Invesco (IVZ) EBITDA Margin (2009 - 2026)
Invesco posted quarterly EBITDA Margin of 19.1% for Q1 2026, up 97.0% year-on-year from 9.7% in Q1 2025, and up 122.16% on a QoQ basis from 86.18% in Q4 2025.
Invesco (IVZ) has 18 years of EBITDA Margin data on file, last reported at 19.1% in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin rose 97.0% year-over-year to 19.1%; the trailing twelve-month figure through Mar 2026 stood at 9.71% (down 2435.0% YoY), and the FY2025 full-year result was 10.91%, down 2462.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 19.1%, 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.
- The 5-year median for EBITDA Margin is 15.79% (2023), against an average of 5.4%.
- The widest annual swing landed in 2024, when EBITDA Margin surged 9568 bps; it then sank 10574 bps in 2025.
- A 5-year view of EBITDA Margin shows it stood at 16.98% in 2022, then plunged by 548 bps to 76.11% in 2023, then soared by 126 bps to 19.57% in 2024, then sank by 540 bps to 86.18% in 2025, then jumped by 122 bps to 19.1% in 2026.
- The last three EBITDA Margin figures came in at 19.1% (Q1 2026), 86.18% (Q4 2025), and 16.51% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.01% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 44.01% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 46.06% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 54.78% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.56% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 73.37% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.44% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 170.02% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 26.04% |
| 10 | Invesco | 12.44 Bn | 11.96 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% |
| Mar 31, 2021 | 20.74% |
| Dec 31, 2020 | 13.36% |
| Sep 30, 2020 | 17.93% |
| Jun 30, 2020 | 8.25% |
| Mar 31, 2020 | 19.83% |
| Dec 31, 2019 | 18.05% |
| Sep 30, 2019 | 15.99% |
| Jun 30, 2019 | 1.27% |
| Mar 31, 2019 | 16.48% |
| Dec 31, 2018 | 18.35% |
| Sep 30, 2018 | 24.01% |
| Jun 30, 2018 | 24.35% |
| Mar 31, 2018 | 23.68% |
| Dec 31, 2017 | 24.91% |
| Sep 30, 2017 | 26.93% |
| Jun 30, 2017 | 25.37% |
| Mar 31, 2017 | 21.63% |
| Dec 31, 2016 | 22.62% |
| Sep 30, 2016 | 25.49% |
| Jun 30, 2016 | 25.35% |
| Mar 31, 2016 | 23.89% |
| Dec 31, 2015 | 24.49% |
| Sep 30, 2015 | 27.70% |
| Jun 30, 2015 | 27.62% |
| Mar 31, 2015 | 26.18% |
| Dec 31, 2014 | 27.27% |
| Sep 30, 2014 | 25.14% |
| Jun 30, 2014 | 27.51% |
| Mar 31, 2014 | 19.24% |
| Dec 31, 2013 | 23.94% |
| Sep 30, 2013 | 24.41% |
| Jun 30, 2013 | 24.12% |
| Mar 31, 2013 | 24.01% |
| Dec 31, 2012 | 19.63% |
| Sep 30, 2012 | 20.80% |
| Jun 30, 2012 | 20.35% |
| Mar 31, 2012 | 22.23% |
| Dec 31, 2011 | 22.05% |
| Sep 30, 2011 | 22.83% |
| Jun 30, 2011 | 21.78% |
| Mar 31, 2011 | 21.97% |
| Dec 31, 2010 | 19.32% |
| Sep 30, 2010 | 19.19% |
| Jun 30, 2010 | 9.07% |
| Mar 31, 2010 | 19.04% |
| Dec 31, 2009 | 21.46% |
| Sep 30, 2009 | 21.48% |
| Jun 30, 2009 | 17.66% |
| Mar 31, 2009 | 11.27% |