LPL Financial Holdings Inc. (LPLA) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 0.44%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 0.44% | Share-based compensation / revenue. Period ending 2026-06-30. $86.43M ÷ $19.61B × 100 ≈ 0.44% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 19.61B USD | |
| Stock-based compensation | 86.43M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | (m) | |
| Interest expense · reported / estimated | (m) | · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $19.61B | $86.43M | (m) | (m) | (m) | 0.44% | (m) | (m) |
| 2026-03-31 | (m) | $18.26B | $83.17M | (m) | (m) | (m) | 0.46% | (m) | (m) |
| 2025-12-31 | (m) | $16.99B | $79.36M | (m) | (m) | (m) | 0.47% | (m) | (m) |
| 2025-09-30 | (m) | $15.57B | $85.79M | (m) | (m) | (m) | 0.55% | (m) | (m) |
| 2025-06-30 | (m) | $14.13B | $87.35M | (m) | (m) | (m) | 0.62% | (m) | (m) |
| 2025-03-31 | (m) | $13.22B | $87.67M | (m) | (m) | (m) | 0.66% | (m) | (m) |
| 2024-12-31 | (m) | $12.39B | $91.76M | (m) | (m) | (m) | 0.74% | (m) | (m) |
| 2024-09-30 | (m) | $11.52B | $81.10M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2024-06-30 | (m) | $10.93B | $76.60M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2024-03-31 | (m) | $10.47B | $73.37M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2023-12-31 | (m) | $10.05B | $68.67M | (m) | (m) | (m) | 0.68% | (m) | (m) |
| 2023-09-30 | (m) | $9.74B | $65.42M | (m) | (m) | (m) | 0.67% | (m) | (m) |
| 2023-06-30 | (m) | $9.38B | $61.00M | (m) | (m) | (m) | 0.65% | (m) | (m) |
| 2023-03-31 | (m) | $8.95B | $57.90M | (m) | (m) | (m) | 0.65% | (m) | (m) |
| 2022-12-31 | (m) | $8.60B | $52.61M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2022-09-30 | (m) | $8.36B | $49.92M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2022-06-30 | (m) | $8.22B | $48.12M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2022-03-31 | (m) | $8.08B | $45.54M | (m) | (m) | (m) | 0.56% | (m) | (m) |
| 2021-12-31 | (m) | $7.72B | $44.17M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2021-09-30 | (m) | $7.21B | $42.12M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2021-06-30 | (m) | $6.65B | $39.71M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2021-03-31 | (m) | $6.12B | $36.62M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2020-12-31 | (m) | $5.87B | $33.98M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2020-09-30 | (m) | $5.74B | $33.70M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2020-06-30 | (m) | $5.69B | $33.78M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2020-03-31 | (m) | $5.72B | $33.23M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2019-12-31 | (m) | $5.62B | $32.86M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2019-09-30 | (m) | $5.49B | $30.63M | (m) | (m) | (m) | 0.56% | (m) | (m) |
| 2019-06-30 | (m) | $5.41B | $29.99M | (m) | (m) | (m) | 0.55% | (m) | (m) |
| 2019-03-31 | (m) | $5.32B | $30.53M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2018-12-31 | (m) | $5.19B | $29.16M | (m) | (m) | (m) | 0.56% | (m) | (m) |
| 2018-09-30 | (m) | $4.99B | $30.16M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2018-06-30 | (m) | $4.72B | $30.93M | (m) | (m) | (m) | 0.66% | (m) | (m) |
| 2018-03-31 | (m) | $4.49B | $29.15M | (m) | (m) | (m) | 0.65% | (m) | (m) |
| 2017-12-31 | (m) | $4.28B | $28.52M | (m) | (m) | (m) | 0.67% | (m) | (m) |
| 2017-09-30 | (m) | $4.17B | $29.91M | (m) | (m) | (m) | 0.72% | (m) | (m) |
| 2017-06-30 | (m) | $4.13B | $28.60M | (m) | (m) | (m) | 0.69% | (m) | (m) |
| 2017-03-31 | (m) | $4.08B | $26.85M | (m) | (m) | (m) | 0.66% | (m) | (m) |
| 2016-12-31 | (m) | $4.05B | $24.90M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2016-09-30 | (m) | $4.06B | $23.51M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2016-06-30 | (m) | $4.10B | $23.48M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2016-03-31 | (m) | $4.17B | $27.04M | (m) | (m) | (m) | 0.65% | (m) | (m) |
| 2015-12-31 | (m) | $4.28B | $29.21M | (m) | (m) | (m) | 0.68% | (m) | (m) |
| 2015-09-30 | (m) | $4.36B | $27.51M | (m) | (m) | (m) | 0.63% | (m) | (m) |
| 2015-06-30 | (m) | $4.39B | $27.82M | (m) | (m) | (m) | 0.63% | (m) | (m) |
| 2015-03-31 | (m) | $4.40B | $26.48M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2014-12-31 | (m) | $4.37B | $27.58M | (m) | (m) | (m) | 0.63% | (m) | (m) |
| 2014-09-30 | (m) | $4.36B | $29.99M | (m) | (m) | (m) | 0.69% | (m) | (m) |
| 2014-06-30 | (m) | $4.33B | $27.59M | (m) | (m) | (m) | 0.64% | (m) | (m) |
| 2014-03-31 | (m) | $4.25B | $27.16M | (m) | (m) | (m) | 0.64% | (m) | (m) |
| 2013-12-31 | (m) | $4.14B | $24.67M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2013-09-30 | (m) | $3.99B | $22.00M | (m) | (m) | (m) | 0.55% | (m) | (m) |
| 2013-06-30 | (m) | $3.85B | $21.74M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2013-03-31 | (m) | $3.73B | $20.43M | (m) | (m) | (m) | 0.55% | (m) | (m) |
| 2012-12-31 | (m) | $3.66B | $21.12M | (m) | (m) | (m) | 0.58% | (m) | (m) |
| 2012-09-30 | (m) | $3.55B | $22.17M | (m) | (m) | (m) | 0.63% | (m) | (m) |
| 2012-06-30 | (m) | $3.52B | $21.12M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2012-03-31 | (m) | $3.51B | $19.90M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2011-12-31 | (m) | $3.48B | $18.25M | (m) | (m) | (m) | 0.52% | (m) | (m) |
| 2011-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-03-31 | (m) | $3.24B | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-12-31 | (m) | $3.11B | $237.12M | (m) | (m) | (m) | 7.62% | (m) | (m) |
| 2010-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-12-31 | (m) | $2.75B | $8.12M | (m) | (m) | (m) | 0.30% | (m) | (m) |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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