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LPL Financial Holdings Inc. (LPLA)

For the quarter ending 2025-06-30, LPLA made $3,835,025K in revenue. $273,249K in net income. Net profit margin of 7.13%.

Overview

Revenue
$3,835,025K
Net Income
$273,249K
Net Profit Margin
7.13%
EPS
$3.4
Unit: Thousand (K) dollars
Revenue Breakdown
    • Advisory
    • Annuities
    • Client Cash Revenue
    • Others

Unit: Thousand (K) dollars (except for numbers of shares and EPS)
2025-06-30
2024-09-30
2024-06-30
Total net revenues3,835,025 3,108,394 2,931,769
Professional services41,092 26,295 22,100
Other51,192 59,724 62,580
Occupancy and equipment81,443 69,879 69,529
Compensation and benefits319,100 266,415 274,000
Interest expense, debt105,636 67,779 64,341
Brokerage, clearing and exchange43,290 29,636 32,984
Depreciation and amortization96,231 78,338 70,999
Communications and data processing21,417 17,916 19,406
Amortization of intangible assets46,103 32,461 30,607
Promotional177,552 164,538 136,125
Advisory and commission2,483,165 1,948,065 1,819,027
Costs and expenses, total3,466,221 2,761,046 2,601,698
Income before provision for income taxes368,804 347,348 330,071
Provision for income taxes95,555 92,045 86,271
Net income273,249 255,303 243,800
Earnings per share, basic3.42 3.41 3.26
Earnings per share, diluted3.4 3.39 3.23
Weighted-average shares outstanding, basic79,984,000 74,776,000 74,725,000
Weighted-average shares outstanding, diluted80,373,000 75,405,000 75,548,000
Unit: Thousand (K) dollars (except for numbers of shares and EPS)

Income Statement

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Client Cash Revenue$397,332K Recordkeeping Revenues$133,300K Sponsorship Programs$171,715K Transferred At Point In Time$38,836K Transferred Over Time$113,003K Annuities$629,763K Other Investment$84,182K Equity Securities$47,811K Fixed IncomeSecurities$53,014K Mutual Fund$223,317K Advisory$1,717,738K (33.35%↑ Y/Y)Asset-based$702,347K (16.86%↑ Y/Y)Service and fee$151,839K (12.47%↑ Y/Y)Transaction and fee$60,541K (2.73%↑ Y/Y)Commission$1,038,087K (31.90%↑ Y/Y)Interest income$76,941K (62.06%↑ Y/Y)Other$87,532K (519.08%↑ Y/Y)Total net revenues$3,835,025K (30.81%↑ Y/Y)Income beforeprovision for income taxes$368,804K (11.73%↑ Y/Y)Costs and expenses,total$3,466,221K (33.23%↑ Y/Y)Net income$273,249K (12.08%↑ Y/Y)Provision for income taxes$95,555K (10.76%↑ Y/Y)Advisory and commission$2,483,165K (36.51%↑ Y/Y)Promotional$177,552K (30.43%↑ Y/Y)Amortization of intangibleassets$46,103K (50.63%↑ Y/Y)Communications and dataprocessing$21,417K (10.36%↑ Y/Y)Depreciation andamortization$96,231K (35.54%↑ Y/Y)Brokerage, clearing andexchange$43,290K (31.25%↑ Y/Y)Interest expense, debt$105,636K (64.18%↑ Y/Y)Compensation and benefits$319,100K (16.46%↑ Y/Y)Occupancy and equipment$81,443K (17.14%↑ Y/Y)Other$51,192K (-18.20%↓ Y/Y)Professional services$41,092K (85.94%↑ Y/Y)