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IVZ · NYSE · United States · Investment Advice
In shortInvesco Ltd. is loss-making.
Financial health
Mixed
Built from five areas over the last five annual reports. Tap an area to see the figures behind it. Bank or insurer: tests that do not apply to them are left out.
| Operating marginShare of each sale left after running the business, before interest and tax. | -10.9% | 0/100 |
|---|---|---|
| Net marginShare of each sale left as profit after every cost, interest and tax. | -11.4% | 0/100 |
| Return on equityProfit earned on the money shareholders put in. Above 15% is strong. | -5.4% | 0/100 |
Weight in the score: 25%
| Free cash flow marginCash left from each sale after investments. The money that can pay dividends or reduce debt. | 22.6% | n/a |
|---|---|---|
| Free cash flow / net incomeHow much accounting profit turns into real cash. Near 1 or above is healthy. | – | n/a |
| Years with positive free cash flow (last 5) | 5 of 5 | n/a |
Weight in the score: 20%
| Profitable years (last 5) | 3 of 5 | 60/100 |
|---|---|---|
| Years of revenue decline (last 5) | 2 of 5 | 33/100 |
| Revenue growth volatility | 9.8% | 75/100 |
| Operating margin volatility | 16.9% | 0/100 |
Weight in the score: 20%
| Revenue growth, 3-year average | 1.8% | 27/100 |
|---|---|---|
| EPS growth, 3-year average | – | n/a |
Weight in the score: 10%
Fiscal year 2025 · change vs prior year
Annual figures as reported. Hover a bar or point for the exact value.
5 older years available with the 10-year history. Essential plan, from €8.25/month →
The last 5 fiscal years from the company's annual reports.
USD millions; negative values in parentheses.
| Fiscal year | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 6,895 | 6,049 | 5,716 | 6,067 | 6,377 |
| Operating income | 1,788 | 1,318 | (435) | 832 | (696) |
| Interest expense | 95 | 85 | 71 | 58 | 83 |
| Pre-tax income | 2,501 | 1,248 | (238) | 1,005 | (379) |
| Income tax | 531 | 322 | (70) | 253 | (205) |
| Net income | 1,393 | 684 | (334) | 538 | (726) |
| Diluted EPS | $2.99 | $1.49 | −$0.73 | $1.18 | −$1.60 |
| Diluted shares (millions) | 465 | 460 | 456 | 458 | 455 |
5 older years available with the 10-year history. Essential plan, from €8.25/month →
The last 8 reported quarters (10-Q and 10-K filings), in USD millions. The fourth quarter is derived from the annual report.
The last 8 quarters of Invesco Ltd. are included in the Investor plan. Try free for 7 days →
Not computed: the model does not apply to banks and insurers.
4/9
Nine yes-or-no tests on profitability, debt, liquidity and efficiency versus the prior year. 7 to 9 is strong, 0 to 3 is weak.
All figures: SEC EDGAR. Ratios and scores are computed by Scorvest (see how it works). Information only, not investment advice. How it works
Latest annual report: Jun 30, 2026 · Data updated Aug 4, 2026