LPL Financial Holdings Inc. reports results on Tuesday 27 October, after the market closes. Revenue over the twelve months to Q2 2026 was $19.6 billion, which rose 38.8% on the year before. Today’s growth rate sits near the top of the company’s own record.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $5.20 | $4.49 |
| Dec '25 | $5.23 | $4.90 |
| Mar '26 | $5.60 | $5.47 |
| Jun '26 | $5.84 | $5.39 |
What analysts expect
The average revenue estimate for the quarter is $5.3 billion, while the analysts’ average EPS estimate is $5.69 in a range from $5.32 to $5.99. For full-year EPS, the analysts’ average estimate is $23.66, which would be up 17.8% on last year (based on 16 analysts). That estimate has risen 1.0% over the past 90 days. Of the analysts’ recommendations, 14 are positive, 4 neutral and 0 negative.
Earnings surprise model
The model estimates EPS could land above the analysts’ average estimate by 3.8%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 4 of the last 4 quarters. Last quarter, EPS of $5.84 compared with an estimate of $5.39, above it by 8.5%.
The trends going in
That growth rate was up 0.7 percentage points on the rate a quarter earlier. Net income over the twelve months was $1.0 billion, which fell 9.9% on the year before. The trailing net margin was 5.1%.
Where the cash went
The average diluted share count rose 4.9% over the year.
Against its own history
Set against the company’s own record: today’s twelve-month revenue growth rate of 38.8% is above every one of the company’s own past quarterly readings, which have ranged from −6.8% to 38.1%.
Questions this report will answer
Whether the pick-up in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. Meanwhile, Whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
