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Invesco

IVZ

Invesco is a leading independent global investment management firm that provides a comprehensive range of active, passive, and alternative investment capabilities.

Market cap
$11.98B+60.0%
Revenue$6.6B+7.7%
Net income-$223.0M-139%
Free cash flow$1.7B+60.6%
EPS (diluted)-$1.47-218%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 28, 2026 (In 2 weeks)
Revenue estimate$1.3B
EPS estimate$0.61

Financials

Q1 2026

Income statement

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Revenue$1.7B+14.1%
Operating income$333.2M+20.2%
Net income$219.1M+28.1%
EPS (diluted)$0.51+34.2%

Balance sheet

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Cash & equivalents$1.7B-8.9%
Total debt$2.0B+104%
Total equity$12.3B-16.6%
Total assets$26.8B-4.7%

Cash flow

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Operating cash flow$212.6M+351%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation & ratios

Valuation

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Market cap$11.98B+60.0%
Enterprise value$12.24B+55.4%
P/S1.8×+0.6×

Profitability

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Operating margin-9.7%-24.3pp
Net margin-3.4%-12.7pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-1.7%-5.5pp
Debt / equity0.2×+0.1×

Segments

By product

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Investment management fees$1.4B+25.6%
Service and distribution fees$301.8M-18.6%
Other$49.2M-9.7%
Investment Performance$11.3M+223%

By geography

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Americas$1.3B+12.8%
Europe, Middle East and Africa (EMEA)$350.1M+21.9%
Asia-Pacific (APAC)$73.7M+3.1%

Competitors

Profile

Invesco is a leading independent global investment management firm that provides a comprehensive range of active, passive, and alternative investment capabilities. The company serves a diverse client base across more than 120 countries, leveraging specialized investment teams to deliver outcomes through various asset classes including equities, fixed income, and private markets.

Competitive position

Invesco is a leading independent asset manager with a globally diversified platform and a top-tier ETF franchise.

GeographiesAmericas, EMEA, APAC, China
Customer segmentsRetail Investors, Institutional Investors, High-Net-Worth Individuals
Business modelAsset-based fees, Investment Management, Joint Venture
SuppliersFinancial Data Providers, Technology Infrastructure Providers, Regulatory Bodies, Talent Pools
CustomersRetail Investors, Institutional Investors, Financial Intermediaries, Retirement Plans
Listed1994
Employees8.5K
CEOAndrew Ryan Schlossberg
FilingsSEC EDGAR

Questions, answered.

What is Invesco's market cap?
Invesco (IVZ) has a market capitalization of $12.0B and trades on NYSE.
What is Invesco's revenue and profitability?
Invesco generated $6.6B in trailing twelve-month revenue with a net loss of $223.0M, representing a net margin of -3.4%, with free cash flow of $1.7B. These figures are based on the Q1 2026 filing.
Who are Invesco's competitors?
Invesco's key competitors include BlackRock, Franklin Resources, T. Rowe Price, and others. These companies compete in similar markets and product categories.
Who does Invesco partner with?
Invesco's notable partners include Invesco Great Wall Fund Management Company Limited, Nasdaq.
What subsidiaries does Invesco have?
Invesco's subsidiaries include Invesco Great Wall.
Where is Invesco headquartered?
Invesco is headquartered in United States of America and employs approximately 8,500 people. It has been publicly traded since 1994.