For the quarter ending 2026-03-31, LPLA made $4,938,434K in revenue. $356,404K in net income. Net profit margin of 7.22%.
| Income Statement | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 |
|---|---|---|---|---|
| Total net revenues | 4,938,434 | 4,408,977* | 4,551,977 | 3,835,025 |
| Advisory and commission | 3,291,209 | 2,942,534* | 3,025,274 | 2,483,165 |
| Compensation and benefits | 368,740 | 229,280* | 585,409 | 319,100 |
| Promotional | 208,400 | 158,049* | 208,547 | 177,552 |
| Occupancy and equipment | 118,523 | 5,540* | 299,680 | 81,443 |
| Depreciation and amortization | 105,751 | - | 99,722 | 96,231 |
| Interest expense, debt | 100,292 | 85,510* | 106,295 | 105,636 |
| Depreciation, depletion and amortization, nonproduction | - | 98,359* | - | - |
| Amortization of intangible assets | 67,230 | 70,365* | 64,706 | 46,103 |
| Brokerage, clearing and exchange | 55,475 | 48,275* | 43,282 | 43,290 |
| Professional services | 50,381 | 43,840* | 75,507 | 41,092 |
| Communications and data processing | 23,467 | 19,131* | 23,060 | 21,417 |
| Other | 64,382 | 60,630* | 54,606 | 51,192 |
| Costs and expenses, total | 4,453,850 | 3,761,509* | 4,586,088 | 3,466,221 |
| Income before provision for income taxes | 484,584 | 647,468* | -34,111 | 368,804 |
| Provision for income taxes | 128,180 | 150,042* | -4,594 | 95,555 |
| Net income | 356,404 | 497,426 | -29,517 | 273,249 |
| Basic EPS | 4.45 | 6.541 | -0.37 | 3.42 |
| Diluted EPS | 4.43 | 6.506 | -0.37 | 3.4 |
| Basic Average Shares | 80,113,000 | 76,042,000 | 80,017,000 | 79,984,000 |
| Diluted Average Shares | 80,446,000 | 76,453,000 | 80,357,000 | 80,373,000 |