LPL Financial Holdings Inc. income statement
In fiscal 2025, LPL Financial Holdings Inc. reported revenue of $16.99bn, up 37.2% on the year before and net income of $863m, or $10.92 per diluted share. Every line below comes from the company's 10-K and 10-Q filings; column headings link to the filing.
Income statement
| Fiscal year | 2009Dec 2009 | 2010Dec 2010 | 2011Dec 2011 | 2012Dec 2012 | 2013Dec 2013 | 2014Dec 2014 | 2015Dec 2015 | 2016Dec 2016 | 2017Dec 2017 | 2018Dec 2018 | 2019Dec 2019 | 2020Dec 2020 | 2021Dec 2021 | 2022Dec 2022 | 2023Dec 2023 | 2024Dec 2024 | 2025Dec 2025 | LTMSept 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.7 | 3.1 | 3.5 | 3.7 | 4.1 | 4.4 | 4.3 | 4.0 | 4.3 | 5.2 | 5.6 | 5.9 | 7.7 | 8.6 | 10.1 | 12.4 | 17.0 | 20.4 |
| Interest expense | — | — | — | — | — | — | — | — | — | — | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | 0.4 | 0.4 |
| Net interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | — | — | — | — |
| Income before tax | 0.1 | −0.1 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.6 | 0.7 | 0.6 | 0.6 | 1.1 | 1.4 | 1.4 | 1.1 | 1.9 |
| Income tax | 0.0 | −0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.1 | 0.3 | 0.4 | 0.3 | 0.3 | 0.5 |
| Net income | 0.0 | −0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.4 | 0.6 | 0.5 | 0.5 | 0.8 | 1.1 | 1.1 | 0.9 | 1.4 |
| Diluted EPS | $0.47 | −$0.64 | $1.50 | $1.37 | $1.72 | $1.75 | $1.74 | $2.13 | $2.59 | $4.85 | $6.62 | $5.86 | $5.63 | $10.40 | $13.69 | $14.03 | $10.92 | $17.42 |
| Diluted shares (average) | 98m | 89m | 112m | 111m | 106m | 102m | 97m | 90m | 92m | 91m | 85m | 81m | 82m | 81m | 78m | 75m | 79m | 80m |
| Quarter | 2024 Q4Dec 2024 | 2025 Q1Mar 2025 | 2025 Q2Jun 2025 | 2025 Q3Sept 2025 | 2025 Q4Dec 2025 | 2026 Q1Mar 2026 | 2026 Q2Jun 2026 | 2026 Q3Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,512 | 3,670 | 3,835 | 4,552 | 4,932 | 4,938 | 5,187 | 5,344 |
| Interest expense | 82 | 86 | 106 | 106 | 106 | 100 | 102 | 106 |
| Income before tax | 341 | 417 | 369 | −34 | 398 | 485 | 516 | 485 |
| Income tax | 71 | 99 | 96 | −5 | 97 | 128 | 136 | 129 |
| Net income | 271 | 319 | 273 | −30 | 301 | 356 | 379 | 357 |
| Diluted EPS | $3.58 | $4.24 | $3.40 | −$0.37 | $3.77 | $4.43 | $4.74 | $4.52 |
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