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    LPL Financial Holdings (LPLA) stock price & financials

    View LPLA earnings calls

    Overview

    Price

    Market Cap

    Sector

    Rank

    Performance+1.3% 1Y

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly
    MetricQ3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Trend
    EarningsRevenue
    $3.11B
    $3.51B
    $3.67B
    $3.84B
    $4.55B
    +46.4%
    $4.93B
    +40.4%
    $4.94B
    +34.6%
    $5.19B
    +35.2%
    Strengthening
    Operating Profit
    Net Profit
    $255.30M
    $270.75M
    $318.57M
    $273.25M
    -$29.52M
    -111.6%
    $300.72M
    +11.1%
    $356.40M
    +11.9%
    $379.26M
    +38.8%
    Strengthening
    EPS
    $3.41
    $4.27
    $3.42
    $-0.37
    -110.9%
    $4.45
    +4.2%
    $4.75
    +38.9%
    Strengthening
    Other Income
    Interest
    Depreciation
    Profit before Tax
    $347.35M
    $341.28M
    $417.25M
    $368.80M
    -$34.11M
    -109.8%
    $397.56M
    +16.5%
    $484.58M
    +16.1%
    $515.50M
    +39.8%
    Strengthening
    MarginsOPM
    Tax
    26.5%
    20.7%
    23.6%
    25.9%
    13.5%
    -49.2%
    24.4%
    +17.9%
    26.4%
    +11.8%
    26.4%
    +2.0%
    Strengthening
    ReturnsROIC
    3.9%
    4.2%
    4.9%
    4.2%
    -0.5%
    -111.6%
    4.6%
    +11.1%
    5.5%
    +11.9%
    5.8%
    +38.8%
    Strengthening

    Balance Sheet

    Balance Sheet

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    AssetsCash & Equivalents$511.10M$590.21M$808.61M$495.25M$847.52M$465.67M$967.08M$1.04B$1.28B
    Short-Term Investments
    Total Current Assets
    Net PP&E$461.42M$635.52M$684.79M$753.92M$872.89M$1.03B$1.33B$1.58B$1.76B
    Goodwill$1.49B$1.50B$1.51B$1.64B$1.64B$1.86B$2.17B$2.64B$2.68B
    Intangibles$484.17M$439.84M$397.49M$455.03M$427.68M$671.59M$1.48B$3.33B$3.43B
    Total Assets$5.48B$5.88B$6.60B$7.99B$9.48B$10.39B$13.32B$18.49B$19.79B
    LiabilitiesTotal Current Liabilities
    Short-Term Debt
    Long-Term Debt$2.37B$2.40B$2.35B$2.81B$2.72B$3.73B$5.49B$7.26B$7.46B
    Long-Term Leases
    Total Liabilities$4.50B$4.86B$5.28B$6.32B$7.31B$8.31B$10.39B$13.15B$14.03B
    EquityCommon Stock & APIC$125.0K$126.0K$127.0K$129.0K$130.0K$130.0K$131.0K$136.0K$137.0K
    Retained Earnings$1.07B$1.55B$1.94B$2.33B$3.10B$4.09B$5.07B$5.84B$6.52B
    Total Equity$974.07M$1.02B$1.31B$1.67B$2.17B$2.08B$2.93B$5.34B$5.76B
    HighlightsNet Cash / (Debt)

    Cash Flow

    Cash Flow

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    ActivitiesCash from Operating$581.58M$623.87M$789.94M$453.13M$1.95B$512.61M$277.59M-$411.40M-$252.16M
    Cash from Investing-$161.75M-$180.99M-$187.50M-$458.64M-$376.40M-$860.19M-$1.59B-$2.39B-$2.55B
    Cash from Financing-$483.36M-$533.23M-$275.19M$278.84M-$504.27M-$208.53M$1.42B$3.17B-$178.38M
    SummaryCapital Expenditure-$132.69M-$156.39M-$155.53M-$215.99M-$306.60M-$403.29M-$562.53M-$570.38M-$679.13M
    Free Cash Flow$448.89M$467.48M$634.41M$237.15M$1.64B$109.33M-$284.94M-$981.78M-$931.29M
    FCF Margin8.7%8.3%10.8%3.1%19.1%1.1%-2.3%-5.8%-4.7%

    Ratios