NASDAQ$PWP

Perella Weinberg Partners · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

PWP's financial performance declined in Q2 2022 due to reduced M&A activity and lower restructuring advice compared to a record Q2 2021.

Perella Weinberg Partners reported a decrease in revenues and net income for the second quarter of 2022, compared to the same period in 2021. Revenues decreased by 41% to $151.1 million, and GAAP net income decreased to $2.7 million. The decline was attributed to a reduction in mergers and acquisition activity and a decrease in average fee size per client.

  • Second quarter revenues were $151.1 million, a 41% decrease year-over-year.
  • Adjusted operating income margin was 15.4% for the second quarter.
  • GAAP net income was $2.7 million, while adjusted net income was $23.1 million for the second quarter.
  • The company repurchased shares and share equivalents, returning $51.7 million in capital during the first six months of 2022.

Headline financials

Total Revenue

$151M

Previous: $256M-40.9%
EPS (adj)

$0.22

Previous: -$0.32+168.8%
Quarterly Dividend

$0.07

Previous: $0.07+0.0%
Capital Expenditures

-$3.96M

Previous: -$451K-777.8%
Free Cash Flow

$5.31M

Previous: -$13M+141.0%
Net Income

$9.27M

Previous: -$12.5M+174.1%
Operating Income

-$9.01M

Previous: $49.5M-118.2%
Gross Profit

$160K

Previous: $256M-99.9%
Cash & Equivalents

$265M

Previous: $350M-24.2%
Total Assets

$540M

Previous: $610M-11.5%
Stock-Based Comp

$37M

Previous: $7.07M+423.1%

Revenue & EPS history

PWP · Revenue · Quarterly

$151M

Q2 2022-40.9%vs Q2 2021
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The company is focused on capitalizing on future growth opportunities and will use the current operating environment to accelerate investment in its business. They are committed to supporting clients and providing long-term value to shareholders.

Tailwinds

  • The company has made great strides towards its strategic vision.
  • The company has expanded its partner base.
  • The company has returned capital to shareholders.
  • The company is well positioned to capitalize on future growth opportunities.
  • The company will use the current operating environment to its advantage to accelerate investment in our business.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.6%

Avg return

Earnings day

+1.1%

Avg return

5 days after

-0.5%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+11.7%

Q2 2022

Best reaction

-17.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.1%-15.0%-24.6%
Q4 2025+8.0%+10.1%-20.1%
Q3 2025-4.6%+2.7%-1.2%
Q1 2025+2.4%-2.8%+0.7%
Q4 2024-6.8%-12.0%-22.5%
Q3 2024+6.7%+4.9%+7.2%
Q2 2024-5.7%-9.1%+6.9%
Q1 2024-2.7%-0.6%+2.7%
Q4 2023+8.9%+6.3%+13.5%
Q3 2023+6.4%+2.2%+17.7%
Q2 2023+8.5%+9.1%+5.9%
Q1 2023+10.5%+10.5%+13.3%
Q4 2022+4.5%+10.5%-11.0%
Q3 2022+5.9%+6.2%+25.7%
Q2 2022+11.7%+9.7%-4.0%
Q1 2022-17.7%-17.4%-5.6%
Q4 2021+0.6%-2.0%-16.3%
Q3 2021-2.0%+0.1%-15.6%
Q2 2021+5.6%+2.2%+6.1%
Q1 2021-0.2%+5.9%+10.8%

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