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IVZ · XBRL financial data

Invesco financial statements, every quarter

The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

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How these numbers work
  • Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
  • Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
  • * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
  • 0 means a filing states zero; a dash (—) means no filing states that number.
  • “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
  • Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
  • Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
  • Shares outstanding come from each filing's cover page, as of the date printed there.
  • Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

CSV

Fiscal quarters (IVZ's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Revenue from contracts with customers1,413*1,4751,4831,5151,593*1,5291,5161,6401,692*1,7451,8261,873
General and administrative136*139180141135*137139151149*147134149
Total operating expenses2,489*1,2621,2771,4151,281*1,2521,3011,3703,150*1,4111,4611,437
Operating income (loss)(1,076)*213207101312*277214271(1,458)*333364437
Interest expense17*16161312*13212623*242420
Other income (expense)73*36428(20)*(24)60(1)21*(0)106(34)
Income tax expense (benefit)(266)*69644279*7877(10)(350)*81117108
Net income (loss)(742)*14213255209*171——————
Earnings per share, basic USD per share(1.64)*0.310.290.120.45*0.38(0.03)0.67—0.510.770.66
Earnings per share, diluted USD per share(1.63)*0.310.290.120.45*0.38(0.03)0.66—0.510.760.65
Weighted average shares, basic millions of shares452*453456455464*453454452451*451451449
Weighted average shares, diluted millions of shares454*454456456466*454455455456*454454453

Balance sheet

CSV

Fiscal quarters (IVZ's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Cash and cash equivalents1,4698968791,0459878229239731,038807915966
Property and equipment, net600584574580479458454388379365370379
Right-of-use asset319———335———297———
Goodwill8,6928,6218,6068,7308,3188,3738,5838,4608,4778,4168,4008,398
Total assets28,93428,07727,16827,50327,00928,14428,49728,43927,09426,83527,47327,646
Total liabilities13,01812,22411,40211,59611,34012,35613,53813,64714,08913,57214,00314,017
Retained earnings6,8276,8786,9176,8746,9907,0696,9617,1685,8876,0226,2706,467
Total stockholders' equity14,59814,55514,58514,75414,56014,69913,87314,00612,23112,25512,47212,630
Total liabilities and equity28,93428,07727,16827,50327,00928,14428,49728,43927,09426,83527,47327,646
Common shares outstanding (cover page) millions of shares449450450449448448446445444443441440

Cash flows

CSV

Fiscal quarters (IVZ's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Net income (loss)(742)*14213255209*171——————
Stock-based compensation21*2118*51*14*1524*21*20*3431*27*
Depreciation and amortization46*4546*44*44*4240*38*36*3332*32*
Net cash from operating activities714*(54)489*438*317*(85)548*606*456*213734*475*
Purchases of property and equipment40*2127*28*(7)*2318*20*24*1431*32*
Net cash from investing activities(262)*(287)345*28*(17)*(92)(275)*(255)*(352)*(733)(706)*293*
Share repurchases4*203*30*26*4326*29*26*6950*75*
Dividends paid90*9093*95*93*9395*95*95*9597*98*
Proceeds from long-term debtyear only——0*0*——0*0*——0*
Net cash from financing activities(110)*(148)(712)*(409)*(393)*529(725)*(310)*356*271(121)*(635)*

Compare with peers

SIC 6282 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen
  • SIC 6282 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
  • Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
  • Runway shows only for companies burning cash with under $10B of public float.
  • * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
  • A cell reading “not reported” means the filings give no figure for that quarter alone.
CompanyCash ($M)Revenue, quarter ($M)Operating cash flow, quarter ($M)Shares outstandingRunwayQuarter
Invesco9661,873475*439.5M— 10-QSep 30, 2026
Franklin Templeton3,7612,358581*508.1M— 10-QJun 30, 2026
Hamilton Lane35027577not reported— 10-QJun 30, 2026
Affiliated Managers Group411641239*25.9M— 10-QJun 30, 2026
Janus Henderson Group1,381not reported235154.1M— 10-QMar 31, 2026
StepStone Group703379(458)not reported1.5 quarters 10-QJun 30, 2026
Moelis208not reported230*not reported— 10-QJun 30, 2026
TPG9451,841348*not reported— 10-QJun 30, 2026
Alliancebernstein Holding0not reported76*91.9M— 10-QSep 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.