LPL Financial Holdings Inc. Gross Margin

Gross Margin of LPLA for past 10 years: annual, quarterly and twelve month trailing (TTM) including Gross Margin growth rates and interactive chart. Gross profit margin shows the percentage of revenue that exceeds a company's costs of goods sold. It illustrates how well a company is generating revenue from the costs involved in producing their products and services. The higher the margin, the more effective the company's management is in generating revenue for each dollar of cost. Gross profit margin is calculated by subtracting the cost of goods sold from total revenue for the period and dividing that number by revenue. If a company has $200 million in revenue and $80 million in cost of goods sold, the gross margin is 60%.

Highlights and Quick Summary

  • Gross Margin for the quarter ending March 30, 2021 was 33.92% (a 0.47% increase compared to previous quarter)
  • Year-over-year quarterly Gross Margin decreased by -5.04%
  • Annual Gross Margin for 2020 was 35.82% (a -7.25% decrease from previous year)
  • Annual Gross Margin for 2019 was 38.62% (a 2.88% increase from previous year)
  • Annual Gross Margin for 2018 was 37.54% (a 3.39% increase from previous year)
  • Twelve month Gross Margin ending March 30, 2021 was 34.45% (a -3.85% decrease compared to previous quarter)
  • Twelve month trailing Gross Margin decreased by -8.55% year-over-year
Trailing Gross Margin for the last four month:
30 Mar '21 30 Dec '20 29 Sep '20 29 Jun '20
34.45% 35.83% 36.73% 37.67%
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Historical Gross Margin of LPL Financial Holdings Inc.

Most recent Gross Marginof LPLA including historical data for past 10 years.

Interactive Chart of Gross Margin of LPL Financial Holdings Inc.

LPL Financial Holdings Inc. Gross Margin for the past 10 Years (both Annual and Quarterly)

Year Q1 Q2 Q3 Q4 Fiscal Year
2021 33.92%
2020 33.76% 34.64% 35.72% 39.34% 35.82%
2019 37.17% 38.33% 38.55% 40.52% 38.62%
2018 38.55% 37.06% 37.17% 37.37% 37.54%
2017 36.12% 36.35% 36.47% 36.33% 36.31%
2016 34.42% 34.1% 33.84% 35.38% 34.43%
2015 31.6% 32.21% 31.2% 32.03% 31.76%
2014 30.37% 30.4% 30.08% 30.41% 30.32%
2013 29.26% 30.1% 30.01% 31.3% 30.14%
2012 29.92% 30.55% 30.59% 30.48% 30.38%
2011 29.27% 29.33% 29.07% 30.84% 29.63%
2010 2.17% 30.84% 23.0%

Business Profile of LPL Financial Holdings Inc.

Sector: Financial Services
Industry: Capital Markets
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.