Invesco ltd. (IVZ)
Income statement / Quarterly
Mar'20Dec'19Sep'19Jun'19Mar'19Dec'18Sep'18Jun'18Mar'18Dec'17Sep'17Jun'17Mar'17Dec'16Sep'16Jun'16Mar'16Dec'15Sep'15Jun'15Mar'15Dec'14Sep'14Jun'14Mar'14Dec'13Sep'13Jun'13Mar'13Dec'12Sep'12Jun'12Mar'12Dec'11Sep'11Jun'11Mar'11Dec'10Sep'10Jun'10Mar'10Dec'09Sep'09Jun'09Mar'09Sep'08Jun'08
Operating revenues:
Total operating revenues

1,598,900

1,742,800

1,720,600

1,439,400

1,214,600

1,255,900

1,341,800

1,360,600

1,355,800

1,375,600

1,337,700

1,254,400

1,192,600

1,194,700

1,201,600

1,189,400

1,148,700

1,239,700

1,273,500

1,318,100

1,291,600

1,276,700

1,311,000

1,289,900

1,269,500

1,225,100

1,171,800

1,135,500

1,112,200

1,021,000

1,013,900

981,800

1,033,700

887,200

997,800

1,070,000

1,027,300

926,700

953,100

787,000

719,100

747,800

705,800

625,100

548,600

827,200

935,600

Operating expenses:
Third-party distribution, service and advisory

515,100

528,100

545,100

451,800

368,000

372,200

408,000

408,900

419,100

390,900

380,400

365,900

349,300

349,500

362,100

348,400

347,200

375,200

392,300

413,300

399,100

394,500

420,200

410,600

405,400

396,200

380,900

366,000

346,100

349,300

326,200

315,600

317,100

298,700

314,400

341,800

324,500

325,400

291,700

238,300

195,600

239,000

183,500

166,300

148,200

220,900

244,900

Employee compensation

421,900

460,100

446,000

421,900

381,300

349,300

380,700

379,200

385,200

347,800

388,100

366,200

397,500

329,600

345,100

350,300

344,400

349,800

337,600

347,200

360,900

345,700

343,800

342,900

362,100

333,400

330,300

324,100

341,500

306,000

315,200

288,300

318,500

251,000

305,500

318,300

305,900

253,200

304,100

260,500

237,600

247,100

238,900

229,000

235,800

264,100

282,900

Marketing

32,700

41,000

33,200

33,400

28,000

41,300

33,400

32,100

28,000

38,800

29,500

29,100

24,400

35,200

26,400

28,300

24,900

34,100

24,900

29,700

26,700

31,900

26,600

30,200

23,400

30,000

22,600

23,800

22,200

22,800

26,300

26,400

26,700

20,400

13,100

26,100

25,700

12,300

19,600

17,600

28,300

-13,200

27,700

23,900

26,900

34,800

38,200

Property, office and technology

130,400

140,800

131,200

114,900

107,200

108,000

103,700

98,600

100,200

97,300

92,800

89,000

85,500

86,800

78,200

82,300

79,900

81,300

79,000

74,800

76,900

72,000

76,400

75,300

112,700

85,800

71,900

68,600

66,500

66,900

66,100

65,300

66,800

54,300

62,700

61,900

64,000

52,000

63,500

55,800

53,500

54,800

63,000

48,600

45,900

50,500

55,700

General and administrative

106,300

121,700

104,500

94,200

83,800

92,900

60,800

87,000

83,700

56,400

86,600

85,900

78,000

54,400

83,500

78,600

77,900

95,700

87,000

89,100

89,900

84,400

114,400

76,100

121,600

86,400

80,100

77,300

67,500

71,300

66,200

85,300

73,300

61,700

69,600

77,600

73,600

68,900

64,500

64,100

50,000

49,800

40,100

46,900

30,000

61,700

73,900

Transaction, integration, and restructuring

75,500

136,500

185,500

304,900

46,100

61,800

33,100

23,500

18,500

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0

0

1,800

1,400

2,600

3,000

1,100

1,500

5,500

4,700

11,300

7,900

26,700

26,800

79,300

17,200

-

1,000

0

-

-

-

Operating Expenses

1,281,900

1,428,200

1,445,500

1,421,100

1,014,400

1,025,500

1,019,700

1,029,300

1,034,700

1,033,000

977,400

936,100

934,700

924,500

895,300

887,900

874,300

936,100

920,800

954,100

953,500

928,500

981,400

935,100

1,025,200

931,800

885,800

861,600

845,200

818,900

803,000

782,000

803,900

691,600

770,000

837,000

801,600

738,500

770,200

715,600

582,200

587,300

554,200

514,700

486,800

632,000

695,600

Operating income

317,000

314,600

275,100

18,300

200,200

230,400

322,100

331,300

321,100

342,600

360,300

318,300

257,900

270,200

306,300

301,500

274,400

303,600

352,700

364,000

338,100

348,200

329,600

354,800

244,300

293,300

286,000

273,900

267,000

202,100

210,900

199,800

229,800

195,600

227,800

233,000

225,700

188,200

182,900

71,400

136,900

160,500

151,600

110,400

61,800

195,200

240,000

Other income/(expense):
Income (Loss) from Equity Method Investments

16,900

9,500

19,800

12,100

15,000

5,000

11,800

7,300

9,700

3,600

12,900

10,500

17,700

11,400

5,500

4,600

-12,200

3,100

8,200

12,000

11,800

6,400

10,900

5,500

10,000

10,200

10,300

6,900

8,100

7,900

5,200

6,900

9,700

4,900

8,100

10,800

6,700

13,300

10,700

10,400

5,800

9,100

7,900

7,500

2,500

8,000

9,600

Interest and dividend income

6,400

14,000

5,900

3,900

4,700

10,300

4,000

2,800

4,200

6,400

2,500

1,600

2,900

3,500

2,600

2,500

3,600

5,500

2,400

2,600

2,500

4,500

2,600

3,100

2,900

3,200

2,500

2,100

2,200

2,700

2,500

2,200

2,400

2,700

3,800

2,400

2,100

3,600

3,400

1,800

1,600

2,100

1,700

1,200

4,800

8,000

10,500

Interest expense

36,300

34,600

35,000

33,000

33,100

29,200

29,600

29,500

23,200

23,600

23,600

23,600

24,000

23,500

23,900

22,100

23,900

23,000

20,400

19,600

18,700

18,100

18,100

18,200

18,700

15,200

9,700

10,000

9,700

12,700

12,600

13,400

13,600

14,300

15,300

16,000

16,200

16,000

16,100

14,100

12,400

15,200

16,900

16,500

15,900

18,300

19,300

Other gains and losses, net

-106,500

-3,300

13,800

24,100

31,100

-41,900

5,900

1,400

-5,400

25,600

13,900

3,100

6,900

39,600

16,200

-4,200

-4,700

3,700

900

-8,800

2,700

6,600

-1,300

16,200

6,600

-18,200

2,700

400

17,700

-21,000

18,400

-7,700

18,600

54,800

-19,700

6,000

7,900

12,400

14,600

-9,300

-2,100

0

2,000

10,000

-4,200

-10,400

-1,100

Other income/(expense) of CSIP, net

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

800

-3,600

5,100

9,400

1,000

7,400

7,700

8,200

2,900

0

0

0

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Other Nonoperating Income (Expense), Consolidated Investment Products

-20,100

22,800

37,000

51,100

38,900

-26,600

28,100

900

27,200

44,800

31,700

32,300

28,500

9,800

39,000

37,900

-7,500

-12,000

1,500

-1,900

39,500

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Interest and dividend income of CIP

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

53,400

48,000

48,300

42,500

46,500

50,700

50,300

52,100

68,700

68,700

69,000

73,600

79,600

79,800

74,200

65,000

70,300

53,100

52,500

-

-

0

-

-

-

Interest expense of CIP

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

37,500

30,300

30,300

26,500

33,500

30,600

32,700

33,900

41,900

46,900

45,600

51,800

48,700

46,500

40,000

36,600

35,600

25,600

20,800

-

-

0

-

-

-

Other gains/(losses) of CIP, net

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-43,000

100

36,800

26,500

46,400

38,200

-1,600

-21,100

-27,800

-25,200

77,200

-121,900

104,400

-93,100

-64,700

-85,500

-28,000

-148,300

187,200

103,100

25,900

2,100

-48,400

-86,500

2,800

40,300

Income before income taxes

177,400

323,000

316,600

76,500

256,800

148,000

342,300

314,200

333,600

399,400

397,700

342,200

289,900

311,000

345,700

320,200

229,700

281,700

341,700

353,400

385,300

326,600

347,100

423,600

297,800

338,600

343,000

291,800

281,800

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Income from continuing operations before income taxes

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

226,000

286,800

148,400

-

142,500

204,800

174,900

-

81,900

274,900

264,600

-

148,400

64,200

-37,500

185,300

280,000

Income Tax Expense (Benefit)

57,400

80,400

74,000

14,500

66,200

53,200

61,100

72,300

68,400

408,200

-123,100

-92,600

75,700

92,900

89,800

83,700

71,900

86,900

100,400

109,400

101,300

99,700

94,900

107,000

89,000

74,200

92,900

83,500

86,300

116,600

72,300

-1,100

73,600

69,900

59,100

75,400

75,600

51,800

54,500

36,700

50,100

48,200

43,700

36,000

20,300

49,200

77,200

Income from continuing operations, net of taxes

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

244,000

284,000

226,900

252,200

316,600

208,800

264,400

250,100

208,300

195,500

-

153,700

225,600

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Income/(loss) from discontinued operations, net of taxes

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-1,000

-600

200

-2,000

66,400

-1,400

-4,600

4,100

-

3,200

2,000

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Net Income (Loss), Including Portion Attributable to Noncontrolling Interest

120,000

242,600

242,600

62,000

190,600

94,800

281,200

241,900

265,200

422,600

274,600

249,600

214,200

218,100

255,900

236,500

157,800

194,800

241,300

244,000

284,000

225,900

251,600

316,800

206,800

330,800

248,700

203,700

199,600

128,000

156,900

227,600

74,800

309,900

83,400

129,400

99,300

156,700

27,400

238,200

214,500

134,200

104,700

28,200

-57,800

136,100

202,800

Net Income (Loss) Attributable to Noncontrolling Interest

-20,700

3,600

11,100

21,900

12,900

-19,400

11,600

-3,200

11,300

14,400

7,100

10,000

2,200

-8,400

14,700

11,000

-3,200

-7,100

-8,000

-13,300

24,400

-43,900

-4,400

42,300

19,000

43,400

20,600

1,100

-22,600

-30,700

-13,700

73,700

-119,100

107,600

-83,500

-53,600

-78,200

-18,500

-127,300

197,400

119,500

23,300

-500

-47,500

-88,500

4,300

40,000

Dividends declared on preferred shares

59,200

-

64,400

-

0

-

0

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Net Income (Loss) Attributable to Parent

81,500

179,800

167,100

40,100

177,700

114,200

269,600

245,100

253,900

408,200

267,500

239,600

212,000

226,500

241,200

225,500

161,000

201,900

249,300

257,300

259,600

269,800

256,000

274,500

187,800

287,400

228,100

202,600

222,200

158,700

170,600

153,900

193,900

202,300

166,900

183,000

177,500

175,200

154,700

40,800

95,000

110,900

105,200

75,700

30,700

131,800

162,800

Earnings Per Share [Abstract]
Earnings per share from continuing operations (usd per share)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0.63

0.59

0.63

0.43

0.50

0.51

0.46

0.49

-

0.37

0.33

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Earnings per share from discontinued operations (usd per share)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-0.01

0.00

0.00

0.00

0.14

0.00

-0.01

0.01

-

0.01

0.00

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

- basic (usd per share)

0.18

0.40

0.36

0.09

0.44

0.28

0.65

0.59

0.62

1.00

0.65

0.58

0.52

0.56

0.58

0.54

0.38

0.48

0.58

0.60

0.60

0.62

0.59

0.63

0.43

0.64

0.51

0.45

0.50

0.35

0.38

0.34

0.43

0.45

0.36

0.39

0.38

0.38

0.32

0.09

0.22

0.27

0.24

0.18

0.08

0.34

0.42

Earnings per share from continuing operations (usd per share)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0.63

0.59

0.63

0.43

0.49

0.51

0.46

0.49

-

0.37

0.33

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Earnings per share from discontinued operations (usd per share)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-0.01

0.00

0.00

0.00

0.14

0.00

-0.01

0.01

-

0.01

0.00

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

- diluted (usd per share)

0.18

0.39

0.36

0.09

0.44

0.28

0.65

0.59

0.62

1.00

0.65

0.58

0.52

0.56

0.58

0.54

0.38

0.48

0.58

0.60

0.60

0.62

0.59

0.63

0.43

0.65

0.51

0.45

0.49

0.34

0.38

0.34

0.43

0.44

0.36

0.39

0.38

0.39

0.32

0.09

0.21

0.26

0.24

0.18

0.08

0.33

0.41

Dividends declared per share (usd per share)

-

-

-

-

-

-

-

-

-

-

0.29

0.29

0.28

-

0.28

0.28

0.27

0.27

0.27

0.27

0.25

0.25

0.25

0.25

0.22

0.22

0.22

0.22

0.17

0.17

0.17

0.17

0.12

0.12

0.12

0.12

0.11

0.11

0.11

0.11

0.10

0.10

0.10

0.10

0.10

0.10

0.10

Investment Advice [Member]
Total operating revenues

1,168,300

1,254,200

1,257,100

1,071,300

923,700

949,200

1,038,900

1,050,500

1,043,700

1,098,700

1,062,300

1,010,400

955,200

946,900

965,900

946,700

913,600

987,100

1,016,900

1,055,700

1,001,400

1,009,500

1,047,300

1,031,900

965,400

955,100

914,400

885,500

844,600

792,600

790,600

753,200

791,400

649,800

779,500

819,100

792,300

683,700

725,800

627,900

593,500

611,800

570,300

501,600

436,500

664,900

736,800

Distribution and Shareholder Service [Member]
Total operating revenues

365,800

378,000

385,100

294,100

219,300

231,500

248,000

242,900

246,100

217,500

217,600

211,300

206,400

209,100

213,400

203,400

197,700

207,600

214,800

219,600

213,400

217,700

222,100

214,700

238,600

230,100

220,700

215,700

206,300

199,500

196,000

187,100

189,000

181,000

189,100

211,400

198,700

202,000

191,600

139,400

112,500

111,400

111,800

100,400

89,000

129,400

143,300

Investment Performance [Member]
Total operating revenues

4,800

49,800

14,900

15,700

21,800

28,300

7,900

11,600

9,100

43,000

42,300

16,700

11,300

17,500

3,400

8,900

14,500

16,800

15,600

6,700

46,800

16,800

8,200

5,000

31,100

8,700

5,100

6,000

36,100

2,300

3,000

15,600

20,500

12,000

2,600

7,600

3,800

6,900

2,500

3,500

1,400

6,800

4,300

8,000

10,900

18,100

22,200

Financial Service, Other [Member]
Total operating revenues

60,000

60,800

63,500

58,300

49,800

46,900

47,000

55,600

56,900

16,400

15,500

16,000

19,700

21,200

18,900

30,400

22,900

28,200

26,200

36,100

30,000

32,700

33,400

38,300

34,400

31,200

31,600

28,300

25,200

26,600

24,300

25,900

32,800

44,400

26,600

31,900

32,500

34,100

33,200

16,200

11,700

17,800

19,400

15,100

12,200

14,800

33,300