$317.56

+0.33 (+0.10%)

Weekly Expected Move ±3.8%

$292 $304 $316 $328 $340

NASDAQ · Financial Services · Financial - Capital Markets · Tech Score Sell · Power 48 · $25.0B mcap · 78M float · 0.999% daily turnover · Short 43% of daily vol

Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $543.9M held by 420 funds, 91 bp over Treasuries → details ▾

Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Revenue Segmentation

By Product / Service

Income Trends

Revenue

$17.0B +37.2% ▲

5Y CAGR: +23.7%

Gross Profit

$4.3B +29.0% ▲

5Y CAGR: +23.8%

Operating Income

$2.3B +37.1% ▲

5Y CAGR: +25.6%

Net Income

$863M -18.5% ▼

5Y CAGR: +12.8%

EPS (Diluted)

$10.92 -22.2% ▼

5Y CAGR: +13.3%

EBITDA

$2.2B +3.4% ▲

5Y CAGR: +19.2%

Profit Margins

Year-over-Year Growth

View Full Income Statement

Line Item	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$7.7B	$8.6B	$10.1B	$12.4B	$17.0B
YoY Growth	+31.5%	+11.4%	+16.9%	+23.2%	+37.2%
Cost of Revenue	$6.0B	$6.2B	$7.0B	$9.0B	$12.6B
Gross Profit	$1.7B	$2.4B	$3.1B	$3.4B	$4.3B
Gross Margin	22.2%	27.5%	30.4%	27.2%	25.6%
R&D Expenses	$0	$0	$0	$0	$0
SG&A Expenses	$621M	$1.2B	$856M	$1.0B	$2.5B
Operating Expenses	$984M	$1.1B	$1.4B	$1.7B	$2.1B
Operating Income	$730M	$1.2B	$1.6B	$1.7B	$2.3B
Operating Margin	9.5%	14.4%	16.2%	13.5%	13.4%
Interest Expense	$104M	$126M	$187M	$274M	$403M
Income Before Tax	$601M	$1.1B	$1.4B	$1.4B	$1.1B
Tax Expense	$141M	$266M	$379M	$334M	$286M
Net Income	$460M	$846M	$1.1B	$1.1B	$863M
Net Margin	6.0%	9.8%	10.6%	8.5%	5.1%
EPS (Diluted)	$5.63	$10.40	$13.69	$14.03	$10.92
EBITDA	$936M	$1.5B	$2.0B	$2.1B	$2.2B
Shares Outstanding	82M	81M	78M	75M	79M

Line Item	FY2024 Q3	FY2024 Q4	FY2025 Q1	FY2025 Q2	FY2025 Q3	FY2025 Q4	FY2026 Q1	FY2026 Q2
Revenue	$3.1B	$3.5B	$3.7B	$3.8B	$4.6B	$4.9B	$4.9B	$5.2B
Cost of Revenue	$2.2B	$2.6B	$2.7B	$2.8B	$3.7B	$3.8B	$3.7B	$3.6B
Gross Profit	$864M	$905M	$966M	$989M	$898M	$1.2B	$1.2B	$1.6B
Gross Margin	27.8%	25.8%	26.3%	25.8%	19.7%	23.7%	25.2%	31.4%
R&D Expenses	$0	$0	$0	$0	$0	$0	$0	$0
SG&A Expenses	$279M	$288M	$279M	$322M	$607M	$709M	$401M	$778M
Operating Expenses	$427M	$482M	$463M	$515M	$826M	$587M	$600M	$829M
Operating Income	$437M	$423M	$503M	$474M	$72M	$582M	$646M	$798M
Operating Margin	14.1%	12.1%	13.7%	12.4%	1.6%	11.8%	13.1%	15.4%
Interest Expense	$68M	$82M	$86M	$106M	$106M	$106M	$100M	$102M
Income Before Tax	$347M	$341M	$417M	$369M	-$34M	$398M	$485M	$516M
Tax Expense	$92M	$71M	$99M	$96M	-$5M	$97M	$128M	$136M
Net Income	$255M	$271M	$319M	$273M	-$30M	$301M	$356M	$379M
Net Margin	8.2%	7.7%	8.7%	7.1%	-0.6%	6.1%	7.2%	7.3%
EPS (Diluted)	$3.39	$3.59	$4.24	$3.40	$-0.37	$3.74	$4.43	$4.74
EBITDA	$526M	$558M	$639M	$617M	$237M	$691M	$758M	$979M
Shares Outstanding	75M	75M	75M	78M	80M	80M	80M	80M

LPLA NASDAQ

Revenue Segmentation

By Product / Service

Income Trends

Profit Margins

Year-over-Year Growth

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