NASDAQ$LPLA

LPL Financial Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

LPL Financial Holdings Inc reported 31% revenue growth and 12% higher net income for Q2 2025.

LPL Financial achieved total revenue of $3.835 billion in the second quarter of 2025, driven by strong advisory and commission growth. Net income rose to $273.2 million with diluted EPS of $3.40 and adjusted EPS of $4.51. Total advisory and brokerage assets reached a record $1.92 trillion.

  • Total advisory and brokerage assets grew 28% year-over-year to $1.92 trillion.
  • Advisory revenue increased 33% to $1.72 billion while total commission revenue rose 32%.
  • Completed $1.7 billion equity offering and $1.5 billion debt issuance to fund Commonwealth acquisition.
  • Gross profit rose 21% to $1.30 billion with adjusted EBITDA up 29% to $688.3 million.

Headline financials

Total Revenue

$3.84B

Previous: $2.93B+30.8%
EPS (adj)

$4.51

Previous: $3.23+39.6%
Advisory Assets

1060.7B

No prior period
Organic Net New Assets

20.5B

No prior period
Client Cash Balances

$50.6B

No prior period
Advisor Count

29.4K

No prior period
Total Advisory and Brokerage Assets

1919.2B

No prior period
Capital Expenditures

-$256M

Previous: -$250M-2.6%
Net Income

$273M

Previous: $244M+12.1%
Operating Income

$3.55B

Previous: $2.68B+32.1%
Cash & Equivalents

$4.19B

Previous: $1.32B+217.3%
Total Assets

$17.5B

Previous: $11.5B+51.9%

Revenue & EPS history

LPL Financial · Revenue · Quarterly

$3.84B

Q2 2025+30.8%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

LPL Financial · $3.84B total across 9 segments · Q2 2025

  • Advisory
    $1.72B
  • Sales-based commissions
    $620M
  • Trailing commissions
    $418M
  • Client cash
    $397M
  • Other asset-based
    $305M
  • Service and fee
    $152M
  • Other
    $87.5M
  • Interest income, net
    $76.9M
  • Transaction
    $60.5M

Forward guidance

Company expects to complete Commonwealth asset conversion in Q4 2026.

Tailwinds

  • Strong asset growth and advisor recruitment momentum

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+4.1%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+13.7%

Q1 2019

Best reaction

-38.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.9%-2.8%-18.1%
Q4 2025-1.7%+7.2%-17.2%
Q3 2025+11.6%+10.7%+5.2%
Q1 2025+6.3%+13.6%+14.7%
Q4 2024+1.3%-0.0%+2.7%
Q3 2024+6.2%+3.1%+22.4%
Q2 2024-2.5%-2.4%-1.4%
Q1 2024-3.1%-1.1%+2.0%
Q4 2023+5.0%+1.0%+11.3%
Q3 2023+2.4%+3.8%+5.8%
Q2 2023-3.9%-1.3%-0.8%
Q1 2023+4.7%-1.7%-0.9%
Q4 2022-0.3%+4.4%+8.5%
Q3 2022+4.5%+4.3%-6.9%
Q2 2022+4.9%+8.8%+7.5%
Q1 2022-1.3%+0.4%+5.5%
Q4 2021+2.9%+7.6%-10.8%
Q3 2021-4.7%-1.2%-7.1%
Q2 2021+0.5%-2.4%+7.5%
Q1 2021+2.7%+1.6%-3.1%
Q4 2020+8.5%+8.9%+15.7%
Q3 2020+4.1%+7.8%+20.7%
Q2 2020-2.5%-1.3%+1.6%
Q1 2020+0.9%+1.2%+16.2%
Q4 2019-2.2%-1.5%-15.7%
Q3 2019+1.0%+3.2%+16.3%
Q2 2019-0.6%-3.3%-16.3%
Q1 2019+13.7%+14.6%+9.1%
Q4 2018+8.1%+10.8%+10.4%
Q3 2018+5.7%+10.2%+14.0%
Q2 2018+0.6%-3.9%-3.8%
Q1 2018+5.9%+12.8%+14.9%
Q4 2017+5.8%+4.9%+6.4%
Q3 2017-5.8%-6.3%-6.3%
Q2 2017+0.0%-0.8%+0.5%
Q1 2017+6.8%+9.2%+0.8%
Q4 2016+4.4%+4.2%+0.4%
Q3 2016-1.2%+4.5%+30.2%
Q2 2016+8.2%-0.5%+17.4%
Q1 2016-1.5%
Q4 2015-38.1%
Q3 2015+3.4%
Q2 2015-9.0%
Q1 2015-1.7%
Q4 2014+1.6%
Q3 2014-2.7%
Q2 2014-4.3%
Q1 2014-4.3%
Q4 2013-0.3%
Q3 2013-0.3%
Q2 2013+6.5%
Q1 2013+0.2%
Q4 2012-0.1%
Q3 2012+1.7%
Q2 2012-13.2%
Q1 2011-3.3%
Q1 2012+0.2%
Q1 2010+3.5%
Q4 2011+3.5%
Q4 2009+3.5%
Q3 2010+3.5%
Q3 2011+3.5%
Q2 2010-1.8%
Q4 2010-1.8%
Q2 2011-1.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro