LPL Financial Holdings Income Statement (2009-2026) | LPLA

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Income Statement	Jun2021	Sep2021	Dec2021	Mar2022	Jun2022	Sep2022	Dec2022	Mar2023	Jun2023	Sep2023	Dec2023	Mar2024	Jun2024	Sep2024	Dec2024	Mar2025	Jun2025	Sep2025	Dec2025	Mar2026
Revenue & cost
Revenue (Quarter)	1,898.26M	2,020.76M	2,094.19M	2,065.69M	2,038.89M	2,163.06M	2,333.19M	2,417.83M	2,468.80M	2,522.38M	2,643.83M	2,832.59M	2,931.77M	3,108.39M	3,512.35M	3,670.01M	3,835.03M	4,551.98M	4,932.47M	4,938.43M
Operating items
Amortization - Intangibles (Quarter)	19.93M	21.50M	20.41M	21.20M	21.20M	22.70M	22.60M	24.10M	26.70M	27.76M	28.60M	29.55M	30.61M	32.50M	42.60M	43.52M	46.10M	64.71M	82.27M	67.20M
Depreciation & Amortization - Total (Quarter)	36.70M	38.41M	40.82M	45.45M	48.45M	51.67M	54.24M
Research & Development (Quarter)	14.93M	17.82M	15.55M	15.13M	16.22M	17.81M	18.52M	17.68M	20.59M	19.63M	17.81M	19.74M	19.41M	17.92M	18.77M	19.51M	21.42M	23.06M	21.86M	23.47M
Restructuring Costs (Quarter)
Other Operating Expenses (Quarter)	1,643.52M	1,773.86M	1,853.47M	1,780.62M	1,705.98M	1,732.21M	1,783.06M	1,895.49M	1,994.39M	2,123.74M	2,270.12M	2,372.39M	2,512.76M	2,673.25M	3,076.76M	3,156.01M	3,363.36M	4,263.35M	4,394.19M	4,311.86M
Operating Expenses (Quarter)	1,736.61M	1,882.78M	1,957.63M	1,892.31M	1,826.57M	1,856.32M	1,913.97M	1,973.34M	2,079.99M	2,204.71M	2,350.04M	2,458.40M	2,601.70M	2,761.05M	3,171.07M	3,252.75M	3,466.22M	4,586.09M	4,534.91M	4,453.85M
EBIT (Quarter)	186.82M	165.04M	163.68M	200.59M	241.08M	339.92M	456.30M	483.68M	433.66M	366.04M	348.20M	434.27M	394.41M	415.13M	423.26M	503.12M	474.44M	72.18M	503.17M	584.88M
Non-operating items
Interest & Investment Income (Quarter)
Other Non Operating Income (Quarter)
Non Operating Income (Quarter)	31.06M	36.89M	38.69M	37.42M	36.26M	31.56M	38.70M	33.42M	34.18M	75.66M	66.18M	37.31M	62.58M	59.72M	58.87M	48.69M	51.19M	54.61M	64.84M	64.38M
Net income details
EBT (Quarter)	161.65M	137.98M	136.56M	173.38M	212.32M	306.73M	419.22M	444.50M	388.82M	317.67M	293.79M	374.19M	330.07M	347.35M	341.28M	417.25M	368.80M	-34.11M	397.56M	484.58M
Tax Provisions (Quarter)	42.55M	34.91M	28.48M	39.63M	51.78M	74.40M	100.14M	105.61M	103.30M	93.38M	76.23M	85.43M	86.27M	92.05M	70.53M	98.68M	95.56M	-4.59M	96.84M	128.18M
Profit After Tax (Quarter)	119.10M	103.06M	108.08M	133.74M	160.54M	232.33M	319.08M	338.88M	285.52M	224.29M	217.56M	288.76M	243.80M	255.30M	270.75M	318.57M	273.25M	-29.52M	300.72M	356.40M
Income from Continuing Operations (Quarter)	119.10M	103.06M	108.08M	133.74M	160.54M	232.33M	319.08M	338.88M	285.52M	224.29M	217.56M	288.76M	243.80M	255.30M	270.75M	318.57M	273.25M	-29.52M	300.72M	356.40M
Consolidated Net Income (Quarter)	119.10M	103.06M	108.08M	133.74M	160.54M	232.33M	319.08M	338.88M	285.52M	224.29M	217.56M	288.76M	243.80M	255.30M	270.75M	318.57M	273.25M	-29.52M	300.72M	356.40M
Income towards Parent Company (Quarter)	119.10M	103.06M	108.08M	133.74M	160.54M	232.33M	319.08M	338.88M	285.52M	224.29M	217.56M	288.76M	243.80M	255.30M	270.75M	318.57M	273.25M	-29.52M	300.72M	356.40M
Net Income towards Common Stockholders (Quarter)	119.10M	103.06M	108.08M	133.74M	160.54M	232.33M	319.08M	338.88M	285.52M	224.29M	217.56M	288.76M	243.80M	255.30M	270.75M	318.57M	273.25M	-29.52M	300.72M	356.40M
Additional items
EPS (Basic) (Quarter)	1.49	1.29	1.35	1.67	2.01	2.91	4.01	4.30	3.70	2.95	2.91	3.87	3.26	3.41	3.62	4.27	3.42	-0.37	3.78	4.45
EPS (Weighted Average and Diluted) (Quarter)	1.46	1.26	1.33	1.64	1.97	2.86	3.93	4.24	3.65	2.91	2.87	3.83	3.23	3.39	3.58	4.24	3.40	-0.37	3.77	4.43
Shares Outstanding (Weighted Average) (Quarter)	79.88M	80.18M	80.00M	79.98M	79.96M	79.91M	79.80M	78.75M	77.99M	77.34M	76.81M	74.56M	74.64M	74.69M	74.71M	74.60M	79.98M	78.22M	78.68M	80.11M
Shares Outstanding (Diluted Average) (Quarter)	81.73M	81.77M	81.74M	81.57M	81.49M	81.25M	81.28M	79.97M	78.19M	77.15M	77.86M	75.46M	75.53M	75.42M	75.43M	75.11M	77.76M	78.59M	79.06M	80.45M
EBITDA (Quarter)	223.52M	203.45M	204.50M	246.04M	289.53M	391.59M	510.54M	483.68M	433.66M	366.04M	348.20M	434.27M	394.41M	415.13M	423.26M	503.12M	474.44M	72.18M	503.17M	584.88M
Interest Expenses (Quarter)	25.17M	27.06M	27.12M	27.21M	28.75M	33.19M	37.08M	39.18M	44.84M	48.36M	54.41M	60.08M	64.34M	67.78M	81.98M	85.86M	105.64M	106.30M	105.61M	100.29M
Tax Rate (Quarter)	26.32%	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%

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LPL Financial Holdings Income Statement (2009-2026) | LPLA

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