LPL Financial Holdings Inc. — Financial Data
Annual figures from SEC EDGAR XBRL filings (10-K)
These figures are extracted directly from XBRL-tagged financial statements that LPL Financial Holdings Inc. filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.
Revenue
Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $16.99B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $12.39B | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $10.05B | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $8.60B | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $7.72B | Feb 21, 2024 |
| FY2022 | Dec 31, 2020 | $5.87B | Feb 23, 2023 |
| FY2019 | Dec 31, 2019 | $1.45B | Feb 21, 2020 |
| FY2019 | Sep 30, 2019 | $1.42B | Feb 21, 2020 |
| FY2019 | Jun 30, 2019 | $1.39B | Feb 21, 2020 |
| FY2019 | Mar 31, 2019 | $1.37B | Feb 21, 2020 |
Net Income
The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $863.02M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $1.06B | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $1.07B | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $845.70M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $459.87M | Feb 21, 2024 |
| FY2022 | Dec 31, 2020 | $472.64M | Feb 23, 2023 |
| FY2019 | Dec 31, 2019 | $126.68M | Feb 21, 2020 |
| FY2019 | Sep 30, 2019 | $131.71M | Feb 21, 2020 |
| FY2019 | Jun 30, 2019 | $146.09M | Feb 21, 2020 |
| FY2019 | Mar 31, 2019 | $155.40M | Feb 21, 2020 |
Total Assets
The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $18.49B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $13.32B | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $10.39B | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $9.48B | Feb 21, 2024 |
| FY2022 | Dec 31, 2021 | $7.99B | Feb 23, 2023 |
| FY2021 | Dec 31, 2020 | $6.60B | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $5.88B | Feb 23, 2021 |
| FY2019 | Dec 31, 2018 | $5.48B | Feb 21, 2020 |
| FY2018 | Dec 31, 2017 | $5.36B | Feb 26, 2019 |
| FY2017 | Dec 31, 2016 | $4.83B | Feb 27, 2018 |
Total Liabilities
All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $13.15B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $10.39B | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $8.31B | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $7.31B | Feb 21, 2024 |
| FY2022 | Dec 31, 2021 | $6.32B | Feb 23, 2023 |
| FY2021 | Dec 31, 2020 | $5.28B | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $4.86B | Feb 23, 2021 |
| FY2019 | Dec 31, 2018 | $4.50B | Feb 21, 2020 |
| FY2018 | Dec 31, 2017 | $4.39B | Feb 26, 2019 |
| FY2017 | Dec 31, 2016 | $4.01B | Feb 27, 2018 |
Stockholders Equity
The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $5.34B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $2.93B | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $2.08B | Feb 23, 2026 |
| FY2025 | Dec 31, 2022 | $2.17B | Feb 23, 2026 |
| FY2024 | Dec 31, 2021 | $1.67B | Feb 20, 2025 |
| FY2023 | Dec 31, 2020 | $1.31B | Feb 21, 2024 |
| FY2022 | Dec 31, 2019 | $1.02B | Feb 23, 2023 |
| FY2021 | Dec 31, 2018 | $974.07M | Feb 22, 2022 |
| FY2020 | Dec 31, 2017 | $965.01M | Feb 23, 2021 |
| FY2019 | Dec 31, 2016 | $821.00M | Feb 21, 2020 |
EPS (Basic)
Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 10 | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | 14 | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | 13 | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | 10 | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | 5 | Feb 21, 2024 |
| FY2022 | Dec 31, 2020 | 5 | Feb 23, 2023 |
| FY2019 | Dec 31, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Sep 30, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Jun 30, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Mar 31, 2019 | 1 | Feb 21, 2020 |
EPS (Diluted)
Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 10 | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | 14 | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | 13 | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | 10 | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | 5 | Feb 21, 2024 |
| FY2022 | Dec 31, 2020 | 5 | Feb 23, 2023 |
| FY2019 | Dec 31, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Sep 30, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Jun 30, 2019 | 1 | Feb 21, 2020 |
| FY2019 | Mar 31, 2019 | 1 | Feb 21, 2020 |
Cash & Equivalents
Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $1.04B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $967.08M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $465.67M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $847.52M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $495.25M | Feb 21, 2024 |
| FY2022 | Dec 31, 2020 | $808.61M | Feb 23, 2023 |
| FY2021 | Dec 31, 2019 | $590.21M | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $511.10M | Feb 23, 2021 |
| FY2019 | Dec 31, 2017 | $811.14M | Feb 21, 2020 |
| FY2018 | Dec 31, 2016 | $747.71M | Feb 26, 2019 |
Long-Term Debt
Debt obligations due more than one year from the balance sheet date — bonds, term loans, and notes payable. High long-term debt relative to equity can signal elevated financial leverage.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $7.26B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $5.49B | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $3.73B | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $2.72B | Feb 21, 2024 |
| FY2022 | Dec 31, 2021 | $2.81B | Feb 23, 2023 |
| FY2021 | Dec 31, 2020 | $2.35B | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $2.40B | Feb 23, 2021 |
| FY2019 | Dec 31, 2018 | $2.37B | Feb 21, 2020 |
| FY2018 | Dec 31, 2017 | $2.39B | Feb 26, 2019 |
| FY2017 | Dec 31, 2016 | $2.18B | Feb 27, 2018 |