NYSE$PJT

PJT Partners Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported record revenues and earnings, driven by strong advisory performance.

PJT Partners Inc. reported record fourth-quarter revenues of $329 million, a 17% increase year-over-year. GAAP diluted EPS was $0.87, and adjusted EPS was $0.96. The company's balanced business model enabled it to outperform in a challenging environment, with significant investments made in senior talent.

  • Reported record fourth quarter revenues of $329 million, up 17% year-over-year.
  • GAAP diluted EPS was $0.87 and adjusted EPS was $0.96.
  • Company-wide headcount increased 12% year-over-year, reaching 1,012 employees.
  • Board authorized a $500 million Class A common stock repurchase program.

Headline financials

Total Revenue

$329M

Previous: $280M+17.4%
EPS (adj)

$0.96

Previous: $1.08-11.1%
Net Income

$45.5M

Previous: $46.1M-1.3%
Operating Income

$51.7M

Previous: $60M-13.8%

Revenue & EPS history

PJT · Revenue · Quarterly

$329M

Q4 2023+17.4%vs Q4 2022
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 amidst continued market uncertainty.

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 Q4 2023

Historical avgQ4 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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