LPL Financial Holdings Inc. (LPLA) quarterly income statement — complete revenue, gross profit & net income history
LPL Financial Holdings Inc. (LPLA) annual income statement — 20-year revenue, gross profit & net income history
| Metric | Q2'26 | Q1'26 | Q4'25 | Q3'25 | Q2'25 | Q1'25 | Q4'24 | Q3'24 | Q2'24 | Q1'24 | Q4'23 | Q3'23 | Q2'23 | Q1'23 | Q4'22 | Q3'22 | Q2'22 | Q1'22 | Q4'21 | Q3'21 |
|---|
| Net Interest Income | -54.98M | -55.11M | -55.65M | -106.3M | -105.64M | -85.86M | -81.98M | -67.78M | -64.34M | -60.08M | -54.41M | -48.36M | -6.87M | -1.83M | 86K | -11.09M | -18.63M | -19.47M | -19.34M | -19.7M |
| NII Growth % | 47.96% | 35.81% | 32.12% | -56.83% | -64.18% | -42.91% | -50.66% | -40.15% | -836.55% | -3190.36% | -63373.26% | -335.94% | 63.13% | 90.62% | 100.44% | 43.68% | -2.07% | -4.99% | -5.85% | -6.15% |
| Net Interest Margin % | -0.28% | -0.29% | -0.3% | -0.59% | -0.6% | -0.61% | -0.62% | -0.57% | -0.56% | -0.55% | -0.52% | -0.51% | -0.07% | -0.02% | 0% | -0.11% | -0.24% | -0.25% | -0.24% | -0.26% |
| Interest Income | 46.53M | 45.18M | 49.97M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37.97M | 37.36M | 37.17M | 22.09M | 10.12M | 7.75M | 7.78M | 7.37M |
| Interest Expense | 101.5M | 100.29M | 105.61M | 106.3M | 105.64M | 85.86M | 81.98M | 67.78M | 64.34M | 60.08M | 54.41M | 48.36M | 44.84M | 39.18M | 37.08M | 33.19M | 28.75M | 27.21M | 27.12M | 27.06M |
| Loan Loss Provision | 3.46B | 3.59B | 3.66B | 3.55B | 2.74B | 2.62B | 2.53B | 2.18B | 2.06B | 1.98B | 1.85B | 1.71B | 1.66B | 1.59B | 1.55B | 1.5B | 1.5B | 1.56B | 1.63B | 1.55B |
| Non-Interest Income | 5.14B | 4.89B | 4.88B | 4.55B | 3.84B | 3.67B | 3.51B | 3.11B | 2.93B | 2.83B | 2.64B | 2.52B | 2.43B | 2.38B | 2.3B | 2.14B | 2.03B | 2.06B | 2.09B | 2.01B |
| Non-Interest Income % | 101.08% | 101.14% | 101.15% | 102.39% | 102.83% | 102.4% | 102.39% | 102.23% | 102.24% | 102.17% | 102.1% | 101.95% | 100.28% | 100.08% | 100% | 100.52% | 100.93% | 100.95% | 100.94% | 100.99% |
| Total Net Revenue | 5.09B | 4.84B | 4.83B | 4.45B | 3.73B | 3.58B | 3.43B | 3.04B | 2.87B | 2.77B | 2.59B | 2.47B | 2.42B | 2.38B | 2.3B | 2.13B | 2.01B | 2.04B | 2.07B | 1.99B |
| Revenue Growth % | 36.35% | 34.99% | 40.71% | 46.21% | 30.06% | 29.27% | 32.48% | 22.9% | 18.3% | 16.56% | 12.77% | 16.16% | 20.59% | 16.69% | 11.08% | 6.83% | 7.32% | 21.15% | 32.82% | 38.92% |
| Non-Interest Expense | 829.44M | 599.7M | 586.63M | 825.83M | 515.03M | 463.28M | 481.94M | 426.95M | 411.35M | 359.93M | 391.02M | 399.36M | 325.55M | 303.86M | 291.94M | 289.71M | 273.33M | 276.33M | 269.35M | 280.08M |
| Efficiency Ratio | 16.31% | 12.4% | 12.15% | 18.58% | 13.81% | 12.93% | 14.05% | 14.04% | 14.35% | 12.98% | 15.1% | 16.14% | 13.43% | 12.77% | 12.71% | 13.6% | 13.6% | 13.56% | 13.03% | 14.05% |
| Operating Income | 798M | 646.09M | 581.99M | 72.18M | 474.44M | 503.12M | 423.26M | 437.33M | 394.41M | 434.27M | 348.2M | 366.04M | 433.66M | 483.68M | 456.3M | 339.92M | 241.08M | 200.59M | 163.68M | 165.04M |
| Operating Margin % | 15.69% | 13.35% | 12.06% | 1.62% | 12.72% | 14.04% | 12.34% | 14.38% | 13.75% | 15.66% | 13.45% | 14.8% | 17.89% | 20.33% | 19.87% | 15.96% | 11.99% | 9.84% | 7.92% | 8.28% |
| Operating Income Growth % | 68.2% | 28.42% | 37.5% | -83.49% | 20.29% | 15.85% | 21.56% | 19.48% | -9.05% | -10.21% | -23.69% | 7.68% | 79.89% | 141.13% | 178.78% | 105.96% | 29.04% | -6.53% | -4.18% | 2.82% |
| Pretax Income | 515.5M | 484.58M | 397.56M | -34.11M | 368.8M | 417.25M | 341.28M | 347.35M | 330.07M | 374.19M | 293.79M | 317.67M | 388.82M | 444.5M | 419.22M | 306.73M | 212.32M | 173.38M | 136.56M | 137.98M |
| Pretax Margin % | 10.14% | 10.02% | 8.24% | -0.77% | 9.89% | 11.64% | 9.95% | 11.42% | 11.51% | 13.5% | 11.35% | 12.84% | 16.04% | 18.69% | 18.26% | 14.4% | 10.56% | 8.51% | 6.61% | 6.92% |
| Income Tax | 136.24M | 128.18M | 96.84M | -4.59M | 95.56M | 98.68M | 70.53M | 92.05M | 86.27M | 85.43M | 76.23M | 93.38M | 103.3M | 105.61M | 100.14M | 74.4M | 51.78M | 39.63M | 28.48M | 34.91M |
| Effective Tax Rate % | 26.43% | 26.45% | 24.36% | 13.47% | 25.91% | 23.65% | 20.67% | 26.5% | 26.14% | 22.83% | 25.95% | 29.4% | 26.57% | 23.76% | 23.89% | 24.26% | 24.39% | 22.86% | 20.85% | 25.3% |
| Net Income | 379.26M | 356.4M | 300.72M | -29.52M | 273.25M | 318.57M | 270.75M | 255.3M | 243.8M | 288.76M | 217.56M | 224.29M | 285.52M | 338.88M | 319.08M | 232.33M | 160.54M | 133.74M | 108.08M | 103.06M |
| Net Margin % | 7.46% | 7.37% | 6.23% | -0.66% | 7.33% | 8.89% | 7.89% | 8.4% | 8.5% | 10.42% | 8.4% | 9.07% | 11.78% | 14.25% | 13.9% | 10.91% | 7.99% | 6.56% | 5.23% | 5.17% |
| Net Income Growth % | 38.8% | 11.88% | 11.07% | -111.56% | 12.08% | 10.32% | 24.45% | 13.83% | -14.61% | -14.79% | -31.82% | -3.46% | 77.84% | 153.38% | 195.22% | 125.42% | 34.8% | 3.18% | -3.11% | -0.7% |
| Net Income (Continuing) | 379.26M | 356.4M | 300.72M | -29.52M | 273.25M | 318.57M | 270.75M | 255.3M | 243.8M | 288.76M | 217.56M | 224.29M | 285.52M | 338.88M | 319.08M | 232.33M | 160.54M | 133.74M | 108.08M | 103.06M |
| EPS (Diluted) | 4.74 | 4.43 | 3.74 | -0.37 | 3.40 | 4.24 | 3.59 | 3.39 | 3.23 | 3.83 | 2.85 | 2.91 | 3.65 | 4.24 | 3.93 | 2.86 | 1.97 | 1.64 | 1.32 | 1.26 |
| EPS Growth % | 39.41% | 4.48% | 4.18% | -110.91% | 5.26% | 10.71% | 25.96% | 16.49% | -11.51% | -9.67% | -27.48% | 1.75% | 85.28% | 158.54% | 197.73% | 126.98% | 34.93% | 3.14% | -4.35% | -2.33% |
| EPS (Basic) | 4.75 | 4.45 | 3.76 | -0.37 | 3.42 | 4.27 | 3.62 | 3.41 | 3.26 | 3.87 | 2.89 | 2.95 | 3.70 | 4.30 | 4.00 | 2.91 | 2.01 | 1.67 | 1.35 | 1.29 |
| Diluted Shares Outstanding | 80.24M | 80.45M | 80.41M | 80.36M | 77.76M | 75.11M | 75.34M | 75.41M | 75.55M | 75.46M | 76.24M | 77.15M | 78.19M | 79.97M | 81.27M | 81.25M | 81.41M | 81.57M | 81.74M | 81.85M |