Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Retained Earnings of -$136.6 million for Q2 2026, up 23.85% year-over-year from -$110.3 million in Q2 2025, and down 0.75% on a QoQ basis from -$135.6 million in Q1 2026.
Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026) Analysis & Trends
Perella Weinberg Partners has reported Retained Earnings for 8 years, with the latest figure at -$136.6 million in Q2 2026.
- Retained Earnings for Q2 2026 came in at -$136.6 million, up 23.85% year-over-year; the trailing twelve-month figure through Jun 2026 was -$136.6 million (up 23.85% YoY), and the FY2025 annual result was -$130.6 million, up 57.0% from the prior year.
- Retained Earnings slipped to -$136.6 million in Q2 2026, from -$135.6 million in the prior quarter.
- Over five years, Retained Earnings peaked at -$8.8 million in Q2 2022 and troughed at -$303.7 million in Q4 2024.
- A 5-year average of -$109.1 million and a median of -$113.3 million in 2024 frame the typical range for Retained Earnings.
- The widest annual swing landed in 2024, when Retained Earnings sank 523.75%; it then soared 57.0% in 2025.
- A 5-year view of Retained Earnings shows it stood at -$18.1 million in 2022, then tumbled by 202.42% to -$54.6 million in 2023, then slumped by 455.73% to -$303.7 million in 2024, then soared by 57.0% to -$130.6 million in 2025, then declined by 4.62% to -$136.6 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were -$136.6 million in Q2 2026, -$135.6 million in Q1 2026, and -$130.6 million in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 28.05 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 3.34 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 10.73 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -1.73 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -35.74 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 3.60 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 6.52 Bn |
| 10 | Perella Weinberg Partners | 1.50 Bn | 1.69 Bn | - | -136.64 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -136.64 Mn |
| Mar 31, 2026 | -135.62 Mn |
| Dec 31, 2025 | -130.60 Mn |
| Sep 30, 2025 | -161.91 Mn |
| Jun 30, 2025 | -721,000.00 |
| Mar 31, 2025 | -197.60 Mn |
| Dec 31, 2024 | -6.19 Mn |
| Sep 30, 2024 | -2.87 Mn |
| Jun 30, 2024 | -167.85 Mn |
| Mar 31, 2024 | -95.98 Mn |
| Dec 31, 2023 | -54.65 Mn |
| Sep 30, 2023 | -39.51 Mn |
| Jun 30, 2023 | -32.62 Mn |
| Mar 31, 2023 | -5.75 Mn |
| Dec 31, 2022 | -6.54 Mn |
| Sep 30, 2022 | -8.29 Mn |
| Jun 30, 2022 | -5.33 Mn |
| Mar 31, 2022 | -2.79 Mn |
| Dec 31, 2021 | -1.75 Mn |
| Sep 30, 2021 | -13.34 Mn |