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Invesco IVZ EBITDA margin

EBITDA margin at other companies

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Franklin ResourcesBEN
10.7%+2.3pp
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85.7%-12.6pp
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WisdomTreeWT
40.1%+7.1pp
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Virtus Investment PartnersVRTS
24.4%-3.9pp
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T Rowe Price GroupTROW
36.2%-0.3pp
Westwood Holdings Group logo
Westwood Holdings GroupWHG
8.3%-0.9pp

Other financials

Income statement

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Revenue$1.8B+20.5%
Operating income$364.2M+70.0%
Net income$345.3M+74.9%
EPS (diluted)$0.76+2,633%

Balance sheet

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Cash & equivalents$915.4M-38.6%
Total debt$1.6B-13.8%
Total equity$12.5B-10.1%
Total assets$27.5B-3.6%

Cash flow

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Operating cash flow$734.2M+34.0%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

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Market cap$13.99B+48.7%
Enterprise value$14.7B+50.0%
P/S+0.5×

Profitability

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Operating margin-7.1%-21.8pp
Net margin-1.1%-11.4pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-0.6%-5.0pp
Debt / equity0.1×0.0×

Where this comes from

Calculated from Invesco’s reported figures.

Based on trailing twelve months.

The source filing: Invesco’s 10-Q, filed May 5, 2026. Open the filing →

Filed
May 5, 2026, 2:09 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000914208-26-000106

FAQ

What is Invesco's EBITDA margin?
Invesco (IVZ) reported EBITDA margin of -7.5% in Q1 2026.
How has Invesco's EBITDA margin changed year-over-year?
Invesco's EBITDA margin decreased by 142.6% year-over-year, from 17.5% to -7.5%.
What is the long-term trend for Invesco's EBITDA margin?
Over 5 years (2020 to 2025), Invesco's EBITDA margin has grown at a -14.3% compound annual growth rate (CAGR), from 18.3% to -8.5%.
What does EBITDA margin mean?
EBITDA (earnings before interest, taxes, depreciation, and amortization) as a percentage of revenue, trailing twelve months. A proxy for cash operating profitability that strips out capital-structure and non-cash charges.

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