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Lazard, Inc. vs Houlihan Lokey, Inc. vs Morningstar, Inc. vs Invesco Ltd.

Latest annual figures from SEC filings. Each company is shown for its own most recent fiscal year, so period ends can differ. Select a figure to see its full history.

Latest fiscal yearLazard, Inc.
LAZ
Houlihan Lokey, Inc.
HLI
Morningstar, Inc.
MORN
Invesco Ltd.
IVZ
Year ended2025-12-312026-03-312025-12-312025-12-31
Revenue$3.10B$2.62B$2.45B$6.38B
Revenue growth (YoY)+1.5%+9.5%+7.5%+5.1%
Gross marginn/an/a61.0% (computed)n/a
Operating margin10.6%20.1%21.5%-10.9%
Net margin7.6%16.2%15.3%-2.7%
Net income$236.83M$424.17M$374.20M-$174.80M
EPS (Diluted)$2.17$6.22$8.87-$1.60
Operating cash flow$519.33M$704.13M$589.70M$1.53B
Free cash flow$487.38M$681.82M$442.60M$1.44B
Cash & equivalents$1.47B$1.19B$474.50M$1.04B
Total assets$4.94B$4.31B$3.59B$27.09B
Total liabilities$3.95B$1.86B$2.37B$14.09B
Shareholders' equity$910.75M$2.34B$1.22B$12.93B
Return on year-end equity26.0%18.1%30.6%-1.4%
Shares outstandingn/an/a39.74M444.00M

n/a means the company did not report that line under the concept TickerFacts maps, not that it is zero.

Revenue, most recent five fiscal years

Fiscal yearLazard, Inc.Houlihan Lokey, Inc.Morningstar, Inc.Invesco Ltd.
Latest$3.10B
Ended 2025-12-31
$2.62B
Ended 2026-03-31
$2.45B
Ended 2025-12-31
$6.38B
Ended 2025-12-31
1 year earlier$3.05B
Ended 2024-12-31
$2.39B
Ended 2025-03-31
$2.28B
Ended 2024-12-31
$6.07B
Ended 2024-12-31
2 years earlier$2.52B
Ended 2023-12-31
$1.91B
Ended 2024-03-31
$2.04B
Ended 2023-12-31
$5.72B
Ended 2023-12-31
3 years earlier$2.77B
Ended 2022-12-31
$1.81B
Ended 2023-03-31
$1.87B
Ended 2022-12-31
$6.05B
Ended 2022-12-31
4 years earlier$3.19B
Ended 2021-12-31
$2.27B
Ended 2022-03-31
$1.70B
Ended 2021-12-31
$6.89B
Ended 2021-12-31