LPLA— LPL Financial Holdings Inc.

FinancialsSecurity & Commodity Brokers, Dealers, Exchanges & Services$28.6B mkt cap

Metric	FY2025	FY2024	FY2023	FY2022
Advisory	$8.16B+49.4%	$5.46B+32.1%	$4.14B+6.7%	$3.88B
Commission	$4.51B+36.3%	$3.31B+29.5%	$2.55B+9.7%	$2.33B
Asset-based	$3.00B+19.9%	$2.50B+5.0%	$2.38B+35.1%	$1.76B
Service and fee	$652.4M+18.2%	$552.0M+8.6%	$508.4M+8.8%	$467.4M
Transaction and fee	$270.8M+14.6%	$236.3M+18.2%	$199.9M+10.3%	$181.3M
Interest income, net	$231.6M+23.5%	$187.6M+17.7%	$159.4M+106.7%	$77.1M
Other	$172.4M+19.6%	$144.2M+21.1%	$119.0M+237.5%	-$86.5M
Total net revenues	$16.99B+37.2%	$12.39B+23.2%	$10.05B+16.9%	$8.60B
Commission and advisory	$11.20B+44.5%	$7.75B+31.0%	$5.92B+11.1%	$5.32B
Compensation and benefits	$1.59B+39.5%	$1.14B+16.0%	$979.7M+19.4%	$820.7M
Promotional	$737.2M+25.1%	$589.3M+28.3%	$459.2M+35.1%	$340.0M
Occupancy and equipment	$577.2M+105.3%	$281.2M+13.1%	$248.6M+13.1%	$219.8M
Depreciation, Depletion and Amortization, Nonproduction	$393.4M+27.5%	$308.5M+24.9%	$247.0M+23.6%	$199.8M
Interest Expense, Debt	$403.4M+47.1%	$274.2M+46.8%	$186.8M+48.0%	$126.2M
Brokerage, clearing, and exchange	$178.1M+39.2%	$127.9M+20.7%	$106.0M+23.1%	$86.1M
Amortization of other intangibles	$236.6M+74.9%	$135.2M+26.1%	$107.2M+22.4%	$87.6M
Professional services	$218.7M+133.4%	$93.7M+29.1%	$72.6M+0.1%	$72.5M
Communications and data processing	$85.8M+13.2%	$75.8M+0.2%	$75.7M+11.9%	$67.7M
Other	$219.3M+0.4%	$218.5M+4.3%	$209.4M+45.5%	$143.9M
Total expense	$15.84B+44.1%	$10.99B+27.7%	$8.61B+14.9%	$7.49B
INCOME BEFORE PROVISION FOR INCOME TAXES	$1.15B-17.5%	$1.39B-3.6%	$1.44B+30.0%	$1.11B
Effective income tax rate	$286.5M-14.3%	$334.3M-11.7%	$378.5M+42.3%	$266.0M
NET INCOME	$863.0M-18.5%	$1.06B-0.7%	$1.07B+26.1%	$845.7M
Earnings Per Share, Basic	$10970.00-22.6%	$14170.00+2.1%	$13880.00+30.9%	$10600.00
Earnings Per Share, Diluted	$10920.00-22.2%	$14030.00+2.5%	$13690.00+31.6%	$10400.00
Weighted-average shares outstanding, basic	78.68B+5.3%	74.71B-2.7%	76.81B-3.8%	79.80B
Weighted-average shares outstanding, diluted	79.06B+4.8%	75.43B-3.1%	77.86B-4.2%	81.28B
Trailing
Other Asset Based Fees
Sales-Based
Client Cash [Member]

Source: SEC EDGAR XBRL. % change vs prior period shown where available.

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Source: SEC EDGAR 10-K and 10-Q filings. Last 4 years annual and quarterly free, full history (up to 20 years) on Pro.