NYSE$PJT

PJT Partners Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

PJT Partners' financial performance decreased due to decline in revenues.

PJT Partners Inc. reported a decrease in total revenues to $200 million, a 19% decrease compared to the first quarter of the previous year. GAAP Diluted EPS was $0.67, and Adjusted EPS was $0.54. The company repurchased 1.2 million share equivalents and held $99 million in cash, cash equivalents, and short-term investments with no funded debt.

  • Total Revenues decreased by 19% to $200 million compared to the prior year.
  • GAAP Diluted EPS was $0.67 and Adjusted EPS was $0.54.
  • The company repurchased 1.2 million share equivalents during the quarter.
  • Cash, cash equivalents, and short-term investments totaled $99 million with no funded debt.

Headline financials

Total Revenue

$200M

Previous: $246M-18.8%
EPS (adj)

$0.54

Previous: $1.00-46.0%
Capital Expenditures

-$2.15M

Previous: -$806K-166.3%
Free Cash Flow

$15.2M

Previous: $24.9M-39.0%
Net Income

$17.3M

Previous: $25.7M-32.6%
Operating Income

$113M

Previous: $149M-24.1%
Gross Profit

$200M

Previous: $246M-18.8%
Cash & Equivalents

$99M

Previous: $95.8M+3.3%

Revenue & EPS history

PJT · Revenue · Quarterly

$200M

Q1 2023-18.8%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

PJT · $200M total across 3 segments · Q1 2023

  • Advisory Fees
    $168M-7.5%
  • Placement Fees
    $27.6M-54.3%
  • Interest Income & Other
    $4.31M+0.1%

Forward guidance

PJT Partners remains confident in its prospects and will continue to invest to strengthen the firm, despite difficult and challenging times.

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 Q1 2023

Historical avgQ1 2023

+1.5%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.8%

Avg return

30 days after

62%

26 / 42 earnings

Positive

+14.0%

Q4 2016

Best reaction

-11.6%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%-0.6%-0.2%
Q4 2025-7.5%-6.6%-16.1%
Q3 2025+0.6%+2.6%+5.1%
Q1 2025+4.5%+6.0%+11.5%
Q4 2024+5.1%+5.0%-10.4%
Q3 2024-2.3%-1.0%+17.1%
Q2 2024+5.7%-2.5%-2.2%
Q1 2024+6.4%+6.3%+14.0%
Q4 2023-4.9%-1.2%+1.1%
Q3 2023+10.0%+13.4%+22.9%
Q2 2023+5.7%-0.1%-3.1%
Q1 2023-11.6%-10.9%-4.2%
Q4 2022-5.0%-3.1%-5.1%
Q3 2022-5.3%-3.0%+3.8%
Q2 2022+3.0%+4.9%+7.0%
Q1 2022+4.0%+1.0%+13.9%
Q4 2021-8.4%-9.1%-13.9%
Q3 2021-10.3%-8.1%-9.3%
Q2 2021+3.0%+0.3%+6.4%
Q1 2021+5.1%-0.3%-0.5%
Q4 2020-1.5%-3.6%-10.3%
Q3 2020+1.2%-1.0%+4.6%
Q2 2020+2.8%+0.6%+11.1%
Q1 2020+11.2%-0.9%+15.5%
Q4 2019+5.2%+8.2%-10.9%
Q3 2019+6.8%+4.9%+8.7%
Q2 2019+12.2%+7.3%+10.3%
Q1 2019+1.3%+4.2%-14.4%
Q4 2018-0.4%-0.3%-7.6%
Q3 2018+6.2%+7.0%+11.2%
Q2 2018+7.0%+3.8%+5.9%
Q1 2018-2.3%-5.2%-0.4%
Q4 2017+3.7%+6.3%+10.4%
Q3 2017-3.2%-2.2%+8.9%
Q2 2017-7.4%-6.9%-10.8%
Q1 2017+5.4%+4.4%+14.6%
Q4 2016+14.0%+18.4%+21.3%
Q3 2016-3.4%-2.0%+6.8%
Q2 2016-4.2%-7.8%-5.3%
Q1 2016+9.1%
Q4 2015+1.6%
Q3 2015+0.2%
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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