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Invesco (IVZ) Financials

Invesco logo
$14.53 -0.30 (-2.05%)
Closing price 06/17/2025 03:59 PM Eastern
Extended Trading
$14.52 0.00 (-0.01%)
As of 06/17/2025 07:53 PM Eastern
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Annual Income Statements for Invesco

Annual Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024
Net Income / (Loss) Attributable to Common Shareholders		 968 854 1,127 883 565 525 1,393 684 -334 538
Consolidated Net Income / (Loss)		 964 868 1,161 883 738 808 1,969 926 -168 752
Net Income / (Loss) Continuing Operations		 963 868 1,161 883 738 808 1,969 926 -168 752
Total Pre-Tax Income 		1,362 1,207 1,429 1,138 973 1,069 2,501 1,248 -238 1,005
Total Revenue		 5,101 4,734 -32 5,258 -107 6,154 -70 5,988 5,694 6,068
Net Interest Income / (Expense)		 -69 0.00 -81 -90 -107 -109 -70 -61 -23 0.90
Total Interest Income		 13 0.00 13 21 29 21 25 24 48 59
Investment Securities Interest Income		 13 - 13 21 29 21 25 24 48 59
Total Interest Expense		 82 0.00 95 112 136 129 95 85 71 58
Long-Term Debt Interest Expense		 82 - 95 112 136 129 95 85 71 58
Total Non-Interest Income		 5,170 4,734 50 5,348 0.00 6,263 0.00 6,049 5,716 6,067
Other Non-Interest Income		 - 4,734 - 5,314 - 6,146 - 6,049 5,716 6,067
Total Non-Interest Expense		 3,737 3,549 -1,416 4,120 -958 5,085 -2,297 4,707 6,101 5,153
Salaries and Employee Benefits		 1,396 1,369 1,500 1,494 1,709 1,808 1,911 1,725 1,886 2,014
Net Occupancy & Equipment Expense		 312 327 365 411 494 512 526 447 450 474
Marketing Expense		 115 115 122 135 136 83 99 95 82 81
Other Operating Expenses		 1,942 1,702 -3,367 1,973 2,297 2,428 2,573 2,380 2,393 2,620
Amortization Expense		 - - - - 53 63 63 64 1,299 45
Other Special Charges		 -27 83 -36 107 -6,267 191 -7,404 -3.00 -8.70 -82
Nonoperating Income / (Expense), net		 - 12 - - 122 - 273 -33 169 91
Income Tax Expense		 398 338 268 255 235 262 531 322 -70 253
Preferred Stock Dividends Declared		 - - 0.00 0.00 124 237 237 237 237 237
Net Income / (Loss) Attributable to Noncontrolling Interest		 -4.00 14 34 0.30 50 46 340 4.80 -71 -22
Basic Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.29 $1.14 $3.01 $1.50 ($0.73) $1.18
Weighted Average Basic Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Diluted Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.28 $1.13 $2.99 $1.49 ($0.73) $1.18
Weighted Average Diluted Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Weighted Average Basic & Diluted Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Cash Dividends to Common per Share		 $1.06 $1.11 $1.15 $1.19 $1.23 $0.78 $0.67 $0.73 $0.79 $0.82

Quarterly Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025
Period end date 9/30/2022 12/31/2022 3/31/2023 6/30/2023 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025
Net Income / (Loss) Attributable to Common Shareholders		 177 188 145 132 131 -742 142 132 55 209 171
Consolidated Net Income / (Loss)		 168 301 166 164 169 -667 214 196 104 239 267
Net Income / (Loss) Continuing Operations		 168 301 166 164 169 -667 214 196 104 239 267
Total Pre-Tax Income 		255 390 236 230 230 -934 283 260 145 317 345
Total Revenue		 1,416 1,470 1,409 1,472 1,444 1,369 1,515 1,496 -2.50 3,060 1,527
Net Interest Income / (Expense)		 -15 0.20 -9.40 -11 -6.50 4.50 -3.50 -5.30 -2.50 12 -1.80
Total Interest Income		 3.30 18 8.60 7.10 11 21 12 11 11 25 11
Investment Securities Interest Income		 3.30 18 8.60 7.10 11 21 12 11 11 25 11
Total Interest Expense		 19 18 18 18 17 17 16 16 13 12 13
Long-Term Debt Interest Expense		 19 18 18 18 17 17 16 16 13 12 13
Total Non-Interest Income		 1,431 1,470 1,418 1,483 1,451 1,365 1,518 1,501 0.00 3,048 1,529
Other Non-Interest Income		 1,446 1,443 1,418 1,443 - - 1,475 1,483 - - 1,529
Total Non-Interest Expense		 1,161 1,112 1,227 1,242 1,214 2,418 1,232 1,236 -117 2,803 1,178
Salaries and Employee Benefits		 421 464 463 476 479 469 473 452 625 464 465
Net Occupancy & Equipment Expense		 133 47 111 113 111 116 118 116 119 121 114
Marketing Expense		 28 12 20 23 19 20 18 21 19 24 17
Other Operating Expenses		 500 670 560 614 594 624 643 676 640 662 646
Amortization Expense		 15 19 14 13 11 1,260 11 11 11 11 10
Other Special Charges		 65 -100 60 2.70 - - -31 -41 -1,532 1,522 -74
Nonoperating Income / (Expense), net		 - - 27 - - - - - 30 - -4.70
Income Tax Expense		 87 90 70 66 61 -266 69 64 42 79 78
Preferred Stock Dividends Declared		 59 59 59 59 59 59 59 59 59 59 59
Net Income / (Loss) Attributable to Noncontrolling Interest		 -68 54 -38 -27 -22 16 14 4.50 -11 -30 37
Basic Earnings per Share		 $0.39 $0.41 $0.32 $0.29 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38
Weighted Average Basic Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Diluted Earnings per Share		 $0.39 $0.41 $0.32 $0.29 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38
Weighted Average Diluted Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Weighted Average Basic & Diluted Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Cash Dividends to Common per Share		 $0.19 - $0.19 $0.20 $0.20 - $0.20 $0.21 $0.21 - $0.21

Annual Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024
Net Change in Cash & Equivalents		 412 118 352 -530 -115 85 348 -639 471 -403
Net Cash From Operating Activities		 1,128 654 1,158 829 1,117 1,230 1,078 703 1,301 1,190
Net Cash From Continuing Operating Activities		 1,128 654 1,158 829 1,117 1,230 1,078 703 1,301 1,190
Net Income / (Loss) Continuing Operations		 964 868 1,161 883 738 808 1,969 926 -168 752
Consolidated Net Income / (Loss)		 964 868 1,161 883 738 808 1,969 926 -168 752
Depreciation Expense		 94 101 117 142 178 204 205 195 183 180
Non-Cash Adjustments to Reconcile Net Income		 54 -327 -141 -143 16 288 -802 -46 1,459 112
Changes in Operating Assets and Liabilities, net		 17 12 21 -53 185 -68 -294 -372 -173 146
Net Cash From Investing Activities		 -665 -1,006 -974 -2,899 -1,433 -860 -848 -376 -244 68
Net Cash From Continuing Investing Activities		 -665 -1,006 -974 -2,899 -1,433 -860 -848 -376 -244 68
Purchase of Property, Leasehold Improvements and Equipment		 -125 -148 -112 -103 -124 -115 -109 -193 -164 -69
Purchase of Investment Securities		 -4,821 -3,987 -6,186 -6,175 -5,157 -4,702 -6,173 -2,935 -3,233 -4,428
Sale and/or Maturity of Investments		 4,281 3,105 5,323 3,379 3,856 3,952 5,456 2,769 3,162 4,607
Other Investing Activities, net		 - 23 - - -7.40 5.50 -22 -17 -8.30 -41
Net Cash From Financing Activities		 -52 470 169 1,540 201 -286 117 -967 -585 -1,662
Net Cash From Continuing Financing Activities		 -52 470 169 1,540 201 -286 117 -967 -585 -1,662
Issuance of Debt		 2,587 1,357 2,812 2,795 3,349 1,268 3,412 30 703 3,758
Repayment of Debt		 -1,584 -185 -2,452 -1,061 -2,170 -813 -2,509 -605 -452 -4,681
Repurchase of Common Equity		 -624 -535 -64 -52 -470 -47 -61 -245 -188 -79
Payment of Dividends		 -455 -460 -472 -491 -653 -594 -545 -572 -595 -608
Other Financing Activities, Net		 24 294 344 349 145 -99 -180 424 -54 -51
Cash Interest Paid		 68 81 85 101 99 93 86 67 68 54
Cash Interest Received		 8.80 5.80 3.10 8.90 9.20 2.70 0.70 8.70 31 36
Cash Income Taxes Paid		 389 299 257 322 194 224 432 301 195 236

Quarterly Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025
Period end date 9/30/2022 12/31/2022 3/31/2023 6/30/2023 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025
Net Change in Cash & Equivalents		 144 158 -232 66 295 342 -490 122 57 -93 353
Net Cash From Operating Activities		 492 464 -99 331 354 714 -54 489 438 317 -85
Net Cash From Continuing Operating Activities		 492 464 -99 331 354 714 -54 489 438 317 -85
Net Income / (Loss) Continuing Operations		 168 301 166 164 169 -667 214 196 104 239 267
Consolidated Net Income / (Loss)		 168 301 166 164 169 -667 214 196 104 239 267
Depreciation Expense		 48 49 47 47 42 46 45 46 44 44 42
Non-Cash Adjustments to Reconcile Net Income		 48 -41 86 -142 -61 1,576 11 55 -23 69 124
Changes in Operating Assets and Liabilities, net		 228 155 -397 261 204 -241 -324 192 314 -35 -518
Net Cash From Investing Activities		 -82 -138 46 -95 67 -262 -287 345 28 -17 -92
Net Cash From Continuing Investing Activities		 -82 -138 46 -95 67 -262 -287 345 28 -17 -92
Purchase of Property, Leasehold Improvements and Equipment		 -63 -73 -38 -47 -39 -40 -21 -27 -28 7.00 -23
Purchase of Investment Securities		 -680 -426 -603 -650 -814 -1,166 -509 -1,191 -1,529 -1,198 -829
Sale and/or Maturity of Investments		 661 382 698 602 920 943 245 1,602 1,585 1,174 761
Other Investing Activities, net		 -0.30 -21 -11 - 0.10 2.20 -1.70 -40 0.20 - 0.00
Net Cash From Financing Activities		 -266 -168 -179 -171 -126 -110 -148 -712 -409 -393 529
Net Cash From Continuing Financing Activities		 -266 -168 -179 -171 -126 -110 -148 -712 -409 -393 529
Issuance of Debt		 -31 -24 40 212 293 158 1,305 439 528 1,487 1,892
Repayment of Debt		 -186 -1.20 -5.20 -23 -288 -136 -1,339 -937 -720 -1,685 -1,135
Repurchase of Common Equity		 -5.70 -4.60 -28 -152 -3.90 -4.40 -20 -2.70 -30 -26 -43
Payment of Dividends		 -145 -145 -145 -151 -149 -149 -149 -152 -155 -152 -152
Other Financing Activities, Net		 101 6.80 -40 -58 23 21 56 -59 -32 -17 -33

Annual Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024
Total Assets		 25,073 25,734 31,669 30,978 39,420 36,504 32,686 29,757 28,934 27,009
Cash and Due from Banks		 2,215 2,070 2,518 1,148 1,701 1,710 2,147 1,434 1,469 987
Trading Account Securities		 1,019 795 675 614 830 827 926 997 919 1,240
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 427 465 491 469 584 564 518 561 600 479
Goodwill		 6,176 6,129 6,591 7,157 8,509 8,916 8,883 8,558 8,692 8,318
Intangible Assets		 1,354 1,399 1,559 2,176 7,358 7,306 7,228 7,141 5,848 5,749
Other Assets		 7,831 6,651 7,392 7,373 9,603 9,599 11,090 10,397 11,406 10,236
Total Liabilities & Shareholders' Equity		 25,073 25,734 31,669 30,978 39,420 36,504 32,686 29,757 28,934 27,009
Total Liabilities		 16,210 17,839 22,470 21,646 24,719 21,483 16,007 12,915 13,018 11,340
Long-Term Debt		 7,510 6,506 6,876 7,635 8,315 8,797 9,421 8,078 9,103 7,744
Other Long-Term Liabilities		 563 983 1,670 714 2,479 2,112 4,692 3,307 3,914 3,596
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 167 284 243 396 384 212 511 999 746 545
Total Equity & Noncontrolling Interests		 8,696 7,612 8,956 8,936 14,318 14,809 16,168 15,844 15,170 15,124
Total Preferred & Common Equity		 7,885 7,504 8,696 8,579 13,863 14,362 15,496 15,214 14,598 14,560
Preferred Stock		 - - - 0.00 4,011 4,011 4,011 4,011 4,011 4,011
Total Common Equity		 7,885 7,504 8,696 8,579 9,852 10,351 11,485 11,203 10,587 10,549
Common Stock		 6,296 6,326 6,380 6,433 7,974 7,925 7,801 7,668 7,565 7,448
Retained Earnings		 4,440 4,833 5,489 5,885 5,918 6,085 7,169 7,518 6,827 6,990
Treasury Stock		 -2,404 -2,846 -2,782 -3,004 -3,453 -3,254 -3,044 -3,041 -3,003 -2,853
Accumulated Other Comprehensive Income / (Loss)		 -446 -809 -391 -735 -587 -405 -442 -942 -802 -1,036
Noncontrolling Interest		 810 108 260 357 456 447 672 630 573 564

Quarterly Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025
Period end date 9/30/2022 12/31/2022 3/31/2023 6/30/2023 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025
Total Assets		 29,272 29,757 29,733 29,458 29,432 28,934 28,077 27,168 27,503 27,009 28,144
Cash and Due from Banks		 1,226 1,434 1,215 1,287 1,555 1,469 1,426 1,541 1,639 987 822
Trading Account Securities		 907 997 981 992 933 919 964 980 1,129 1,240 1,076
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 504 561 573 585 586 600 584 574 580 479 458
Goodwill		 8,406 8,558 8,603 8,675 8,569 8,692 8,621 8,606 8,730 8,318 8,373
Intangible Assets		 7,146 7,141 7,131 7,118 7,100 5,848 5,832 5,819 5,817 5,749 5,747
Other Assets		 10,329 10,397 10,583 10,356 10,280 11,406 10,651 9,647 9,607 10,236 11,668
Total Liabilities & Shareholders' Equity		 29,272 29,757 29,733 29,458 29,432 28,934 28,077 27,168 27,503 27,009 28,144
Total Liabilities		 12,768 12,915 12,924 12,749 12,840 13,018 12,224 11,402 11,596 11,340 12,356
Other Short-Term Payables		 2,013 861 435 571 2,025 - 1,774 1,953 2,342 - 543
Long-Term Debt		 8,036 8,078 8,262 8,373 8,471 9,103 8,628 7,561 7,453 7,744 9,069
Other Long-Term Liabilities		 1,966 3,307 3,578 3,362 1,936 3,914 1,823 1,888 1,801 3,596 2,744
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 990 999 880 842 754 746 668 569 581 545 546
Total Equity & Noncontrolling Interests		 15,513 15,844 15,930 15,867 15,838 15,170 15,185 15,197 15,326 15,124 15,242
Total Preferred & Common Equity		 14,904 15,214 15,343 15,329 15,254 14,598 14,555 14,585 14,754 14,560 14,699
Preferred Stock		 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011
Total Common Equity		 10,893 11,203 11,333 11,318 11,243 10,587 10,544 10,575 10,744 10,549 10,688
Common Stock		 7,660 7,668 7,526 7,546 7,556 7,565 7,428 7,430 7,438 7,448 7,349
Retained Earnings		 7,416 7,518 7,578 7,618 7,659 6,827 6,878 6,917 6,874 6,990 7,069
Treasury Stock		 -3,052 -3,041 -2,888 -3,027 -3,011 -3,003 -2,864 -2,850 -2,832 -2,853 -2,782
Accumulated Other Comprehensive Income / (Loss)		 -1,131 -942 -883 -818 -961 -802 -897 -922 -737 -1,036 -948
Noncontrolling Interest		 609 630 587 538 584 573 630 612 572 564 543

Annual Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024
Growth Metrics		 - - - - - - - - - -
Revenue Growth		 -0.20% -7.19% -100.67% 16,581.82% -102.04% 5,841.04% -101.13% 8,715.97% -4.92% 6.57%
EBITDA Growth		 0.05% -11.09% 19.33% -17.19% -19.67% 23.75% 91.18% -39.32% -115.20% 587.61%
EBIT Growth		 -0.25% -12.41% 19.66% -20.37% -25.24% 25.66% 108.37% -42.49% -131.79% 324.61%
NOPAT Growth		 -2.05% -10.85% 35.08% -23.94% -26.94% 25.15% 117.28% -45.84% -130.00% 340.15%
Net Income Growth		 -3.70% -9.94% 33.71% -23.94% -16.45% 9.45% 143.89% -53.01% -118.17% 547.32%
EPS Growth		 -0.44% -8.85% 33.50% -22.18% -40.19% -11.72% 164.60% -50.17% -148.99% 261.64%
Operating Cash Flow Growth		 -6.00% -42.04% 77.03% -28.42% 34.72% 10.18% -12.37% -34.77% 84.98% -8.52%
Free Cash Flow Firm Growth		 315.49% 369.54% -118.10% 98.11% -55,614.38% 100.13% -7,865.56% 503.38% -118.04% 696.35%
Invested Capital Growth		 2.26% -12.04% 11.62% 5.55% 35.65% 3.48% 9.58% -4.52% 0.40% -6.42%
Revenue Q/Q Growth		 2.04% -0.28% -100.51% 568.02% -101.91% 27,822.52% -101.01% -6.87% 2,340.73% 552.90%
EBITDA Q/Q Growth		 1.43% 1.84% -41.81% 464.71% 7.21% 28.81% -1.90% -21.01% -118.93% 621.30%
EBIT Q/Q Growth		 1.30% 1.94% -43.93% 1,215.72% 6.67% 36.16% -1.95% -23.38% -140.70% 333.44%
NOPAT Q/Q Growth		 -3.22% 1.72% -55.94% 278.55% 4.54% 12.26% 0.66% -19.59% -135.64% 498.16%
Net Income Q/Q Growth		 -3.13% 2.76% -56.59% 274.18% 25.05% 12.26% 12.98% -21.69% -121.03% 590.48%
EPS Q/Q Growth		 -5.83% 4.04% 0.00% 0.00% 9.40% 0.00% 0.00% -25.13% -155.73% 229.67%
Operating Cash Flow Q/Q Growth		 52.78% -43.36% 36.99% -20.83% 33.56% 10.84% -34.64% 197.97% 23.89% -25.03%
Free Cash Flow Firm Q/Q Growth		 200.00% -9.59% -134.57% 99.63% -30.34% 101.63% 6.21% -4.31% -238.87% 49.68%
Invested Capital Q/Q Growth		 -0.11% 2.10% 5.36% -2.36% 3.96% 2.32% 2.02% 1.55% -0.17% 0.23%
Profitability Metrics		 - - - - - - - - - -
EBITDA Margin		 28.57% 27.37% 0.00% 24.35% 0.00% 20.68% 0.00% 24.66% -3.94% 18.03%
EBIT Margin		 26.73% 25.23% 0.00% 21.65% 0.00% 17.37% 0.00% 21.39% -7.15% 15.07%
Profit (Net Income) Margin		 18.90% 18.34% 0.00% 16.80% 0.00% 13.12% 0.00% 15.46% -2.95% 12.40%
Tax Burden Percent		 70.78% 71.96% 81.23% 77.59% 75.84% 75.53% 78.76% 74.18% 70.70% 74.84%
Interest Burden Percent		 99.89% 101.02% 100.00% 100.00% 114.35% 100.00% 112.25% 97.39% 58.42% 109.92%
Effective Tax Rate		 29.22% 28.04% 18.77% 22.41% 24.16% 24.47% 21.24% 25.82% 0.00% 25.16%
Return on Invested Capital (ROIC)		 5.95% 5.59% 0.00% 5.35% 0.00% 3.45% 0.00% 3.73% -1.14% 2.83%
ROIC Less NNEP Spread (ROIC-NNEP)		 5.95% 5.71% 0.00% 5.35% 0.00% 3.45% 0.00% 3.44% 0.22% 3.63%
Return on Net Nonoperating Assets (RNNOA)		 4.67% 4.78% 0.00% 4.19% 0.00% 1.99% 0.00% 1.80% 0.11% 1.94%
Return on Equity (ROE)		 10.62% 10.36% 13.58% 9.53% 6.14% 5.43% 12.43% 5.52% -1.03% 4.76%
Cash Return on Invested Capital (CROIC)		 3.72% 18.40% -3.36% -0.06% -27.03% 0.03% -2.12% 8.35% -1.54% 9.46%
Operating Return on Assets (OROA)		 5.99% 4.70% 0.00% 3.63% 0.00% 2.82% 0.00% 4.10% -1.39% 3.27%
Return on Assets (ROA)		 4.24% 3.42% 0.00% 2.82% 0.00% 2.13% 0.00% 2.96% -0.57% 2.69%
Return on Common Equity (ROCE)		 9.49% 9.52% 12.87% 8.88% 4.71% 3.69% 8.56% 3.74% -0.68% 3.19%
Return on Equity Simple (ROE_SIMPLE)		 12.23% 11.57% 13.35% 10.29% 5.32% 5.62% 12.71% 6.08% -1.15% 5.17%
Net Operating Profit after Tax (NOPAT)		 964 860 1,161 883 645 808 1,755 950 -285 685
NOPAT Margin		 18.90% 18.15% 0.00% 16.80% 0.00% 13.12% 0.00% 15.87% -5.01% 11.28%
Net Nonoperating Expense Percent (NNEP)		 0.00% -0.13% 0.00% 0.00% -1.16% 0.00% -2.36% 0.28% -1.36% -0.81%
SG&A Expenses to Revenue		 35.74% 38.26% 0.00% 38.79% 0.00% 39.05% 0.00% 37.85% 42.47% 42.35%
Operating Expenses to Revenue		 73.27% 74.97% 0.00% 78.35% 0.00% 82.63% 0.00% 78.61% 107.15% 84.93%
Earnings before Interest and Taxes (EBIT)		 1,364 1,194 1,429 1,138 851 1,069 2,228 1,281 -407 915
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 1,457 1,296 1,546 1,280 1,028 1,273 2,433 1,476 -224 1,094
Valuation Ratios		 - - - - - - - - - -
Price to Book Value (P/BV)		 1.24 1.18 1.27 0.62 0.69 0.68 0.83 0.65 0.71 0.74
Price to Tangible Book Value (P/TBV)		 27.46 0.00 20.14 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Price to Revenue (P/Rev)		 1.91 1.87 0.00 1.01 0.00 1.15 0.00 1.22 1.32 1.28
Price to Earnings (P/E)		 10.09 10.37 9.77 6.04 11.98 13.44 6.80 10.71 0.00 14.44
Dividend Yield		 4.60% 5.12% 4.25% 9.18% 8.25% 5.05% 3.24% 5.71% 4.69% 4.71%
Earnings Yield		 9.92% 9.64% 10.24% 16.55% 8.35% 7.44% 14.70% 9.34% 0.00% 6.93%
Enterprise Value to Invested Capital (EV/IC)		 0.98 0.95 0.99 0.70 0.79 0.79 0.84 0.79 0.82 0.84
Enterprise Value to Revenue (EV/Rev)		 3.14 2.89 0.00 2.27 0.00 3.06 0.00 3.27 3.60 3.24
Enterprise Value to EBITDA (EV/EBITDA)		 11.01 10.57 10.26 9.31 17.72 14.78 9.02 13.28 0.00 17.95
Enterprise Value to EBIT (EV/EBIT)		 11.76 11.46 11.10 10.47 21.42 17.59 9.85 15.31 0.00 21.48
Enterprise Value to NOPAT (EV/NOPAT)		 16.63 15.93 13.67 13.49 28.25 23.29 12.51 20.63 0.00 28.70
Enterprise Value to Operating Cash Flow (EV/OCF)		 14.21 20.93 13.71 14.38 16.32 15.29 20.36 27.88 15.76 16.51
Enterprise Value to Free Cash Flow (EV/FCFF)		 26.59 4.83 0.00 0.00 0.00 2,766.21 0.00 9.21 0.00 8.57
Leverage & Solvency		 - - - - - - - - - -
Debt to Equity		 0.85 0.82 0.75 0.82 0.57 0.59 0.56 0.48 0.57 0.49
Long-Term Debt to Equity		 0.85 0.82 0.75 0.82 0.57 0.59 0.56 0.48 0.57 0.49
Financial Leverage		 0.78 0.84 0.78 0.78 0.66 0.58 0.57 0.52 0.52 0.53
Leverage Ratio		 2.51 3.03 3.36 3.38 2.93 2.55 2.18 1.86 1.79 1.77
Compound Leverage Factor		 2.51 3.06 3.36 3.38 3.35 2.55 2.45 1.81 1.05 1.95
Debt to Total Capital		 45.87% 45.17% 42.77% 45.00% 36.13% 36.93% 36.10% 32.42% 36.39% 33.08%
Short-Term Debt to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Long-Term Debt to Total Capital		 45.87% 45.17% 42.77% 45.00% 36.13% 36.93% 36.10% 32.42% 36.39% 33.08%
Preferred Equity to Total Capital		 0.00% 0.00% 0.00% 0.00% 17.42% 16.84% 15.37% 16.09% 16.03% 17.13%
Noncontrolling Interests to Total Capital		 5.97% 2.72% 3.13% 4.44% 3.65% 2.77% 4.53% 6.54% 5.27% 4.74%
Common Equity to Total Capital		 48.16% 52.11% 54.10% 50.56% 42.80% 43.46% 44.01% 44.96% 42.32% 45.06%
Debt to EBITDA		 5.15 5.02 4.45 5.96 8.09 6.91 3.87 5.47 -40.57 7.08
Net Debt to EBITDA		 3.63 3.42 2.82 4.55 6.43 5.57 2.99 4.50 -34.02 6.18
Long-Term Debt to EBITDA		 5.15 5.02 4.45 5.96 8.09 6.91 3.87 5.47 -40.57 7.08
Debt to NOPAT		 7.79 7.57 5.92 8.65 12.89 10.89 5.37 8.50 -31.94 11.31
Net Debt to NOPAT		 5.49 5.16 3.75 6.60 10.25 8.78 4.15 6.99 -26.78 9.87
Long-Term Debt to NOPAT		 7.79 7.57 5.92 8.65 12.89 10.89 5.37 8.50 -31.94 11.31
Noncontrolling Interest Sharing Ratio		 10.67% 8.17% 5.23% 6.78% 23.31% 32.03% 31.11% 32.32% 33.48% 33.08%
Liquidity Ratios		 - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 603 2,831 -512 -9.70 -5,404 6.80 -528 2,130 -384 2,291
Operating Cash Flow to CapEx		 906.35% 442.79% 1,036.53% 808.59% 898.31% 1,069.83% 990.90% 364.54% 791.72% 1,722.14%
Free Cash Flow to Firm to Interest Expense		 7.38 0.00 -5.41 -0.09 -39.83 0.05 -5.58 25.00 -5.45 39.51
Operating Cash Flow to Interest Expense		 13.81 0.00 12.21 7.43 8.23 9.52 11.38 8.25 18.45 20.52
Operating Cash Flow Less CapEx to Interest Expense		 12.29 0.00 11.03 6.51 7.31 8.63 10.24 5.99 16.12 19.33
Efficiency Ratios		 - - - - - - - - - -
Asset Turnover		 0.22 0.19 0.00 0.17 0.00 0.16 0.00 0.19 0.19 0.22
Fixed Asset Turnover		 12.30 10.62 0.00 10.96 0.00 10.73 0.00 11.10 9.81 11.25
Capital & Investment Metrics		 - - - - - - - - - -
Invested Capital		 16,373 14,401 16,074 16,967 23,017 23,817 26,100 24,920 25,019 23,413
Invested Capital Turnover		 0.32 0.31 0.00 0.32 0.00 0.26 0.00 0.23 0.23 0.25
Increase / (Decrease) in Invested Capital		 361 -1,972 1,673 893 6,050 801 2,283 -1,180 99 -1,607
Enterprise Value (EV)		 16,037 13,689 15,869 11,917 18,228 18,810 21,945 19,608 20,506 19,645
Market Capitalization		 9,764 8,862 11,008 5,334 6,764 7,054 9,478 7,325 7,543 7,769
Book Value per Share		 $18.60 $18.37 $21.36 $20.86 $21.71 $22.54 $24.90 $24.63 $23.55 $23.47
Tangible Book Value per Share		 $0.84 ($0.06) $1.34 ($1.83) ($13.25) ($12.78) ($10.03) ($9.89) ($8.79) ($7.83)
Total Capital		 16,373 14,401 16,074 16,967 23,017 23,817 26,100 24,920 25,019 23,413
Total Debt		 7,510 6,506 6,876 7,635 8,315 8,797 9,421 8,078 9,103 7,744
Total Long-Term Debt		 7,510 6,506 6,876 7,635 8,315 8,797 9,421 8,078 9,103 7,744
Net Debt		 5,295 4,435 4,358 5,829 6,614 7,087 7,274 6,644 7,634 6,757
Capital Expenditures (CapEx)		 125 148 112 103 124 115 109 193 164 69
Net Nonoperating Expense (NNE)		 0.00 -8.78 0.00 0.00 -93 0.00 -215 25 -117 -68
Net Nonoperating Obligations (NNO)		 7,510 6,506 6,876 7,635 8,315 8,797 9,421 8,078 9,103 7,744
Total Depreciation and Amortization (D&A)		 94 101 117 142 178 204 205 195 183 180
Earnings Adjustments		 - - - - - - - - - -
Adjusted Basic Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.29 $1.14 $3.01 $1.50 ($0.73) $1.18
Adjusted Weighted Average Basic Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Adjusted Diluted Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.28 $1.13 $2.99 $1.49 ($0.73) $1.18
Adjusted Weighted Average Diluted Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $1.29 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M
Normalized Net Operating Profit after Tax (NOPAT)		 945 886 1,132 966 -3,637 952 -4,128 948 -291 623
Normalized NOPAT Margin		 18.52% 18.71% 0.00% 18.38% 0.00% 15.46% 0.00% 15.83% -5.11% 10.27%
Pre Tax Income Margin		 26.70% 25.49% 0.00% 21.65% 0.00% 17.37% 0.00% 20.84% -4.18% 16.57%
Debt Service Ratios		 - - - - - - - - - -
EBIT to Interest Expense		 16.69 0.00 15.08 10.21 6.27 8.27 23.52 15.04 -5.78 15.77
NOPAT to Interest Expense		 11.80 0.00 12.25 7.92 4.75 6.25 18.53 11.15 -4.04 11.80
EBIT Less CapEx to Interest Expense		 15.17 0.00 13.90 9.29 5.35 7.38 22.37 12.77 -8.11 14.58
NOPAT Less CapEx to Interest Expense		 10.28 0.00 11.07 7.00 3.84 5.36 17.38 8.89 -6.37 10.61
Payout Ratios		 - - - - - - - - - -
Dividend Payout Ratio		 47.14% 53.02% 40.62% 55.55% 88.47% 73.59% 27.65% 61.76% -353.57% 80.85%
Augmented Payout Ratio		 111.83% 114.64% 46.12% 61.42% 152.14% 79.42% 30.74% 88.20% -465.04% 91.39%

Quarterly Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025
Period end date 9/30/2022 12/31/2022 3/31/2023 6/30/2023 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 -20.06% 127.97% -11.69% -2.33% 2.00% -6.88% 7.51% 1.62% -100.17% 123.54% 3.78%
EBITDA Growth		 -58.85% -22.75% -31.02% -34.16% -10.17% -346.35% 28.58% 10.46% -41.70% 130.03% 37.13%
EBIT Growth		 -62.78% -24.78% -34.97% -38.18% -9.84% -392.69% 35.81% 13.05% -50.13% 124.50% 45.61%
NOPAT Growth		 -69.15% -46.01% -38.30% -43.07% 0.24% -317.24% 46.19% 19.16% -51.46% 136.53% 49.04%
Net Income Growth		 -69.15% -46.01% -30.19% -24.90% 0.24% -321.78% 29.19% 19.16% -38.59% 135.78% 24.79%
EPS Growth		 -45.07% -54.95% -25.58% 11.54% -25.64% -497.56% -3.13% 0.00% -58.62% 128.22% 22.58%
Operating Cash Flow Growth		 -18.14% 12,627.03% 73.65% 169.13% -28.03% 54.11% 44.99% 47.63% 23.81% -55.63% -55.51%
Free Cash Flow Firm Growth		 168.88% 185.81% 165.80% 198.01% -129.22% -150.83% -21.91% 1,030.36% 603.72% 345.21% -113.57%
Invested Capital Growth		 -4.08% -4.52% -3.41% -0.03% 2.13% 0.40% -2.36% -7.00% -6.79% -6.42% 1.54%
Revenue Q/Q Growth		 -6.02% 3.82% 130.77% 4.46% -1.86% -5.21% 134.54% -1.26% -100.17% 122,512.00% -50.09%
EBITDA Q/Q Growth		 -28.06% 34.36% -37.34% 8.70% -1.84% -468.44% 131.05% -6.62% -48.19% 89.79% 29.85%
EBIT Q/Q Growth		 -31.41% 40.53% -41.90% 10.37% 0.04% -556.22% 125.65% -8.13% -55.87% 124.15% 35.98%
NOPAT Q/Q Growth		 -41.72% 78.73% -51.29% 12.20% 2.62% -487.34% 132.78% -8.54% -58.20% 191.47% 13.51%
Net Income Q/Q Growth		 -23.12% 78.73% -44.88% -0.84% 2.62% -495.44% 132.11% -8.54% -47.12% 130.41% 11.98%
EPS Q/Q Growth		 50.00% 5.13% -21.95% -9.38% 0.00% -662.07% 119.02% -6.45% -58.62% 283.33% -17.39%
Operating Cash Flow Q/Q Growth		 299.68% -5.79% -121.34% 434.98% 6.88% 101.72% -107.62% 999.08% -10.37% -27.71% -126.70%
Free Cash Flow Firm Q/Q Growth		 788.53% 22.10% -30.32% -83.27% -305.27% -112.43% 409.23% 142.15% -8.52% 3.41% -105.69%
Invested Capital Q/Q Growth		 -2.19% 1.55% 0.61% 0.04% -0.08% -0.17% -0.19% -4.71% 0.14% 0.23% 6.17%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 21.40% 27.69% 18.11% 18.84% 18.85% -73.26% 21.66% 20.48% 0.00% 9.84% 25.61%
EBIT Margin		 18.02% 24.39% 14.79% 15.62% 15.92% -76.65% 18.68% 17.38% 0.00% 8.40% 22.89%
Profit (Net Income) Margin		 11.89% 20.46% 11.77% 11.17% 11.68% -48.73% 14.14% 13.10% 0.00% 7.80% 17.50%
Tax Burden Percent		 65.97% 77.05% 70.34% 71.51% 73.35% 71.46% 75.72% 75.38% 71.40% 75.20% 77.50%
Interest Burden Percent		 100.00% 108.90% 113.15% 100.00% 100.00% 88.96% 100.00% 100.00% 126.50% 123.45% 98.66%
Effective Tax Rate		 34.03% 22.95% 29.66% 28.49% 26.65% 0.00% 24.28% 24.62% 28.60% 24.80% 22.50%
Return on Invested Capital (ROIC)		 3.05% 4.80% 0.00% 0.00% 0.00% -10.88% 0.05% 0.06% 0.00% 1.95% 4.40%
ROIC Less NNEP Spread (ROIC-NNEP)		 3.05% 4.80% 0.00% 0.00% 0.00% -11.04% 0.05% 0.06% 0.00% 1.95% 4.36%
Return on Net Nonoperating Assets (RNNOA)		 1.61% 2.51% 0.00% 0.00% 0.00% -5.79% 0.02% 0.03% 0.00% 1.04% 2.44%
Return on Equity (ROE)		 4.66% 7.31% 5.08% 4.79% 4.83% -16.68% 0.07% 0.09% -0.94% 3.00% 6.84%
Cash Return on Invested Capital (CROIC)		 8.88% 8.35% 6.82% 3.22% 1.12% -1.54% 1.85% 6.79% 6.32% 9.46% 1.61%
Operating Return on Assets (OROA)		 3.73% 4.68% 0.00% 0.00% 0.00% -14.87% 0.05% 0.07% 0.00% 1.82% 4.99%
Return on Assets (ROA)		 2.46% 3.92% 0.00% 0.00% 0.00% -9.45% 0.04% 0.05% 0.00% 1.69% 3.81%
Return on Common Equity (ROCE)		 3.12% 4.95% 3.43% 3.21% 3.23% -11.09% 0.05% 0.06% -0.64% 2.01% 4.59%
Return on Equity Simple (ROE_SIMPLE)		 7.93% 0.00% 5.56% 5.21% 5.24% 0.00% -0.82% -0.61% -1.04% 0.00% 5.48%
Net Operating Profit after Tax (NOPAT)		 168 301 147 164 169 -653 214 196 82 239 271
NOPAT Margin		 11.89% 20.46% 10.40% 11.17% 11.68% -47.73% 14.14% 13.10% 0.00% 7.80% 17.74%
Net Nonoperating Expense Percent (NNEP)		 0.00% 0.00% -0.22% 0.00% 0.00% 0.16% 0.00% 0.00% -0.27% 0.00% 0.04%
SG&A Expenses to Revenue		 41.07% 35.52% 42.09% 41.55% 42.15% 44.18% 40.17% 39.40% 0.00% 19.89% 38.99%
Operating Expenses to Revenue		 81.98% 75.61% 87.07% 84.38% 84.08% 176.65% 81.32% 82.62% 0.00% 91.60% 77.11%
Earnings before Interest and Taxes (EBIT)		 255 359 208 230 230 -1,049 283 260 115 257 350
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 303 407 255 277 272 -1,003 328 306 159 301 391
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 0.53 0.65 0.62 0.65 0.55 0.71 0.71 0.64 0.74 0.74 0.64
Price to Tangible Book Value (P/TBV)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Price to Revenue (P/Rev)		 0.90 1.22 0.00 0.00 0.00 1.32 89.75 62.89 0.00 1.28 1.11
Price to Earnings (P/E)		 6.28 10.71 11.21 11.36 10.35 0.00 0.00 0.00 0.00 14.44 11.96
Dividend Yield		 5.61% 5.71% 6.02% 5.96% 6.99% 4.69% 4.82% 5.38% 4.61% 4.71% 5.41%
Earnings Yield		 15.92% 9.34% 8.92% 8.80% 9.66% 0.00% 0.00% 0.00% 0.00% 6.93% 8.36%
Enterprise Value to Invested Capital (EV/IC)		 0.74 0.79 0.78 0.79 0.74 0.82 0.82 0.77 0.81 0.84 0.81
Enterprise Value to Revenue (EV/Rev)		 2.83 3.27 0.00 0.00 0.00 3.60 240.30 167.67 0.00 3.24 3.29
Enterprise Value to EBITDA (EV/EBITDA)		 9.75 13.28 14.68 16.26 15.55 0.00 0.00 0.00 0.00 17.95 16.78
Enterprise Value to EBIT (EV/EBIT)		 10.90 15.31 17.15 19.28 18.43 0.00 0.00 0.00 0.00 21.48 19.66
Enterprise Value to NOPAT (EV/NOPAT)		 15.41 20.63 22.96 24.74 23.06 0.00 0.00 0.00 0.00 28.70 26.05
Enterprise Value to Operating Cash Flow (EV/OCF)		 77.19 27.88 20.01 16.65 17.56 15.76 14.84 11.94 11.89 16.51 17.36
Enterprise Value to Free Cash Flow (EV/FCFF)		 8.18 9.21 11.27 24.49 66.63 0.00 43.60 10.92 12.33 8.57 50.72
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 0.49 0.48 0.49 0.50 0.51 0.57 0.54 0.48 0.47 0.49 0.57
Long-Term Debt to Equity		 0.49 0.48 0.49 0.50 0.51 0.57 0.54 0.48 0.47 0.49 0.57
Financial Leverage		 0.53 0.52 0.52 0.50 0.50 0.52 0.52 0.49 0.49 0.53 0.56
Leverage Ratio		 1.89 1.86 1.83 1.79 1.77 1.79 1.77 1.74 1.75 1.77 1.78
Compound Leverage Factor		 1.89 2.03 2.07 1.79 1.77 1.59 1.77 1.74 2.22 2.19 1.75
Debt to Total Capital		 32.75% 32.42% 32.95% 33.38% 33.80% 36.39% 35.24% 32.41% 31.91% 33.08% 36.49%
Short-Term Debt to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Long-Term Debt to Total Capital		 32.75% 32.42% 32.95% 33.38% 33.80% 36.39% 35.24% 32.41% 31.91% 33.08% 36.49%
Preferred Equity to Total Capital		 16.34% 16.09% 16.00% 15.99% 16.00% 16.03% 16.38% 17.19% 17.17% 17.13% 16.13%
Noncontrolling Interests to Total Capital		 6.52% 6.54% 5.85% 5.50% 5.34% 5.27% 5.30% 5.06% 4.93% 4.74% 4.38%
Common Equity to Total Capital		 44.39% 44.96% 45.20% 45.13% 44.86% 42.32% 43.07% 45.33% 45.99% 45.06% 43.00%
Debt to EBITDA		 4.30 5.47 6.19 6.88 7.14 -40.57 -68.80 -78.44 -35.51 7.08 7.56
Net Debt to EBITDA		 3.64 4.50 5.28 5.83 5.83 -34.02 -57.44 -62.45 -27.70 6.18 6.87
Long-Term Debt to EBITDA		 4.30 5.47 6.19 6.88 7.14 -40.57 -68.80 -78.44 -35.51 7.08 7.56
Debt to NOPAT		 6.80 8.50 9.68 10.48 10.59 -31.94 -64.63 -67.22 -43.35 11.31 11.73
Net Debt to NOPAT		 5.76 6.99 8.25 8.87 8.65 -26.78 -53.95 -53.52 -33.82 9.87 10.67
Long-Term Debt to NOPAT		 6.80 8.50 9.68 10.48 10.59 -31.94 -64.63 -67.22 -43.35 11.31 11.73
Noncontrolling Interest Sharing Ratio		 33.00% 32.32% 32.53% 32.86% 33.11% 33.48% 33.02% 32.58% 32.34% 33.08% 32.89%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 1,213 1,481 1,032 173 -354 -753 806 1,951 1,785 1,846 -105
Operating Cash Flow to CapEx		 784.69% 634.06% -259.58% 709.42% 903.32% 1,772.46% -259.05% 1,831.84% 1,543.66% 0.00% -361.54%
Free Cash Flow to Firm to Interest Expense		 65.19 84.13 57.32 9.38 -20.48 -44.80 50.67 119.69 133.19 148.84 -8.01
Operating Cash Flow to Interest Expense		 26.45 26.34 -5.49 18.01 20.47 42.52 -3.42 30.01 32.72 25.56 -6.46
Operating Cash Flow Less CapEx to Interest Expense		 23.08 22.18 -7.61 15.47 18.20 40.12 -4.74 28.37 30.60 26.12 -8.24
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.21 0.19 0.00 0.00 0.00 0.19 0.00 0.00 0.00 0.22 0.22
Fixed Asset Turnover		 12.65 11.10 0.00 0.00 0.00 9.81 0.14 0.18 0.00 11.25 11.75
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 24,539 24,920 25,072 25,082 25,062 25,019 24,481 23,327 23,360 23,413 24,857
Invested Capital Turnover		 0.26 0.23 0.00 0.00 0.00 0.23 0.00 0.00 0.00 0.25 0.25
Increase / (Decrease) in Invested Capital		 -1,044 -1,180 -885 -8.20 523 99 -592 -1,755 -1,703 -1,607 376
Enterprise Value (EV)		 18,217 19,608 19,602 19,777 18,437 20,506 19,969 17,940 18,879 19,645 20,137
Market Capitalization		 5,796 7,325 7,077 7,301 6,174 7,543 7,458 6,729 7,903 7,769 6,790
Book Value per Share		 $23.94 $24.63 $24.92 $24.70 $25.06 $23.55 $23.44 $23.51 $23.87 $23.47 $23.88
Tangible Book Value per Share		 ($10.24) ($9.89) ($9.68) ($9.77) ($9.86) ($8.79) ($8.69) ($8.56) ($8.45) ($7.83) ($7.67)
Total Capital		 24,539 24,920 25,072 25,082 25,062 25,019 24,481 23,327 23,360 23,413 24,857
Total Debt		 8,036 8,078 8,262 8,373 8,471 9,103 8,628 7,561 7,453 7,744 9,069
Total Long-Term Debt		 8,036 8,078 8,262 8,373 8,471 9,103 8,628 7,561 7,453 7,744 9,069
Net Debt		 6,810 6,644 7,048 7,086 6,916 7,634 7,202 6,020 5,814 6,757 8,248
Capital Expenditures (CapEx)		 63 73 38 47 39 40 21 27 28 -7.00 23
Net Nonoperating Expense (NNE)		 0.00 0.00 -19 0.00 0.00 14 0.00 0.00 -22 0.00 3.64
Net Nonoperating Obligations (NNO)		 8,036 8,078 8,262 8,373 8,471 9,103 8,628 7,561 7,453 7,744 9,069
Total Depreciation and Amortization (D&A)		 48 49 47 47 42 46 45 46 44 44 42
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $0.39 $0.41 $0.32 $0.29 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38
Adjusted Weighted Average Basic Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Adjusted Diluted Earnings per Share		 $0.39 $0.41 $0.32 $0.29 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38
Adjusted Weighted Average Diluted Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 454.78M 454.75M 458.17M 448.62M 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M
Normalized Net Operating Profit after Tax (NOPAT)		 211 224 188 166 169 -653 191 165 -1,012 1,383 214
Normalized NOPAT Margin		 14.90% 15.20% 13.37% 11.30% 11.68% -47.73% 12.62% 11.04% 0.00% 45.20% 13.98%
Pre Tax Income Margin		 18.02% 26.56% 16.73% 15.62% 15.92% -68.19% 18.68% 17.38% 0.00% 10.37% 22.58%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 13.72 20.37 11.57 12.49 13.29 -62.46 17.79 15.94 8.56 20.73 26.69
NOPAT to Interest Expense		 9.05 17.09 8.14 8.93 9.75 -38.90 13.47 12.02 6.11 19.25 20.68
EBIT Less CapEx to Interest Expense		 10.34 16.22 9.46 9.96 11.03 -64.86 16.47 14.31 6.44 21.30 24.90
NOPAT Less CapEx to Interest Expense		 5.68 12.94 6.02 6.40 7.49 -41.29 12.15 10.38 3.99 19.81 18.90
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 47.78% 61.76% 67.87% 73.29% 73.80% -353.57% -500.17% -680.07% -394.85% 80.85% 75.80%
Augmented Payout Ratio		 68.34% 88.20% 72.55% 97.00% 97.27% -465.04% -650.58% -715.63% -432.46% 91.39% 88.47%

Frequently Asked Questions About Invesco's Financials

When does Invesco's fiscal year end?

According to the most recent income statement we have on file, Invesco's financial year ends in December. Their financial year 2024 ended on December 31, 2024.

How has Invesco's net income changed over the last 9 years?

Invesco's net income appears to be on a downward trend, with a most recent value of $752.40 million in 2024, falling from $964.10 million in 2015. The previous period was -$168.20 million in 2023. See where experts think Invesco is headed by visiting Invesco's forecast page.

How has Invesco's revenue changed over the last 9 years?

Over the last 9 years, Invesco's total revenue changed from $5.10 billion in 2015 to $6.07 billion in 2024, a change of 19.0%.

How much debt does Invesco have?

Invesco's total liabilities were at $11.34 billion at the end of 2024, a 12.9% decrease from 2023, and a 30.0% decrease since 2015.

How much cash does Invesco have?

In the past 9 years, Invesco's cash and equivalents has ranged from $986.50 million in 2024 to $2.52 billion in 2017, and is currently $986.50 million as of their latest financial filing in 2024.

How has Invesco's book value per share changed over the last 9 years?

Over the last 9 years, Invesco's book value per share changed from 18.60 in 2015 to 23.47 in 2024, a change of 26.2%.


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This page (NYSE:IVZ) was last updated on 6/18/2025 by MarketBeat.com Staff
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