Invesco

Financials Asset Management & Custody Banks Atlanta, Georgia Last filing Feb 24, 2026 · FY2025

                    Revenue
                    FY2025
                
Not reported
                    
                    No matching line (6 accounts checked)
                    
                    Net income
                    FY2025
                
$-174.8M
                    
                    -123.2%
                    
                    Total assets
                    FY2025
                
$27.1B
                    ROA -0.6%
                    
                    P1
                    
                    +0.3%
                    
                    Operating cash flow
                    FY2025
                
$1.5B
                    
                    +28.2%

19 yrs · FY2007–FY2025 7 filed · 0 derived · 2 blank

1Y 3Y 5Y 10Y

Dollars % of revenue % of assets YoY % CAGR

Balance Sheet

Assets, liabilities, and equity

19 accounts · 10 years

Total assets $27.1B

Total liabilities $14.1B

Shareholders equity $12.2B

Account	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Assets
Cash and Cash Equivalents	$1.0B 5.2%	$986.5M -32.9%	$1.5B 2.4%	$1.4B -33.2%	$2.1B 25.6%	$1.7B 0.5%	$1.7B -5.8%	$1.8B -28.3%	$2.5B 21.6%	$2.1B
Investment Securities	$1.4B 11.4%	$1.2B 34.9%	$919.1M -90.4%	$9.5B -4.4%	$10.0B 14.1%	$8.7B 1.1%	$8.6B 26.5%	$6.8B 7.8%	$6.3B 7.1%	$5.9B
Property,Plant and Equipment	$378.9M -20.9%	$479.0M -20.1%	$599.5M 6.8%	$561.1M 8.3%	$518.1M -8.1%	$563.8M -3.4%	$583.5M 24.5%	$468.7M -4.5%	$490.7M 5.6%	$464.7M
Goodwill	$8.5B 1.9%	$8.3B -4.3%	$8.7B 1.6%	$8.6B -3.7%	$8.9B -0.4%	$8.9B 4.8%	$8.5B 18.9%	$7.2B 8.6%	$6.6B 7.5%	$6.1B
Other Assets	$15.8B -1.0%	$16.0B -7.4%	$17.3B 78.3%	$9.7B -13.4%	$11.2B -32.6%	$16.6B -17.1%	$20.0B 35.8%	$14.7B -6.5%	$15.7B 41.0%	$11.2B
Total Assets	$27.1B 0.3%	$27.0B -6.7%	$28.9B -2.8%	$29.8B -9.0%	$32.7B -10.5%	$36.5B -7.4%	$39.4B 27.3%	$31.0B -2.2%	$31.7B 23.1%	$25.7B
Liabilities
Long Term Debt	$10.8B 39.4%	$7.7B 419.9%	$1.5B -81.6%	$8.1B -14.3%	$9.4B 7.1%	$8.8B 5.8%	$8.3B 8.9%	$7.6B 11.0%	$6.9B 5.7%	$6.5B
Other Liabilities	$3.3B -8.3%	$3.6B -68.8%	$11.5B 138.4%	$4.8B -26.6%	$6.6B -48.1%	$12.7B -22.7%	$16.4B 17.1%	$14.0B -10.2%	$15.6B 37.6%	$11.3B
Total Liabilities	$14.1B 24.2%	$11.3B -12.9%	$13.0B 0.8%	$12.9B -19.3%	$16.0B -25.5%	$21.5B -13.1%	$24.7B 14.2%	$21.6B -3.7%	$22.5B 26.0%	$17.8B
Equity
Total Stockholders Equity	$12.2B -16.0%	$14.6B -0.3%	$14.6B -4.0%	$15.2B -1.8%	$15.5B 7.9%	$14.4B 3.6%	$13.9B 61.6%	$8.6B -1.3%	$8.7B 15.9%	$7.5B
Common Stock	$113.2M 0.0%	$113.2M 0.0%	$113.2M 0.0%	$113.2M 0.0%	$113.2M 0.0%	$113.2M 0.0%	$113.2M 15.4%	$98.1M 0.0%	$98.1M 0.0%	$98.1M
Retained Earnings	$5.9B -15.8%	$7.0B 2.4%	$6.8B -9.2%	$7.5B 4.9%	$7.2B 17.8%	$6.1B 2.8%	$5.9B 0.6%	$5.9B 7.2%	$5.5B 13.6%	$4.8B
Accumulated Other Comprehensive Income	$-722.9M 30.2%	$-1.0B -29.2%	$-801.8M 14.9%	$-942.4M -113.5%	$-441.5M -9.1%	$-404.5M 31.1%	$-587.3M 20.1%	$-735.0M -87.9%	$-391.2M 51.7%	$-809.3M
Preferred Stock	$2.5B -37.7%	$4.0B 0.0%	$4.0B 0.0%	$4.0B 0.0%	$4.0B 0.0%	$4.0B 0.0%	$4.0B	$0	—	—
Additional Paid In Capital	$7.3B -0.9%	$7.3B -1.6%	$7.5B -1.4%	$7.6B -1.7%	$7.7B -1.6%	$7.8B -0.6%	$7.9B 24.1%	$6.3B 0.8%	$6.3B 0.9%	$6.2B
Treasury Stock	$2.8B -0.9%	$2.9B -5.0%	$3.0B -1.3%	$3.0B -0.1%	$3.0B -6.5%	$3.3B -5.8%	$3.5B 14.9%	$3.0B 8.0%	$2.8B -2.2%	$2.8B
Noncontrolling Interest	$698.5M 23.8%	$564.2M -1.5%	$572.7M -9.1%	$629.9M -6.3%	$672.2M 50.3%	$447.1M -1.9%	$455.8M 27.5%	$357.4M 37.7%	$259.5M 140.3%	$108.0M
Temporary Equity and Other	$75.4M -86.2%	$544.7M -27.0%	$745.7M -25.3%	$998.7M 95.5%	$510.8M 141.2%	$211.8M -44.8%	$383.5M -3.2%	$396.2M 62.9%	$243.2M -14.3%	$283.7M
Total Liabilitiesand Equity	$27.1B 0.3%	$27.0B -6.7%	$28.9B -2.8%	$29.8B -9.0%	$32.7B -10.5%	$36.5B -7.4%	$39.4B 27.3%	$31.0B -2.2%	$31.7B 23.1%	$25.7B

Income Statement

Revenue, expense, and profitability

5 accounts · 10 years

Revenue Not reported

Operating income Not reported

Net income $-174.8M

Account	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
IncomeStatement
Income Tax Income Tax Expense	$-204.6M -180.9%	$252.9M 462.8%	$-69.7M -121.6%	$322.2M -39.3%	$531.1M 103.0%	$261.6M 11.3%	$235.1M -7.8%	$255.0M -4.9%	$268.2M -20.7%	$338.3M
net Income Other Items Below Tax	$-930.9M -217.7%	$790.9M 296.1%	$-403.4M -140.1%	$1.0B -50.2%	$2.0B 120.5%	$915.7M -2.1%	$935.5M -25.1%	$1.2B -16.2%	$1.5B 15.9%	$1.3B
net Income net Income	$-174.8M -123.2%	$752.4M 547.3%	$-168.2M -124.6%	$683.9M -50.9%	$1.4B 165.4%	$524.8M -7.1%	$564.7M -36.0%	$882.8M -21.7%	$1.1B 32.0%	$854.2M
Earnings Per Share Diluted Eps	$-2 -235.6%	$1 261.6%	$-1 -149.0%	$1 -50.2%	$3 164.6%	$1 -11.7%	$1 -40.2%	$2 -22.2%	$3 33.5%	$2
Earnings Per Share Basic Eps	$-2 -235.6%	$1 261.6%	$-1 -148.7%	$2 -50.2%	$3 164.0%	$1 -11.6%	$1 -39.7%	$2 -22.2%	$3 33.5%	$2

Cash Flow Statement

Operating, investing, and financing flows

14 accounts · 10 years

Operating cash flow $1.5B

Investing cash flow $-974.4M

Financing cash flow $-149.5M

Account	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CashFlow
Operating Activities net Cash From Operating Activities	$1.5B 28.2%	$1.2B -8.5%	$1.3B 85.0%	$703.2M -34.8%	$1.1B -12.4%	$1.2B 10.2%	$1.1B 34.7%	$828.8M -39.5%	$1.4B 700.2%	$171.3M
Operating Activities net Income	$-174.8M -123.2%	$752.4M 547.3%	$-168.2M -118.2%	$925.5M -53.0%	$2.0B 143.9%	$807.5M 9.4%	$737.8M -16.5%	$883.1M -23.9%	$1.2B 33.7%	$868.3M
Operating Activities Depreciation and Amortization	$155.9M -13.2%	$179.6M -1.8%	$182.8M -6.4%	$195.3M -4.9%	$205.3M 0.9%	$203.5M 14.6%	$177.6M 25.0%	$142.1M 21.7%	$116.8M 15.4%	$101.2M
Operating Activities Stock Based Compensation	$80.0M -23.5%	$104.6M -8.7%	$114.6M 7.9%	$106.2M -24.2%	$140.1M -25.7%	$188.5M -9.2%	$207.5M 20.4%	$172.4M -1.7%	$175.3M 9.8%	$159.7M
Operating Activities Other Non Cash Items	$1.5B 854.5%	$153.4M -86.9%	$1.2B 323.7%	$-523.8M 57.6%	$-1.2B -4115.3%	$30.8M 588.9%	$-6.3M 98.3%	$-368.8M -347.6%	$-82.4M 91.4%	$-957.9M
Investing Activities net Cash From Investing Activities	$-974.4M -1524.6%	$68.4M 128.0%	$-244.3M 35.0%	$-375.6M 55.7%	$-847.9M 1.4%	$-859.6M 40.0%	$-1.4B 50.6%	$-2.9B -201.6%	$-961.1M 3.0%	$-990.6M
Investing Activities Capital Expenditures	$-84.3M -22.0%	$-69.1M 57.9%	$-164.3M 14.8%	$-192.9M -77.3%	$-108.8M 5.4%	$-115.0M 7.5%	$-124.3M -21.3%	$-102.5M 8.2%	$-111.7M 24.4%	$-147.7M
Investing Activities Other Investing Activities	$-890.1M -747.3%	$137.5M 271.9%	$-80.0M 56.2%	$-182.7M 75.3%	$-739.1M 0.7%	$-744.6M 43.1%	$-1.3B 53.2%	$-2.8B -229.2%	$-849.4M -0.8%	$-842.9M
Financing Activities net Cash From Financing Activities	$-149.5M 91.0%	$-1.7B -183.8%	$-585.4M 39.5%	$-966.9M -924.3%	$117.3M 141.0%	$-285.9M -242.0%	$201.3M -86.9%	$1.5B 811.2%	$169.0M -60.5%	$428.1M
Financing Activities Dividends Paid	$-581.9M 4.3%	$-608.3M -2.3%	$-594.7M -4.0%	$-571.6M -5.0%	$-544.5M 8.4%	$-594.2M 9.0%	$-652.7M -33.0%	$-490.6M -4.0%	$-471.6M -2.4%	$-460.4M
Financing Activities Repurchase of Common Stock	$-123.6M -55.9%	$-79.3M 57.7%	$-187.5M 23.4%	$-244.7M -301.8%	$-60.9M -29.3%	$-47.1M 90.0%	$-469.8M -806.9%	$-51.8M 18.8%	$-63.8M 88.9%	$-577.0M
Financing Activities Other Financing Activities	$556.0M 157.1%	$-974.0M -594.9%	$196.8M 230.7%	$-150.6M -120.8%	$722.7M 103.3%	$355.4M -73.2%	$1.3B -36.4%	$2.1B 195.6%	$704.4M -51.9%	$1.5B
Cash Reconciliation Effect of Exchange Rate On Cash	$45.5M 250.2%	$-30.3M -226.3%	$24.0M 135.0%	$-68.6M -113.0%	$-32.2M -217.1%	$27.5M 55.4%	$17.7M 140.4%	$-43.8M -143.9%	$99.8M 175.5%	$-132.2M
Cash Reconciliation net Change In Cash	$401.4M 199.6%	$-403.2M -185.6%	$471.1M 173.7%	$-639.3M -284.0%	$347.5M 309.8%	$84.8M 173.8%	$-114.9M 78.3%	$-529.9M	—	—

Key Ratios

Margins, returns, liquidity, leverage, efficiency

Computed at import · 10 years

Ratio	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Profitability
Gross margin	—	—	—	—	—	—	—	—	—	—
Operating margin	—	—	—	—	—	—	—	—	—	—
Net margin	—	—	—	—	—	—	—	—	—	—
FCF margin	—	—	—	—	—	—	—	—	—	—
Growth
Revenue CAGR (3y)	—	—	—	—	—	—	—	—	—	—
Returns
ROE	-1.4%	+5.2%	-1.2%	+4.5%	+9.0%	+3.7%	+4.1%	+10.3%	+13.0%	+11.4%
ROA	-0.6%	+2.8%	-0.6%	+2.3%	+4.3%	+1.4%	+1.4%	+2.8%	+3.6%	+3.3%
ROIC	—	—	—	—	—	—	—	—	—	—
Liquidity
Current ratio	—	—	—	—	—	—	—	—	—	—
Quick ratio	—	—	—	—	—	—	—	—	—	—
Leverage
D/E	1.15x	0.78x	0.89x	0.85x	1.03x	1.50x	1.78x	2.52x	2.58x	2.38x
Interest coverage	—	—	—	—	—	—	—	—	—	—
Efficiency
Asset turnover	—	—	—	—	—	—	—	—	—	—
Cash conversion cycle	—	—	—	—	—	—	—	—	—	—

Valuation

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Invesco

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