Invesco Ltd.
IVZ Financial Asset Management
Invesco Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, up 5.11% from fiscal 2024. In the quarter to June 2026, revenue grew 20.5%, EPS grew 2,666.7%, free cash flow grew 32.7% and total debt rose 5.51%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years.
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Invesco Ltd. (IVZ) Return on invested capital
Invesco Ltd.'s return on invested capital over the twelve months to 30 June 2026 was −1.34%, up 0.6 percentage points from fiscal 2025 (−1.92%). Over the past ten years it has ranged from −1.92% (fiscal 2025) to 6.07% (fiscal 2015) — the current reading is the lowest in ten years. That is below the Asset Management industry median of 2.97% and below the Financial sector median of 4.85%.
Return on invested capital, annual
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Annual newest first
| Period | Return on invested capital | Change (points) |
|---|---|---|
| FY2025 | −1.92% | (4.30) |
| FY2024 | 2.38% | 3.57 |
| FY2023 | −1.19% | (4.85) |
| FY2022 | 3.66% | (1.11) |
| FY2021 | 4.77% | 2.14 |
| FY2020 | 2.63% | 0.22 |
| FY2019 | 2.41% | (2.69) |
| FY2018 | 5.10% | (0.90) |
| FY2017 | 6.00% | 0.02 |
| FY2016 | 5.98% | (0.09) |
Against its own ten years
Return on invested capital against peers
| Company | Return on invested capital |
|---|---|
| SEIC SEI Investments Company compare | 19.3% |
| AMG Affiliated Managers Group, Inc. compare | 4.68% |
| CRBG Corebridge Financial, Inc. compare | 4.59% |
| CG Carlyle Group Inc. compare | 4.40% |
| OWL Blue Owl Capital Inc. compare | 3.63% |
| ARCC Ares Capital Corporation compare | 3.24% |
| BEN Franklin Resources Inc compare | 2.27% |
| EQH Equitable Holdings, Inc. compare | 0.00% |
| IVZ Invesco Ltd. | −1.34% |
| Asset Management industry median | 2.97% |
| Financial sector median | 4.85% |
| Market median | 0.00% |
What Return on invested capital is
Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.
TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)
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- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- Return on equity
- Return on assets
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- Current ratio
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