LPLA
LPL Financial Holdings Inc
NASDAQ: LPLA · FINANCIAL SERVICES · CAPITAL MARKETS
$330.89
-0.85% today
Updated 2026-04-29
Market cap
$26.53B
P/E ratio
30.33
P/S ratio
1.60x
EPS (TTM)
$10.91
Dividend yield
0.36%
52W range
$282 – $403
Volume
0.9M
LPL Financial Holdings Inc (LPLA) Financial statements
SEC filings — annual and quarterly data.
Income statement — annual
| Item | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.74B | $2.72B | $3.12B | $2.75B | $3.11B | $3.48B | $3.66B | $4.14B | $4.37B | $4.28B | $4.05B | $4.28B | $5.19B | $5.62B | $5.87B | $7.72B | $8.60B | $10.05B | $12.39B | $16.99B |
| Revenue growth (YoY) | — | +56.1% | +14.7% | -11.8% | +13.2% | +11.8% | +5.2% | +13.1% | +5.6% | -2.3% | -5.3% | +5.7% | +21.2% | +8.4% | +4.4% | +31.5% | +11.4% | +16.9% | +23.2% | +37.2% |
| Cost of revenue | $1.37B | $2.19B | $2.51B | $2.18B | $2.71B | $2.77B | $2.91B | $3.29B | $3.47B | $3.36B | $3.09B | $3.18B | $3.75B | $4.01B | $4.38B | $6.01B | $6.23B | $7.00B | $9.02B | $12.64B |
| Gross profit | $371.43M | $523.90M | $610.13M | $574.49M | $407.30M | $708.83M | $749.55M | $847.05M | $904.12M | $917.68M | $957.69M | $1.10B | $1.44B | $1.62B | $1.49B | $1.71B | $2.37B | $3.05B | $3.37B | $4.35B |
| Gross margin | 21.3% | 19.3% | 19.6% | 20.9% | 13.1% | 20.4% | 20.5% | 20.5% | 20.7% | 21.5% | 23.7% | 25.6% | 27.8% | 28.7% | 25.4% | 22.2% | 27.5% | 30.4% | 27.2% | 25.6% |
| R&D | — | — | — | — | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | — |
| SG&A | $62.52M | $102.72M | $130.21M | $124.74M | $124.05M | $133.76M | $139.86M | $157.19M | $188.44M | $195.50M | $204.54M | $213.68M | $247.57M | $259.91M | $275.86M | $319.06M | $820.74M | $396.92M | $450.78M | $177.06M |
| Operating income | $180.27M | $231.33M | $225.66M | $232.18M | $53.46M | $372.86M | $327.54M | $380.90M | $384.83M | $353.66M | $393.99M | $494.00M | $717.66M | $874.99M | $731.84M | $730.14M | $1.24B | $1.63B | $1.67B | $2.28B |
| Operating margin | 10.4% | 8.5% | 7.2% | 8.4% | 1.7% | 10.7% | 8.9% | 9.2% | 8.8% | 8.3% | 9.7% | 11.5% | 13.8% | 15.6% | 12.5% | 9.5% | 14.4% | 16.2% | 13.5% | 13.4% |
| EBITDA | $245.62M | $309.40M | $308.79M | $281.79M | $87.59M | $424.19M | $377.21M | $426.25M | $443.08M | $453.31M | $507.96M | $593.96M | $865.57M | $1.03B | $908.93M | $936.43M | $1.53B | $1.99B | $2.11B | $2.18B |
| EBITDA margin | 14.1% | 11.4% | 9.9% | 10.2% | 2.8% | 12.2% | 10.3% | 10.3% | 10.1% | 10.6% | 12.5% | 13.9% | 16.7% | 18.4% | 15.5% | 12.1% | 17.7% | 19.8% | 17.0% | 12.8% |
| EBIT | $180.27M | $230.65M | $208.32M | $173.49M | $1.56M | $351.45M | $305.42M | $342.75M | $346.24M | $341.69M | $393.99M | $471.60M | $717.66M | $871.84M | $731.84M | $705.74M | $1.24B | $1.63B | $1.67B | $1.55B |
| Interest expense | $125.40M | $122.82M | $115.56M | $100.92M | $90.41M | $68.76M | $54.83M | $51.45M | $51.54M | $59.14M | $96.48M | $107.03M | $125.02M | $130.00M | $105.77M | $104.41M | $126.23M | $186.80M | $274.18M | $403.41M |
| Income tax | $21.22M | $46.76M | $47.27M | $25.05M | $-31.99M | $112.30M | $98.67M | $109.45M | $116.65M | $113.77M | $105.58M | $125.71M | $153.18M | $181.96M | $153.43M | $141.46M | $265.95M | $378.52M | $334.28M | $286.48M |
| Effective tax rate | 38.7% | 43.4% | 51.0% | 34.5% | 36.0% | 39.7% | 39.4% | 37.6% | 39.6% | 40.3% | 35.5% | 34.5% | 25.8% | 24.5% | 24.5% | 23.5% | 23.9% | 26.2% | 24.0% | 24.9% |
| Net income | $33.64M | $61.07M | $45.50M | $47.52M | $-56.86M | $170.38M | $151.92M | $181.86M | $178.04M | $168.78M | $191.93M | $238.86M | $439.46M | $559.88M | $472.64M | $459.87M | $845.70M | $1.07B | $1.06B | $863.02M |
| Net income growth (YoY) | — | +81.5% | -25.5% | +4.4% | -219.7% | +399.6% | -10.8% | +19.7% | -2.1% | -5.2% | +13.7% | +24.5% | +84.0% | +27.4% | -15.6% | -2.7% | +83.9% | +26.1% | -0.7% | -18.5% |
| Profit margin | 1.9% | 2.2% | 1.5% | 1.7% | -1.8% | 4.9% | 4.1% | 4.4% | 4.1% | 3.9% | 4.7% | 5.6% | 8.5% | 10.0% | 8.0% | 6.0% | 9.8% | 10.6% | 8.5% | 5.1% |