Invesco (IVZ) Exchange Rate Effect (2009 - 2026)

Invesco (IVZ) reported Exchange Rate Effect of -$14.0 million for Q1 2026, down 168.63% on a YoY basis from $20.4 million in Q1 2025, and down 233.33% quarter-over-quarter from -$4.2 million in Q4 2025.

Invesco (IVZ) Exchange Rate Effect (2009 - 2026) Analysis & Trends

Invesco has reported Exchange Rate Effect for 18 years, with the latest figure at -$14.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Exchange Rate Effect fell 168.63% year-over-year to -$14.0 million; the trailing twelve-month figure through Mar 2026 stood at $11.1 million (up 164.29% YoY), and the FY2025 full-year result was $45.5 million, up 250.17% from the prior year.
  • Exchange Rate Effect for Q1 2026 stood at -$14.0 million, down from -$4.2 million in the prior quarter.
  • The five-year high for Exchange Rate Effect was $45.4 million in Q4 2022, with the low at -$48.6 million in Q3 2022.
  • Historically, Exchange Rate Effect has averaged -$2.6 million across 5 years, with a median of -$5.2 million in 2024.
  • The largest YoY upside for Exchange Rate Effect was 1361.11% in 2022 against a maximum downside of 1253.85% in 2022.
  • Invesco's Exchange Rate Effect stood at $45.4 million in 2022, then sank by 31.06% to $31.3 million in 2023, then sank by 250.48% to -$47.1 million in 2024, then surged by 91.08% to -$4.2 million in 2025, then slumped by 233.33% to -$14.0 million in 2026.
  • The last three Exchange Rate Effect figures came in at -$14.0 million (Q1 2026), -$4.2 million (Q4 2025), and -$9.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Exchange Rate Effect (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -63.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - -7.94 Mn
3 Kkr 86.45 Bn 133.96 Bn - -68.32 Mn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -1.00 Mn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -9.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - -100.30 Mn
8 Raymond James Financial 30.62 Bn 19.37 Bn - -58.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -26.56 Mn
10 Invesco 12.69 Bn 12.21 Bn 1.71 Bn -14.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -14.00 Mn
Mar 31, 2026 -14.00 Mn
Dec 31, 2025 -4.20 Mn
Dec 31, 2025 -4.20 Mn
Sep 30, 2025 -9.70 Mn
Sep 30, 2025 -9.70 Mn
Jun 30, 2025 39.00 Mn
Jun 30, 2025 39.00 Mn
Mar 31, 2025 20.40 Mn
Mar 31, 2025 20.40 Mn
Dec 31, 2024 -47.10 Mn
Dec 31, 2024 -47.10 Mn
Sep 30, 2024 36.10 Mn
Sep 30, 2024 36.10 Mn
Jun 30, 2024 -5.20 Mn
Jun 30, 2024 -5.20 Mn
Mar 31, 2024 -14.10 Mn
Mar 31, 2024 -14.10 Mn
Dec 31, 2023 31.30 Mn
Dec 31, 2023 31.30 Mn