Invesco Ltd.
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IVZ Q2 2025 request
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| Metric | Q2 2025 | Q2 2024 | YoY |
|---|---|---|---|
| Revenue | 1,515.5 | 1,483.3 | +2.2% |
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| Distribution And Shareholder Service | 363.8 | 361.6 | +0.6% |
| Financial Service Other | 48.2 | 47.2 | +2.1% |
| Investment Advice | 1,100.9 | 1,065.8 | +3.3% |
| Investment Performance | 2.6 | 8.7 | -70.1% |
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| Americas | 1,141.3 | 1,145.5 | -0.4% |
| Asia Pacific | 71.7 | 62.1 | +15.5% |
| EMEA | 302.5 | 275.7 | +9.7% |
| Third Party Distribution Service And Advisory | 500.7 | 495.4 | +1.1% |
| Labor And Related Expense | 510.4 | 452.3 | +12.8% |
| Marketing Expense | 23.1 | 20.6 | +12.1% |
| Communications Information Technology And Occupancy | 118.2 | 116.4 | +1.5% |
| General & Administrative | 139.2 | 180.4 | -22.8% |
| Amortization Of Intangible Assets | 9.7 | 11.4 | -14.9% |
| Operating Expenses | 1,301.3 | 1,276.5 | +1.9% |
| Operating Income | 214.2 | 206.8 | +3.6% |
| Income Loss From Equity Method Investments | 25 | 13.9 | +79.9% |
| Investment Income Interest And Dividend | 10.5 | 11 | -4.5% |
| Interest Expense | -20.7 | -16.3 | -27.0% |
| Other Non-Operating Income (Expense) | 59.7 | 3.6 | +1558.3% |
| Other Nonoperating Income Expense Consolidated Investment Products | -14.3 | 40.9 | -135.0% |
| Income Before Taxes | 274.4 | 259.9 | +5.6% |
| Income Tax Expense (Benefit) | -77 | -64 | -20.3% |
| Net Income | 197.4 | 195.9 | +0.8% |
| Net Income Loss Attributable To Noncontrolling Interest | -6 | 4.5 | -233.3% |
| Preferred Stock Dividends And Other Adjustments | -56.6 | -59.2 | +4.4% |
| Preferred Stock Redemption Premium And Excise Taxes | 159.3 | — | — |
| Net Income Loss Available To Common Stockholders Basic | -12.5 | 132.2 | -109.5% |
| EPS (Basic) | -0.03 | 0.29 | -110.3% |
| EPS (Diluted) | -0.03 | 0.29 | -110.3% |
| Comprehensive Income | 271.2 | 107.4 | +152.5% |
| Wtd Avg Shares (Basic) | 453.8 | 455.5 | -0.4% |
| Wtd Avg Shares (Diluted) | 455.2 | 456.1 | -0.2% |
Balance Sheet
| Metric | Q2 2025 | Q2 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents | 922.7 | 878.5 | +5.0% |
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| Variable Interest Entity Primary Beneficiary | 569.2 | — | — |
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| Estimate Of Fair Value Fair Value Disclosure | 922.7 | — | — |
| Short-Term Investments (Q) | — | — | — |
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| Fair Value Inputs Level1 · Deferred Compensation Arrangements | 122.3 | — | — |
| Fair Value Inputs Level1 · Seed Capital | 166.7 | — | — |
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| Deferred Compensation Arrangements | 122.3 | — | — |
| Seed Capital | 166.7 | — | — |
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| Estimate Of Fair Value Fair Value Disclosure | 289 | — | — |
| Non-Current Assets | |||
| Property, Plant & Equipment | 453.6 | 574.4 | -21.0% |
| Goodwill | 8,583.3 | 8,605.9 | -0.3% |
| Total Assets | 28,496.9 | — | — |
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| Variable Interest Entity Primary Beneficiary | 9,673.9 | — | — |
| Other Assets | |||
| Accounts Receivable Net | 747.1 | 677.1 | +10.3% |
| Investments | 1,128.7 | — | — |
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| Variable Interest Entity Primary Beneficiary | 8,749 | — | — |
| Other Assets | 1,236.3 | 834.4 | +48.2% |
| Intangible Assets Net Excluding Goodwill | 5,751.3 | 5,818.8 | -1.2% |
| Investments And Other Assets Of Variable Interest Entities | 9,673.9 | — | — |
| Non-Current Liabilities | |||
| Employee Related Liabilities Current And Noncurrent | 716.4 | 589.7 | +21.5% |
| Accounts Payable And Accrued Liabilities Current And Noncurrent | 1,431.8 | 1,362.9 | +5.1% |
| Long-Term Debt | 1,883.9 | — | — |
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| Senior Notes Due January152026 · Carrying Reported Amount Fair Value Disclosure | 499.6 | — | — |
| Senior Notes Due January152026 · Estimate Of Fair Value Fair Value Disclosure | 497.4 | — | — |
| Senior Notes Due November302043 · Carrying Reported Amount Fair Value Disclosure | 391.4 | — | — |
| Senior Notes Due November302043 · Estimate Of Fair Value Fair Value Disclosure | 374.9 | — | — |
| Term Loans Due May162028 · Carrying Reported Amount Fair Value Disclosure | 497.5 | — | — |
| Term Loans Due May162028 · Estimate Of Fair Value Fair Value Disclosure | 497.8 | — | — |
| Term Loans Due May162030 · Carrying Reported Amount Fair Value Disclosure | 495.4 | — | — |
| Term Loans Due May162030 · Estimate Of Fair Value Fair Value Disclosure | 494.7 | — | — |
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| Variable Interest Entity Primary Beneficiary | 6,784.6 | — | — |
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| Carrying Reported Amount Fair Value Disclosure | 1,883.9 | — | — |
| Estimate Of Fair Value Fair Value Disclosure | 1,864.8 | — | — |
| Deferred Tax Liabilities | 1,313.4 | 1,356.6 | -3.2% |
| Total Liabilities | 13,538 | — | — |
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| Variable Interest Entity Primary Beneficiary | 8,192.5 | — | — |
| Other Liabilities | |||
| Long Term Debt Of Consolidated Investment Products | 8,192.5 | — | — |
| Stockholders' Equity | |||
| Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests | 531.6 | 568.9 | -6.6% |
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| Variable Interest Entity Primary Beneficiary | 531.6 | — | — |
| Preferred Stock Value | 3,010.5 | 4,010.5 | -24.9% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Additional Paid In Capital Common Stock | 7,250.1 | 7,316.3 | -0.9% |
| Treasury Stock Value | -2,797.8 | -2,850.1 | +1.8% |
| Retained Earnings | 6,961.3 | 6,917 | +0.6% |
| Accumulated Other Comprehensive Income | -664.2 | -921.9 | +28.0% |
| Total Stockholders' Equity | 13,873.1 | 14,585 | -4.9% |
| Minority Interest | 554.2 | 611.5 | -9.4% |
| Stockholders Equity Including Portion Attributable To Noncontrolling Interest | 14,427.3 | 15,196.5 | -5.1% |
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| Accumulated Defined Benefit Plans Adjustment | -129.7 | -129.7 | 0.0% |
| Accumulated Other Comprehensive Income | -664.2 | -921.9 | +28.0% |
| Accumulated Translation Adjustment | -534.5 | -792.2 | +32.5% |
| Additional Paid In Capital | 7,250.1 | 7,316.3 | -0.9% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Noncontrolling Interest | 554.2 | 611.5 | -9.4% |
| Parent | 13,873.1 | 14,585 | -4.9% |
| Preferred Stock | 3,010.5 | 4,010.5 | -24.9% |
| Retained Earnings | 6,961.3 | 6,917 | +0.6% |
| Treasury Stock Common | -2,797.8 | -2,850.1 | +1.8% |
| Total Liabilities & Equity | 28,496.9 | — | — |
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| Variable Interest Entity Primary Beneficiary | 9,673.9 | — | — |
Cash Flow Statement
| Metric | YTD Q2 2025 | YTD Q2 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation & Amortization | 81.6 | 91.5 | -10.8% |
| Stock-Based Compensation | 38.9 | 39.5 | -1.5% |
| Other Non-Cash Items | -33.1 | -38.9 | +14.9% |
| Gains And Losses Of Consolidated Investment Products Net | -10.8 | 12 | -190.0% |
| Equity Method Investment Dividends Or Distributions | 1.5 | 28.2 | -94.7% |
| Purchasesaleofinvestmentsby C I Pnet | 39.4 | 47.6 | -17.2% |
| Payments For Proceeds From Short Term Investments | 84.5 | -1.7 | +5070.6% |
| Increase Decrease In Accounts Receivable And Other Operating Assets | -26.1 | 397.7 | -106.6% |
| Increase Decrease In Accounts Payable And Other Operating Liabilities | -132.7 | -530.5 | +75.0% |
| Net Cash from Operations | 463.3 | 434.7 | +6.6% |
| Investing Activities | |||
| Capital Expenditures | -40.9 | -47.7 | +14.3% |
| Purchase Of Investments By Consolidated Investment Products | -1,914.1 | -1,661.4 | -15.2% |
| Proceeds From Sale Of Investments By Consolidated Investment Products | 1,537 | 1,725.8 | -10.9% |
| Payments To Acquire Other Investments | -23.9 | -39.3 | +39.2% |
| Proceeds From Sale Of Other Investments | 0.1 | 0.1 | 0.0% |
| Proceeds From Equity Method Investment Dividends Or Distributions Return Of Capital | 74.4 | 121.2 | -38.6% |
| Net Cash from Investing | -367.4 | 57.4 | -740.1% |
| Financing Activities | |||
| Share Repurchases | -68.6 | -23.1 | -197.0% |
| Payments For Repurchase Of Preferred Stock And Preference Stock | -1,150 | — | — |
| Payments Of Dividends Preferred Stock And Preference Stock | -115.8 | -118.4 | +2.2% |
| Payments Of Dividends Common Stock | -187.7 | -183.4 | -2.3% |
| Capital Invested Into Consolidated Investment Products | 107.3 | 105.7 | +1.5% |
| Capital Distributed By Consolidated Investment Products | -133.4 | -108.5 | -22.9% |
| Proceedsfrom Debt Consolidated Investment Products | 2,054 | 307.7 | +567.5% |
| Repayments Of Consolidated Investment Products | -1,694 | -240 | -605.8% |
| Proceeds From Lines Of Credit | 1,684.5 | 1,436.3 | +17.3% |
| Repayments Of Lines Of Credit | -1,684.5 | -1,436.3 | -17.3% |
| Proceeds From Issuance Of Long Term Debt | 992.7 | — | — |
| Net Cash from Financing | -195.5 | -860 | +77.3% |
| Supplemental | |||
| Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 59.4 | -19.3 | +407.8% |
| Effectof Exchange Rateon Cash Cash Equivalents Restricted Cashand Restricted Cash Equivalents C I P | 36.1 | -3.1 | +1264.5% |
| Other Cash Flow | |||
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect | -99.6 | -367.9 | +72.9% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 1,491.9 | 1,541.3 | -3.2% |
| Cash And Cash Equivalents Of Consolidated Investment Products | 569.2 | 662.8 | -14.1% |
Values in millions USD. Source: SEC EDGAR 10-Q filing.