← Invesco Ltd.
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $4.7b |
$5.2b
+9.00%
|
$5.3b
+2.98%
|
$6.1b
+15.12%
|
$6.1b
+0.46%
|
$6.9b
+12.19%
|
$6.0b
-12.26%
|
$5.7b
-5.50%
|
$6.1b
+6.13%
|
$6.4b
+5.11%
|
$6.9b
+8.24%
|
|
| Marketing and Advertising Expense | — | — | $35.2m | $35.7m | — | — | — | — | — | — | — | |
| Labor and Related Expense | $1.4b | $1.5b | $1.5b | $1.7b | $1.8b | $1.9b | $1.7b | $1.9b | $2.0b | $2.0b | — | |
| General and Administrative Expense | $331.5m | $365.5m | $324.4m | $404.2m | $480.8m | $424.1m | $380.2m | $450.4m | $594.7m | $576.5m | $580.6m | |
| Amortization of Intangible Assets | $13.9m | $17.4m | $29.7m | $52.7m | $62.5m | $62.9m | $63.8m | $49.9m | $44.8m | $37.5m | — | |
| Restructuring and Related Cost, Incurred Cost | — | — | — | — | — | $100.5m | $41.0m | $44.3m | — | — | — | |
| Operating Expenses | $3.6b | $3.9b | $4.1b | $5.3b | $5.2b | $5.1b | $4.7b | $6.2b | $5.2b | $7.1b | $7.4b | |
| Operating Income (Loss) | $1.2b |
$1.3b
+8.56%
|
$1.2b
-5.65%
|
$808.2m
-32.92%
|
$920.4m
+13.88%
|
$1.8b
+94.29%
|
$1.3b
-26.31%
|
($434.8m)
-133.00%
|
$832.1m
+291.38%
|
($695.7m)
-183.61%
|
($489.8m)
+29.60%
|
|
| Debt Securities, Realized Gain (Loss) | — | — | ($1.5m) | ($400k) | — | — | — | — | — | — | — | |
| Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Gain (Loss) Due to Settlement | — | — | — | — | — | — | — | — | — | $2.1m | — | |
| Other Nonoperating Income (Expense) | $22.9m | $51.5m | ($40.0m) | $65.7m | $44.9m | $120.5m | ($139.5m) | $98.0m | $47.7m | $55.9m | — | |
| Interest Expense (non-operating) | $93.4m | $94.8m | $111.5m | $135.7m | $129.3m | $94.7m | $85.2m | $70.5m | $58.0m | $82.5m | $96.6m | |
| Income (Loss) from Equity Method Investments | $9.3m | $44.7m | $33.8m | $56.4m | $72.7m | $152.3m | $106.1m | $71.3m | $43.0m | $104.8m | — | |
| Income (Loss) from Continuing Operations before Income Taxes, Domestic | — | — | — | — | $845.8m | $2.1b | $1.2b | ($469.2m) | $850.6m | ($714.0m) | ($243.1m) | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $1.2b | $1.4b | $1.1b | $972.9m | $1.1b | $2.5b | $1.2b | ($237.9m) | $1.0b | ($379.4m) | ($243.1m) | |
| Current Income Tax Expense (Benefit) | $322.9m | $319.9m | $217.5m | $213.0m | $180.3m | $451.4m | $273.9m | $239.5m | $291.0m | $180.7m | ($161.6m) | |
| Income Tax Expense (Benefit) | $338.3m | $268.2m | $255.0m | $235.1m | $261.6m | $531.1m | $322.2m | ($69.7m) | $252.9m | ($204.6m) | ($161.6m) | |
| Net Income (Loss) Attributable to Parent | $854.2m |
$1.1b
+31.97%
|
$882.8m
-21.69%
|
$564.7m
-36.03%
|
$524.8m
-7.07%
|
$1.4b
+165.43%
|
$683.9m
-50.90%
|
($333.7m)
-148.79%
|
$538.0m
+261.22%
|
($726.3m)
-235.00%
|
($309.2m)
+57.43%
|
|
| Net Income (Loss) Attributable to Noncontrolling Interest | $14.1m | $33.7m | $300k | $49.5m | $45.9m | $339.6m | $4.8m | ($71.3m) | ($22.4m) | $106.9m | ($309.2m) | |
| Preferred Stock Dividends and Other Adjustments | — | — | — | — | — | — | — | — | — | $204.6m | $164.0m | |
| Earnings Per Share, Basic | $2.06 | $2.75 | $2.14 | $1.29 | $1.14 | $3.01 | $1.50 | ($0.73) | $1.18 | ($1.60) | ($0.67) | |
| Earnings Per Share, Diluted | $2.06 | $2.75 | $2.14 | $1.28 | $1.13 | $2.99 | $1.49 | ($0.73) | $1.18 | ($1.60) | ($0.68) | |
| Income (Loss) from Continuing Operations, Per Basic Share | $2 | — | — | — | — | — | — | — | — | — | — | |
| Income (Loss) from Continuing Operations, Per Diluted Share | $2 | $3 | $2 | $1 | $1 | $3 | $1 | ($1) | $1 | ($2) | — | |
| Common Stock, Dividends, Per Share, Declared | $1.11 | $1.15 | $1.19 | $1.23 | $0.78 | $0.67 | $0.73 | $0.79 | $0.81 | $0.83 | — | |
| Preferred Stock, Dividends Per Share, Declared | $1.11 | $1.15 | $2.14 | $30.81 | $59.00 | $59.00 | $59.00 | $59.00 | $59.00 | $59.00 | $164,000,000.00 | |
| Weighted Average Number of Shares Outstanding, Basic | 414.7m | 409.4m | 412.4m | 437.8m | 459.5m | 462.8m | 457.5m | 454.8m | 457.0m | 452.6m | 451.5m | |
| Weighted Average Number of Shares Outstanding, Diluted | 415.0m | 409.9m | 412.5m | 440.5m | 462.5m | 465.4m | 459.5m | 456.2m | 457.7m | 455.0m | 454.7m | |
| Additional Financial Items | ||||||||||||
| Goodwill, Impairment Loss | $0 | $0 | $0 | $0 | $0 | $0 | — | — | — | — | — | |
| Income (Loss) from Continuing Operations, Net of Tax, Attributable to Parent | $854.2m | $1.1b | — | — | — | — | — | — | — | — | — | |
| Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest | $868.3m | $1.2b | $883.1m | — | — | — | — | — | — | — | — | |
| Income (Loss) from Discontinued Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest | $0 | — | — | — | — | — | — | — | — | — | — |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.