LPL Financial Holdings Inc. (LPLA)
NASDAQ: LPLA · Real-Time Price · USD
359.01
+20.02 (5.91%)
May 9, 2025, 1:38 PM - Market open
LPL Financial Holdings Income Statement
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Year | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | 2015 - 2019 |
|---|---|---|---|---|---|---|---|
Period Ending | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 | Dec '20 Dec 31, 2020 | 2015 - 2019 |
| Interest and Dividend Income | 187.93 | 187.61 | 159.42 | 77.13 | 28.58 | 29.41 | Upgrade
|
| Total Interest Expense | 299.96 | 274.18 | 186.8 | 126.23 | 104.41 | 105.77 | Upgrade
|
| Net Interest Income | -112.03 | -86.58 | -27.39 | -49.11 | -75.84 | -76.35 | Upgrade
|
| Brokerage Commission | 3,607 | 3,305 | 2,553 | 2,326 | 2,379 | 1,907 | Upgrade
|
| Asset Management Fee | 2,592 | 2,498 | 2,378 | 1,760 | 1,148 | 1,045 | Upgrade
|
| Underwriting & Investment Banking Fee | 5,951 | 5,462 | 4,136 | 3,875 | 3,525 | 2,328 | Upgrade
|
| Other Revenue | 857.88 | 906.06 | 827.4 | 562.11 | 640.07 | 563.63 | Upgrade
|
| Revenue | 12,896 | 12,085 | 9,866 | 8,475 | 7,616 | 5,766 | Upgrade
|
| Revenue Growth (YoY) | 25.70% | 22.49% | 16.42% | 11.27% | 32.09% | 4.93% | Upgrade
|
| Salaries & Employee Benefits | 1,121 | 1,090 | 973.58 | 820.74 | 741 | 609.26 | Upgrade
|
| Cost of Services Provided | 9,578 | 8,891 | 6,864 | 6,111 | 5,887 | 4,252 | Upgrade
|
| Other Operating Expenses | 210.57 | 199.19 | 167.74 | 143.94 | 131.54 | 101.02 | Upgrade
|
| Total Operating Expenses | 11,392 | 10,624 | 8,360 | 7,363 | 6,991 | 5,140 | Upgrade
|
| Operating Income | 1,504 | 1,461 | 1,506 | 1,112 | 625.73 | 626.07 | Upgrade
|
| EBT Excluding Unusual Items | 1,504 | 1,461 | 1,506 | 1,112 | 625.73 | 626.07 | Upgrade
|
| Merger & Restructuring Charges | -64.2 | -64.2 | -21.4 | - | - | - | Upgrade
|
| Legal Settlements | -18 | -18 | -40 | - | - | - | Upgrade
|
| Other Unusual Items | 14.4 | 14.4 | - | - | -24.4 | - | Upgrade
|
| Pretax Income | 1,436 | 1,393 | 1,445 | 1,112 | 601.33 | 626.07 | Upgrade
|
| Income Tax Expense | 347.53 | 334.28 | 378.53 | 265.95 | 141.46 | 153.43 | Upgrade
|
| Net Income | 1,088 | 1,059 | 1,066 | 845.7 | 459.87 | 472.64 | Upgrade
|
| Net Income to Common | 1,088 | 1,059 | 1,066 | 845.7 | 459.87 | 472.64 | Upgrade
|
| Net Income Growth | 7.12% | -0.72% | 26.08% | 83.90% | -2.70% | -15.58% | Upgrade
|
| Shares Outstanding (Basic) | 75 | 75 | 77 | 80 | 80 | 79 | Upgrade
|
| Shares Outstanding (Diluted) | 75 | 75 | 78 | 81 | 82 | 81 | Upgrade
|
| Shares Change (YoY) | -1.82% | -3.13% | -4.21% | -0.56% | 1.29% | -4.63% | Upgrade
|
| EPS (Basic) | 14.57 | 14.17 | 13.88 | 10.60 | 5.75 | 5.96 | Upgrade
|
| EPS (Diluted) | 14.44 | 14.03 | 13.69 | 10.40 | 5.63 | 5.86 | Upgrade
|
| EPS Growth | 9.05% | 2.48% | 31.64% | 84.72% | -3.92% | -11.48% | Upgrade
|
| Free Cash Flow | - | -294.55 | 109.33 | 1,639 | 237.15 | 634.41 | Upgrade
|
| Free Cash Flow Per Share | - | -3.90 | 1.40 | 20.16 | 2.90 | 7.86 | Upgrade
|
| Dividend Per Share | 0.900 | 1.200 | 1.200 | 1.000 | 1.000 | 1.000 | Upgrade
|
| Dividend Growth | -25.00% | - | 20.00% | - | - | - | Upgrade
|
| Operating Margin | 11.66% | 12.09% | 15.27% | 13.12% | 8.22% | 10.86% | Upgrade
|
| Profit Margin | 8.44% | 8.76% | 10.81% | 9.98% | 6.04% | 8.20% | Upgrade
|
| Free Cash Flow Margin | - | -2.44% | 1.11% | 19.34% | 3.11% | 11.00% | Upgrade
|
| Effective Tax Rate | 24.20% | 24.00% | 26.20% | 23.92% | 23.52% | 24.51% | Upgrade
|
| Revenue as Reported | 13,223 | 12,385 | 10,053 | 8,601 | 7,721 | 5,872 | Upgrade
|
Updated May 8, 2025. Source: S&P Global Market Intelligence. Capital Markets template. Financial Sources.