LPL Financial Holdings Inc.

LPLA Financial Capital Markets

LPL Financial Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $17.0 billion, up 37.2% from fiscal 2024. In the quarter to June 2026, revenue grew 35.2%, EPS grew 38.9%, free cash flow grew 259.6% and total debt rose 3.98%, each against the same quarter a year earlier. Dividend growth for ten consecutive years, revenue growth for five.

320.96 6.60 −2.01%
Market cap
$25.8B
P/E
25.5×
Fwd P/E
15.2×
Dividend yield
0.37%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

An Income Statement, also known as a Profit and Loss Statement, summarizes a company's revenues, expenses, and profits over a specific period. It highlights how revenue is transformed into net income, showcasing operational efficiency. Key components include total revenue, cost of goods sold (COGS), gross profit, operating expenses, and net profit. Businesses use the Income Statement to assess financial performance, make strategic decisions, and ensure profitability. Investors and stakeholders analyze it to gauge the company’s financial health and future growth potential.

Jun '26 Mar '26 Dec '25 Sep '25 Older periods
Revenue
5,186.62 4,938.43 4,932.47 4,551.98

+8 more quarters

Revenue Growth
35.24% 34.56% 40.43% 46.44%
Cost of Revenue
3,559.18 3,346.68 3,389.11 3,068.56
Gross Profit
1,627.44 1,591.75 1,543.37 1,483.42
SG&A Expenses
778.14 769.51 787.98 1,192.20
Operating Income
617.01 584.88 503.17 72.18
Non-operating Interest Expenses
101.50 100.29 105.61 106.30
Non-operating Income/Expense
(101.50) (100.29) (105.61) (106.29)
EBT
515.50 484.58 397.56 (34.11)
Income Tax Provision
136.24 128.18 96.84 (4.59)
Income after Tax
379.26 356.40 300.72 (29.52)
Net Income Common
379.26 356.40 300.72 (29.52)
EPS (Basic)
4.75 4.45 3.76 (0.37)
EPS (Diluted)
4.74 4.43 3.74 (0.37)
Shares (Basic, Weighted)
79.79 80.11 78.68 80.02
Shares (Diluted, Weighted)
80.03 80.45 79.06 80.36
Gross Margin
31.38% 32.23% 31.29% 32.59%
EBIT Margin
11.90% 11.84% 10.20% 1.59%
EBT margin
9.94% 9.81% 8.06% (0.75%)
Net Profit Margin
7.31% 7.22% 6.10% (0.65%)
EBITDA
801.17 761.34 694.05 240.13
EBIT
617.01 584.88 503.17 72.18
Income from Continuous Operations
379.26 356.40 300.72 (29.52)
Consolidated Net Income/Loss
379.26 356.40 300.72 (29.52)
EPS (Basic, from Continuous Ops)
4.75 4.45 3.65 (0.37)
EPS (Diluted, from Cont. Ops)
4.74 4.43 3.64 (0.37)
EPS (Basic, Consolidated)
4.75 4.45 3.65 (0.37)
EPS (Diluted, Consolidated)
4.74 4.43 3.64 (0.37)
Shares (Diluted, Average)
80.03 80.45 80.41 80.36
EBITDA Margin
15.45% 15.42% 14.07% 5.28%
Operating Cash Flow Margin
7.75% 5.88% 15.92% (38.00%)

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In millions of $ except per-share values · columns are period end dates