Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026)
Perella Weinberg Partners' (PWP) quarterly Retained Earnings came in at -$136.6 million in Q2 2026, down 400.96% year-over-year from $45.4 million in Q2 2025, and down 0.75% quarter-over-quarter from -$135.6 million in Q1 2026.
Analysis
Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has reported Retained Earnings for 8 consecutive years, with -$136.6 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Retained Earnings fell 400.96% year-over-year to -$136.6 million in Q2 2026; TTM through Jun 2026 was -$136.6 million, a 400.96% decrease from a year earlier, with the FY2025 full-year figure at -$130.6 million, up 57.0% from the prior year.
- Retained Earnings was -$136.6 million for Q2 2026 at Perella Weinberg Partners, down from -$135.6 million in the prior quarter.
- Over five years, Retained Earnings peaked at $66.7 million in Q1 2025 and troughed at -$303.7 million in Q4 2024.
- A 5-year average of -$81.9 million and a median of -$47.1 million in 2023 frame the typical range for Retained Earnings.
- Across the five-year window, Retained Earnings slumped 523.75% in 2024 and soared 169.49% in 2025, its largest moves.
- Over 5 years, Retained Earnings stood at -$18.1 million in 2022, then sank by 202.42% to -$54.6 million in 2023, then plunged by 455.73% to -$303.7 million in 2024, then jumped by 57.0% to -$130.6 million in 2025, then slipped by 4.62% to -$136.6 million in 2026.
- The last three Retained Earnings figures came in at -$136.6 million (Q2 2026), -$135.6 million (Q1 2026), and -$130.6 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.27 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 8.80 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 1.65 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | -7.68 Mn |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 477.57 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | -822.41 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 733.99 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 1.51 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 10.65 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -136.64 Mn |
Historic Data
Download Data
Historic 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 | 45.40 Mn |
| Mar 31, 2025 | 66.70 Mn |
| Dec 31, 2024 | -303.71 Mn |
| Sep 30, 2024 | -246.43 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 | -28.12 Mn |
| Dec 31, 2022 | -18.07 Mn |
| Sep 30, 2022 | -12.21 Mn |
| Jun 30, 2022 | -8.83 Mn |
| Mar 31, 2022 | -13.41 Mn |
| Dec 31, 2021 | -18.08 Mn |
| Sep 30, 2021 | -13.34 Mn |