Invesco (IVZ) EBT Margin (2009 - 2026)
Invesco (IVZ) recorded EBT Margin of 24.95% in Q2 2026, up 6.84 percentage points from 18.11% a year earlier and up 7.74 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) EBT Margin (2009 - 2026) Analysis & Trends
On a TTM basis, Invesco's EBT Margin came in at -3.52% as of Jun 30, 2026, down 21.10 percentage points year-over-year; for FY2025, it was -5.95%, down 22.52 percentage points from FY2024.
- Annual EBT Margin has a five-year change of -23.35 percentage points (FY2020 to FY2025).
- Across earlier years, EBT Margin came in at 16.57% in FY2024 (+20.73 pp), -4.16% in FY2023 (-24.79 pp), 20.63% in FY2022 (-15.64 pp) and 36.27% in FY2021 (+18.87 pp).
- The Q2 2026 figure is the highest quarterly EBT Margin since Q4 2022.
- On a year-over-year basis, EBT Margin rose in five of the last eight quarters, with an average year-over-year change of -0.35 percentage points.
- Peak year-over-year performance for EBT Margin in the last five years was a gain of 85.97 percentage points in Q4 2024, against a drop of 99.44 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 17.21% (Q1 2026), -79.52% (Q4 2025) and 21.14% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 38.38% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 55.68% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -52.44% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 24.00% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 76.10% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 22.28% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 72.76% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 77.95% |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | 24.95% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.95% |
| Mar 31, 2026 | 17.21% |
| Dec 31, 2025 | -79.52% |
| Sep 30, 2025 | 21.14% |
| Jun 30, 2025 | 18.11% |
| Mar 31, 2025 | 22.55% |
| Dec 31, 2024 | 19.92% |
| Sep 30, 2024 | 9.58% |
| Jun 30, 2024 | 17.52% |
| Mar 31, 2024 | 19.18% |
| Dec 31, 2023 | -66.05% |
| Sep 30, 2023 | 15.95% |
| Jun 30, 2023 | 15.93% |
| Mar 31, 2023 | 16.62% |
| Dec 31, 2022 | 27.05% |
| Sep 30, 2022 | 17.65% |
| Jun 30, 2022 | 18.42% |
| Mar 31, 2022 | 19.66% |
| Dec 31, 2021 | 39.00% |
| Sep 30, 2021 | 39.16% |
API Access
Invesco EBT 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=ebt-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebt-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=ebt-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();