Invesco Ltd. (IVZ) — financial distillation
Annual history (10-K)
Quarterly history (10-Q)
Two headline lines are shown to start. Click any item in a legend to add or remove it — every figure on the chart is one the table below also carries, for the period it names.
In brief, from the full filed history
- Revenue grew from $3.88B (period ending 2007-12-31) to $6.38B (period ending 2025-12-31) — a 2.8% annual pace across 18 year(s) of filed history.
- Net margin compressed from 17.4% to 8.9% over that same span.
- Across 55 tracked quarters, the strongest was $1.83B (quarter ending 2026-06-30) and the weakest was $548.6M (quarter ending 2009-03-31).
Annual — most recent 10-K
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $6.38B | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Operating income | $-695.7M | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Net income | $538.0M | 2024-12-31 | 10-K | 0000914208-25-000114 |
| Diluted EPS | $-1.60 | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Total assets | $27.09B | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Total liabilities | $14.09B | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Cash & equivalents | $1.04B | 2025-12-31 | 10-K | 0000914208-26-000079 |
| Operating cash flow | $1.53B | 2025-12-31 | 10-K | 0000914208-26-000079 |
Quarterly — most recent 10-Q
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $1.83B | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Operating income | $364.2M | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Net income | $171.1M | 2025-03-31 | 10-Q | 0000914208-25-000144 |
| Diluted EPS | $0.76 | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Total assets | $27.47B | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Total liabilities | $14.00B | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Cash & equivalents | $915.4M | 2026-06-30 | 10-Q | 0000914208-26-000235 |
| Operating cash flow | $212.6M | 2026-03-31 | 10-Q | 0000914208-26-000106 |
Reading
The figures above are taken directly from filings with the U.S. Securities and Exchange Commission. The reading below was generated by a local language model from only those figures; it introduces no numbers of its own. It is not investment advice.
Invesco Ltd. (IVZ) operates with a substantial scale, as evidenced by its total assets of $27.47B as of the most recent quarter and $27.09B as of the latest annual reporting period. The company’s mix is predominantly asset management services, reflected in its revenue streams. Over an 18-year span, from 2007 to 2025, Invesco’s revenue grew at a modest 2.8% annual pace, reaching $6.38B in the latest annual period. However, this growth was accompanied by a compression in net margin, which fell from 17.4% to 8.9% over the same period.
The multi-year trajectory reveals periods of fluctuation, with notable increases in revenue and net income during 2011-2015, followed by a dip in 2023. The most recent annual period saw a net income of $538.0M, a significant improvement from the previous year’s loss. Invesco’s operating cash flow has been robust, reaching $1.53B annually and $212.6M quarterly, indicating strong operational efficiency.
In the upcoming filings, investors should monitor Invesco’s ability to sustain or improve upon its recent net income performance, given the historical trend of margin compression. Additionally, the company’s management of assets under its care and its strategies for enhancing revenue growth will be crucial factors to observe.
Source: SEC EDGAR company facts for CIK 0000914208 · filings index