Legg Mason, Inc. (LM) Financial Statements (2024 and earlier)
Company Profile
Business Address |
100 INTERNATIONAL DRIVE BALTIMORE, MD 21202 |
State of Incorp. | MD |
Fiscal Year End | March 31 |
Industry (SIC) | 6282 - Investment Advice (benchmarking) |
More info | Complete Financial Analysis Financial Benchmarking |
Balance Sheet (Statement of Financial Position) ($ in thousands)Annual | Quarterly
6/30/2020 Q1 | 3/31/2020 Q4 | 12/31/2019 Q3 | 9/30/2019 Q2 | 6/30/2019 Q1 | 3/31/2019 Q4 | 12/31/2018 Q3 | |||
---|---|---|---|---|---|---|---|---|---|
ASSETS | |||||||||
Current Assets | |||||||||
Capitalized contract cost | 8,954 | 8,565 | 8,477 | 8,258 | 8,126 | 8,049 | |||
Total current assets: | 8,954 | 8,565 | 8,477 | 8,258 | 8,126 | 8,049 | |||
Noncurrent Assets | |||||||||
Finance lease, right-of-use asset, after accumulated amortization | 1,175 | 1,491 | 1,747 | ✕ | |||||
Operating lease, right-of-use asset | 290,167 | 294,174 | 306,878 | ✕ | |||||
Property, plant and equipment | 134,423 | 138,835 | 144,813 | 147,865 | 149,989 | 150,230 | |||
Long-term investments and receivables | 28,373 | 27,051 | 28,120 | 28,162 | 28,160 | 27,929 | |||
Long-term investments | 28,373 | 27,051 | 28,120 | 28,162 | 28,160 | 27,929 | |||
Intangible assets, net (including goodwill), including: | 5,203,456 | 3,377,517 | 3,371,440 | 3,383,308 | 5,270,313 | 3,389,799 | |||
Intangible assets, net (excluding goodwill) | 3,355,690 | 3,377,517 | 3,371,440 | 3,383,308 | 3,386,759 | 3,389,799 | |||
Other undisclosed intangible assets, net (including goodwill) | 1,847,766 | 1,883,554 | |||||||
Capitalized contract cost, net | 11,396 | 10,234 | 10,259 | 10,039 | 10,147 | 10,429 | |||
Total noncurrent assets: | 5,668,990 | 3,849,302 | 3,863,257 | 3,569,374 | 5,458,609 | 3,578,387 | |||
TOTAL ASSETS: | 5,677,944 | 3,857,867 | 3,871,734 | 3,577,632 | 5,466,735 | 3,586,436 | |||
LIABILITIES AND EQUITY | |||||||||
Liabilities | |||||||||
Current Liabilities | |||||||||
Debt | 249,966 | 250,301 | 250,636 | ||||||
Total current liabilities: | 249,966 | 250,301 | 250,636 | ||||||
Noncurrent Liabilities | |||||||||
Long-term debt and lease obligation | 1,972,733 | 1,972,413 | 1,972,092 | 1,971,772 | 1,971,451 | 1,971,131 | |||
Long-term debt, excluding current maturities | 1,972,733 | 1,972,413 | 1,972,092 | 1,971,772 | 1,971,451 | 1,971,131 | |||
Liabilities, other than long-term debt | 3,308 | 33,642 | 31,865 | 33,038 | |||||
Liability, pension and other postretirement and postemployment benefits | 30,266 | 28,240 | 29,413 | ||||||
Business combination, contingent consideration, liability | 3,308 | 3,376 | 3,625 | 3,625 | |||||
Total noncurrent liabilities: | 1,976,041 | 2,006,055 | 2,003,957 | 2,004,810 | 1,971,451 | 1,971,131 | |||
Total liabilities: | 1,976,041 | 2,006,055 | 2,003,957 | 2,254,776 | 2,221,752 | 2,221,767 | |||
Temporary equity, carrying amount | 714,414 | 668,353 | 683,021 | 664,757 | 692,376 | 676,950 | |||
Equity | |||||||||
TOTAL LIABILITIES AND EQUITY: | 2,690,455 | 2,674,408 | 2,686,978 | 2,919,533 | 2,914,128 | 2,898,717 |
Income Statement (P&L) ($ in thousands)Annual | Quarterly
6/30/2020 Q1 | 3/31/2020 Q4 | 12/31/2019 Q3 | 9/30/2019 Q2 | 6/30/2019 Q1 | 3/31/2019 Q4 | 12/31/2018 Q3 | ||
---|---|---|---|---|---|---|---|---|
Revenues | 711,471 | 753,914 | 743,264 | 705,360 | 692,605 | 704,322 | ||
Gross profit: | 711,471 | 753,914 | 743,264 | 705,360 | 692,605 | 704,322 | ||
Operating expenses | (146,874) | (20,005) | (18,934) | (51,502) | (15,909) | (14,750) | ||
Operating income: | 564,597 | 733,909 | 724,330 | 653,858 | 676,696 | 689,572 | ||
Interest and debt expense | (11) | (12) | ||||||
Other undisclosed loss from continuing operations before equity method investments, income taxes | (45) | |||||||
Income from continuing operations before income taxes: | 564,552 | 733,898 | 724,318 | 653,858 | 676,696 | 689,572 | ||
Other undisclosed loss from continuing operations | (106,048) | (20,561) | ||||||
Income from continuing operations: | 458,504 | 733,898 | 724,318 | 653,858 | 656,135 | 689,572 | ||
Income before gain (loss) on sale of properties: | 458,504 | 733,898 | 724,318 | 653,858 | 656,135 | 689,572 | ||
Net income: | 458,504 | 733,898 | 724,318 | 653,858 | 656,135 | 689,572 | ||
Net loss attributable to noncontrolling interest | (22,076) | (16,228) | (9,448) | (16,219) | (5,399) | (10,498) | ||
Net income available to common stockholders, diluted: | 436,428 | 717,670 | 714,870 | 637,639 | 650,736 | 679,074 |
Comprehensive Income ($ in thousands)Annual | Quarterly
6/30/2020 Q1 | 3/31/2020 Q4 | 12/31/2019 Q3 | 9/30/2019 Q2 | 6/30/2019 Q1 | 3/31/2019 Q4 | 12/31/2018 Q3 | ||
---|---|---|---|---|---|---|---|---|
Net income: | 458,504 | 733,898 | 724,318 | 653,858 | 656,135 | 689,572 | ||
Other undisclosed comprehensive loss | (195,848) | (131,496) | ||||||
Comprehensive income: | 262,656 | 733,898 | 724,318 | 653,858 | 524,639 | 689,572 | ||
Comprehensive loss, net of tax, attributable to noncontrolling interest | (22,076) | (16,228) | (9,448) | (16,219) | (5,399) | (10,498) | ||
Comprehensive income, net of tax, attributable to parent: | 240,580 | 717,670 | 714,870 | 637,639 | 519,240 | 679,074 |
Statements Sources
The financial statements are based on the Company's filings with the U.S. Securities and Exchange Commission (SEC) through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The information is derived from the 10-K and 10-Q reports submitted to the SEC in XBRL (eXtensible Business Reporting Language) format and presented according to the US GAAP Taxonomy. Please review the original filings for a more detailed information.