Invesco (IVZ) FCF Margin (2009 - 2026)
Invesco's (IVZ) quarterly FCF Margin came in at 38.55% in Q2 2026, up 355.0% on a YoY basis from 8.47% in Q2 2025, and up 238.93% quarter-over-quarter from 11.37% in Q1 2026.
Analysis
Invesco (IVZ) FCF Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported FCF Margin for 18 consecutive years, with 38.55% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, FCF Margin rose 355.0% year-over-year to 38.55%; the trailing twelve-month figure through Jun 2026 stood at 27.83% (up 903.0% YoY), and the FY2025 full-year result was 22.6%, up 412.0% from the prior year.
- FCF Margin climbed to 38.55% in Q2 2026 per IVZ's latest filing, from 11.37% in the prior quarter.
- Across five years, FCF Margin topped out at 47.69% in Q4 2023 and bottomed at 24.51% in Q1 2022.
- Historically, FCF Margin has averaged 18.35% across 5 years, with a median of 23.69% in 2023.
- The sharpest annual moves came in 2022 and 2024: FCF Margin jumped 2928 bps in 2022, then tumbled 2735 bps in 2024.
- Over 5 years, FCF Margin stood at 27.05% in 2022, then soared by 76 bps to 47.69% in 2023, then sank by 57 bps to 20.33% in 2024, then increased by 26 bps to 25.54% in 2025, then soared by 51 bps to 38.55% in 2026.
- According to Business Quant data, FCF Margin over the past three periods registered 38.55%, 11.37%, and 25.54% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | FCF Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.60 Bn | 151.73 Bn | - | 15.78% |
| 2 | Spdr Gold Trust | 144.63 Bn | -413.37 Bn | - | - |
| 3 | Ishares Gold Trust | 30.25 Bn | -29.85 Bn | - | - |
| 4 | World Gold Trust | 29.25 Bn | -73.82 Bn | - | - |
| 5 | Principal Financial | 24.76 Bn | -28.21 Bn | 1.91 Bn | 51.46% |
| 6 | iShares Silver Trust | 21.68 Bn | -6.53 Bn | - | - |
| 7 | Franklin Resources | 17.42 Bn | 13.70 Bn | - | 24.64% |
| 8 | Invesco | 14.41 Bn | 13.49 Bn | 1.79 Bn | 38.55% |
| 9 | Affiliated Managers | 9.37 Bn | 8.96 Bn | - | 37.30% |
| 10 | Voya Financial | 9.35 Bn | 6.99 Bn | 1.34 Bn | 4.01% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 38.55% |
| Mar 31, 2026 | 11.37% |
| Dec 31, 2025 | 25.54% |
| Sep 30, 2025 | 35.75% |
| Jun 30, 2025 | 35.00% |
| Mar 31, 2025 | -7.06% |
| Dec 31, 2024 | 20.33% |
| Sep 30, 2024 | 27.06% |
| Jun 30, 2024 | 31.17% |
| Mar 31, 2024 | -5.11% |
| Dec 31, 2023 | 47.69% |
| Sep 30, 2023 | 21.84% |
| Jun 30, 2023 | 19.73% |
| Mar 31, 2023 | -9.66% |
| Dec 31, 2022 | 27.05% |
| Sep 30, 2022 | 29.69% |
| Jun 30, 2022 | 5.87% |
| Mar 31, 2022 | -24.51% |
| Dec 31, 2021 | -2.23% |
| Sep 30, 2021 | 32.86% |