Invesco (IVZ) EBITDA Margin (2009 - 2026)
Invesco (IVZ) posted EBITDA Margin of 19.1% for Q1 2026, up 122.16% on a QoQ basis from 86.18% in Q4 2025, and up 97.0% year-over-year from 9.7% in Q1 2025.
Invesco (IVZ) EBITDA Margin (2009 - 2026) Analysis & Trends
Invesco's EBITDA Margin history runs 18 years deep, the most recent figure standing at 19.1% for Q1 2026.
- Quarterly EBITDA Margin rose 97.0% year-over-year to 19.1% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 9.71% (down 2435.0% YoY) and the FY2025 annual result came in at 10.91%, down 2462.0% from the prior year.
- EBITDA Margin was 19.1% for Q1 2026 at Invesco, up from 86.18% in the prior quarter.
- Across five years, EBITDA Margin topped out at 24.22% in Q3 2022 and bottomed at 86.18% in Q4 2025.
- A 5-year average of 5.4% and a median of 15.79% in 2023 frame the typical range for EBITDA Margin.
- Annual changes were most pronounced in 2024 — EBITDA Margin surged 9568 bps — and 2025, when it slumped 10574 bps.
- Invesco's EBITDA Margin stood at 16.98% in 2022, then tumbled by 548 bps to 76.11% in 2023, then jumped by 126 bps to 19.57% in 2024, then plunged by 540 bps to 86.18% in 2025, then surged by 122 bps to 19.1% in 2026.
- Business Quant data shows IVZ's EBITDA Margin at 19.1% in Q1 2026, 86.18% in Q4 2025, and 16.51% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 175.98% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 42.01% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 44.01% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 24.88% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 72.52% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 170.02% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 31.56% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 36.65% |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 19.10% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 19.10% |
| Dec 31, 2025 | -86.18% |
| Sep 30, 2025 | 16.51% |
| Jun 30, 2025 | 14.13% |
| Mar 31, 2025 | 18.13% |
| Dec 31, 2024 | 19.57% |
| Sep 30, 2024 | 6.63% |
| Jun 30, 2024 | 13.94% |
| Mar 31, 2024 | 14.44% |
| Dec 31, 2023 | -76.11% |
| Sep 30, 2023 | 15.79% |
| Jun 30, 2023 | 14.13% |
| Mar 31, 2023 | 14.77% |
| Dec 31, 2022 | 16.98% |
| Sep 30, 2022 | 24.22% |
| Jun 30, 2022 | 22.52% |
| Mar 31, 2022 | 23.18% |
| Dec 31, 2021 | 28.88% |
| Sep 30, 2021 | 26.50% |
| Jun 30, 2021 | 27.36% |