NYSE$PJT

PJT Partners Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

PJT Partners reported record revenues and increased income for the second quarter of 2024.

PJT Partners Inc. announced record second quarter revenues of $360 million, a 4% increase year-over-year. GAAP diluted EPS was $1.06 and Adjusted EPS was $1.19, representing increases of 23% and 20%, respectively. The company repurchased 0.7 million share equivalents during the quarter and held $351 million in cash, cash equivalents and short-term investments with no funded debt.

  • Record quarterly revenues of $360 million, up 4% year-over-year.
  • GAAP Pretax Income of $64 million and Adjusted Pretax Income of $66 million, both increased 19% year-over-year.
  • GAAP Diluted EPS of $1.06 and Adjusted EPS of $1.19, increases of 23% and 20%, respectively, year-over-year.
  • Repurchased 0.7 million share equivalents during the second quarter 2024.

Headline financials

Total Revenue

$360M

Previous: $346M+4.0%
EPS

$1.06

Previous: $0.99+7.1%
Compensation & Benefits % of Rev

69.5%

No prior period
Non-Compensation % of Rev

12.6%

No prior period
Total Expenses % of Rev

82.1%

No prior period
Pretax Income % of Rev

17.9%

No prior period
Adjusted Comp & Benefits % of Rev

69.5%

No prior period
Adjusted Non-Comp % of Rev

12.3%

No prior period
Adjusted Total Expenses % of Rev

81.8%

No prior period
Adjusted Pretax Income % of Rev

18.2%

No prior period
GAAP Effective Tax Rate

17.7%

No prior period
Capital Expenditures

-$955K

Previous: -$2.87M+66.8%
Free Cash Flow

$27.4M

Previous: $19.3M+42.0%
Net Income

$28.3M

Previous: $22.1M+27.9%
Operating Income

$266M

Previous: $345M-23.0%
Gross Profit

$360M

Previous: $346M+4.0%

Revenue & EPS history

PJT · Revenue · Quarterly

$360M

Q2 2024+4%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

PJT · $278M total across 3 segments · Q3 2023

  • Advisory Fees
    $244M+8.8%
  • Placement Fees
    $26.7M-32.8%
  • Interest Income & Other
    $7.57M+272.2%

Forward guidance

PJT Partners remains highly confident in its future growth prospects, focusing on investing to build the strongest firm for the long term by expanding industry expertise, product capabilities, and global reach.

Tailwinds

  • Continued investment in building the strongest firm for the long term.
  • Expansion of industry expertise.
  • Expansion of product capabilities.
  • Expansion of global reach.
  • Confidence in future growth prospects.

Headwinds

  • Changes in governmental regulations and policies.
  • Cyber attacks and security vulnerabilities.
  • Failures of computer or communication systems.
  • Impact of catastrophic events on the U.S. and global economy.
  • Volatility in the political and economic environment.

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 2024

Historical avgQ2 2024

+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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