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| Date | Value |
|---|---|
| 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 |