LPLA · LPL Financial Holdings Inc.
$370.67
-4.29 (-1.14%)
At close · Aug 14
Market Cap
$29.19B
Shares
78.74M
LPL Financial Holdings Inc. Earnings Call Transcripts
Every quarterly earnings call for LPL Financial Holdings Inc. (LPLA) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲7%
$2.16B
$232.33M
'22 Q3
22-10-27
▲11.4%
$2.33B
$319.08M
'22 Q4
23-02-02
▲17%
$2.42B
$338.88M
'23 Q1
23-04-27
▲21.1%
$2.47B
$285.52M
'23 Q2
23-07-27
▲16.6%
$2.52B
$224.29M
'23 Q3
23-10-26
▲13.3%
$2.64B
$217.56M
'23 Q4
24-02-01
▲17.2%
$2.83B
$288.76M
'24 Q1
24-04-30
▲18.8%
$2.93B
$243.80M
'24 Q2
24-07-25
▲23.2%
$3.11B
$255.30M
'24 Q3
24-10-30
▲32.9%
$3.51B
$270.75M
'24 Q4
25-01-30
▲29.6%
$3.67B
$318.57M
'25 Q1
25-05-08
▲30.8%
$3.84B
$273.25M
'25 Q2
25-07-31
▲46.4%
$4.55B
−$29.52M
'25 Q3
25-10-30
▲40.4%
$4.93B
$300.72M
'25 Q4
26-01-29
▲34.6%
$4.94B
$356.40M
'26 Q1
26-04-30
LATEST
▲35.2%
$5.19B
$379.26M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
LPL Financial Holdings Second Quarter 2026 Earnings Call
Confident tone
Commonwealth Financial Network integration
Client cash and ICA economics
Organic growth and recruiting momentum
Revenue
$5.19B
▲ 35.2% YoY Diluted EPS
$4.74
▲ 39.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
LPL Financial to Present at the William Blair Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-30
LPL Financial Holdings Inc. Q1 FY2026 Earnings Call
Confident tone
Commonwealth Integration
Organic Growth and Recruiting
Institutional and Enterprise Segment
Revenue
$4.94B
▲ 34.6% YoY Diluted EPS
$4.43
▲ 4.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
LPL Financial Holdings Inc. Q4 FY2025 Earnings Call
Confident tone
Commonwealth Acquisition
Operating Leverage and Expenses
Recruiting and Retention
Revenue
$4.93B*
▲ 40.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
LPL Financial Holdings Inc. Q3 FY2025 Earnings Call
Confident tone
Commonwealth acquisition and onboarding
Pricing and value proposition adjustments
Recruitment pipeline impact and October trends
Revenue
$4.55B
▲ 46.4% YoY Diluted EPS
$-0.37
▼ 110.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
LPL Financial Holdings Inc. Q2 FY2025 Earnings Call
Confident tone
Commonwealth Acquisition
Organic Growth and Net New Assets
Sweep Cash and AUM Trends
Revenue
$3.84B
▲ 30.8% YoY Diluted EPS
$3.40
▲ 5.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
LPL Financial Holdings Inc. Q1 FY2025 Earnings Call
Confident tone
Commonwealth acquisition
Institution services onboarding
Annuity sales
Revenue
$3.67B
▲ 29.6% YoY Diluted EPS
$4.24
▲ 10.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
LPL Financial Holdings Inc. Q4 FY2024 Earnings Call
Confident tone
Cash, Lending & ICA / Technology Initiatives
Pricing & Payout Changes
Organic Asset Growth & Recruiting
Revenue
$3.51B*
▲ 32.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
LPL Financial Holdings Inc. Q3 FY2024 Earnings Call
Confident tone
Operational Transformation and Operating Leverage
Atria Wealth Solutions Acquisition
Organic Asset Growth and Recruiting
Revenue
$3.11B
▲ 23.2% YoY Diluted EPS
$3.39
▲ 16.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
LPL Financial Holdings Inc. Q2 FY2024 Earnings Call
Confident tone
Organic and Recruited Asset Growth
Atria Wealth Solutions Acquisition
Horizontal Expansion and Affiliation Models
Revenue
$2.93B
▲ 18.8% YoY Diluted EPS
$3.23
▼ 11.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-30
LPL Financial Holdings Inc. Q1 FY2024 Earnings Call
Confident tone
Organic growth and net new assets
Onboarding large institutions (Prudential, Wintrust)
Recruiting momentum
Revenue
$2.83B
▲ 17.2% YoY Diluted EPS
$3.83
▼ 9.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-01
LPL Financial Holdings Inc. Q4 FY2023 Earnings Call
Confident tone
Organic net new asset growth
Advisor recruiting and affiliation models
DOL fiduciary rule and regulatory outlook
Revenue
$2.64B*
▲ 13.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
LPL Financial Holdings Inc. Q3 FY2023 Earnings Call
Revenue
$2.52B
▲ 16.6% YoY Diluted EPS
$2.91
▲ 1.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
LPL Financial Holdings Inc. Q2 FY2023 Earnings Call
Revenue
$2.47B
▲ 21.1% YoY Diluted EPS
$3.65
▲ 85.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
LPL Financial Holdings Inc. Q1 FY2023 Earnings Call
Revenue
$2.42B
▲ 17% YoY Diluted EPS
$4.24
▲ 158.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-02
LPL Financial Holdings Inc. Q4 FY2022 Earnings Call
Revenue
$2.33B*
▲ 11.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
LPL Financial Holdings Inc. Q3 FY2022 Earnings Call
Revenue
$2.16B
▲ 7% YoY Diluted EPS
$2.86
▲ 127% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
LPL Financial Holdings Inc. Q2 FY2022 Earnings Call
Revenue
$2.04B
▲ 7.4% YoY Diluted EPS
$1.97
▲ 34.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
LPL Financial Holdings Inc. Q1 FY2022 Earnings Call
Revenue
$2.07B
▲ 21% YoY Diluted EPS
$1.64
▲ 3.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
LPL Financial Holdings Inc. Q4 FY2021 Earnings Call
Revenue
$2.09B*
▲ 32.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-28
LPL Financial Holdings Inc. Q3 FY2021 Earnings Call
Revenue
$2.02B
▲ 38.4% YoY Diluted EPS
$1.26
▼ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
LPL Financial Holdings Inc. Q2 FY2021 Earnings Call
Revenue
$1.90B
▲ 38.9% YoY Diluted EPS
$1.46
▲ 15% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
LPL Financial Holdings Inc. Q1 FY2021 Earnings Call
Revenue
$1.71B
▲ 16.7% YoY Diluted EPS
$1.59
▼ 17.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
LPL Financial Holdings Inc. Q4 FY2020 Earnings Call
Revenue
$1.58B*
▲ 9.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
LPL Financial Holdings Inc. Q3 FY2020 Earnings Call
Revenue
$1.46B
▲ 3.2% YoY Diluted EPS
$1.29
▼ 17.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
LPL Financial Holdings Inc. Q2 FY2020 Earnings Call
Revenue
$1.37B
▼ 1.7% YoY Diluted EPS
$1.27
▼ 25.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
LPL Financial Holdings Inc. Q1 FY2020 Earnings Call
Revenue
$1.46B
▲ 6.7% YoY Diluted EPS
$1.92
▲ 7.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-30
LPL Financial Holdings Inc. Q4 FY2019 Earnings Call
Revenue
$1.45B
▲ 9.9% YoY Diluted EPS
$1.53
▲ 12.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1397911
CUSIP
50212V100
13F (30d)
742 filings
700 filers
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