Invesco (IVZ) Gross Margin (2009 - 2026)
Invesco's (IVZ) quarterly Gross Margin came in at 97.99% in Q2 2026, down 49.0% on a YoY basis from 192.14% in Q2 2025, and little changed quarter-over-quarter from 97.86% in Q1 2026.
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Invesco (IVZ) Gross Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Gross Margin for 18 consecutive years, with 97.99% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Gross Margin fell 49.0% year-over-year to 97.99%; the trailing twelve-month figure through Jun 2026 stood at 98.29% (down 37.0% YoY), and the FY2025 full-year result was 98.68%, up 2.0% from the prior year.
- Gross Margin held at 97.99% in Q2 2026 per IVZ's latest filing, from 97.86% in the prior quarter.
- Across five years, Gross Margin topped out at 99.2% in Q4 2022 and bottomed at 97.79% in Q2 2022.
- Historically, Gross Margin has averaged 98.51% across 5 years, with a median of 98.6% in 2024.
- The sharpest annual moves came in 2022 and 2026: Gross Margin jumped 136 bps in 2022, then slumped 103 bps in 2026.
- Over 5 years, Gross Margin stood at 99.2% in 2022, then declined by 1 bps to 98.57% in 2023, then retreated by 0 bps to 98.51% in 2024, then climbed by 0 bps to 98.59% in 2025, then decreased by 1 bps to 97.99% in 2026.
- According to Business Quant data, Gross Margin over the past three periods registered 97.99%, 97.86%, and 98.59% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Gross Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | - |
| 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 | 49.00% |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | - |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 97.99% |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | - |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 70.46% |
Historic Data
Download Data
Historic 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% |