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LPLA

LPL Financial·NASDAQ
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LPLA fundamentals

LPL Financial (LPLA) released its earnings on Oct 30, 2025: revenue was 4.55B (YoY +46.30%), beat estimates; EPS was 5.2 (YoY +25.00%), beat estimates.
Revenue / YoY
4.55B
+46.30%
EPS / YoY
5.2
+25.00%
Report date
Oct 30, 2025
LPLA Earnings Call Summary for Q3,2025
  • Record Assets Growth: $2.3 trillion AUM, 21% YoY, with $33B organic net new assets (7% annualized).
  • Commonwealth Integration Success: 80% asset retention, targeting 90% by Q4 2026, with $425M run-rate EBITDA.
  • Margin Expansion: 1% pretax margin improvement from pricing changes, driving $5.20 adjusted EPS (25% YoY growth).
  • Alternative Investments Expansion: 120+ alternative products available, enhancing appeal to high-net-worth advisers.
  • Efficiency Initiatives: Core G&A reduced to $1.86-1.88B, with automation improving client and employee experiences.
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Revenue

Revenue & Expenses

Key Indicators

LPL Financial (LPLA) key financial stats and ratios, covering profitability, financial health, and leverage.
LPL Financial (LPLA)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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LPL Financial (LPLA)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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LPL Financial (LPLA)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does LPL Financial (LPLA) generate its revenue? Explore its key revenue streams and top earning regions.
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Track LPL Financial (LPLA) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield