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Income Statement
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Cash Flow
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Balance Sheet
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Income Overview
Revenue
$5,186,623K
Net Income
$379,261K
Net Profit Margin
7.31%
EPS
$4.74
Unit: Thousand (K) dollars
Revenue Breakdown
Advisory
Sales Based
Trailing
Others
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Page 1
Quarterly
123
Page 1
Income Statement
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Total net revenues
5,186,623
4,938,434
4,408,977*
4,551,977
Advisory and commission
3,507,164
3,291,209
2,942,534*
3,025,274
Compensation and benefits
355,612
368,740
229,280*
585,409
Promotional
220,030
208,400
158,049*
208,547
Occupancy and equipment
125,542
118,523
5,540*
299,680
Depreciation and amortization
109,805
105,751
-
99,722
Interest expense, debt
101,502
100,292
85,510*
106,295
Depreciation, depletion and amortization, nonproduction
-
-
98,359*
-
Amortization of intangible assets
70,886
67,230
70,365*
64,706
Brokerage, clearing and exchange
52,018
55,475
48,275*
43,282
Professional services
50,757
50,381
43,840*
75,507
Communications and data processing
26,200
23,467
19,131*
23,060
Other
51,603
64,382
60,630*
54,606
Costs and expenses, total
4,671,119
4,453,850
3,761,509*
4,586,088
Income before provision for income taxes
515,504
484,584
647,468*
-34,111
Provision for income taxes
136,243
128,180
150,042*
-4,594
Net income
379,261
356,404
497,426
-29,517
Basic EPS
4.75
4.45
6.541
-0.37
Diluted EPS
4.74
4.43
6.506
-0.37
Basic Average Shares
79,791,000
80,113,000
76,042,000
80,017,000
Diluted Average Shares
80,032,000
80,446,000
76,453,000
80,357,000
Page 1
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.
Page 1
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Time Plot
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Income Statement
Sales Based
$728,155K
Trailing
$503,918K
Client Cash Revenue
$443,501K
(11.62%↑ Y/Y)
Other Asset Based Fees
$391,643K
Transferred Over Time
$156,923K
(38.87%↑ Y/Y)
Transferred At Point In Time
$51,956K
(33.78%↑ Y/Y)
Advisory
$2,632,405K
(53.25%↑ Y/Y)
Commission
$1,232,073K
(18.69%↑ Y/Y)
Asset-based
$835,144K
(18.91%↑ Y/Y)
Service and fee
$208,879K
(37.57%↑ Y/Y)
Other
$148,379K
(69.51%↑ Y/Y)
Transaction and fee
$83,216K
(37.45%↑ Y/Y)
Interest income
$46,527K
(-39.53%↓ Y/Y)
Total net revenues
$5,186,623K
(35.24%↑ Y/Y)
Income before
provision for income taxes
$515,504K
(39.78%↑ Y/Y)
Costs and expenses,
total
$4,671,119K
(34.76%↑ Y/Y)
Net income
$379,261K
(38.80%↑ Y/Y)
Provision for income taxes
$136,243K
(42.58%↑ Y/Y)
Advisory and commission
$3,507,164K
(41.24%↑ Y/Y)
Compensation and benefits
$355,612K
(11.44%↑ Y/Y)
Promotional
$220,030K
(23.92%↑ Y/Y)
Occupancy and equipment
$125,542K
(54.15%↑ Y/Y)
Depreciation and
amortization
$109,805K
(14.11%↑ Y/Y)
Interest expense, debt
$101,502K
(-3.91%↓ Y/Y)
Amortization of intangible
assets
$70,886K
(53.76%↑ Y/Y)
Brokerage, clearing and
exchange
$52,018K
(20.16%↑ Y/Y)
Other
$51,603K
(0.80%↑ Y/Y)
Professional services
$50,757K
(23.52%↑ Y/Y)
Communications and data
processing
$26,200K
(22.33%↑ Y/Y)
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LPL Financial Holdings Inc. (LPLA)
LPL Financial Holdings Inc. (LPLA)