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Jun 30
Invesco Q2 2025 Earnings Report
Invesco posted a Q2 2025 net loss due to preferred stock repurchase costs but maintained strong adjusted earnings and record AUM.
Key Takeaways
Invesco reported a Q2 2025 net loss of $12.5M due to $159M in preferred stock repurchase costs, but adjusted EPS was $0.36, supported by $15.6B net long-term inflows and record $2.0T AUM.
Reported diluted EPS was $(0.03), impacted by preferred stock repurchase costs, while adjusted EPS was $0.36.
Net long-term inflows reached $15.6B, led by ETFs, China JV & India, and Fixed Income.
Ending AUM hit a record $2.0T, up 8.5% sequentially.
Adjusted operating margin remained strong at 31.2% despite higher compensation expenses.
Invesco
Invesco
Invesco Revenue by Segment
Invesco Revenue by Geographic Location
Revenue by Segment
Investment Mgmt Fees Revenue
CapyFin.comService & Distribution Fees Revenue
CapyFin.comPerformance Fees Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
Americas Ending AUM Revenue
CapyFin.comAsia Pacific Ending AUM Revenue
CapyFin.comEMEA Ending AUM Revenue
CapyFin.com Forward Guidance
Invesco expects continued organic growth driven by ETFs and strong AUM trends but remains cautious due to market volatility and higher expenses.
Positive Outlook
- Record $2.0T AUM expected to support future revenue growth
- ETFs and China JV & India continue to drive strong inflows
- Solid adjusted operating margin despite cost pressures
- Improved balance sheet following preferred stock repurchase
- Stable dividend policy with $0.21 per share declared
Challenges Ahead
- Preferred stock repurchase costs impacted GAAP earnings
- Higher compensation expenses weigh on operating income
- Market volatility may pressure inflows in coming quarters
- Performance fees remain subdued compared to prior year
- Higher effective tax rate expected to persist