Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026)
Perella Weinberg Partners (PWP) reported Retained Earnings of -$3.8 million for Q1 2026, up 10.58% year-over-year from -$3.4 million in Q1 2025, and up 97.08% quarter-over-quarter from -$130.6 million in Q4 2025.
Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has 8 years of Retained Earnings data on file, last reported at -$3.8 million in Q1 2026.
- Retained Earnings for Q1 2026 came in at -$3.8 million, up 10.58% year-over-year; the trailing twelve-month figure through Mar 2026 was -$3.8 million (up 10.58% YoY), and the FY2025 annual result was -$130.6 million, up 57.0% from the prior year.
- Retained Earnings improved to -$3.8 million in Q1 2026 per PWP's latest filing, from -$130.6 million in the prior quarter.
- Over five years, Retained Earnings peaked at -$721000.0 in Q2 2025 and troughed at -$303.7 million in Q4 2024.
- A 5-year average of -$69.1 million and a median of -$6.5 million in 2022 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2024 and 2025: Retained Earnings sank 6679.2% in 2024, then surged 99.57% in 2025.
- A 5-year view of Retained Earnings shows it stood at -$6.5 million in 2022, then surged by 31.48% to -$4.5 million in 2023, then slumped by 6679.2% to -$303.7 million in 2024, then surged by 57.0% to -$130.6 million in 2025, then surged by 97.08% to -$3.8 million in 2026.
- Business Quant data shows PWP's Retained Earnings at -$3.8 million in Q1 2026, -$130.6 million in Q4 2025, and -$161.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | -103.29 Mn |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | -5.51 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 169.32 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | -10.76 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | -1.80 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 3.60 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 6.17 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 7.93 Mn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | -1.24 Bn |
| 10 | Perella Weinberg Partners | 1.10 Bn | 1.41 Bn | - | -3.81 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -3.81 Mn |
| Dec 31, 2025 | -130.60 Mn |
| Sep 30, 2025 | -161.91 Mn |
| Jun 30, 2025 | -721,000.00 |
| Mar 31, 2025 | -4.26 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 | -4.48 Mn |
| Sep 30, 2023 | -6.21 Mn |
| Jun 30, 2023 | -4.82 Mn |
| Mar 31, 2023 | -5.75 Mn |
| Dec 31, 2022 | -6.54 Mn |
| Sep 30, 2022 | -12.21 Mn |
| Jun 30, 2022 | -5.33 Mn |
| Mar 31, 2022 | -13.41 Mn |
| Dec 31, 2021 | -18.08 Mn |
| Sep 30, 2021 | -1.77 Mn |
| Jun 30, 2021 | -818,000.00 |