Invesco Ltdの売上高は？

Invesco Ltdの2025年度の売上高は$6.4Bです（前年比+5.1%）。

Invesco Ltdの営業利益は？

Invesco Ltdの2025年度の営業利益は-$696Mです（前年比-183.6%）。

Invesco Ltdの純利益は？

Invesco Ltdの2025年度の純利益は-$175Mです（前年比-132.5%）。

Invesco LtdのROEは？

Invesco Ltdの2025年度のROE（自己資本利益率）は-1.4%です。

企業一覧に戻る

Invesco Ltd（IVZ）の決算・業績分析

Invesco Ltdの2025年有価証券報告書をAI分析。売上高$6.4B(+5.1%)。営業利益-$696M。Financials。

SUMMARY — 業績サマリー

Invesco Ltdの2025年度業績サマリー

Invesco Ltd（証券コード: IVZ）の2025年度決算・業績分析。売上高は$6.4B（前年比+5.1%）。営業利益は-$696M（前年比-183.6%）。純利益は-$175M（前年比-132.5%）。有価証券報告書を基に、業績変化の要因・リスク・見通し・セグメント構成を AI が分析しました。

Invesco Ltdの2024年度注目ポイント

※ 直近の2025年度XBRLデータは取込済みですが、AI分析は2024年度の10-Kを対象としています。

Revenue declined 12.3% YoY to $6.0B (XBRL), driven by exchange rate fluctuations and strategic priorities (10-K).
Net income fell 50.9% YoY to $684M (XBRL), reflecting broader market challenges and margin compression.
Operating cash flow remained stable at $703M (XBRL), while free cash flow (FCF) totaled $510M (XBRL).
Shareholder returns reached $580M (XBRL) through $335M in dividends and $245M in share repurchases.
Net debt to EBITDA stood at 0.2x (XBRL), indicating strong liquidity despite a 26.3% YoY decline in operating income.

Invesco Ltdの売上高変化の要因

•Total revenue declined 12.3% YoY to $6.0B (XBRL), with no segment-specific data available (XBRL). The 5-year revenue CAGR was +1.5% (XBRL), but FY2024 results were impacted by exchange rate fluctuations and strategic priorities (10-K). Historical data shows revenue peaked at $6.9B in FY2023 before declining to $6.0B in FY2024 (XBRL).

Invesco Ltdの営業利益変化の要因

•Operating income fell 26.3% YoY to $1.3B (XBRL), with operating margin at 21.8% (XBRL). Net income dropped 50.9% YoY to $684M (XBRL), reflecting margin compression despite a 25.0% YoY increase in EBITDA to $1.5B (XBRL). Net margin was 11.3% (XBRL), down from prior years. Cost of sales changes are not quantified in the XBRL data (XBRL).

Invesco Ltdの事業リスクと対応

Global market volatility could reduce AUM, revenues, and liquidity (10-K).

Extreme economic or geopolitical crises may cause liquidity issues and asset valuation declines (10-K).

Geopolitical tensions (e.g., U.S.-China relations) risk AUM shifts and investor sentiment (10-K).

Tax/tariff changes may disrupt trade and financial stability (10-K).

Interest rate fluctuations harm money market and fixed income asset revenues (10-K).

Client shifts to lower-fee accounts (e.g., passive management) threaten revenue (10-K).

Invesco Ltdの今後の見通し・業績予想

Management emphasized strategic priorities, expense discipline, and capital allocation (10-K). The 10-K notes mixed market index performance but does not provide specific guidance for FY2025 (10-K).

Invesco Ltdの事業内容

Invesco Ltd. (IVZ) operates as a global investment management firm, generating revenue through asset management fees tied to client portfolio performance and scale (10-K). Its core offerings include active management, passive strategies (e.g., index funds), and alternative investments (e.g., private markets), serving institutional and retail investors across 120+ countries (10-K). Competitive advantages include $1.85T in assets under management (AUM), global distribution networks, and technology-driven data analytics (10-K). The company employs ~8,500 people (10-K) and emphasizes diversified capabilities across asset classes.

Invesco LtdのAI業績分析レポート（2024年度）

Invesco Ltd. (IVZ) FY2024 Annual Report Analysis

Highlights

•Revenue declined 12.3% YoY to $6.0B (XBRL), driven by exchange rate fluctuations and strategic priorities (10-K).

•Net income fell 50.9% YoY to $684M (XBRL), reflecting broader market challenges and margin compression.

•Operating cash flow remained stable at $703M (XBRL), while free cash flow (FCF) totaled $510M (XBRL).

•Shareholder returns reached $580M (XBRL) through $335M in dividends and $245M in share repurchases.

•Net debt to EBITDA stood at 0.2x (XBRL), indicating strong liquidity despite a 26.3% YoY decline in operating income.

Business Overview

Revenue Analysis

Total revenue declined 12.3% YoY to $6.0B (XBRL), with no segment-specific data available (XBRL). The 5-year revenue CAGR was +1.5% (XBRL), but FY2024 results were impacted by exchange rate fluctuations and strategic priorities (10-K). Historical data shows revenue peaked at $6.9B in FY2023 before declining to $6.0B in FY2024 (XBRL).

Profitability Analysis

Operating income fell 26.3% YoY to $1.3B (XBRL), with operating margin at 21.8% (XBRL). Net income dropped 50.9% YoY to $684M (XBRL), reflecting margin compression despite a 25.0% YoY increase in EBITDA to $1.5B (XBRL). Net margin was 11.3% (XBRL), down from prior years. Cost of sales changes are not quantified in the XBRL data (XBRL).

Balance Sheet Analysis

Equity ratio was 50.5% (XBRL), with long-term debt at $1.5B (XBRL) and net debt of $255M (0.2x EBITDA) (XBRL). Cash reserves totaled $1.2B (XBRL). Total assets declined from $39.4B in FY2020 to $28.9B in FY2024 (XBRL), while total equity remained stable at $14.6B (XBRL) in FY2024 and FY2025 (XBRL).

Cash Flow Analysis

Operating cash flow was $703M (XBRL), with free cash flow (FCF) of $510M (XBRL) after $193M in CapEx (XBRL). Investing cash flow was -$376M (XBRL), while financing cash flow totaled -$967M (XBRL), driven by $335M in dividends and $245M in share repurchases (XBRL).

Working Capital Analysis

Receivables days were 42 days (XBRL). Asset turnover was 0.21x (XBRL). Inventory and payables days data are not available (XBRL).

Risks

1.Global market volatility could reduce AUM, revenues, and liquidity (10-K).

2.Extreme economic or geopolitical crises may cause liquidity issues and asset valuation declines (10-K).

3.Geopolitical tensions (e.g., U.S.-China relations) risk AUM shifts and investor sentiment (10-K).

4.Tax/tariff changes may disrupt trade and financial stability (10-K).

5.Interest rate fluctuations harm money market and fixed income asset revenues (10-K).

6.Client shifts to lower-fee accounts (e.g., passive management) threaten revenue (10-K).

Outlook