Growth Metrics

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

LPL Financial Holdings' quarterly EBT Margin came in at 9.81% in Q1 2026, down 156.0% year-on-year from 17.52% in Q1 2025, and up 21.74% quarter-over-quarter from 8.06% in Q4 2025.

LPL Financial Holdings has reported EBT Margin for 17 years, with the latest figure at 9.81% in Q1 2026.

  • For the quarter ending Q1 2026, EBT Margin fell 156.0% year-over-year to 9.81%; the trailing twelve-month figure through Mar 2026 stood at 6.66% (down 420.0% YoY), and the FY2025 full-year result was 6.77%, down 448.0% from the prior year.
  • EBT Margin for Q1 2026 stood at 9.81%, up from 8.06% in the prior quarter.
  • The five-year high for EBT Margin was 18.38% in Q1 2023, with the low at 0.75% in Q3 2025.
  • Average EBT Margin over 5 years is 11.31%, with a median of 11.17% recorded in 2024.
  • Year-over-year, EBT Margin jumped 1145 bps in 2022 and slumped 1192 bps in 2025.
  • Tracing LPLA's EBT Margin over 5 years: stood at 17.97% in 2022, then slumped by 38 bps to 11.11% in 2023, then fell by 13 bps to 9.72% in 2024, then slipped by 17 bps to 8.06% in 2025, then rose by 22 bps to 9.81% in 2026.
  • The last three EBT Margin figures came in at 9.81% (Q1 2026), 8.06% (Q4 2025), and 0.75% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 34.07%
2 Goldman Sachs 318.59 Bn -618.96 Bn - 37.65%
3 Schwab Charles 154.74 Bn 109.76 Bn - 49.18%
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 38.52%
5 Interactive Brokers 39.54 Bn 50.13 Bn - 77.17%
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 136.18%
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 9.81%
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -175.48%
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 49.04%
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn -425.36%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 9.81%
Dec 31, 2025 8.06%
Sep 30, 2025 -0.75%
Jun 30, 2025 9.62%
Mar 31, 2025 11.37%
Dec 31, 2024 9.72%
Sep 30, 2024 11.17%
Jun 30, 2024 11.26%
Mar 31, 2024 13.21%
Dec 31, 2023 11.11%
Sep 30, 2023 12.59%
Jun 30, 2023 15.75%
Mar 31, 2023 18.38%
Dec 31, 2022 17.97%
Sep 30, 2022 14.18%
Jun 30, 2022 10.41%
Mar 31, 2022 8.39%
Dec 31, 2021 6.52%
Sep 30, 2021 6.83%
Jun 30, 2021 8.52%
Mar 31, 2021 9.67%
Dec 31, 2020 9.22%
Sep 30, 2020 9.27%
Jun 30, 2020 10.04%
Mar 31, 2020 14.19%
Dec 31, 2019 11.40%
Sep 30, 2019 12.57%
Jun 30, 2019 14.04%
Mar 31, 2019 14.86%
Dec 31, 2018 12.33%
Sep 30, 2018 11.07%
Jun 30, 2018 12.54%
Mar 31, 2018 9.66%
Dec 31, 2017 7.16%
Sep 30, 2017 9.08%
Jun 30, 2017 10.58%
Mar 31, 2017 7.27%
Dec 31, 2016 6.45%
Sep 30, 2016 6.71%
Jun 30, 2016 7.82%
Mar 31, 2016 8.42%
Dec 31, 2015 4.42%
Sep 30, 2015 6.51%
Jun 30, 2015 7.71%
Mar 31, 2015 7.63%
Dec 31, 2014 7.29%
Sep 30, 2014 5.09%
Jun 30, 2014 6.51%
Mar 31, 2014 8.05%
Dec 31, 2013 5.90%
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 7.67%
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%