Invesco Ltd. income statement IVZ

In Q3 of fiscal 2026, the quarter ended Sep 30, 2026, Invesco Ltd. reported revenue of $1.9 billion, up 14.2% from the same quarter a year earlier. Net income was $355.6 million, a profit margin of 19.0%. Operating income came to $436.5 million, an operating margin of 23.3%. Diluted earnings per share were $0.65.

USD in millions, except per-share amounts and margins. The percent under a figure is the change from the same quarter a year earlier.

Line
TTM
Sep 30, 2026
Q3 FY2026
Sep 30, 2026
Q2 FY2026
Jun 30, 2026
Q1 FY2026
Mar 31, 2026
Q4 FY2025
Dec 31, 2025
Q3 FY2025
Sep 30, 2025
Q2 FY2025
Jun 30, 2025
Q1 FY2025
Mar 31, 2025
Q4 FY2024
Dec 31, 2024
Revenue
7,135
+13.7%
1,873
+14.2%
1,826
+20.5%
1,744
+14.1%
1,692
+6.2%
1,640
+8.2%
1,516
+2.2%
1,529
+3.7%
1,593
+12.7%
Selling, general and administrative
712
+10.2%
185
+8.1%
170
+4.9%
184
+19.6%
172
+8.7%
171
+7.3%
162
-19.3%
154
-1.5%
159
-14.2%
Operating income
-324
-130.2%
436
+61.1%
364
+70.0%
333
+20.2%
-1,458
-567.8%
271
+169.6%
214
+3.6%
277
+30.1%
312
+129.0%
Pretax income
-126
-109.8%
464
+33.8%
455
+66.0%
300
-13.0%
-1,345
-523.9%
347
+138.9%
274
+5.6%
345
+21.9%
317
+134.0%
Income tax
-44
-119.5%
108
+1216.5%
116
+51.3%
81
+4.5%
-350
-544.1%
-10
-123.4%
77
+20.3%
78
+13.0%
79
+129.5%
Net income
-82
-107.8%
356
-0.2%
339
+71.7%
219
-18.0%
-996
-517.2%
356
+244.0%
197
+0.8%
267
+24.8%
239
+135.8%
Net income to common
-316
294
-2.3%
345
+2862.4%
230
-1,186
301
-12
—
—
Basic EPS
-0.70
-130.0%
0.66
-1.5%
0.77
+2666.7%
0.51
+34.2%
-2.63
-602.1%
0.67
+458.3%
-0.03
-110.3%
0.38
+22.6%
0.52
+135.4%
Diluted EPS
-0.70
-129.9%
0.65
-1.5%
0.76
+2633.3%
0.51
+34.2%
-2.61
-598.9%
0.66
+450.0%
-0.03
-110.3%
0.38
+22.6%
0.52
+135.5%
Weighted average shares, basic
451
-0.7%
449
-0.7%
451
-0.6%
451
-0.4%
451
-1.0%
452
-0.5%
454
-0.4%
453
-0.1%
456
+1.0%
Weighted average shares, diluted
454
-0.3%
452
-0.5%
454
-0.2%
454
-0.1%
455
-0.4%
455
-0.2%
455
-0.2%
454
+0.1%
457
+0.9%
Other measures
Depreciation and amortization
133
-18.9%
32
-17.5%
32
-19.7%
33
-20.0%
36
-18.4%
38
-13.0%
40
-13.6%
42
-8.0%
44
-5.0%
EBITDA
-191
-115.4%
468
+51.4%
396
+55.9%
366
+14.9%
-1,422
-499.7%
309
+114.0%
254
+0.4%
319
+23.5%
356
+134.6%
Interest coverage
-3.55x
21.50x
15.43x
13.71x
-63.40x
10.54x
10.35x
21.17x
25.14x
Margins
Operating margin
-4.54%
23.30%
19.95%
19.10%
-86.18%
16.51%
14.13%
18.13%
19.57%
Pretax margin
-1.76%
24.77%
24.95%
17.21%
-79.52%
21.14%
18.11%
22.55%
19.92%
Profit margin
-1.15%
18.98%
18.56%
12.56%
-58.86%
21.73%
13.03%
17.48%
14.98%
EBITDA margin
-2.68%
24.99%
21.71%
21.00%
-84.05%
18.85%
16.78%
20.85%
22.34%
Effective tax rate
—
23.35%
25.58%
27.02%
—
-2.80%
28.06%
22.50%
24.80%
How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions, except per-share amounts and margins. Weighted average shares are in millions. Interest expense and finance costs are positive costs. A negative amount on a gain (loss) or income (expense) line is a loss or an expense. EBITDA is operating income plus depreciation and amortization. Interest coverage is operating income divided by interest expense. The first column is the trailing twelve months through the latest quarter. More on our methodology.

Company profile

Industry
Investment Advice (SIC 6282)
Listed as
IVZ (NYSE)
Fiscal year ends
December 31
Incorporated in
Bermuda
Headquarters
Atlanta, GA
SEC filer status
Large accelerated filer
SEC CIK
914208
Former names
Invesco Asset Management Deutschland GMBH (until Nov 8, 2021); Invesco Ltd (until May 16, 2008); INVESCO PLC/LONDON/ (until Dec 4, 2007); AMVESCAP PLC/LONDON/ (until May 24, 2007); AMVESCAP /LONDON/ (until Dec 17, 1999)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.