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

Revenue by Product and Service

2026-01-01 to 2026-06-30

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LPL Financial Holdings Inc. (LPLA) FY2026 YTD Q2 P&L / Income StatementIncome statement for 2026-01-01 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$1.00 BOperating profit (calculated)Operating profit(calculated)$1.00 BTotal net revenuesTotal net revenues$10.13 BNET INCOMENET INCOME$735.67 MAdvisoryAdvisory$5.25 BCosts and ExpensesCosts and Expenses$9.12 BPROVISION FOR INCOME TAXESPROVISION FORINCOME TAXES$264.42 MSales-basedSales-based$1.43 BAdvisory and commissionAdvisory and commission$6.80 BTrailingTrailing$990.54 MClient cashClient cash$888.83 MCompensation and benefitsCompensation and benefits$724.35 MService and feeService and fee$419.86 MPromotionalPromotional$428.43 MTransaction and feeTransaction and fee$163.76 MOccupancy and equipmentOccupancy and equipment$244.07 MInterest IncomeInterest Income$91.71 MDepreciation and amortizationDepreciation and amortization$215.56 MOther asset-basedOther asset-based$767.12 MInterest Expense, DebtInterest Expense, Debt$201.79 MOther revenueOther$122.22 MAmortization of intangible assetsAmortization of intangible assets$138.12 MBrokerage, clearing and exchangeBrokerage, clearing and exchange$107.49 MProfessional servicesProfessional services$101.14 MCommunications and data processingCommunicationsand data processing$49.67 MOther expenseOther$115.99 M
Chart details

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

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

Total net revenues
10,125,057,000 US dollars
Costs and Expenses
9,124,969,000 US dollars
Operating profit (calculated)
1,000,088,000 US dollars
Other income (expense), net (calculated)
0 US dollars
INCOME BEFORE PROVISION FOR INCOME TAXES
1,000,088,000 US dollars
PROVISION FOR INCOME TAXES
264,423,000 US dollars
NET INCOME
735,665,000 US dollars
Sales-based
1,433,570,000 US dollars
Trailing
990,537,000 US dollars
Interest Income
91,707,000 US dollars
Client cash
888,826,000 US dollars
Other asset-based
767,123,000 US dollars
Advisory
5,247,452,000 US dollars
Service and fee
419,863,000 US dollars
Transaction and fee
163,758,000 US dollars
Other revenue
122,221,000 US dollars
Advisory and commission
6,798,373,000 US dollars
Promotional
428,430,000 US dollars
Occupancy and equipment
244,065,000 US dollars
Interest Expense, Debt
201,794,000 US dollars
Communications and data processing
49,667,000 US dollars
Amortization of intangible assets
138,116,000 US dollars
Other expense
115,985,000 US dollars
Professional services
101,138,000 US dollars
Depreciation and amortization
215,556,000 US dollars
Compensation and benefits
724,352,000 US dollars
Brokerage, clearing and exchange
107,493,000 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 YTD Q2 P&L / Income Statement Sankey chart
Free to share unchanged, with credit to Plicit.ai · CC BY-NC-ND 4.0Download PNG

Operating margin

9.9%

Operating profit / revenue

Cash conversion

94.1%

Operating cash / net income, same period

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