Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Retained Earnings of -$3.8 million for Q1 2026, up 10.58% YoY from -$3.4 million in Q1 2025, and up 97.08% sequentially from -$130.6 million in Q4 2025.
Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026) Analysis & Trends
Perella Weinberg Partners has disclosed Retained Earnings across 8 years of filings, most recently posting -$3.8 million for Q1 2026.
- In Q1 2026, Retained Earnings rose 10.58% year-over-year to -$3.8 million; the TTM figure through Mar 2026 stood at -$3.8 million (up 10.58% YoY), while the FY2025 annual figure was -$130.6 million, up 57.0% from the prior year.
- Retained Earnings grew to -$3.8 million in Q1 2026, from -$130.6 million in the prior quarter.
- Over the last five years, Retained Earnings for PWP reached as high as -$721000.0 in Q2 2025 and fell as low as -$303.7 million in Q4 2024.
- The 5-year median for Retained Earnings is -$6.5 million (2022), against an average of -$69.1 million.
- Annual changes were most pronounced in 2024 — Retained Earnings tumbled 6679.2% — and 2025, when it surged 99.57%.
- 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 plunged 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.
- According to Business Quant data, Retained Earnings over the past three periods registered -$3.8 million, -$130.6 million, and -$161.9 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | -10.76 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 3.34 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | -1.80 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 6.17 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.93 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | -1.24 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -39.40 Mn |
| 10 | Perella Weinberg Partners | 1.14 Bn | 1.44 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 |