What is LPL Financial Holdings's revenue?

LPL Financial Holdings (LPLA) generated $18.3B in revenue over the trailing twelve months, up 38.1% year over year.

Is LPL Financial Holdings profitable?

LPL Financial Holdings reported $900.9M in net income over the trailing twelve months, a 4.9% net margin.

What is LPL Financial Holdings's earnings per share?

LPL Financial Holdings's diluted EPS over the trailing twelve months is $11.23.

Where does LPL Financial Holdings's income statement data come from?

Every line is extracted from LPL Financial Holdings's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.

LPL Financial Holdings LPLA Income Statement

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY

Simplified Detailed

	FY'25	FY'24	FY'23	FY'22
Total interest income	$231.62M+23.5%	$187.61M+17.7%	$159.42M+107%	$77.13M+170%
Total revenue	$16.99B+37.2%	$12.39B+23.2%	$10.05B+16.9%	$8.6B+11.4%
Compensation and benefits	$1.59B+39.5%	$1.14B+16.0%	$979.68M+19.4%	$820.74M+10.8%
Occupancy and equipment	$577.22M+105%	$281.21M+13.1%	$248.62M+13.1%	$219.8M+18.5%
Professional fees	$218.74M+133%	$93.73M+29.1%	$72.58M+0.1%	$72.52M-1.0%
Depreciation and amortization	$393.43M+27.5%	$308.53M+24.9%	$246.99M+23.6%	$199.82M+32.0%
Provision for credit losses	——	——	——	——
Other operating expenses	$219.33M+0.4%	$218.49M+4.3%	$209.44M+45.5%	$143.94M+9.4%
Total costs & expenses	$15.84B+44.1%	$10.99B+27.7%	$8.61B+14.9%	$7.49B+5.2%
Interest expense	$403.41M+47.1%	$274.18M+46.8%	$186.8M+48.0%	$126.23M+20.9%
Other income (expense), net	$172.41M+19.6%	$144.16M+21.1%	$119.02M+237%	-$86.95M-221%
Income before income taxes	$1.15B-17.5%	$1.39B-3.6%	$1.44B+30.0%	$1.11B+84.9%
Income tax expense	$286.48M-14.3%	$334.28M-11.7%	$378.53M+42.3%	$265.95M+88.0%
Net income	$863.02M-18.5%	$1.06B-0.7%	$1.07B+26.1%	$845.7M+83.9%
Net margin	5.1%-3.5pp	8.5%-2.1pp	10.6%+0.8pp	9.8%+3.9pp
Diluted earnings per share	$11.04-21.3%	$14.03+2.6%	$13.67+31.4%	$10.40+84.4%
Basic earnings per share	$11.10-21.6%	$14.16+2.2%	$13.86+30.8%	$10.60+84.0%
Weighted-average shares, diluted	314.9M+4.3%	301.8M-3.6%	313.2M-3.8%	325.5M-0.4%
Weighted-average shares, basic	313.3M+4.9%	298.8M-3.3%	308.9M-3.3%	319.5M-0.1%
Other expenses	$219.33M+0.4%	$218.49M+4.3%	$209.44M+45.5%	$143.94M+9.4%
Share-based compensation expense related to employee stock plans	——	——	——	——
Advisory	$8.16B+49.4%	$5.46B+32.1%	$4.14B+6.7%	$3.88B+9.9%
Amortization Of Financing Costs	$21.6M+90.8%	$11.32M+29.6%	$8.73M+27.4%	$6.85M+19.5%
Amortization of capitalized software and acquired intangible assets	$236.58M+74.9%	$135.23M+26.1%	$107.21M+22.4%	$87.56M+10.5%
Stock options excluded as their inclusion would be anti-dilutive (in shares)	——	——	——	——
Asset-based	——	——	——	——
Asset-Based Fees Revenue	$3B+19.9%	$2.5B+5.0%	$2.38B+35.1%	$1.76B+53.3%
Brokerage Commissions Revenue	$4.51B+36.3%	$3.31B+29.5%	$2.55B+9.7%	$2.33B-2.2%
Business Combination Contingent Consideration Arrangements Change In Amount Of Contingent Consideration Liability1	——	——	——	——
Capital investments accrued but not yet paid	$46.85M—	——	——	——
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect	——	——	——	——
Changes In Accrued Commissions And Advisory Fees Payable	——	——	——	——
Advisory and commission	$11.2B+44.5%	$7.75B+31.0%	$5.92B+11.1%	$5.32B+2.8%
Cash dividend per common share (in dollars per share)	——	——	——	——
Dividends declared (in dollars per share)	——	——	——	——
Communications And Information Technology	$85.85M+13.2%	$75.84M+0.2%	$75.72M+11.9%	$67.69M+12.3%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent	——	——	——	——
Deferred taxes	$52.94M+169%	-$76.24M-11.4%	-$68.45M+26.7%	-$93.35M-606%
Deferred Revenue Revenue Recognized1	——	——	——	——
Dividends, Common Stock, Cash	——	——	——	——
Finance Lease Interest Payment On Liability	——	——	——	——
Finance Lease Principal Payments	——	——	——	——
Floor Brokerage Exchange And Clearance Fees	$178.13M+39.2%	$127.94M+20.7%	$105.98M+23.1%	$86.06M0.0%
Goodwill Additions	$497.89M+49.4%	$333.21M+55.6%	$214.18M+856,620%	$25K—
Purchase Price Adjustments	-$26.04M—	——	——	——
Income taxes paid	$328.56M+2.6%	$320.26M-40.2%	$535.96M+125%	$238.16M+64.7%
Accounts payable and other current liabilities	$161.29M—	——	——	——
Increase (Decrease) in Receivable from Broker-Dealer and Clearing Organization	——	——	——	——
Increase (Decrease) in Other Loans	——	——	——	——
Increase (Decrease) in Other Operating Assets	$413.3M-5.0%	$435.26M+104%	$213.04M—	——
Other liabilities	——	$336.41M—	——	$183.38M-13.4%
Increase (Decrease) in Other Receivables	$270.37M—	——	$71.33M-33.7%	$107.59M—
Net change in unsettled security transactions	——	-$34.15M-319%	$15.59M—	——
Increase (Decrease) In Right Of Use Assets And Lease Liabilities Net	——	——	——	——
Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI	-$11.64M—	——	$38.96M—	——
Payables to clients	——	——	——	——
Increase Decrease Receivables From Clients	——	——	——	——
Debt	$403.41M+47.1%	$274.18M+46.8%	$186.8M+48.0%	$126.23M+20.9%
Interest Income Operating	$231.62M+23.5%	$187.61M+17.7%	$159.42M+107%	$77.13M+170%
Interest Paid, Capitalized, Investing Activities	——	——	——	——
Interest Paid, Excluding Capitalized Interest, Operating Activity	$379.92M+41.6%	$268.35M+40.2%	$191.35M+61.0%	$118.82M+14.6%
Loan forgiveness	——	——	——	——
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation	$3.47B+140%	$1.44B—	——	-$504.27M—
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation	-$2.39B-49.9%	-$1.59B-85.1%	-$860.19M-129%	-$376.4M+17.9%
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation	——	——	$512.61M—	——
Noncash Or Part Noncash Acquisition Value Of Liabilities Assumed1	——	——	——	——
Number of Asset Acquisitions	——	——	——	——
Number Of Business And Asset Acquisitions	——	23—	——	——
Number of business combinations	——	——	——	——
Number of reportable segments	——	——	——	——
Operating Lease Payments	$39.45M+24.3%	$31.74M+14.5%	$27.71M+12.4%	$24.66M+10.3%
Membership and other income	$172.41M+19.6%	$144.16M+21.1%	$119.02M—	——
Other Noncash Income (Expense)	$4.94M-80.5%	$25.32M—	——	-$15.32M-253%
Payment for Contingent Consideration Liability, Financing Activities	$47.4M-5.3%	$50.06M—	$0—	$0-100%
Payment Of Financing Obligations	——	——	——	——
Payments for Repurchase of Common Stock	——	——	$1.1B+238%	$325.03M+261%
Payments of Debt Issuance Costs	$31.24M+74.5%	$17.91M—	——	$1.87M—
Payments of Dividends	$94.41M+5.2%	$89.73M-2.7%	$92.19M+15.5%	$79.83M-0.3%
Payment, Tax Withholding, Share-Based Payment Arrangement	$33.48M-18.9%	$41.29M+3.2%	$40.01M+59.0%	$25.16M+24.4%
Payments to Acquire Businesses, Net of Cash Acquired	$1.79B+75.2%	$1.02B+125%	$453.48M+703%	$56.46M—
Payments to Acquire Held-to-Maturity Securities	$5.1M+6.9%	$4.77M+0.9%	$4.73M-56.8%	$10.94M+528%
Payments to Acquire Other Investments	——	——	——	——
Payments to Acquire Property, Plant, and Equipment	$570.38M+1.4%	$562.53M+39.5%	$403.29M+31.5%	$306.6M+42.0%
Net Proceeds from Issuance of Long-Term Debt	——	——	——	——
Proceeds from revolver	$876M-38.7%	$1.43B-16.8%	$1.72B+111%	$815M-48.6%
Sales and maturities of investments	$5.1M+2.0%	$5M-9.1%	$5.5M+10.0%	$5M0.0%
Cash received from option exercises	$22.18M-22.8%	$28.73M+53.9%	$18.67M-35.0%	$28.73M-31.6%
Promotional	$737.2M+25.1%	$589.34M+28.3%	$459.23M+35.1%	$339.99M+12.5%
Net additions (releases) charged to costs and expenses	$16.98M-10.5%	$18.97M+19.0%	$15.95M+16.7%	$13.67M+49.1%
Repayments of Lines of Credit	$1.84B+178%	$663M-53.9%	$1.44B+58.9%	$905M-39.5%
Losses incurred	——	——	——	——
Self- Insurance Liabilities, Losses Paid	——	——	——	——
Service and fee	$652.4M+18.2%	$552.02M+8.6%	$508.44M+8.8%	$467.38M+13.5%
Stock-based compensation	$79.36M-13.5%	$91.76M+33.6%	$68.67M+30.5%	$52.61M+19.1%
Issuance of vested restricted stock units	——	——	——	——
Stock option exercises and other	——	——	——	——
Transaction and fee	$270.81M+14.6%	$236.27M+18.2%	$199.94M+10.3%	$181.26M+15.9%
Treasury stock, value, acquired	——	——	——	——
Add: dilutive effect of potential common shares (in shares)	——	——	——	——
EBITDA	$1.95B-1.5%	$1.98B+5.2%	$1.88B+30.7%	$1.44B+67.7%
EBITDA margin	11.5%-4.5pp	16%-2.7pp	18.7%+2.0pp	16.7%+5.6pp
EBIT	$1.55B-6.8%	$1.67B+2.2%	$1.63B+31.8%	$1.24B+75.4%

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Questions, answered.

What is LPL Financial Holdings's revenue?: LPL Financial Holdings (LPLA) generated $18.3B in revenue over the trailing twelve months, up 38.1% year over year.
Is LPL Financial Holdings profitable?: LPL Financial Holdings reported $900.9M in net income over the trailing twelve months, a 4.9% net margin.
What is LPL Financial Holdings's earnings per share?: LPL Financial Holdings's diluted EPS over the trailing twelve months is $11.23.
Where does LPL Financial Holdings's income statement data come from?: Every line is extracted from LPL Financial Holdings's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.