Invesco (IVZ) Exchange Rate Effect (2009 - 2026)
Invesco's (IVZ) quarterly Exchange Rate Effect came in at -$14.0 million in Q1 2026, down 168.63% YoY from $20.4 million in Q1 2025, and down 233.33% on a QoQ basis from -$4.2 million in Q4 2025.
Invesco (IVZ) Exchange Rate Effect (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Exchange Rate Effect data on file, last reported at -$14.0 million in Q1 2026.
- Quarterly Exchange Rate Effect fell 168.63% year-over-year to -$14.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $11.1 million (up 164.29% YoY) and the FY2025 annual result came in at $45.5 million, up 250.17% from the prior year.
- Exchange Rate Effect fell to -$14.0 million in Q1 2026, from -$4.2 million in the prior quarter.
- In the past five years, Exchange Rate Effect ranged from a high of $45.4 million in Q4 2022 to a low of -$48.6 million in Q3 2022.
- A 5-year average of -$2.6 million and a median of -$5.2 million in 2024 frame the typical range for Exchange Rate Effect.
- Annual changes were most pronounced in 2022 — Exchange Rate Effect plunged 8200.0% — and 2025, when it jumped 850.0%.
- Tracing IVZ's Exchange Rate Effect over 5 years: 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 | 178.86 Bn | 164.99 Bn | - | 1.00 Mn |
| 2 | Blackstone | 114.98 Bn | 112.48 Bn | - | -1.78 Mn |
| 3 | Kkr | 97.38 Bn | -179.70 Bn | - | 15.70 Mn |
| 4 | Brookfield | 93.59 Bn | 46.19 Bn | - | - |
| 5 | Brookfield Asset Management | 83.79 Bn | 82.29 Bn | - | -3.00 Mn |
| 6 | Apollo Global Management | 78.51 Bn | 53.14 Bn | 10.54 Bn | -1.00 Mn |
| 7 | State Street | 51.54 Bn | 51.54 Bn | - | - |
| 8 | Ameriprise Financial | 51.29 Bn | 40.24 Bn | 4.72 Bn | 1.00 Mn |
| 9 | Northern Trust | 34.04 Bn | 34.04 Bn | - | 61.40 Mn |
| 10 | Invesco | 14.39 Bn | 13.47 Bn | 1.79 Bn | -2.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -2.20 Mn |
| Jun 30, 2026 | -2.20 Mn |
| 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 |