NYSE$PJT

PJT Partners Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

PJT Partners Inc. reported record quarterly revenues and increased GAAP diluted EPS.

PJT Partners Inc. announced record revenue performance for the second quarter of 2023, with revenues reaching $346 million, a 49% increase compared to the previous year. GAAP diluted EPS increased by 16% to $0.86, and adjusted EPS increased by 13% to $0.99.

  • Record quarterly revenues of $346 million, a 49% increase from a year ago.
  • GAAP Pretax Income of $54 million, a 24% increase.
  • Adjusted EPS of $0.99, a 13% increase.
  • Company repurchased 737 thousand share equivalents at an average price of $63.37 per share during the second quarter 2023.

Headline financials

Total Revenue

$346M

Previous: $233M+48.5%
EPS (adj)

$0.99

Previous: $0.88+12.5%
Capital Expenditures

-$2.87M

Previous: -$1.75M-64.0%
Free Cash Flow

$19.3M

Previous: $17.4M+10.6%
Net Income

$22.1M

Previous: $19.2M+15.5%
Operating Income

$345M

Previous: $156M+120.8%
Gross Profit

$346M

Previous: $233M+48.5%
Cash & Equivalents

$226M

Previous: $182M+24.5%

Revenue & EPS history

PJT · Revenue · Quarterly

$346M

Q2 2023+48.5%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

PJT · $346M total across 3 segments · Q2 2023

  • Advisory Fees
    $324M+73.5%
  • Placement Fees
    $20M-59.5%
  • Interest Income & Other
    $2.46M+182.1%

Forward guidance

PJT Partners did not provide forward guidance in the second quarter earnings report.

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 2023

Historical avgQ2 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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