15 years of revenue, profit, cash flow and balance-sheet history through FY2025, from SEC filings — with a computed, factual read of the trend. Updated Overview →
| FY | Revenue | Net income | Gross M | Op M | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|
| 2025 | $17.0B | $863M | 0.0% | 0.0% | -$982M | $7.3B | $1.0B |
| 2024 | $12.4B | $1.1B | 0.0% | 0.0% | -$285M | $5.5B | $967M |
| 2023 | $10.1B | $1.1B | 0.0% | 0.0% | $109M | $3.7B | $466M |
| 2022 | $8.6B | $846M | 0.0% | 0.0% | $1.6B | $2.7B | $848M |
| 2021 | $7.7B | $460M | 0.0% | 0.0% | $237M | $2.8B | $495M |
| 2020 | $5.9B | $473M | 0.0% | 0.0% | $634M | $2.3B | $809M |
| 2019 | $5.6B | $560M | 0.0% | 0.0% | $467M | $2.4B | $590M |
| 2018 | $5.2B | $439M | 0.0% | 0.0% | $449M | $2.4B | $511M |
| 2017 | $4.3B | $239M | 0.0% | 0.0% | $341M | $2.4B | $811M |
| 2016 | $4.0B | $192M | 0.0% | 0.0% | $261M | $2.2B | $748M |
| 2015 | $4.3B | $169M | 0.0% | 0.0% | $207M | $2.2B | $725M |
| 2014 | $4.4B | $178M | 0.0% | 0.0% | $143M | $1.6B | $412M |
| 2013 | $4.1B | $182M | 0.0% | 0.0% | $82M | $1.5B | $517M |
| 2012 | $3.7B | $152M | 0.0% | 0.0% | $199M | $1.3B | $466M |
| 2011 | $3.5B | $170M | 0.0% | 0.0% | $406M | $1.3B | $721M |
| Quarter | Revenue | Net income | Gross M | Op M | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|
| Mar '26 | $4.9B | $356M | 0.0% | 0.0% | $125M | $7.2B | $1.0B |
| Dec '25 | $4.9B | $301M | 0.0% | 0.0% | $613M | $7.3B | $1.0B |
| Sep '25 | $4.6B | -$30M | 0.0% | 0.0% | -$1.9B | $7.5B | $1.3B |
| Jun '25 | $3.8B | $273M | 0.0% | 0.0% | $56M | $7.2B | $4.2B |
| Mar '25 | $3.7B | $319M | 0.0% | 0.0% | $220M | $5.7B | $1.2B |
| Dec '24 | $3.5B | $271M | 0.0% | 0.0% | -$344M | $5.5B | $967M |
| Sep '24 | $3.1B | $255M | 0.0% | 0.0% | $62M | $4.4B | $1.5B |
| Jun '24 | $2.9B | $244M | 0.0% | 0.0% | -$308M | $4.4B | $1.3B |
| Mar '24 | $2.8B | $289M | 0.0% | 0.0% | $305M | $3.9B | $1.1B |
| Dec '23 | $2.6B | $218M | 0.0% | 0.0% | $37M | $3.7B | $466M |
| Sep '23 | $2.5B | $224M | 0.0% | 0.0% | $78M | $3.1B | $799M |
| Jun '23 | $2.5B | $286M | 0.0% | 0.0% | $302M | $3.0B | $761M |
| Mar '23 | $2.4B | $339M | 0.0% | 0.0% | -$307M | $2.9B | $470M |
| Dec '22 | $2.3B | $319M | 0.0% | 0.0% | -$251M | $2.7B | $848M |
| Sep '22 | $2.2B | $232M | 0.0% | 0.0% | $2.0B | $2.7B | $1.2B |
| Jun '22 | $2.0B | $161M | 0.0% | 0.0% | -$4M | $2.7B | $700M |
| Mar '22 | $2.1B | $134M | 0.0% | 0.0% | -$149M | $2.7B | $1.0B |
| Dec '21 | $2.1B | $108M | 0.0% | 0.0% | $177M | $2.8B | $495M |
| Sep '21 | $2.0B | $103M | 0.0% | 0.0% | $203M | $2.7B | $978M |
| Jun '21 | $1.9B | $119M | 0.0% | 0.0% | -$163M | $2.7B | $907M |
How the market has priced LPLA against its own fundamentals since 2023-03 — each month-end's share price set against the most recent annual filing, so the multiple moves as price runs ahead of (or behind) earnings. Split-adjusted.
Over the past 5 years, Lpl Financial Holdings Inc.'s revenue has grown 23.7% per year, and net income grown 12.8% per year. These are computed facts, not advice.
As of FY2025, Lpl Financial Holdings Inc. reported $7.3B of total debt against $1.0B of cash.
In FY2025, gross margin was —, operating margin —, and net margin 5.1%.
As of Jun '26, Lpl Financial Holdings Inc. traded at a price-to-earnings ratio of about 25.7× (market cap ÷ latest annual net income). The valuation charts above show how its P/E, P/S and dividend yield have moved with the share price. These are computed facts, not advice.
All figures are extracted from the company’s SEC EDGAR/XBRL filings — 10-K annual reports and 10-Q quarterly reports (use the Annual / Quarterly toggle). Quarterly figures are derived from the as-filed statements (year-to-date amounts are differenced into discrete quarters). Growth rates and ratios are computed by tradmap; nothing here is investment advice.
Source: SEC EDGAR / XBRL (10-K + 10-Q filings) · prices EOD (Databento), corporate-action-adjusted · growth rates, valuation multiples & ratios computed by tradmap. Valuation uses each month-end price against the latest annual filing. Informational only — not investment advice.