LPL Financial Holdings Income Statement (2009-2026)

Reported Financials

LPL Financial Holdings Quarterly Income Statement

Periods 66 quarters

Latest Jun 2026

LPL Financial Holdings reported revenue of $5.19B and net income of $0.38B for the quarter ended Jun 2026, up 35.2% year over year. This income statement covers 66 quarters of results from Dec 2009 through Jun 2026, standardized by Business Quant from the company’s SEC filings.

Income Statement	Sep2021	Dec2021	Mar2022	Jun2022	Sep2022	Dec2022	Mar2023	Jun2023	Sep2023	Dec2023	Mar2024	Jun2024	Sep2024	Dec2024	Mar2025	Jun2025	Sep2025	Dec2025	Mar2026	Jun2026
Revenue & cost
Revenue	2.02B	2.09B	2.07B	2.04B	2.16B	2.33B	2.42B	2.47B	2.52B	2.64B	2.83B	2.93B	3.11B	3.51B	3.67B	3.84B	4.55B	4.93B	4.94B	5.19B
Operating items
Amortization - Intangibles	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.03B	0.03B	0.03B	0.03B	0.03B	0.03B	0.04B	0.04B	0.05B	0.06B	0.08B	0.07B	0.07B
Research & DevelopmentR&D	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.02B	0.03B
Restructuring CostsRestructuring
Other Operating ExpensesOther Opex	1.81B	1.89B	1.83B	1.75B	1.78B	1.84B	1.90B	1.99B	2.12B	2.27B	2.37B	2.51B	2.67B	3.08B	3.16B	3.36B	4.26B	4.39B	4.31B	4.52B
Operating ExpensesOpex	1.88B	1.96B	1.89B	1.83B	1.86B	1.91B	1.97B	2.08B	2.20B	2.35B	2.46B	2.60B	2.76B	3.17B	3.25B	3.47B	4.59B	4.53B	4.45B	4.67B
EBIT	0.29B	0.16B	0.31B	0.34B	0.44B	0.34B	0.53B	0.48B	0.42B	0.37B	89.06B	91.05B	71.99B	0.22B	20.15B	0.49B	0.19B	0.50B	0.74B	0.78B
Non-operating items
Other Non Operating IncomeOther Non Op Inc.
Net income details
EBT	0.14B	0.14B	0.17B	0.21B	0.31B	0.42B	0.44B	0.39B	0.32B	0.29B	0.37B	0.33B	0.35B	0.34B	0.42B	0.37B	-0.03B	0.40B	0.48B	0.52B
Tax ProvisionsTaxes	0.03B	0.03B	0.04B	0.05B	0.07B	0.10B	0.11B	0.10B	0.09B	0.08B	0.09B	0.09B	0.09B	0.07B	0.10B	0.10B	-0.00B	0.10B	0.13B	0.14B
Profit After TaxPAT	0.10B	0.11B	0.13B	0.16B	0.23B	0.32B	0.34B	0.29B	0.22B	0.22B	0.29B	0.24B	0.26B	0.27B	0.32B	0.27B	-0.03B	0.30B	0.36B	0.38B
Income from Non-Controlling InterestsInc. Minority
Income from Continuing OperationsIncome (Continuing)	0.10B	0.11B	0.13B	0.16B	0.23B	0.32B	0.34B	0.29B	0.22B	0.22B	0.29B	0.24B	0.26B	0.27B	0.32B	0.27B	-0.03B	0.30B	0.36B	0.38B
Consolidated Net IncomeConsol Net Inc.	0.10B	0.11B	0.13B	0.16B	0.23B	0.32B	0.34B	0.29B	0.22B	0.22B	0.29B	0.24B	0.26B	0.27B	0.32B	0.27B	-0.03B	0.30B	0.36B	0.38B
Income towards Parent CompanyParent Net Inc	0.10B	0.11B	0.13B	0.16B	0.23B	0.32B	0.34B	0.29B	0.22B	0.22B	0.29B	0.24B	0.26B	0.27B	0.32B	0.27B	-0.03B	0.30B	0.36B	0.38B
Net Income towards Common StockholdersNet Income	0.10B	0.11B	0.13B	0.16B	0.23B	0.32B	0.34B	0.29B	0.22B	0.22B	0.29B	0.24B	0.26B	0.27B	0.32B	0.27B	-0.03B	0.30B	0.36B	0.38B
Additional items
EPS (Basic)	1.29	1.35	1.67	2.01	2.91	4.00	4.30	3.70	2.95	2.83	3.87	3.26	3.41	3.62	4.27	3.42	-0.37	3.82	4.45	4.75
EPS (Diluted)	1.26	1.32	1.64	1.97	2.86	3.93	4.24	3.65	2.91	2.79	3.83	3.23	3.39	3.59	4.24	3.40	-0.37	3.80	4.43	4.74
Shares Outstanding	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.07B	0.07B	0.07B	0.07B	0.07B	0.08B	0.08B	0.08B	0.08B	0.08B
Shares Outstanding (Diluted)Shares Outstanding (Dil.)	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B
Shares Outstanding (Entity)Shares Outstanding (Entity.)	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.08B	0.07B	0.07B	0.07B	0.07B	0.07B	0.08B	0.08B	0.08B	0.08B	0.08B
EBITDA	0.29B	0.16B	0.31B	0.34B	0.44B	0.34B	0.53B	0.48B	0.42B	0.37B	89.06B	91.05B	71.99B	0.22B	20.15B	0.49B	0.19B	0.50B	0.74B	0.78B
Interest ExpensesInt Expense	0.15B	0.03B	0.14B	0.12B	0.13B	-0.08B	0.09B	0.10B	0.10B	0.08B	88.68B	90.72B	71.64B	-0.13B	19.73B	0.12B	0.22B	0.11B	0.26B	0.26B
Tax Rate	25.30%	20.85%	22.86%	24.39%	24.26%	23.89%	23.76%	26.57%	29.40%	25.95%	22.83%	26.14%	26.50%	20.67%	23.65%	25.91%	13.47%	24.36%	26.45%	26.43%

LPL Financial Holdings LPLA Income Statement (2009-2026)

LPL Financial Holdings Quarterly Income Statement

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