IVZ - Invesco Ltd.

📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Revenue Growth YoY (%)	5.1% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-15%)	6.1% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: At sector avg	-5.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-192%)	-12.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-304%)	12.2% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+103%)	0.5% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-92%)	15.1% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+152%)	3.0% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-50%)	9.0% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+50%)	-7.6% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-226%)	-0.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-108%)	10.8% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+80%)	11.2% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+87%)	2.1% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-65%)	17.3% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+189%)	32.7% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+446%)	-20.6% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-443%)	-14.7% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-345%)	—	—
EPS Growth YoY (%)	N/M	N/M	N/M	-50.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	164.0% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-11.6% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-39.7% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-22.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	33.5% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-8.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-0.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	8.1% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	40.0% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-5.1% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	56.4% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	31.2% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-37.9% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	-26.2% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—
Net Income Growth YoY (%)	N/M	N/M	N/M	-50.9% Weak ↓ Weak Declining Year-over-year change in net income	165.4% Excellent ↑ Excellent Improving Year-over-year change in net income	-7.1% Weak ↑ Weak Improving Year-over-year change in net income	-36.0% Weak ↓ Weak Declining Year-over-year change in net income	-21.7% Weak ↓ Weak Declining Year-over-year change in net income	32.0% Excellent ↑ Excellent Improving Year-over-year change in net income	-11.8% Weak ↓ Weak Declining Year-over-year change in net income	-2.0% Weak ↓ Weak Declining Year-over-year change in net income	5.1% Fair ↓ Fair Declining Year-over-year change in net income	38.9% Excellent ↑ Excellent Improving Year-over-year change in net income	-7.2% Weak ↓ Weak Declining Year-over-year change in net income	56.7% Excellent ↑ Excellent Improving Year-over-year change in net income	44.4% Excellent ↑ Excellent Improving Year-over-year change in net income	-33.0% Weak Weak Year-over-year change in net income	-28.5% Weak Weak Year-over-year change in net income	—	—
FCF Growth YoY (%)	29.8% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-1.8% Weak ↓ Weak Declining Year-over-year change in free cash flow	124.0% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-46.7% Weak ↓ Weak Declining Year-over-year change in free cash flow	-13.7% Weak ↓ Weak Declining Year-over-year change in free cash flow	7.1% Fair ↓ Fair Declining Year-over-year change in free cash flow	28.7% Excellent ↓ Excellent Declining Year-over-year change in free cash flow	-31.1% Weak ↓ Weak Declining Year-over-year change in free cash flow	4390.0% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-97.4% Weak ↓ Weak Declining Year-over-year change in free cash flow	-11.7% Weak ↓ Weak Declining Year-over-year change in free cash flow	58.7% Excellent → Excellent Stable Year-over-year change in free cash flow	-2.9% Weak ↓ Weak Declining Year-over-year change in free cash flow	-14.1% Weak Weak Year-over-year change in free cash flow	194.6% Excellent Excellent Year-over-year change in free cash flow	—	—	—	—	—
Revenue CAGR 3Y (%)	1.8% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-4.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-2.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-0.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	9.1% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	6.0% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	8.9% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	1.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	0.1% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	0.6% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	7.0% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	7.9% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	10.0% Good ↑ Good Improving Compound annual revenue growth over 3 years	16.7% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	7.4% Fair Fair Compound annual revenue growth over 3 years	-3.5% Weak Weak Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	0.7% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-0.2% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	1.5% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	3.2% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	7.8% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	3.7% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	3.5% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	2.7% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	4.3% Fair ↓ Fair Declining Compound annual revenue growth over 5 years	3.0% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	8.0% Fair → Fair Stable Compound annual revenue growth over 5 years	14.4% Excellent ↑ Excellent Improving Compound annual revenue growth over 5 years	7.0% Fair Fair Compound annual revenue growth over 5 years	1.5% Caution Caution Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	—	-26.8% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	—	5.2% Fair ↑ Fair Improving Compound annual EPS growth over 3 years	12.0% Good ↑ Good Improving Compound annual EPS growth over 3 years	-25.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-14.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-1.8% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	6.6% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	-0.6% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	14.6% Good ↓ Good Declining Compound annual EPS growth over 3 years	12.8% Good ↓ Good Declining Compound annual EPS growth over 3 years	27.6% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	24.9% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	8.4% Fair Fair Compound annual EPS growth over 3 years	-15.6% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Operating Margin (%) (%)	-10.9% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-144%)	13.7% Fair → Fair Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-45%)	-7.6% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-130%)	21.8% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-13%)	25.9% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	15.0% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-40%)	13.2% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-47%)	22.7% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-9%)	24.8% Good → Good Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	24.8% Good → Good Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	26.5% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+6%)	24.8% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	24.1% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	20.9% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-17%)	21.9% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-12%)	16.9% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-32%)	18.4% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-26%)	22.6% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-10%)	25.6% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	—
Effective Tax Rate (%) (%)	53.9% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	25.2% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.3% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	25.8% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	21.2% Fair ↓ Fair Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	24.5% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	24.2% Fair → Fair Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.4% Fair ↓ Fair Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.8% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.0% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.2% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.0% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	26.8% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	31.7% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	31.5% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	23.6% Fair Fair Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—
Profit Margin (%) (%)	-2.7% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-112%)	12.4% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-44%)	-5.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-127%)	11.3% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-49%)	20.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-8%)	8.5% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-61%)	9.2% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-58%)	16.6% Good ↓ Good Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-24%)	21.8% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	18.0% Good ↓ Good Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-18%)	18.9% Good → Good Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-14%)	19.2% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-13%)	20.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-8%)	16.2% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-26%)	17.8% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-19%)	13.4% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-39%)	12.3% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-44%)	14.6% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-34%)	17.4% Good Good Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-21%)	—
FCF Margin (%) (%)	22.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	18.5% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	19.9% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	8.4% Caution ↓ Caution Declining Free cash flow as a percentage of revenue Optimal: > 10%	14.1% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	18.1% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	16.2% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	13.7% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	20.3% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	0.5% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	18.1% Good → Good Stable Free cash flow as a percentage of revenue Optimal: > 10%	20.7% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	14.9% Fair → Fair Stable Free cash flow as a percentage of revenue Optimal: > 10%	17.2% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	21.0% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	8.3% Caution ↓ Caution Declining Free cash flow as a percentage of revenue Optimal: > 10%	12.3% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	13.3% Fair Fair Free cash flow as a percentage of revenue Optimal: > 10%	22.7% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	-8.24x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.49x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	-3.41x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.75x Caution ↓ Caution Declining Free cash flow relative to reported net income Optimal: > 1x	0.70x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	2.13x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.76x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	0.82x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.93x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.03x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.96x Caution → Caution Stable Free cash flow relative to reported net income Optimal: > 1x	1.08x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	0.74x Caution ↓ Caution Declining Free cash flow relative to reported net income Optimal: > 1x	1.06x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	1.18x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	0.62x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.00x Fair ↓ Fair Declining Free cash flow relative to reported net income Optimal: > 1x	0.92x Caution Caution Free cash flow relative to reported net income Optimal: > 1x	1.30x Good Good Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Return on Invested Capital (%)	-2.3% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	4.0% Caution → Caution Stable Return earned on debt + equity capital invested Optimal: > 10%	-1.9% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	5.9% Caution ↑ Caution Improving Return earned on debt + equity capital invested Optimal: > 10%	8.0% Fair ↑ Fair Improving Return earned on debt + equity capital invested Optimal: > 10%	4.2% Caution ↓ Caution Declining Return earned on debt + equity capital invested Optimal: > 10%	3.8% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	8.5% Fair ↓ Fair Declining Return earned on debt + equity capital invested Optimal: > 10%	9.6% Fair → Fair Stable Return earned on debt + equity capital invested Optimal: > 10%	8.8% Fair → Fair Stable Return earned on debt + equity capital invested Optimal: > 10%	9.7% Fair ↑ Fair Improving Return earned on debt + equity capital invested Optimal: > 10%	9.3% Fair ↑ Fair Improving Return earned on debt + equity capital invested Optimal: > 10%	8.2% Fair ↑ Fair Improving Return earned on debt + equity capital invested Optimal: > 10%	6.3% Caution ↑ Caution Improving Return earned on debt + equity capital invested Optimal: > 10%	6.5% Caution → Caution Stable Return earned on debt + equity capital invested Optimal: > 10%	4.7% Caution ↓ Caution Declining Return earned on debt + equity capital invested Optimal: > 10%	5.0% Caution Caution Return earned on debt + equity capital invested Optimal: > 10%	9.0% Fair Fair Return earned on debt + equity capital invested Optimal: > 10%	—	—
Return on Capital (%) (%)	-2.6% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	3.1% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-1.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	4.4% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	5.5% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	2.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	2.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	3.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	4.0% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	4.6% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	5.4% Caution → Caution Stable Operating profit relative to total assets Optimal: > 10%	6.2% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	5.8% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	5.0% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	4.6% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	2.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	4.4% Caution Caution Operating profit relative to total assets Optimal: > 10%	7.7% Fair Fair Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	-1.4% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-112%)	5.2% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-57%)	-2.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-119%)	4.5% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-63%)	9.0% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-25%)	3.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-70%)	4.1% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-66%)	10.3% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-14%)	13.0% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+8%)	11.4% Fair → Fair Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-5%)	12.3% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	11.9% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	11.2% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-7%)	8.1% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-32%)	9.0% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-25%)	5.6% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-53%)	4.7% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-61%)	8.5% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-29%)	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Debt to Equity (x)	0.15x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-88%)	0.06x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-95%)	0.10x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-91%)	0.10x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-92%)	0.13x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-89%)	0.15x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-88%)	0.15x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.28x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-77%)	0.24x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-80%)	0.28x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-77%)	0.26x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-78%)	0.19x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.19x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.14x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-88%)	0.16x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.16x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.11x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-91%)	0.15x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	—	—
Interest Coverage (x)	-9.01x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	15.52x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	-6.17x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	15.47x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	18.88x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	7.12x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	5.96x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	10.81x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	13.49x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	12.60x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	16.63x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	17.47x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	25.12x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	16.66x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	14.53x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	10.07x Excellent → Excellent Stable Operating income divided by interest expense Optimal: > 5x	7.51x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	9.72x Good Good Operating income divided by interest expense Optimal: > 5x	13.95x Excellent Excellent Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$787.60M	$-95.90M	$20.30M	$252.90M	$188.70M	$674.20M	$1.03B	$1.26B	$69.40M	$774.40M	$221.40M	$62.60M	$257.40M	$350.50M	$557.30M	$575.20M	$-16.30M	$276.80M	$-915.80M	$-778.90M
Debt / EBITDA (x)	-3.38x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.88x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	-5.91x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.98x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.05x Good ↓ Good Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.85x Good → Good Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	2.11x Fair ↑ Fair Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.79x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.49x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.65x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.43x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.15x Good ↓ Good Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.31x Good ↓ Good Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.23x Good ↓ Good Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.27x Good ↓ Good Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.92x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.33x Good Good Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.06x Good Good Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Revenue per Share (USD)	$14.09	$13.28	$12.57	$13.22	$14.90	$13.37	$13.97	$12.89	$12.60	$11.42	$11.94	$11.83	$10.38	$9.24	$8.84	$7.58	—	—	—	—
Basic EPS, GAAP (USD)	$-1.60	$1.18	$-0.73	$1.50	$3.01	$1.14	$1.29	$2.14	$2.75	$2.06	$2.26	$2.27	$2.10	$1.50	$1.58	$1.01	$0.77	$1.24	$1.68	—
Free Cash Flow per Share (USD)	$3.18	$2.45	$2.50	$1.12	$2.09	$2.43	$2.27	$1.76	$2.56	$0.06	$2.17	$2.45	$1.55	$1.59	$1.85	$0.63	—	—	—	—
Dividend per Share (USD)	$0.83	$0.81	$0.79	$0.73	$0.67	$0.78	$1.23	$1.19	$1.15	$1.11	$1.06	$0.97	$0.85	$0.64	$0.48	$0.43	$0.41	$0.52	$0.37	—
Book Value per Share (USD)	$27.55	$32.50	$32.48	$33.45	$33.60	$31.28	$30.58	$21.60	$21.36	$18.58	$18.89	$19.37	$19.38	$18.84	$18.20	$17.96	$16.02	—	—	—
Tangible Book Value per Share (USD)	$-0.39	$1.10	$0.13	$-1.07	$-1.33	$-4.05	$-4.42	$-1.90	$1.34	$-0.06	$0.85	$1.16	$0.60	$-0.04	$-0.25	$-0.11	$0.71	—	—	—
Basic Weighted Avg Shares (shares)	452.60M	457.00M	454.80M	457.50M	462.80M	459.50M	437.80M	412.40M	409.40M	414.70M	428.90M	435.00M	447.50M	452.30M	462.90M	460.40M	—	—	—	—
Dividend Payout Ratio (%)	-52.2% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	69.1% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-107.9% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	48.7% Good ↓ Good Declining Dividends paid as a percentage of earnings Optimal: 30-60%	22.3% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	68.4% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	95.3% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	55.6% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	41.8% Good ↓ Good Declining Dividends paid as a percentage of earnings Optimal: 30-60%	53.9% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	46.9% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	43.0% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	40.4% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	42.7% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	30.2% Good ↓ Good Declining Dividends paid as a percentage of earnings Optimal: 30-60%	42.8% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	52.9% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	41.9% Good Good Dividends paid as a percentage of earnings Optimal: 30-60%	22.1% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Working Capital (USD)	—	—	—	—	—	—	—	—	—	—	—	—	—	$1.19B	$859.70M	$1.01B	$822.60M	$270.60M	—	—
LT Debt (USD)	$1.83B	$890.60M	$1.49B	$1.49B	$2.09B	$2.08B	$2.08B	$2.41B	$2.08B	$2.10B	$2.07B	$1.58B	$1.59B	$1.19B	$1.28B	$1.32B	$745.70M	$862.00M	—	—
Total Equity (USD)	$12.23B	$14.56B	$14.60B	$15.21B	$15.50B	$14.36B	$13.86B	$8.58B	$8.70B	$7.50B	$7.89B	$8.33B	$8.39B	$8.32B	$8.12B	$8.26B	$6.91B	$5.69B	—	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Sales/Revenue/Turnover (USD)	$6.38B	$6.07B	$5.72B	$6.05B	$6.89B	$6.15B	$6.12B	$5.31B	$5.16B	$4.73B	$5.12B	$5.15B	$4.64B	$4.18B	$4.09B	$3.49B	$2.63B	$3.31B	$3.88B	—
Depreciation Expense (USD)	$155.90M	$179.60M	$182.80M	$195.30M	$205.30M	$203.50M	$177.60M	$142.10M	$116.80M	$101.20M	$93.60M	$89.40M	$88.40M	$95.00M	$117.40M	$96.70M	$77.60M	$67.60M	$84.10M	—
Net Income, GAAP (USD)	$-174.80M	$752.40M	$-333.70M	$683.90M	$1.39B	$524.80M	$564.70M	$882.80M	$1.13B	$854.20M	$968.10M	$988.10M	$940.30M	$677.10M	$729.70M	$465.70M	$322.50M	$481.70M	$673.60M	—
Operating Cash Flow (USD)	$1.53B	$1.19B	$1.30B	$703.20M	$1.08B	$1.23B	$1.12B	$828.80M	$1.16B	$171.30M	$1.05B	$1.20B	$780.20M	$819.30M	$964.80M	$379.20M	$362.70M	$525.50M	$915.50M	—

Invesco Ltd.

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