Invesco Ltd (IVZ) Financial Statements (2024 and earlier)

Company Profile

Business Address 1331 SPRING STREET NW
ATLANTA, GA 30309
State of Incorp.
Fiscal Year End December 31
Industry (SIC) 6282 - Investment Advice (benchmarking)
More info Complete Financial Analysis Financial Benchmarking

Balance Sheet (Statement of Financial Position) ($ in millions)

3/31/2024
Q1
12/31/2023
Q4
9/30/2023
Q3
6/30/2023
Q2
3/31/2023
Q1
12/31/2022
Q4
9/30/2022
Q3
ASSETS
Current Assets
Cash, cash equivalents, and short-term investments1,4691,2421,010889 1,024
Cash and cash equivalents1,4691,2421,010889 1,024
Total current assets:1,4691,2421,010889 1,024
Noncurrent Assets
Operating lease, right-of-use asset 319   361 
Property, plant and equipment600586585573561504
Long-term investments and receivables632637670658621606
Long-term investments632637670658621606
Intangible assets, net (including goodwill)14,54015,66915,79315,73415,69915,552
Goodwill8,6928,5698,6758,6038,5588,406
Intangible assets, net (excluding goodwill)5,8487,1007,1187,1317,1417,146
Total noncurrent assets:16,09016,89217,04816,96517,24216,661
Other undisclosed assets11,37411,29811,40011,88012,51511,587
TOTAL ASSETS:28,93429,43229,45829,73329,75729,272
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Noncurrent Liabilities
Liabilities, other than long-term debt1,3261,6131,6441,6911,6631,679
Deferred income tax liabilities1,3261,6131,6441,6911,6631,679
Total noncurrent liabilities:1,3261,6131,6441,6911,6631,679
Other undisclosed liabilities11,69211,22711,10611,23211,25211,090
Total liabilities:13,01812,84012,74912,92412,91512,768
Temporary equity, carrying amount746754842880999990
Equity
Equity, attributable to parent14,59815,25415,32915,34315,21414,904
Preferred stock4,0114,0114,0114,0114,0114,011
Common stock113113113113113113
Treasury stock, value(3,003)(3,011)(3,027)(2,888)(3,041)(3,052)
Additional paid in capital7,4527,4437,4337,4137,5557,547
Accumulated other comprehensive loss(802)(961)(818)(883)(942)(1,131)
Retained earnings6,8277,6597,6187,5787,5187,416
Equity, attributable to noncontrolling interest573584538587630609
Total equity:15,17015,83815,86715,93015,84415,513
TOTAL LIABILITIES AND EQUITY:28,93429,43229,45829,73329,75729,272

Income Statement (P&L) ($ in millions)

3/31/2024
Q1
12/31/2023
Q4
9/30/2023
Q3
6/30/2023
Q2
3/31/2023
Q1
12/31/2022
Q4
9/30/2022
Q3
Revenues1,4131,4421,4431,4181,4431,446
Gross profit:1,4131,4421,4431,4181,4431,446
Operating expenses(2,489)(1,214)(1,239)(1,209)(1,198)(1,096)
Operating income (loss):(1,076)228204210245350
Nonoperating income (expense)94(13)283648(31)
Investment income, nonoperating211179183
Other nonoperating income (expense)73(23)212731(35)
Interest and debt expense(17)(17)(18)(18)(18)(19)
Income (loss) from continuing operations before equity method investments, income taxes:(998)198213228276300
Income from equity method investments91719262820
Other undisclosed income (loss) from continuing operations before income taxes5615(3)(18)87(65)
Income (loss) from continuing operations before income taxes:(934)230230236390255
Income tax expense (benefit)266(61)(66)(70)(90)(87)
Income (loss) from continuing operations:(667)169164166301168
Income before gain (loss) on sale of properties:168
Net income (loss):(667)169164166301168
Net income (loss) attributable to noncontrolling interest(16)222738(54)68
Other undisclosed net loss attributable to parent(59)(59)(59)(59)(59)(59)
Net income (loss) available to common stockholders, diluted:(742)131132145188177

Comprehensive Income ($ in millions)

3/31/2024
Q1
12/31/2023
Q4
9/30/2023
Q3
6/30/2023
Q2
3/31/2023
Q1
12/31/2022
Q4
9/30/2022
Q3
Net income (loss):(667)169164166301168
Other comprehensive income (loss)159(142)6560189(330)
Comprehensive income (loss):(508)26229225489(162)
Comprehensive income (loss), net of tax, attributable to noncontrolling interest(16)222738(54)68
Other undisclosed comprehensive loss, net of tax, attributable to parent(59)(59)(59)(59)(59)(59)
Comprehensive income (loss), net of tax, attributable to parent:(584)(11)197205376(153)

Statements Sources

The financial statements are based on the Company's filings with the U.S. Securities and Exchange Commission (SEC) through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The information is derived from the 10-K and 10-Q reports submitted to the SEC in XBRL (eXtensible Business Reporting Language) format and presented according to the US GAAP Taxonomy. Please review the original filings for a more detailed information.

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