SuperworthInvesco profit margin IVZ
Gross, operating and net profit as a share of revenue over the last twelve months, from 2009.
- Net margin, 12 months
- −0.9%
- Operating margin, 12 months
- −7.1%
- Net margin on a year earlier
- −13.2 pts
- Peer median
- 15.9%
Over the twelve months to Jun 30, 2026, Invesco kept −0.9% of its revenue as net profit, with an operating margin of −7.1%.
Five years earlier its net margin was 16.0%.
The median for 10 asset managers of a similar size is 15.9%.
Profit margin over time
Fiscal year by fiscal year
| Fiscal year | Net margin | Operating margin |
|---|---|---|
| FY2025 | −4.4% | −10.9% |
| FY2024 | 10.8% | 13.7% |
| FY2023 | −5.8% | −7.6% |
| FY2022 | 11.3% | 21.8% |
| FY2021 | 20.2% | 25.9% |
| FY2020 | 8.5% | 15.0% |
| FY2019 | 9.2% | 13.2% |
| FY2018 | 16.6% | 22.7% |
| FY2017 | 21.8% | 24.8% |
| FY2016 | 18.0% | 24.8% |
| FY2015 | 18.9% | 26.5% |
| FY2014 | 19.2% | 24.8% |
| FY2013 | 20.2% | 24.1% |
| FY2012 | 16.4% | 20.9% |
| FY2011 | 17.8% | 21.9% |
Quarter by quarter
| Quarter | Ended | Net margin, 12 months | Change on a year | Operating margin |
|---|---|---|---|---|
| Q2 FY26 | −0.9% | −13.2 pts | −7.1% | |
| Q1 FY26 | −3.7% | −15.9 pts | −9.7% | |
| Q4 FY25 | −4.4% | −15.2 pts | −10.9% | |
| Q3 FY25 | 15.7% | +20.8 pts | 17.1% | |
| Q2 FY25 | 12.3% | +17.1 pts | 14.7% | |
| Q1 FY25 | 12.2% | +18.0 pts | 14.6% | |
| Q4 FY24 | 10.8% | +16.7 pts | 13.7% | |
| Q3 FY24 | −5.0% | −15.4 pts | −9.4% | |
| Q2 FY24 | −4.8% | −16.0 pts | −7.4% | |
| Q1 FY24 | −5.8% | −16.7 pts | −7.5% | |
| Q4 FY23 | −5.8% | −17.1 pts | −7.6% | |
| Q3 FY23 | 10.4% | −4.1 pts | 15.4% |
Against its peers
Companies in Asset Management nearest Invesco's size, closest first, today.
| Company | Profit margin |
|---|---|
| IVZInvesco | −0.9% |
| CGCarlyle | 10.1% |
| OWLBlue OWL Capital | 2.7% |
| AMGAffiliated Managers | 37.7% |
| BENFranklin Resources | 8.7% |
| EVREvercore | 15.7% |
| HLIHoulihan Lokey | 16.1% |
| TPGTPG | 4.7% |
| IDCCInterDigital | 38.3% |
| MORNMorningstar | 16.4% |
| TROWT. Rowe Price | 29.3% |
| Peer median | 15.9% |
Where Invesco ranks
What the profit margin tells you
Profit as a share of revenue at three levels: gross (after making the product), operating (after running the business) and net (after everything, including tax and interest).
Compare within an industry. 10% is superb for a retailer and poor for a software company.
More on Invesco
Valuation data, not investment advice. Prices as of . Reported figures come from the company's filings with the SEC.