LPL Financial Holdings Inc. (LPLA) FY2026 YTD Q2 P&L / Income Statement
2026-01-01 to 2026-06-30
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 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.

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Operating margin
9.9%
Operating profit / revenue
Cash conversion
94.1%
Operating cash / net income, same period
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