Invesco Ltd.

NYSE-IVZ

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Income Statement	LTM	Dec '24	Dec '23	Dec '22	Dec '21	Dec '20	Dec '19	Dec '18	Dec '17	Dec '16	Dec '15
Transaction-Based Revenues	4,559.9	5,868.4	5,527.3	5,832.1	6,648.4	5,935.6	5,885	5,107.7	5,092.7	4,641	5,002.4
Investment Management Fees
Service and Distribution Fees
Performance Fees
Other Revenues	—	198.6	189.1	216.8	246.1	210	232.4	206.4	67.6	93.4	120.5
Other
Total Revenues	4,559.9	6,067	5,716.4	6,048.9	6,894.5	6,145.6	6,117.4	5,314.1	5,160.3	4,734.4	5,122.9
Total Revenues %Chg	7.3%	6.1%	-5.5%	-12.3%	12.2%	0.5%	15.1%	3%	9%	-7.6%	-0.5%
Total Operating Revenues
Cost of Sales	—	4,039.8	3,711	3,611.3	4,060.6	3,755.5	3,602.3	3,102.6	2,986.1	2,776.6	2,975.4
Third-Party Distribution, Service and Advisory
Employee Compensation
Gross Profit	4,559.9	2,027.2	2,005.4	2,437.6	2,833.9	2,390.1	2,515.1	2,211.5	2,174.2	1,957.8	2,147.5
Gross Profit Margin	100%	33.4%	35.1%	40.3%	41.1%	38.9%	41.1%	41.6%	42.1%	41.4%	41.9%
Selling, General & Administrative Expenses	—	1,150.3	1,099.8	1,034.9	1,048.7	1,076.4	1,033.9	869.7	793.3	736.4	789.1
Marketing
Property, Office and Technology
General and Administrative
Depreciation & Amortization Expenses	39.7	44.8	1,298.8	63.8	62.9	62.5	52.7	—	—	—	—
Amortization of Intangible Assets
Other Operating Expenses	—	—	41.6	21.2	-65.9	330.8	620.3	136.9	101.8	69	—
Transaction, Integration, and Restructuring
Goodwill Impairment
Operating Profit	4,520.2	832.1	-434.8	1,317.7	1,788.2	920.4	808.2	1,204.9	1,279.1	1,152.4	1,358.4
Operating Income
Operating Margin	99.1%	13.7%	-7.6%	21.8%	25.9%	15%	13.2%	22.7%	24.8%	24.3%	26.5%
Interest and Investment Income	—	58.9	47.8	24.4	25.2	20.5	28.5	21.3	13.4	12.2	13
Interest and Dividend Income
Interest and Dividend Income of CIP
Interest Expense	—	-58	-70.5	-85.2	-94.7	-129.3	-135.7	-111.5	-94.8	-93.4	-81.7
Interest Expense
Interest Expense of CIP
Non-Operating Income	124.8	172.3	219.6	-9.2	781.8	257.5	271.9	23.4	231.5	135.4	72.4
Equity in Earnings of Unconsolidated Affiliates
Other Gains and Losses, Net
Other Income of CSIP, Net
Other Gains of CIP, Net
Other Gains, Net
Other Income of CIP, Net
Total Non-Operating Income	124.8	173.2	196.9	-70	712.3	148.7	164.7	-66.8	150.1	54.2	3.7
Total Other Income/(Expense)
Income Before Provision for Income Taxes	1,283.4	1,005.3	-237.9	1,247.7	2,500.5	1,069.1	972.9	1,138.1	1,429.2	1,206.6	1,362.1
Income from Continuing Operations Before Income Taxes
Income Before Income Taxes
Provision for Income Taxes	—	252.9	-69.7	322.2	531.1	261.6	235.1	255	268.2	338.3	398
Income Tax Provision
Consolidated Net Income	1,283.4	752.4	-168.2	925.5	1,969.4	807.5	737.8	883.1	1,161	868.3	964.1
Income Before Minority Interest
Income from Continuing Operations, Net of Taxes
Net Income
Net Income Attributable to Minority Interests and Other	—	22.4	71.3	-4.8	-339.6	-45.9	-49.5	-0.3	-33.7	-14.1	4
Net Loss Attributable to Noncontrolling Interests in Consolidated Entities
Net Income Attributable to Preferred Dividends	219.4	236.8	236.8	236.8	236.8	236.8	123.6	—	—	—	—
Dividends Declared on Preferred Shares
Net Income Attributable to Discontinued Operations	—	—	—	—	—	—	—	—	—	—	—
Income from Discontinued Operations, Net of Taxes
Net Income Attributable to Common Shareholders	1,064	538	-333.7	683.9	1,393	524.8	564.7	882.8	1,127.3	854.2	968.1
Net Income Attributable to Invesco Ltd.
Basic EPS	1.2	1.2	-0.7	1.5	3	1.1	1.3	2.1	2.8	2.1	2.3
Diluted EPS	1.2	1.2	-0.7	1.5	3	1.1	1.3	2.1	2.8	2.1	2.3
Basic Weighted Average Shares Outstanding	447.6	457	454.8	457.5	462.8	459.5	437.8	412.4	409.4	402.6	418
Total Shares Outstanding	445.1	448	449.5	454.8	461.2	459.1	453.3	397.1	407.1	403.8	417.5
Diluted Weighted Average Shares Outstanding	449.1	457.7	456.2	459.5	465.4	462.5	440.5	412.5	409.9	402.9	418.4
EBITDA	4,684.2	1,011.7	-252	1,513	1,993.3	1,123.9	985.8	1,347	1,395.9	1,253.6	1,452
Effective Tax Rate	—	25.2%	29.3%	25.8%	21.2%	24.5%	24.2%	22.4%	18.8%	28%	29.2%