LPL Financial Holdings Inc

NASDAQ LPLA

Data sourced from iex and EODHD
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LPL Financial Holdings Inc Income Statement 2006 - 2024

This table shows the Income Statement for LPL Financial Holdings Inc going from 2006 until 2024. The income statement, also known as the profit and loss statement, is a financial statement that provides a summary of a company's revenues, expenses, and net income over a specific period (such as a quarter or a year). It shows the company's ability to generate revenue, manage expenses, and ultimately determine its profitability.
Income Statement Trend Unit 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31 2011-09-30 2011-06-30 2011-03-31 2010-12-31 2010-09-30 2010-06-30 2010-03-31 2009-12-31 2009-09-30 2009-06-30 2009-03-31 2008-12-31 2008-09-30 2008-06-30 2008-03-31 2007-12-31 2007-09-30 2007-06-30 2007-03-31 2006-12-31 2006-09-30 2006-06-30
Revenue
M 8,945 7,094 5,385 3,668 4,760 5,844 7,003 8,220 8,079 7,721 7,208 6,647 6,116 5,872 4,797 3,847 2,983 2,042 2,011 1,962 1,911 1,823 1,721 1,620 1,531 1,448 1,395 1,358 1,317 1,947 2,627 2,631 2,637 2,751 2,840 3,590 3,570 3,550 3,539 2,758 2,736 2,624 2,475 3,074 3,683 3,606 3,487 3,459 3,441 3,411 3,399 3,273 3,160 3,023 2,933 2,870 2,751 2,649 2,613 2,707 2,850 3,001 3,077 2,999 2,830 2,594 2,287 1,982 1,774 1,242 798 408
Cost of Revenue
M 5,663 4,110 3,965 -113 -214 -260 1,570 1,567 1,621 1,597 194 140 88 -133 -248 -264 -280 -91 34 25 5 -14 155 120 101 78 146 142 133 132 105 93 89 73 81 99 103 103 140 114 91 73 1,069 1,052 1,049 1,035 1,097 1,078 1,059 1,052 626 627 621 606 568 555 541 533 400 422 452 483 483 460 413 776 639 550 481 - - -
Gross Profit
M 3,282 2,984 1,421 3,781 3,618 5,010 2,860 4,356 4,464 2,953 3,660 2,120 2,910 3,819 4,521 4,345 3,280 2,134 1,977 1,938 1,906 1,837 1,566 1,500 1,431 1,370 1,249 1,216 1,184 1,816 2,522 2,538 2,548 2,677 2,759 3,491 3,467 3,447 3,399 2,644 2,646 2,551 1,406 2,022 2,634 2,571 3,125 3,116 3,116 3,093 2,772 2,646 2,539 2,417 2,364 2,314 2,210 2,116 2,213 2,285 2,398 2,518 2,594 2,539 2,416 2,299 2,129 1,914 1,774 1,242 798 408
Operating Expenses
M 1,592 1,386 -250 2,136 2,121 3,772 1,477 3,175 3,363 1,887 3,196 1,793 2,582 3,419 4,077 3,897 4,355 4,785 4,722 6,033 5,925 5,794 5,642 5,329 5,063 4,801 4,751 3,684 2,615 2,225 2,976 2,989 3,002 3,125 3,138 3,902 3,895 3,873 3,802 3,014 2,981 2,867 1,455 2,062 2,685 2,612 3,161 2,322 1,495 696 415 412 403 396 210 794 1,317 1,813 2,050 2,078 2,190 2,312 2,389 2,346 2,210 2,080 1,891 1,685 1,569 1,101 710 360
Selling, General, and Administrative Expenses (SG&A)
M 532 666 789 897 878 852 853 849 835 801 759 719 678 662 628 603 577 556 540 529 520 507 494 479 467 457 446 440 436 541 659 661 668 676 653 771 763 737 744 618 611 587 566 654 733 662 528 444 1,040 1,038 1,091 1,076 395 383 366 358 344 337 339 360 386 416 430 411 372 318 261 218 198 139 89 45
Research and Development (R&D) Expenses
M - - - - - - - - - - - - - - - - - - 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 - - -
Other Operating Expenses
M - - - - - - - - - - - - - - - - - - 972 2,456 3,886 5,287 5,149 4,850 4,596 4,344 4,305 3,244 2,179 1,684 2,317 2,328 2,334 2,450 2,485 3,131 3,132 3,136 3,058 2,397 2,370 2,280 890 1,408 1,952 1,950 2,633 1,878 455 -342 -675 -664 7 13 -156 436 973 1,476 1,711 1,718 1,804 1,896 1,959 1,935 1,839 1,762 1,289 820 409 - - -
Costs and Expenses
M -4,870 -3,952 -5,225 -1,731 725 2,850 3,838 5,882 5,742 5,394 6,276 4,475 4,018 3,972 7,427 8,648 8,622 8,343 7,938 7,894 7,857 7,833 6,980 6,803 6,645 6,490 6,289 6,279 6,278 6,262 6,566 6,626 6,708 6,837 6,919 6,950 6,961 6,937 6,667 6,650 6,589 6,491 1,520 1,399 1,306 1,250 639 -177 -980 -1,770 2,154 2,154 2,160 2,174 1,752 1,190 700 226 -15 -66 -208 -361 -792 -727 -544 -777 -2,139 -1,494 -949 - - -
Operating Income
M 1,689 1,598 1,671 1,645 1,497 1,238 1,383 1,181 1,102 1,066 465 327 329 401 444 447 -1,075 -2,651 -2,745 -4,095 -4,019 -3,957 -4,076 -3,829 -3,632 -3,431 -3,502 -2,468 -1,430 -409 -454 -451 -454 -448 -379 -411 -428 -427 -403 -371 -336 -316 -49 -40 -51 -41 -36 794 1,621 2,397 2,357 2,234 2,136 2,020 2,155 1,520 893 303 163 206 207 206 206 193 206 219 238 229 205 141 88 48
Interest Expense
M 208 187 169 154 138 126 116 110 107 104 102 100 102 106 112 119 127 130 130 130 128 125 122 117 111 107 103 100 98 96 90 80 69 59 54 53 53 52 52 52 52 51 51 50 51 55 58 62 67 69 72 75 84 90 96 101 99 101 106 109 112 116 118 122 124 124 124 124 125 94 63 32
Non-operating Income/Expense
M -364 -202 -101 -85 -114 -126 -554 -271 0 216 535 483 430 430 697 675 2,038 3,393 3,484 4,804 4,696 4,550 4,586 4,289 4,042 3,795 3,851 2,789 1,719 707 732 730 736 731 697 716 720 721 682 655 624 607 338 321 325 291 288 -534 -1,353 -2,114 -2,326 -2,219 -2,188 -2,109 -2,035 -1,453 -803 -230 -141 -143 -146 -151 -158 -162 -164 -164 -124 -124 -125 -94 -63 -32
EBT
M 1,374 1,445 1,570 1,559 1,383 1,112 829 660 610 601 611 608 584 626 645 688 746 742 739 709 676 593 510 459 409 365 350 321 288 298 278 278 282 283 318 305 292 295 279 285 288 291 289 282 274 251 252 260 268 283 31 15 -52 -89 119 67 90 73 60 101 99 93 101 84 95 108 115 105 80 47 24 16
Income Tax Provision
M 358 379 402 383 332 266 194 155 146 141 147 144 137 153 157 172 186 182 186 180 175 153 127 125 125 126 133 111 98 106 101 112 114 114 127 122 116 117 105 106 108 109 115 111 109 99 98 103 105 112 17 11 -19 -32 41 16 32 25 29 51 51 47 50 39 41 47 48 45 32 18 9 5
Income after Tax
M 1,016 1,066 1,168 1,176 1,051 846 635 505 464 460 463 464 447 473 488 516 560 560 554 529 501 439 383 335 284 239 217 210 190 192 177 166 168 169 191 183 176 178 174 178 180 182 174 171 165 152 154 157 163 170 14 4 -33 -57 78 51 58 48 31 50 49 45 51 45 54 61 67 60 47 29 16 10
Non-Controlling Interest
M 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 205 205 205 205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -39 -39 -39 -88 -23 -49 -57 -34 -78 -37 -44 -33 -17 -50 -49 -45 -51 -45 -54 -61 -53 -42 -18 - - -
Net Income
M 286 624 943 1,176 1,051 846 635 505 464 460 463 464 447 473 488 516 560 560 554 529 501 439 383 335 284 239 217 210 190 192 177 166 168 169 191 183 176 178 174 178 180 182 174 171 165 152 154 157 163 170 105 95 57 34 78 37 44 33 17 50 49 45 51 45 54 61 53 42 18 - - -
Shares (Basic, Weighted)
M - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Shares (Diluted, Weighted)
R 76,761,000.00 77,888,750.00 79,047,500.00 80,073,250.00 80,877,250.00 81,276,750.00 81,494,000.00 81,643,750.00 81,723,250.00 81,735,750.00 81,525,750.00 81,201,000.00 80,800,750.00 80,686,750.00 81,134,500.00 81,958,000.00 83,263,750.00 84,657,750.00 86,024,750.00 87,533,250.00 89,116,750.00 90,627,250.00 91,683,000.00 92,224,000.00 92,306,250.00 92,111,250.00 91,768,250.00 91,245,500.00 90,667,000.00 90,071,250.00 91,152,750.00 92,783,000.00 94,668,000.00 96,819,500.00 97,851,750.00 99,192,250.00 100,389,750.00 101,667,750.00 102,653,250.00 103,621,000.00 105,037,500.00 106,027,000.00 107,335,250.00 108,878,250.00 110,163,000.00 111,471,000.00 111,549,000.00 111,373,000.00 111,452,000.00 111,618,750.00 111,581,500.00 108,691,250.00 105,275,500.00 101,712,750.00 96,220,500.00 96,220,500.00 96,251,750.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 96,418,500.00 95,354,000.00 99,612,000.00 99,612,000.00
EBITDA
M 2,060 1,952 2,005 1,961 1,798 1,525 1,217 1,028 961 936 928 908 872 909 931 976 1,037 1,033 1,026 993 958 866 773 710 647 594 574 540 502 508 484 473 466 453 477 461 445 443 423 427 426 426 420 409 400 377 380 392 406 424 177 164 111 88 309 269 296 282 276 318 315 310 313 296 304 310 312 298 272 190 120 64
Depreciation and Amortization
M 371 354 334 316 301 287 272 257 244 231 215 200 187 177 173 169 165 161 156 155 154 148 140 133 126 122 122 118 116 114 117 116 114 112 106 104 101 97 93 90 86 84 80 77 74 72 70 71 72 73 74 75 79 86 94 101 106 108 110 108 104 100 94 90 85 79 73 69 67 49 33 16
EBIT
M 1,689 1,598 1,671 1,645 1,497 1,238 945 770 716 706 713 708 685 732 757 807 872 872 870 839 805 718 632 576 521 472 453 422 386 394 368 358 351 342 372 358 345 346 331 337 340 343 340 332 325 305 310 322 335 351 103 90 32 2 215 168 190 173 166 210 211 209 218 206 219 232 238 229 205 141 88 48
Income from Discontinued Operations
M - - - - - - - - - - - - - - - - - - 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 - - -
Tax Rate (Effective)
% 26.19 26.42 25.90 24.62 24.07 23.85 23.09 23.35 23.84 23.50 24.16 23.66 23.57 24.45 24.38 25.05 24.84 24.52 25.20 25.57 26.07 25.63 24.09 27.18 30.23 33.72 37.72 33.72 33.89 35.00 36.21 40.31 40.37 40.30 40.09 40.03 39.83 39.62 37.48 37.14 37.23 37.29 39.65 39.18 39.56 39.27 38.61 39.75 39.35 39.72 39.75 40.22 32.11 32.84 25.22 33.81 44.87 45.35 60.74 53.88 54.24 53.68 48.85 45.44 43.06 43.45 41.15 42.03 39.56 38.06 36.78 33.56
Earnings Per Share (EPS), Basic
M - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Earnings Per Share (EPS), Diluted
M 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 - - -
Gross Profit Margin
% 41.48 50.06 24.05 102.30 91.37 99.21 44.68 53.37 55.22 38.33 48.75 31.98 49.39 66.27 117.95 124.61 114.64 104.80 100.46 99.90 99.84 98.94 95.90 95.32 94.21 93.30 92.46 91.48 90.77 98.28 80.95 82.03 82.55 83.34 82.41 89.77 88.70 88.63 87.86 79.99 81.12 81.17 55.64 63.93 71.69 71.78 89.83 90.27 90.74 90.82 81.19 80.67 80.43 80.32 80.44 80.59 80.55 80.31 84.73 84.42 84.07 83.77 84.28 84.70 85.59 89.45 94.02 97.22 100.00 100.00 100.00 100.00
Operating Income Margin
% 22.39 29.23 37.80 44.74 37.42 28.15 23.13 14.27 13.44 13.43 6.25 4.55 5.41 7.04 9.18 9.34 -61.35 -129.39 -134.19 -207.32 -210.75 -220.23 -228.93 -232.27 -236.07 -239.21 -246.55 -175.34 -104.20 -28.97 -17.39 -17.15 -17.25 -16.98 -14.81 -12.16 -13.82 -13.81 -13.31 -16.44 -13.79 -13.41 -6.95 -3.11 -1.45 -1.23 -0.79 23.11 46.70 69.35 68.14 67.78 67.90 68.09 72.97 51.61 31.41 11.19 6.32 7.65 7.27 6.79 6.66 6.44 7.48 8.82 10.69 11.48 11.48 11.31 10.96 11.70
Net Income Margin
% 30.18 32.35 32.94 31.92 26.35 19.34 12.10 6.15 5.75 6.03 6.50 7.01 7.30 8.06 12.54 17.22 22.64 27.40 27.47 26.81 26.12 24.08 22.04 20.28 18.42 16.47 15.43 15.42 14.42 12.27 9.70 8.82 8.94 8.81 9.25 6.88 6.55 6.63 6.54 8.95 9.40 9.58 9.55 7.32 4.48 4.22 4.44 4.53 4.73 5.00 2.97 2.80 1.76 1.22 2.69 1.23 1.57 1.28 0.72 1.85 1.70 1.48 1.65 1.51 2.00 2.49 2.97 3.62 3.48 - - -
EBITDA Ratio
% 27.32 35.35 45.06 53.39 44.68 34.17 22.60 12.51 11.91 12.23 12.98 13.70 14.28 15.51 23.86 32.61 42.16 50.57 50.97 50.50 50.06 47.43 44.53 43.46 42.26 41.03 41.01 39.58 38.13 32.30 25.43 24.49 23.70 23.06 23.41 17.22 16.52 16.53 16.10 22.07 22.74 23.07 23.26 17.52 10.82 10.47 10.92 11.36 11.81 12.43 4.76 4.82 3.53 3.38 10.58 9.37 10.78 10.73 10.66 11.80 11.11 10.29 10.15 9.86 10.90 12.30 13.95 15.04 15.29 15.28 15.07 15.70
EBIT Ratio
% 22.39 29.23 37.80 44.74 37.42 28.15 17.90 9.38 8.88 9.24 9.99 10.69 11.23 12.49 19.48 27.01 35.43 42.68 43.19 42.61 42.01 39.31 36.38 35.22 34.01 32.57 32.29 30.87 29.34 24.93 19.54 18.71 18.08 17.57 18.12 13.41 12.82 12.90 12.56 17.29 18.12 18.46 18.66 14.22 8.80 8.48 8.91 9.31 9.73 10.30 2.57 2.51 1.03 0.52 7.36 5.82 6.89 6.63 6.45 7.78 7.40 6.92 7.09 6.86 7.91 9.24 10.69 11.48 11.48 11.31 10.96 11.70
EBT Ratio
% 19.50 27.52 35.95 42.33 34.66 25.44 15.86 8.04 7.56 7.88 8.56 9.17 9.55 10.68 16.52 22.91 30.12 36.31 36.70 35.97 35.29 32.45 29.25 27.98 26.72 25.19 24.89 23.47 21.90 18.69 14.77 14.75 14.97 14.75 15.47 11.49 10.86 10.96 10.61 14.51 15.28 15.59 15.77 12.10 7.42 6.95 7.24 7.52 7.79 8.28 0.45 0.22 -1.65 -2.48 4.10 2.31 3.27 2.80 2.38 3.73 3.45 3.03 3.26 2.80 3.50 4.39 5.14 5.04 4.34 3.71 3.05 3.87

StockViz Staff

September 20, 2024

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