LPL Financial Holdings Inc

Financial Services · Capital Markets

332.30$ +1.3% vs. previous close Closing price · As of: Sep 21, 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 (2025), "Revenue" came in at 16,989 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	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025
Revenue	1,407	1,740	2,717	3,116	2,750	3,113	3,479	3,661	4,141	4,374	4,275	4,049	4,281	5,188	5,625	5,872	7,721	8,601	10,053	12,385	16,989
Cost of Revenue	1,142	1,369	2,193	2,506	2,175	2,706	2,771	2,912	3,294	3,470	3,357	3,092	3,184	3,747	4,009	4,378	6,007	6,232	7,001	9,016	12,642
Gross Profit	266	371	524	610	574	407	709	750	847	904	918	958	1,098	1,441	1,616	1,494	1,714	2,369	3,051	3,369	4,347
Research & Development	–	–	–	–	–	–	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	–	–
Selling, General & Administrative	65	63	103	130	125	124	134	140	157	188	196	205	214	248	260	276	319	821	397	451	177
Total Operating Expenses	148	191	293	384	342	354	336	422	466	519	564	564	604	723	741	762	984	1,131	1,420	1,702	2,062
Operating Income	118	180	231	226	232	53	373	328	381	385	354	394	494	718	875	732	730	1,238	1,632	1,667	2,285
Interest Expense	2.4	125	123	116	101	90	69	55	51	52	59	96	107	125	130	106	104	126	187	274	403
Pre-Tax Income	116	55	108	93	73	-89	283	251	291	295	283	298	365	593	742	626	601	1,112	1,445	1,393	1,150
Income Tax Expense	46	21	47	47	25	-32	112	99	109	117	114	106	126	153	182	153	141	266	379	334	286
Net Income	43	34	61	45	48	-57	170	152	182	178	169	192	239	439	560	473	460	846	1,066	1,059	863
EBITDA	136	246	309	309	282	88	424	377	426	443	453	508	594	866	1,033	909	936	1,525	1,986	2,111	2,183

Data as of: September 21, 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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Income Statement

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