Invesco (IVZ) EBITDA Margin (2009 - 2026)
Invesco (IVZ) posted EBITDA Margin of 21.71% for Q2 2026, up 4.93 percentage points from 16.78% a year earlier and up 0.71 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) EBITDA Margin (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, EBITDA Margin at Invesco was -5.07%, down 22.52 percentage points year-over-year; for FY2025, it was -8.46%, down 25.14 percentage points from FY2024.
- Annual EBITDA Margin shows a five-year change of -26.75 percentage points (FY2020 to FY2025).
- In prior years, Invesco's EBITDA Margin was 16.68% in FY2024 (+21.08 pp), -4.41% in FY2023 (-29.42 pp), 25.01% in FY2022 (-3.90 pp) and 28.91% in FY2021 (+10.63 pp).
- The Q2 2026 figure stands as the highest quarterly EBITDA Margin since Q4 2024.
- On a year-over-year basis, EBITDA Margin increased in five of the last eight quarters, with an average year-over-year change of -0.37 percentage points.
- The strongest year-over-year quarter for EBITDA Margin in the past five years was Q4 2024, with a gain of 95.17 percentage points; the weakest was Q4 2025, with a drop of 106.38 percentage points.
- According to Business Quant data, EBITDA Margin for the three prior quarters was 21.00% (Q1 2026), -84.05% (Q4 2025) and 18.85% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 40.18% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | - |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -39.99% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 35.54% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 79.86% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 20.01% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 85.00% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 91.19% |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | 21.71% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.71% |
| Mar 31, 2026 | 21.00% |
| Dec 31, 2025 | -84.05% |
| Sep 30, 2025 | 18.85% |
| Jun 30, 2025 | 16.78% |
| Mar 31, 2025 | 20.85% |
| Dec 31, 2024 | 22.34% |
| Sep 30, 2024 | 9.54% |
| Jun 30, 2024 | 17.07% |
| Mar 31, 2024 | 17.50% |
| Dec 31, 2023 | -72.83% |
| Sep 30, 2023 | 18.72% |
| Jun 30, 2023 | 17.41% |
| Mar 31, 2023 | 18.07% |
| Dec 31, 2022 | 20.35% |
| Sep 30, 2022 | 27.54% |
| Jun 30, 2022 | 25.74% |
| Mar 31, 2022 | 26.22% |
| Dec 31, 2021 | 31.73% |
| Sep 30, 2021 | 29.42% |
API Access
Invesco EBITDA Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebitda-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda-margin", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=ebitda-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();