LPL Financial Holdings Inc

Financial Services · Capital Markets

302.80$ +0.1% vs. previous close Closing price · As of: Sep 24, 2026

Statements

Income Statement

LPL Financial Holdings Inc (LPLA) by the numbers: income statement, balance sheet and cash flow, by year or by quarter. In the most recent period (Q2 26), "Revenue" came in at 5,187 million USD. Tick rows to compare them in a chart.

Income Statement Balance Sheet Cash Flow Ratios

Annual Quarterly

Amounts Change % Common size % Per share

Last 12 Full history

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All figures in millions of USD.

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Income Statement LPLA
Line item	Q3 16	Q4 16	Q1 17	Q2 17	Q3 17	Q4 17	Q1 18	Q2 18	Q3 18	Q4 18	Q1 19	Q2 19	Q3 19	Q4 19	Q1 20	Q2 20	Q3 20	Q4 20	Q1 21	Q2 21	Q3 21	Q4 21	Q1 22	Q2 22	Q3 22	Q4 22	Q1 23	Q2 23	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26	LTM
Revenue	1,017	1,007	1,035	1,066	1,064	1,116	1,242	1,299	1,331	1,317	1,372	1,390	1,416	1,448	1,463	1,367	1,460	1,581	1,708	1,898	2,021	2,094	2,066	2,039	2,163	2,333	2,418	2,469	2,522	2,644	2,833	2,932	3,108	3,512	3,670	3,835	4,552	4,932	4,938	5,187	19,610
Cost of Revenue	779	769	772	787	791	833	901	938	966	942	953	986	1,011	1,059	17	217	222	-589	238	268	277	814	262	214	1,533	1,585	1,630	1,710	1,757	1,905	2,038	2,126	2,244	2,607	2,704	2,846	3,654	3,764	3,693	3,559	14,670
Gross Profit	239	238	263	278	273	283	340	360	365	375	419	404	404	389	1,463	1,367	481	509	554	576	2,021	-199	2,066	468	630	748	788	759	765	739	794	806	864	905	966	989	898	1,169	1,246	1,627	4,940
Research & Development	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
Selling, General & Administrative	51	56	52	52	50	59	61	54	66	67	65	65	65	66	158	158	164	183	174	199	204	225	207	213	89	96	92	104	100	101	99	111	114	126	133	144	398	51	192	558	1,199
Total Operating Expenses	147	148	141	139	149	175	191	166	186	181	182	175	194	189	1,226	1,203	0.0	1,410	1,493	1,711	1,856	1,931	1,865	1,798	290	292	304	326	399	391	360	411	427	482	463	515	826	587	600	829	2,842
Operating Income	92	90	122	139	124	109	150	195	179	194	236	229	210	200	237	164	0.0	0.0	165	162	138	601	201	241	340	456	484	434	366	348	434	394	437	423	503	474	72	582	646	798	2,098
Interest Expense	24	25	25	26	27	29	30	32	32	32	33	34	32	31	29	26	25	25	25	25	27	27	27	29	33	37	39	45	48	54	60	64	68	82	86	106	106	106	100	102	414
Pre-Tax Income	68	65	75	113	97	80	120	163	147	162	204	195	178	165	208	137	135	146	165	162	138	137	173	212	307	419	444	389	318	294	374	330	347	341	417	369	-34	398	485	516	1,364
Income Tax Expense	16	23	27	44	38	16	26	44	40	42	48	49	46	38	52	36	32	34	36	43	35	28	40	52	74	100	106	103	93	76	85	86	92	71	99	96	-4.6	97	128	136	357
Net Income	52	42	48	68	58	64	94	119	107	120	155	146	132	127	156	102	104	112	130	119	103	108	134	161	232	319	339	286	224	218	289	244	255	271	319	273	-30	301	356	379	1,007
EBITDA	120	119	131	170	155	139	183	233	218	232	276	268	250	239	280	207	205	217	243	243	225	225	267	311	414	533	564	519	458	445	531	496	526	558	639	617	237	691	758	908	2,593

LTM = last twelve months (sum of the four most recent quarters).

Showing the most recent 40 periods — older statements are on file for this stock.

Data as of: September 24, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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