Invesco (IVZ) Exchange Rate Effect (2009 - 2026)
Invesco's (IVZ) quarterly Exchange Rate Effect came in at -$2.2 million in Q2 2026, down 105.64% on a YoY basis from $39.0 million in Q2 2025, and up 84.29% quarter-over-quarter from -$14.0 million in Q1 2026.
Analysis
Invesco (IVZ) Exchange Rate Effect (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Exchange Rate Effect for 18 consecutive years, with -$2.2 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Exchange Rate Effect fell 105.64% year-over-year to -$2.2 million; the trailing twelve-month figure through Jun 2026 stood at -$30.1 million (down 162.19% YoY), and the FY2025 full-year result was $45.5 million, up 250.17% from the prior year.
- Exchange Rate Effect advanced to -$2.2 million in Q2 2026 per IVZ's latest filing, from -$14.0 million in the prior quarter.
- Across five years, Exchange Rate Effect topped out at $45.4 million in Q4 2022 and bottomed at -$48.6 million in Q3 2022.
- Historically, Exchange Rate Effect has averaged -$2.5 million across 5 years, with a median of -$4.7 million in 2024.
- The widest YoY moves for Exchange Rate Effect: up 1361.11% in 2022, down 3990.91% in 2022.
- Over 5 years, Exchange Rate Effect stood at $45.4 million in 2022, then tumbled by 31.06% to $31.3 million in 2023, then tumbled by 250.48% to -$47.1 million in 2024, then jumped by 91.08% to -$4.2 million in 2025, then jumped by 47.62% to -$2.2 million in 2026.
- According to Business Quant data, Exchange Rate Effect over the past three periods registered -$2.2 million, -$14.0 million, and -$4.2 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Exchange Rate Effect (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 1.00 Mn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | -3.20 Mn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | -2.20 Mn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 100,000.00 |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -2.20 Mn |
| Mar 31, 2026 | -14.00 Mn |
| Dec 31, 2025 | -4.20 Mn |
| Sep 30, 2025 | -9.70 Mn |
| Jun 30, 2025 | 39.00 Mn |
| Mar 31, 2025 | 20.40 Mn |
| Dec 31, 2024 | -47.10 Mn |
| Sep 30, 2024 | 36.10 Mn |
| Jun 30, 2024 | -5.20 Mn |
| Mar 31, 2024 | -14.10 Mn |
| Dec 31, 2023 | 31.30 Mn |
| Sep 30, 2023 | -25.50 Mn |
| Jun 30, 2023 | 6.50 Mn |
| Mar 31, 2023 | 11.70 Mn |
| Dec 31, 2022 | 45.40 Mn |
| Sep 30, 2022 | -48.60 Mn |
| Jun 30, 2022 | -45.00 Mn |
| Mar 31, 2022 | -20.40 Mn |
| Dec 31, 2021 | -3.60 Mn |
| Sep 30, 2021 | -18.90 Mn |