Discontinued — last reported Q4 '22

Other

Net additions (releases) charged to costs and expenses

LPL Financial Holdings Net additions (releases) charged to costs and expenses increased by 6.0% to $8.50M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1235.4%, from -$749.00K to $8.50M. Over 4 years (FY 2021 to FY 2025), Net additions (releases) charged to costs and expenses shows an upward trend with a 16.7% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementIncome Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ1 2015
Last reportedQ4 2022

How to read this metric

An increase suggests deteriorating customer credit quality or a more conservative accounting approach to bad debt.

Detailed definition

An expense recognized to account for the portion of accounts receivable that the company estimates will not be collected...

Peer comparison

Standard across all industries; benchmarked against historical bad debt ratios.

Metric ID: other_provision_for_doubtful_accounts

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.38M$2.74M$3.07M$4.22M$3.62M$4.09M$1.74M$3.35M$4.49M$4.01M$4.10M$2.67M$6.93M$3.90M$5.48M-$749.00K$3.94M$5.76M$8.03M$8.50M
QoQ Change+98.6%+12.1%+37.5%-14.3%+13.1%-57.6%+92.8%+34.1%-10.6%+2.3%-35.0%+159.6%-43.7%+40.7%-113.7%+626.6%+45.9%+39.4%+6.0%
YoY Change+162.2%+49.3%-43.5%-20.7%+24.0%-2.0%+136.3%-20.3%+54.4%-2.8%+33.6%-128.1%-43.1%+47.7%+46.5%>999%
Range-$749.00K$8.50M
CAGR+46.6%
Avg YoY Growth+95.6%
Median YoY Growth+28.8%
Current Streak4 quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's net additions (releases) charged to costs and expenses?
LPL Financial Holdings (LPLA) reported net additions (releases) charged to costs and expenses of $8.50M in Q1 2026.
How has LPL Financial Holdings's net additions (releases) charged to costs and expenses changed year-over-year?
LPL Financial Holdings's net additions (releases) charged to costs and expenses increased by 1235.4% year-over-year, from -$749.00K to $8.50M.
What is the long-term trend for LPL Financial Holdings's net additions (releases) charged to costs and expenses?
Over 4 years (2021 to 2025), LPL Financial Holdings's net additions (releases) charged to costs and expenses has grown at a 16.7% compound annual growth rate (CAGR), from $9.17M to $16.98M.
What does net additions (releases) charged to costs and expenses mean?
The estimated amount of customer debt that will likely go unpaid.