LPL Financial Holdings Inc. (LPLA) FY2026 Q2 P&L / Income Statement

Income StatementCash FlowBalance Sheet

Revenue by Product and Service

2026-04-01 to 2026-06-30

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LPL Financial Holdings Inc. (LPLA) FY2026 Q2 P&L / Income StatementIncome statement for 2026-04-01 through 2026-06-30. View: Revenue categories. Revenue uses this breakdown; costs and expenses retain the consolidated categories.SOURCESREVENUEOPERATINGPRE-TAXNETAdvisorySales-basedTrailingClient cashService and feeTransaction and feeInterest IncomeOther asset-basedOther revenueTotal net revenuesOperating profit (calculated)Costs and ExpensesAdvisory and commissionCompensation and benefitsPromotionalOccupancy and equipmentDepreciation and amortizationInterest Expense, DebtAmortization of intangible assetsBrokerage, clearing and exchangeProfessional servicesCommunications and data processingOther expenseINCOME BEFORE PROVISION FOR INCOME TAXESNET INCOMEPROVISION FOR INCOME TAXESINCOME BEFORE PROVISION FOR INCOME TAXESINCOME BEFOREPROVISION FORINCOME TAXES$515.50 MOperating profit (calculated)Operating profit(calculated)$515.50 MTotal net revenuesTotal net revenues$5.19 BNET INCOMENET INCOME$379.26 MAdvisoryAdvisory$2.63 BCosts and ExpensesCosts and Expenses$4.67 BPROVISION FOR INCOME TAXESPROVISION FORINCOME TAXES$136.24 MSales-basedSales-based$728.16 MAdvisory and commissionAdvisory and commission$3.51 BTrailingTrailing$503.92 MClient cashClient cash$443.50 MCompensation and benefitsCompensation and benefits$355.61 MService and feeService and fee$208.88 MPromotionalPromotional$220.03 MTransaction and feeTransaction and fee$83.22 MOccupancy and equipmentOccupancy and equipment$125.54 MInterest IncomeInterest Income$46.53 MDepreciation and amortizationDepreciation and amortization$109.81 MOther asset-basedOther asset-based$391.64 MInterest Expense, DebtInterest Expense, Debt$101.50 MOther revenueOther$148.38 MAmortization of intangible assetsAmortization of intangible assets$70.89 MBrokerage, clearing and exchangeBrokerage, clearing and exchange$52.02 MProfessional servicesProfessional services$50.76 MCommunications and data processingCommunicationsand data processing$26.20 MOther expenseOther$51.60 M
Chart details

LPL Financial Holdings Inc. (LPLA) FY2026 Q2 P&L / Income Statement

Income statement for 2026-04-01 through 2026-06-30. View: Revenue categories. Revenue uses this breakdown; costs and expenses retain the consolidated categories.

Total net revenues
5,186,623,000 US dollars
Costs and Expenses
4,671,119,000 US dollars
Operating profit (calculated)
515,504,000 US dollars
Other income (expense), net (calculated)
0 US dollars
INCOME BEFORE PROVISION FOR INCOME TAXES
515,504,000 US dollars
PROVISION FOR INCOME TAXES
136,243,000 US dollars
NET INCOME
379,261,000 US dollars
Sales-based
728,155,000 US dollars
Trailing
503,918,000 US dollars
Interest Income
46,527,000 US dollars
Client cash
443,501,000 US dollars
Other asset-based
391,643,000 US dollars
Advisory
2,632,405,000 US dollars
Service and fee
208,879,000 US dollars
Transaction and fee
83,216,000 US dollars
Other revenue
148,379,000 US dollars
Advisory and commission
3,507,164,000 US dollars
Promotional
220,030,000 US dollars
Occupancy and equipment
125,542,000 US dollars
Interest Expense, Debt
101,502,000 US dollars
Communications and data processing
26,200,000 US dollars
Amortization of intangible assets
70,886,000 US dollars
Other expense
51,603,000 US dollars
Professional services
50,757,000 US dollars
Depreciation and amortization
109,805,000 US dollars
Compensation and benefits
355,612,000 US dollars
Brokerage, clearing and exchange
52,018,000 US dollars

Chart connections

  • Revenue minus operating expenses equals operating income.
  • Operating income plus other income or expense equals income before tax. Income before tax less income tax expense or benefit equals net income.
LPL Financial Holdings Inc. (LPLA) FY2026 Q2 P&L / Income Statement Sankey chart
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Operating margin

9.9%

Operating profit / revenue

Cash conversion

106.0%

Operating cash / net income, same period

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