balance equationreview2026-06-30
Difference 363300000 exceeds tolerance 27473100.000. Presentation or filing-vintage differences need review.
Revenue
$1.83B
Fiscal year ended 2026-06-30Net income
Unavailable
Fiscal year ended 2026-06-30Total assets
$27.47B
Fiscal year ended 2026-06-30Invesco Ltd. (IVZ) reported revenue of $1.83B for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from Invesco Ltd.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Investment Advice.
Banks, brokers and insurers present a top line that is not comparable with an operating company’s revenue: it is reported net of interest expense, or as premiums earned, depending on the filer. The figures are the filer’s own and are traceable to the filing; the comparison across classes is what does not hold.
Income
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $1.74B | $1.69B | $1.64B | $1.52B | $1.53B | $1.59B | $1.52B | $1.48B | $1.48B |
| Cost of revenue | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Gross profit | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Operating income | $364.20M | $333.20M | -$1.46B | $270.90M | $214.20M | $277.30M | $311.70M | $100.50M | $206.80M | $213.10M |
| Net income | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | $171.10M | $209.30M | $55.00M | $132.20M | $141.50M |
| Research & development | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Weighted-average diluted shares | shares 454.40M | shares 453.70M | Unavailable | shares 454.60M | shares 455.20M | shares 454.00M | Unavailable | shares 455.60M | shares 456.10M | shares 453.50M |
| Pretax income | $455.40M | $300.20M | -$1.35B | $346.70M | $274.40M | $344.90M | $317.40M | $145.10M | $259.90M | $282.90M |
| Income tax expense | $116.50M | $81.10M | -$349.50M | -$9.70M | $77.00M | $77.60M | $78.70M | $41.50M | $64.00M | $68.70M |
| Diluted EPS | $0.76 | $0.51 | Unavailable | $0.66 | $-0.03 | $0.38 | Unavailable | $0.12 | $0.29 | $0.31 |
| Selling, general & administrative | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| General & administrative | $133.50M | $147.10M | $148.70M | $151.30M | $139.20M | $137.30M | $135.00M | $140.80M | $180.40M | $138.50M |
| Selling & marketing | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
Balance
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $915.40M | $806.90M | $1.04B | $973.10M | $922.70M | $821.70M | $986.50M | $1.04B | $878.50M | $895.70M |
| Total assets | $27.47B | $26.83B | $27.09B | $28.44B | $28.50B | $28.14B | $27.01B | $27.50B | $27.17B | $28.08B |
| Current assets | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Total liabilities | $14.00B | $13.57B | $14.09B | $13.65B | $13.54B | $12.36B | $11.34B | $11.60B | $11.40B | $12.22B |
| Current liabilities | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Total equity incl. NCI | $13.11B | $12.94B | $12.93B | $14.64B | $14.43B | $15.24B | $15.12B | $15.33B | $15.20B | $15.18B |
| Temporary (mezzanine) equity | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Inventory | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Accounts receivable | $805.50M | $911.10M | $884.70M | $810.50M | $747.10M | $794.60M | $740.80M | $710.80M | $677.10M | $708.30M |
| Goodwill | $8.40B | $8.42B | $8.48B | $8.46B | $8.58B | $8.37B | $8.32B | $8.73B | $8.61B | $8.62B |
| Long-term debt | $1.62B | $1.97B | $1.83B | $1.62B | $1.88B | $964.80M | $890.60M | $890.30M | $890.10M | $1.26B |
| Accounts payable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
Cash flow
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $734.20M | $212.60M | $455.80M | $606.20M | $547.90M | -$84.60M | $316.90M | $438.40M | $489.10M | -$54.40M |
| Capital expenditures | $30.50M | $14.20M | $23.60M | $19.80M | $17.50M | $23.40M | -$7.00M | $28.40M | $26.70M | $21.00M |
| Investing cash flow | -$705.50M | -$733.20M | -$352.20M | -$254.80M | -$275.40M | -$92.00M | -$16.90M | $27.90M | $344.70M | -$287.30M |
| Financing cash flow | -$120.60M | $271.30M | $356.10M | -$310.10M | -$724.80M | $529.30M | -$392.50M | -$409.10M | -$711.70M | -$148.30M |
| Net change in cash | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Stock-based compensation | $31.30M | $34.00M | $20.20M | $20.90M | $23.70M | $15.20M | $14.10M | $51.00M | $18.40M | $21.10M |
| Common dividends paid | $96.80M | $95.30M | $94.60M | $95.00M | $95.20M | $92.50M | $92.80M | $95.30M | $93.20M | $90.20M |
| Common share repurchases | $50.40M | $69.20M | $25.80M | $29.20M | $25.50M | $43.10M | $26.00M | $30.20M | $2.70M | $20.40M |
| Depreciation & amortization | $32.20M | $33.20M | $36.00M | $38.30M | $40.10M | $41.50M | $44.10M | $44.00M | $46.40M | $45.10M |
Derived
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Free cash flow | $703.70M | $198.40M | $432.20M | $586.40M | $530.40M | -$108.00M | Unavailable | $410.00M | $462.40M | -$75.40M |
| Gross margin | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Operating margin | 19.9% | 19.1% | -86.2% | 16.5% | 14.1% | 18.1% | 19.6% | 6.6% | 13.9% | 14.4% |
| FCF margin | 38.5% | 11.4% | 25.5% | 35.7% | 35.0% | -7.1% | Unavailable | 27.1% | 31.2% | -5.1% |
| SBC / revenue | 1.7% | 1.9% | 1.2% | 1.3% | 1.6% | 1.0% | 0.9% | 3.4% | 1.2% | 1.4% |
| Current ratio | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Revenue YoY growth | 20.5% | 14.1% | 6.2% | 8.2% | 2.2% | 3.7% | 12.7% | 5.1% | 2.8% | 4.0% |
| Net margin | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | 9.6% |
| R&D / revenue | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| CapEx / revenue | 1.7% | 0.8% | 1.4% | 1.2% | 1.2% | 1.5% | -0.4% | 1.9% | 1.8% | 1.4% |
| Long-term debt / equity | 0.12x | Unavailable | 0.14x | 0.11x | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Effective tax rate | 25.6% | 27.0% | Unavailable | -2.8% | 28.1% | 22.5% | 24.8% | 28.6% | 24.6% | 24.3% |
Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open IVZ in the interactive workspace to inspect any figure back to its filing.
Source filings
10-Q · Filed 2026-08-04View SEC filing
10-Q · Filed 2026-05-05View SEC filing
10-K · Filed 2026-02-24View SEC filing
10-Q · Filed 2025-11-04View SEC filing
10-Q · Filed 2025-08-01View SEC filing
10-Q · Filed 2025-04-28View SEC filing
Reconciliation checks needing review
15 periods on this page do not reconcile under this site’s normalization. Read that as a limitation here before an observation about the company: the figures are the filer’s own, the filings linked above are authoritative, and a difference usually means the concepts this site selected do not match how this filer presents its statements. Nothing is adjusted to make a check pass.
balance equationreview2026-03-31
Difference 325200000 exceeds tolerance 26834600.000. Presentation or filing-vintage differences need review.
balance equationreview2025-12-31
Difference 75400000 exceeds tolerance 27094000.000. Presentation or filing-vintage differences need review.
balance equationreview2025-09-30
Difference 150500000 exceeds tolerance 28438900.000. Presentation or filing-vintage differences need review.
balance equationreview2025-06-30
Difference 531600000 exceeds tolerance 28496900.000. Presentation or filing-vintage differences need review.
balance equationreview2025-03-31
Difference 545500000 exceeds tolerance 28143600.000. Presentation or filing-vintage differences need review.
balance equationreview2024-12-31
Difference 544700000 exceeds tolerance 27008900.000. Presentation or filing-vintage differences need review.
balance equationreview2024-09-30
Difference 580500000 exceeds tolerance 27502600.000. Presentation or filing-vintage differences need review.
balance equationreview2024-06-30
Difference 568900000 exceeds tolerance 27167600.000. Presentation or filing-vintage differences need review.
balance equationreview2024-03-31
Difference 667800000 exceeds tolerance 28077200.000. Presentation or filing-vintage differences need review.
balance equationreview2023-12-31
Difference 745700000 exceeds tolerance 28933800.000. Presentation or filing-vintage differences need review.
balance equationreview2023-09-30
Difference 754100000 exceeds tolerance 29431500.000. Presentation or filing-vintage differences need review.