.30M	135.70M	111.50M	94.80M	93.40M	270.60M	207.00M	167.90M	220.60M	248.80M	177.20M	64.50M	76.90M	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Depreciation & Amortization	182.80M	4.80B	5.06B	4.80B	4.58B	3.97B	3.83B	3.49B	93.60M	89.40M	88.40M	95.00M	117.40M	96.70M	77.60M	47.60M	64.10M	216.10M	94.46M	389.97M	356.57M	337.85M	299.32M	164.51M	166.90M	78.70M	30.10M
EBITDA	1.02B	1.32B	1.93B	1.59B	1.78B	1.41B	1.50B	1.35B	1.46B	1.49B	1.51B	945.80M	911.60M	973.40M	482.40M	741.70M	994.30M	839.80M	565.00M	209.83M	493.76M	576.77M	773.87M	960.69M	677.43M	470.50M	337.50M
EBITDA Ratio	17.82%	23.44%	37.60%	25.90%	29.12%	26.09%	29.53%	27.46%	33.70%	32.86%	32.61%	30.67%	30.47%	25.27%	19.83%	26.59%	27.76%	40.50%	30.67%	28.40%	30.57%	31.26%	32.16%	38.40%	38.80%	33.83%	36.74%
Operating Income	835.70M	1.32B	2.53B	1.39B	1.60B	1.20B	1.28B	1.18B	1.36B	1.28B	1.12B	871.50M	898.10M	589.90M	484.30M	747.80M	994.30M	785.40M	424.56M	-208.70M	137.19M	238.92M	474.56M	796.19M	510.53M	391.80M	307.40M
Operating Income Ratio	14.62%	21.78%	36.69%	22.59%	26.22%	22.67%	24.75%	24.85%	26.52%	24.81%	24.12%	20.86%	21.95%	16.91%	18.43%	22.61%	25.63%	32.53%	19.54%	-9.40%	6.64%	11.02%	20.12%	32.70%	29.46%	29.43%	35.07%
Total Other Income/Expenses	-1.07B	-70.00M	-28.80M	-319.10M	164.70M	-66.80M	152.10M	30.20M	3.70M	118.20M	135.00M	-12.00M	10.00M	243.90M	-126.80M	-90.80M	249.50M	34.10M	-165.74M	247.73M	-72.28M	-74.12M	-66.18M	-51.52M	-53.19M	-43.20M	-14.60M
Income Before Tax	-237.90M	1.25B	2.50B	1.07B	972.90M	1.14B	1.43B	1.21B	1.36B	1.40B	1.26B	859.50M	908.10M	833.80M	357.50M	657.00M	1.24B	754.60M	360.08M	-263.97M	64.91M	164.80M	408.37M	744.67M	457.34M	348.60M	292.80M
Income Before Tax Ratio	-4.16%	20.63%	36.27%	17.40%	15.90%	21.42%	27.70%	25.49%	26.59%	27.10%	27.02%	20.58%	22.19%	23.91%	13.61%	19.86%	32.07%	31.25%	16.57%	-11.89%	3.14%	7.60%	17.31%	30.58%	26.39%	26.19%	33.40%
Income Tax Expense	-69.70M	322.20M	531.10M	261.60M	235.10M	255.00M	268.20M	338.30M	398.00M	390.60M	336.90M	272.20M	286.10M	197.00M	148.20M	236.00M	357.30M	263.80M	146.69M	67.71M	95.73M	137.58M	182.95M	264.46M	164.83M	124.70M	99.60M
Net Income	-96.90M	920.70M	1.63B	761.60M	688.30M	882.80M	1.13B	854.20M	968.10M	988.10M	940.30M	677.10M	729.70M	465.70M	322.50M	481.70M	673.60M	490.10M	212.24M	-332.22M	-30.82M	27.22M	225.42M	431.41M	292.51M	156.20M	193.20M
Net Income Ratio	-1.70%	15.22%	23.64%	12.39%	11.25%	16.61%	21.85%	18.04%	18.90%	19.20%	20.25%	16.21%	17.83%	13.35%	12.27%	14.56%	17.37%	20.30%	9.77%	-14.96%	-1.49%	1.26%	9.56%	17.72%	16.88%	11.73%	22.04%
EPS	-0.73	2.01	3.01	1.66	1.29	2.14	2.75	2.12	2.32	2.34	2.18	1.50	1.58	1.01	0.77	1.24	1.75	0.62	0.53	-0.83	-0.04	0.03	0.28	0.66	0.46	0.10	0.37
EPS Diluted	-0.73	2.00	2.99	1.65	1.28	2.14	2.75	2.12	2.31	2.33	2.17	1.49	1.57	1.01	0.76	1.21	1.69	0.60	0.53	-0.83	-0.04	0.03	0.28	0.63	0.44	0.10	0.34
Weighted Avg Shares Out	454.80M	457.50M	462.80M	459.50M	437.80M	412.40M	409.40M	402.60M	418.00M	422.60M	432.20M	452.30M	462.90M	460.40M	417.20M	388.70M	386.00M	791.00M	396.98M	401.08M	803.54M	845.49M	815.20M	656.36M	633.50M	1.49B	522.16M
Weighted Avg Shares Out (Dil)	454.80M	459.50M	465.40M	462.50M	440.50M	412.50M	409.90M	402.90M	418.40M	423.20M	433.20M	453.80M	464.70M	463.20M	423.60M	398.10M	397.90M	810.70M	402.53M	401.08M	806.53M	845.49M	815.20M	687.62M	666.84M	1.60B	568.24M

Invesco Closed-End Funds Pay Dividends

September 30, 2024prnewswire.com

ATLANTA , Sept. 30, 2024 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today announces the payment of the following...

QQA: Invesco's JEPQ Clone Is Yet To Show Results

September 26, 2024seekingalpha.com

JPMorgan's successful ETFs inspired Invesco to launch QQA, a NASDAQ 100 tracking fund with ELNs containing option strategies and money market holdings for income and potential volatility reduction. QQA's projected 10.26% distribution rate is competitive, but its limited history and...

Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend

September 24, 2024prnewswire.com

ATLANTA , Sept. 24, 2024 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) today announced that its Board of Directors declared a cash dividend of $0.40 per share of common stock for the third quarter of 2024.

Invesco Mortgage Capital: Probably Not Worth The Risk

September 24, 2024seekingalpha.com

I believe Invesco Mortgage Capital Inc. faces significant risks from rising prepayment rates and spread risk, which could devalue its MBS portfolio and impact returns. Lower liquidity at the liability level can occur if U.S. economic variables don't improve. Moreover,...

S64 and Invesco launch new European real estate fund for Private Wealth channel

September 17, 2024globenewswire.com

LONDON, Sept. 17, 2024 (GLOBE NEWSWIRE) -- S64, the global alternative investments fintech and solutions partner to the wealth management industry, and Invesco Asset Management Limited (Invesco), the US$1.7 trillion global investment management firm, have announced a partnership to broaden...

Is the Invesco QQQ ETF a Millionaire Maker?

September 16, 2024fool.com

The Invesco QQQ has ridden large technology stocks to massive long-term gains. Growth opportunities in end markets like AI and cloud computing remain intact.

Billionaires Are Selling Nvidia Stock and Buying This Supercharged AI Index Fund Instead

September 16, 2024fool.com

Several hedge fund managers sold Nvidia stock in the second quarter, while purchasing shares of the Invesco QQQ Trust. The Invesco QQQ Trust tracks several companies well positioned to monetize artificial intelligence, including Microsoft, Amazon, and Alphabet.

18% Yield Might Even Grow: Invesco Mortgage Capital

September 13, 2024seekingalpha.com

Invesco Mortgage Capital (IVR) primarily invests in Agency RMBS and employs leverage to enhance yields, making it sensitive to interest rate fluctuations. IVR's dividend history shows significant cuts due to margin calls and liquidity issues, particularly during the COVID-19 pandemic....

Is the Invesco S&P 500 Equal Weight ETF a Millionaire Maker?

September 13, 2024fool.com

Index investing has been considered the safest means of owning stocks by spreading your risk out across most of the stock market. Indexes such as the S&P 500, however, have become uncomfortably top-heavy due to oversized gains from a small...

Is Invesco Bloomberg Pricing Power ETF (POWA) a Strong ETF Right Now?

September 13, 2024zacks.com

Designed to provide broad exposure to the Style Box - Large Cap Growth category of the market, the Invesco Bloomberg Pricing Power ETF (POWA) is a smart beta exchange traded fund launched on 12/15/2006.

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Invesco Ltd. (IVZ) Income Statement Analysis – Financial Results

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