| IVZ |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.72 vs. cons $0.68 |
MEDIUM |
| IVZ |
Report |
Adjusted operating margin |
BEAT |
pred ~38.7% vs. cons 37.5% |
MEDIUM |
| IVZ |
Report |
Net long-term flows |
BEAT |
pred ~$28.0bn vs. cons $21.0bn |
MEDIUM |
| IVZ |
Guide |
FY2026 adjusted operating-expense outlook |
LOWER |
guide ~$3.32bn vs. cons $3.35bn (FY2026) |
MEDIUM |
| IVZ |
Guide |
Hybrid-platform cost savings |
UNCHANGED |
guide ~$60m vs. cons $60m (FY2027) |
HIGH |
| IVZ |
Guide |
Canada partnership operating-income drag |
UNCHANGED |
guide ~$7.5m vs. cons $7.5m (2H2026 per quarter) |
MEDIUM |
| IVZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| IVZ |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
The ~$0.04 EPS beat versus $0.68 consensus is supported by higher average AUM, better flow breadth, and a margin outcome above 37.5%; a FY2026 expense guide near $3.32bn versus $3.35bn consensus should lift out-period operating-income estimates rather than leave the beat as a one-quarter event. |
MEDIUM |