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Lincoln National LNC Retirement Plan Services — Other

Other segment segments

Group Protection
$53M+20.5%

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Other financials

Income statement

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Revenue$5.3B+13.1%
Net income-$172.0M+76.2%
EPS (diluted)-$1.10+75.1%

Balance sheet

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Cash & equivalents$7.3B+71.5%
Total debt$6.4B+8.5%
Total equity$10.2B+24.6%
Total assets$406.16B+6.1%

Cash flow

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Operating cash flow$138.0M+151%

Valuation

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Market cap$8.98B+20.1%
Enterprise value$8B+31.2%
P/E5.2×-1.4×
P/S0.5×+0.1×

Profitability

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Net margin9.2%+2.2pp

Returns & leverage

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Return on equity18.8%+1.8pp
Debt / equity0.6×-0.1×

Where this comes from

Reported directly by Lincoln National in its filing.

Tagged under the XBRL concept us-gaap:SegmentReportingOtherItemAmount.

The source filing: Lincoln National’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:23 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000059558-26-000035
Line itemAnnuitiesLife InsuranceGroup ProtectionRetirement Plan ServicesOther OperationsTotal
Commissions339112135291616
General and administrative expenses1331292308963644
Interest and debt expense8181
Other (3)(42)795374101
Total operating expenses9491,5861,4122951994,441
Total federal income tax expense (benefit)591308(31)67
Total income (loss) from operations2754111243(111)360
Reconciliation of total income (loss) from

Item 1. Financial Statements

FAQ

What is Lincoln National's retirement plan services — other?
Lincoln National (LNC) reported retirement plan services — other of $7M in Q1 2026.
How has Lincoln National's retirement plan services — other changed year-over-year?
Lincoln National's retirement plan services — other decreased by 12.5% year-over-year, from $8M to $7M.
What is the long-term trend for Lincoln National's retirement plan services — other?
Over 3 years (2022 to 2025), Lincoln National's retirement plan services — other has grown at a 2.0% compound annual growth rate (CAGR), from $16M to $17M.
What does retirement plan services — other mean?
Captures miscellaneous operating expenses or income items within the Retirement Plan Services segment that do not fall into standard categories like commissions or administrative costs. It serves as a catch-all for segment-specific operational variances.

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