Revenue
Cost
Profit
| Item | Category | Value | YoY |
|---|---|---|---|
| Total operating revenues | revenue | 1.74B | 14.08% |
| Equity in earnings of unconsolidated affiliates | revenue | 34.00M | 73.47% |
| Investment income, interest and dividend | revenue | 9.20M | -18.58% |
| Operating income | profit | 333.20M | 20.16% |
| Total operating expenses | cost | 1.41B | 12.73% |
| Aggregate | revenue | 376.40M | -1.54% |
| Third party distribution service and advisory | cost | 601.40M | 18.15% |
| Labor and related expense | cost | 512.70M | 10.35% |
| General and administrative expense | cost | 147.10M | 7.14% |
| Communications, information technology and occupancy | cost | 104.60M | -8.17% |
| Marketing expense | cost | 37.40M | 120.00% |
| Amortization of intangible assets | cost | 8.10M | -19.80% |
| Income before income taxes | profit | 300.20M | -12.96% |
| Other income/(expense) of cip, net | revenue | 51.50M | -30.50% |
| Interest expense, nonoperating | cost | 24.30M | 85.50% |
| Other gains/(losses), net | revenue | 400000 | -98.35% |
| Net income (loss) attributable to noncontrolling interest | cost | 49.50M | 33.78% |
| Net income | profit | 219.10M | -18.03% |
| Income tax expense (benefit) | cost | 81.10M | 4.51% |
| Aggregate | revenue | 268.60M | |
| Net income (loss) available to common stockholders, basic | profit | 230.40M | 34.66% |
| Preferred stock dividends and other adjustments | cost | 38.20M | -35.47% |
| Segment | Value | YoY |
|---|---|---|
| Americas | 1.32B | 12.83% |
| EMEA | 350.10M | 21.90% |
| Asia Pacific | 73.70M | 3.08% |
| Segment | Value | YoY |
|---|---|---|
| Investment Advice | 1.38B | 25.62% |
| Distribution and Shareholder Service | 301.80M | -18.63% |
| Financial Service, Other | 49.20M | -9.72% |
| Investment Performance | 11.30M | 222.86% |
| Item | Category | Value | YoY |
|---|---|---|---|
| Investments and other assets of consolidated investment products (cip) | assets | 10.13B | |
| Goodwill | assets | 8.42B | |
| Intangible assets, net (excluding goodwill) | assets | 3.92B | |
| Investments | assets | 1.32B | |
| Other assets | assets | 971.60M | |
| Accounts receivable | assets | 911.10M | |
| Cash and cash equivalents | assets | 806.90M | |
| Property, plant and equipment, net | assets | 364.90M | |
| Total assets | assets | 26.83B | |
| Total liabilities | liabilities | 13.57B | |
| Total permanent equity | liabilities | 12.94B | |
| Redeemable noncontrolling interests in consolidated entities | liabilities | 325.20M | |
| Debt and other liabilities of cip | liabilities | 8.57B | |
| Debt | liabilities | 1.97B | |
| Accounts payable and accrued expenses | liabilities | 1.51B | |
| Deferred tax liabilities, net | liabilities | 942.40M | |
| Accrued compensation and benefits | liabilities | 578.80M | |
| Equity attributable to nonredeemable noncontrolling interests in consolidated entities | liabilities | 682.10M | |
| Treasury stock, common, value | equity | 2.77B | |
| Accumulated other comprehensive income/(loss), net of tax | equity | 799.00M | |
| Total equity attributable to invesco ltd. | equity | 12.26B | |
| Aggregate | equity | 15.82B | |
| Additional paid in capital, common stock | equity | 7.18B | |
| Retained earnings (accumulated deficit) | equity | 6.02B | |
| Preferred shares ($0.20 par value; $1,000 liquidation preference; 4.0 million authorized and issued; 2.5 million outstanding as of march 31, 2026 (december 31, 2025: 2.5 million outstanding) | equity | 2.51B | |
| Common shares ($0.20 par value; 1,050.0 million authorized; 566.1 million shares issued as of march 31, 2026 and december 31, 2025) | equity | 113.20M |
| Item | Value |
|---|---|
| Net income | 219.10M |
| Payments for (proceeds from) short-term investments | 107.20M |
| Gains and losses of consolidated investment products net | 94.60M |
| Share-based payment arrangement, noncash expense | 34.00M |
| Depreciation, depletion and amortization | 33.20M |
| Distributions from equity method investees | 4.40M |
| Other noncash income (expense) | 700000 |
| (purchase)/sale of investments by cip, net | -19.80M |
| Equity in earnings of unconsolidated affiliates | -34.00M |
| Increase/(decrease) in payables and other liabilities | -54.70M |
| Increase (decrease) in accounts receivable and other operating assets | -172.10M |
| Item | Value |
|---|---|
| Proceeds from sale of investments by consolidated investment products | 731.30M |
| Capital distribution from equity method investees | 8.30M |
| Payments to acquire other investments | -4.30M |
| Payments to acquire property, plant, and equipment | -14.20M |
| Purchase of investments by consolidated investment products | -1.45B |
| Item | Value |
|---|---|
| Borrowings of revolving credit agreement | 1.65B |
| Borrowings of debt of cip | 1.53B |
| Capital invested into consolidated investment products | 327.80M |
| Payments of ordinary dividends, preferred stock and preference stock | -38.20M |
| Capital distributed by consolidated investment products | -49.80M |
| Payments for repurchase of common stock | -69.20M |
| Payments of ordinary dividends, common stock | -95.30M |
| Repayments of bank debt | -500.00M |
| Repayments of lines of credit | -1.01B |
| Repayments of consolidated investment products | -1.47B |
| Item | Value |
|---|---|
| Cash and cash equivalents, beginning of period | 1.98B |
| Cash and cash equivalents, end of period | 1.71B |
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