NYSE$PJT

PJT Partners Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

PJT Partners Inc. reported record revenues and earnings, driven by strong performance across all businesses.

PJT Partners Inc. announced record full year and fourth quarter 2024 results. Q4 revenues reached $477 million, a 45% increase year-over-year, with GAAP diluted EPS of $1.83 and Adjusted EPS of $1.90, representing increases of 110% and 98%, respectively. The firm-wide headcount was 1,143 as of December 31, 2024, a 13% increase from the previous year. The company held $547 million in cash, cash equivalents, and short-term investments with no funded debt.

  • Record revenues of $477 million, up 45% year-over-year.
  • GAAP Pretax Income of $103 million and Adjusted Pretax Income of $107 million, increased 99% and 102%, respectively, year-over-year.
  • GAAP Diluted EPS of $1.83 and Adjusted EPS of $1.90, increased 110% and 98%, respectively, year-over-year.
  • Firm-wide headcount of 1,143, a 13% increase year-over-year.

Headline financials

Total Revenue

$477M

Previous: $329M+45.3%
EPS (adj)

$1.90

Previous: $0.96+97.9%
Compensation & Benefits % of Rev

68.3%

No prior period
Non-Compensation % of Rev

10.1%

No prior period
Total Expenses % of Rev

78.4%

No prior period
Pretax Income % of Rev

21.6%

No prior period
Adjusted Comp & Benefits % of Rev

67.9%

No prior period
Adjusted Non-Comp % of Rev

9.8%

No prior period
Adjusted Total Expenses % of Rev

77.6%

No prior period
Adjusted Pretax Income % of Rev

22.4%

No prior period
GAAP Effective Tax Rate

11.6%

No prior period
Net Income

$91M

Previous: $45.5M+100.0%
Operating Income

$103M

Previous: $51.7M+99.0%

Revenue & EPS history

PJT · Revenue · Quarterly

$477M

Q4 2024+45.3%vs Q4 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 expressed confidence in their future growth prospects, focusing on expanding firmwide capabilities and providing differentiated advice and outcomes.

Tailwinds

  • Focused on expanding firmwide capabilities
  • Committed to providing differentiated advice
  • Aims to deliver differentiated outcomes
  • Confident in future growth prospects
  • Delivered record setting full year 2024 results

Headwinds

  • Changes in governmental regulations and policies
  • Cyber attacks, security vulnerabilities and internet disruptions
  • Failures of computer systems or communication systems
  • Impact of catastrophic events
  • 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 Q4 2024

Historical avgQ4 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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