Growth Metrics

LPL Financial Holdings (LPLA) EBITDA Margin (2010 - 2026)

LPL Financial Holdings' quarterly EBITDA Margin came in at 11.84% in Q1 2026, down 187.0% year-on-year from 13.61% in Q1 2025, and up 16.1% quarter-over-quarter from 10.2% in Q4 2025.

LPL Financial Holdings has reported EBITDA Margin for 17 years, with the latest figure at 11.84% in Q1 2026.

  • For the quarter ending Q1 2026, EBITDA Margin fell 187.0% year-over-year to 11.84%; the trailing twelve-month figure through Mar 2026 stood at 8.95% (down 418.0% YoY), and the FY2025 full-year result was 11.46%, down 450.0% from the prior year.
  • EBITDA Margin for Q1 2026 stood at 11.84%, up from 10.2% in the prior quarter.
  • The five-year high for EBITDA Margin was 21.88% in Q4 2022, with the low at 1.59% in Q3 2025.
  • Average EBITDA Margin over 5 years is 13.84%, with a median of 13.45% recorded in 2024.
  • Year-over-year, EBITDA Margin jumped 1212 bps in 2022 and slumped 1177 bps in 2025.
  • Tracing LPLA's EBITDA Margin over 5 years: stood at 21.88% in 2022, then slumped by 40 bps to 13.17% in 2023, then decreased by 9 bps to 12.05% in 2024, then declined by 15 bps to 10.2% in 2025, then grew by 16 bps to 11.84% in 2026.
  • The last three EBITDA Margin figures came in at 11.84% (Q1 2026), 10.2% (Q4 2025), and 1.59% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 95.15%
2 Goldman Sachs 318.59 Bn -618.96 Bn - 136.81%
3 Schwab Charles 154.74 Bn 109.76 Bn - 61.80%
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 28.49%
5 Interactive Brokers 39.54 Bn 50.13 Bn - 14.74%
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 110.52%
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 11.84%
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -176.07%
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 47.66%
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn -369.55%

Historic Data

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DateValue
Mar 31, 2026 11.84%
Dec 31, 2025 10.20%
Sep 30, 2025 1.59%
Jun 30, 2025 12.37%
Mar 31, 2025 13.71%
Dec 31, 2024 12.05%
Sep 30, 2024 13.36%
Jun 30, 2024 13.45%
Mar 31, 2024 15.33%
Dec 31, 2023 13.17%
Sep 30, 2023 14.51%
Jun 30, 2023 17.57%
Mar 31, 2023 20.00%
Dec 31, 2022 21.88%
Sep 30, 2022 18.10%
Jun 30, 2022 14.20%
Mar 31, 2022 11.91%
Dec 31, 2021 9.76%
Sep 30, 2021 10.07%
Jun 30, 2021 11.78%
Mar 31, 2021 13.22%
Dec 31, 2020 11.03%
Sep 30, 2020 11.15%
Jun 30, 2020 12.01%
Mar 31, 2020 16.01%
Dec 31, 2019 13.17%
Sep 30, 2019 14.27%
Jun 30, 2019 15.66%
Mar 31, 2019 16.57%
Dec 31, 2018 14.00%
Sep 30, 2018 12.79%
Jun 30, 2018 14.25%
Mar 31, 2018 11.33%
Dec 31, 2017 8.96%
Sep 30, 2017 11.15%
Jun 30, 2017 12.57%
Mar 31, 2017 9.27%
Dec 31, 2016 8.41%
Sep 30, 2016 8.52%
Jun 30, 2016 9.66%
Mar 31, 2016 10.30%
Dec 31, 2015 6.63%
Sep 30, 2015 8.15%
Jun 30, 2015 9.29%
Mar 31, 2015 9.11%
Dec 31, 2014 7.29%
Sep 30, 2014 5.09%
Jun 30, 2014 6.51%
Mar 31, 2014 8.05%
Dec 31, 2013 7.39%
Sep 30, 2013 5.82%
Jun 30, 2013 7.35%
Mar 31, 2013 9.29%
Dec 31, 2012 6.59%
Sep 30, 2012 5.98%
Jun 30, 2012 7.41%
Mar 31, 2012 7.41%
Dec 31, 2011 9.92%
Sep 30, 2011 7.03%
Jun 30, 2011 8.44%
Mar 31, 2011 9.33%
Dec 31, 2010 -22.95%
Sep 30, 2010 6.05%
Jun 30, 2010 1.09%