Invesco (IVZ) Gross Margin (2009 - 2026)
Invesco's (IVZ) quarterly Gross Margin came in at 97.86% in Q1 2026, down 103.0% YoY from 3261.87% in Q1 2025, and down 0.75% on a QoQ basis from 98.59% in Q4 2025.
Invesco (IVZ) Gross Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Gross Margin data on file, last reported at 97.86% in Q1 2026.
- Quarterly Gross Margin fell 103.0% year-over-year to 97.86% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 98.42% (down 27.0% YoY) and the FY2025 annual result came in at 98.68%, up 2.0% from the prior year.
- Gross Margin retreated to 97.86% in Q1 2026, from 98.59% in the prior quarter.
- In the past five years, Gross Margin ranged from a high of 99.2% in Q4 2022 to a low of 97.79% in Q2 2022.
- A 5-year average of 98.54% and a median of 98.61% in 2024 frame the typical range for Gross Margin.
- Annual changes were most pronounced in 2022 — Gross Margin soared 136 bps — and 2026, when it sank 103 bps.
- Tracing IVZ's Gross Margin over 5 years: stood at 99.2% in 2022, then slipped by 1 bps to 98.57% in 2023, then declined by 0 bps to 98.51% in 2024, then gained by 0 bps to 98.59% in 2025, then dropped by 1 bps to 97.86% in 2026.
- The last three Gross Margin figures came in at 97.86% (Q1 2026), 98.59% (Q4 2025), and 98.77% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Gross Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 94.50% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 94.14% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 97.99% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 97.99% |
| Mar 31, 2026 | 97.86% |
| Dec 31, 2025 | 98.59% |
| Sep 30, 2025 | 98.77% |
| Jun 30, 2025 | 98.48% |
| Mar 31, 2025 | 98.89% |
| Dec 31, 2024 | 98.51% |
| Sep 30, 2024 | 98.75% |
| Jun 30, 2024 | 98.61% |
| Mar 31, 2024 | 98.77% |
| Dec 31, 2023 | 98.57% |
| Sep 30, 2023 | 98.67% |
| Jun 30, 2023 | 98.40% |
| Mar 31, 2023 | 98.62% |
| Dec 31, 2022 | 99.20% |
| Sep 30, 2022 | 98.09% |
| Jun 30, 2022 | 97.79% |
| Mar 31, 2022 | 98.67% |
| Dec 31, 2021 | 97.85% |
| Sep 30, 2021 | 98.84% |