Invesco (IVZ) EBT Margin (2009 - 2026)
Invesco's (IVZ) quarterly EBT Margin came in at 24.95% in Q2 2026, up 684.0% on a YoY basis from 3.18% in Q2 2025, and up 44.96% quarter-over-quarter from 17.21% in Q1 2026.
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Invesco (IVZ) EBT Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported EBT Margin for 18 consecutive years, with 24.95% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, EBT Margin rose 684.0% year-over-year to 24.95%; the trailing twelve-month figure through Jun 2026 stood at 3.52% (down 2110.0% YoY), and the FY2025 full-year result was 5.95%, down 2252.0% from the prior year.
- EBT Margin climbed to 24.95% in Q2 2026 per IVZ's latest filing, from 17.21% in the prior quarter.
- Across five years, EBT Margin topped out at 27.05% in Q4 2022 and bottomed at 79.52% in Q4 2025.
- Historically, EBT Margin has averaged 8.66% across 5 years, with a median of 17.88% in 2022.
- The sharpest annual moves came in 2024 and 2025: EBT Margin soared 8597 bps in 2024, then plunged 9944 bps in 2025.
- Over 5 years, EBT Margin stood at 27.05% in 2022, then sank by 344 bps to 66.05% in 2023, then surged by 130 bps to 19.92% in 2024, then tumbled by 499 bps to 79.52% in 2025, then surged by 131 bps to 24.95% in 2026.
- According to Business Quant data, EBT Margin over the past three periods registered 24.95%, 17.21%, and 79.52% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.12 Bn | 152.25 Bn | - | 38.38% |
| 2 | Spdr Gold Trust | 144.77 Bn | -413.24 Bn | - | - |
| 3 | Ishares Gold Trust | 30.27 Bn | -29.83 Bn | - | - |
| 4 | World Gold Trust | 29.27 Bn | -73.80 Bn | - | - |
| 5 | Principal Financial | 24.72 Bn | -28.24 Bn | 1.91 Bn | 12.71% |
| 6 | iShares Silver Trust | 21.67 Bn | -6.54 Bn | - | - |
| 7 | Franklin Resources | 17.46 Bn | 13.74 Bn | - | 15.73% |
| 8 | Invesco | 14.54 Bn | 13.62 Bn | 1.79 Bn | 24.95% |
| 9 | Affiliated Managers | 9.45 Bn | 9.04 Bn | - | 47.98% |
| 10 | Voya Financial | 9.34 Bn | 6.98 Bn | 1.34 Bn | 1.79% |
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% |