NYSE$PJT

PJT Partners Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

PJT Partners Inc. reported a decrease in total revenues but an increase in placement revenues for Q3 2021.

PJT Partners Inc. announced its Q3 2021 financial results, with total revenues decreasing by 22% to $231 million compared to the prior year quarter. Advisory revenues decreased by 31% to $180 million, while placement revenues increased by 48% to $47 million. GAAP diluted EPS was reported at $0.82, and adjusted EPS was $0.98.

  • Total revenues decreased by 22% to $231 million compared to the prior year quarter.
  • Advisory revenues decreased by 31% to $180 million.
  • Placement revenues increased by 48% to $47 million.
  • GAAP diluted EPS was $0.82, and adjusted EPS was $0.98.

Headline financials

Total Revenue

$231M

Previous: $298M-22.3%
EPS (adj)

$0.98

Previous: $1.36-27.9%
Capital Expenditures

-$4.75M

Previous: -$8.68M+45.3%
Free Cash Flow

$16.7M

Previous: $22.2M-24.9%
Net Income

$21.4M

Previous: $30.9M-30.6%
Operating Income

$169M

Previous: $235M-28.3%
Gross Profit

$231M

Previous: $298M-22.3%
Cash & Equivalents

$334M

Previous: $367M-9.0%

Revenue & EPS history

PJT · Revenue · Quarterly

$231M

Q3 2021-22.3%vs Q3 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

PJT · $231M total across 3 segments · Q3 2021

  • Advisory Fees
    $180M-31.4%
  • Placement Fees
    $46.9M+47.6%
  • Interest Income & Other
    $4.51M+33.0%

Forward guidance

PJT Partners is confident in its future growth prospects, with Strategic Advisory, PJT Park Hill and PJT Camberview businesses on track to achieve record 2021 results. Quarterly results were challenged by difficult comparisons in Restructuring.

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 Q3 2021

Historical avgQ3 2021

+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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