NYSE$PJT

PJT Partners Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

PJT Partners Inc. reported record third quarter revenues, with increases in both GAAP and adjusted pretax income and EPS compared to the previous year.

PJT Partners Inc. announced record third-quarter revenues of $326 million, a 17% increase year-over-year. GAAP diluted EPS was $0.79, and adjusted EPS was $0.93, representing increases of 16% and 19%, respectively. The company's cash, cash equivalents, and short-term investments reached a record $477 million, with no funded debt.

  • Record third-quarter revenues of $326 million, a 17% increase from the previous year.
  • GAAP pretax income of $49 million and adjusted pretax income of $51 million, both up 16% year-over-year.
  • GAAP diluted EPS of $0.79 and adjusted EPS of $0.93, increases of 16% and 19% from a year ago, respectively.
  • Record cash, cash equivalents, and short-term investments of $477 million and no funded debt.

Headline financials

Total Revenue

$326M

Previous: $278M+17.2%
EPS

$0.79

Previous: $0.78+1.3%
Compensation & Benefits % of Rev

69.5%

No prior period
Non-Compensation % of Rev

15.4%

No prior period
Total Expenses % of Rev

84.9%

No prior period
Pretax Income % of Rev

15.1%

No prior period
Adjusted Comp & Benefits % of Rev

69.5%

No prior period
Adjusted Non-Comp % of Rev

15.0%

No prior period
Adjusted Total Expenses % of Rev

84.5%

No prior period
Adjusted Pretax Income % of Rev

15.5%

No prior period
GAAP Effective Tax Rate

16.8%

No prior period
Capital Expenditures

-$2.87M

Previous: -$3.42M+16.1%
Free Cash Flow

$19.3M

Previous: $14M+37.8%
Net Income

$22.2M

Previous: $17.4M+27.2%
Operating Income

$225M

Previous: $194M+15.5%
Gross Profit

$326M

Previous: $278M+17.2%

Revenue & EPS history

PJT · Revenue · Quarterly

$326M

Q3 2024+17.2%vs Q3 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

The report does not include forward guidance.

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 2024

Historical avgQ3 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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