$15.14
-9.3%Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Acceptable margins but limited operational leverage. Operating expense control is important.
Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.
Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
PWP โข NASDAQ
| Perella Weinberg Partners Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 |
|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||
750.9M | 878M | 648.7M | 631.5M | 801.7M | 519M | 533.3M | 679.6M | |
GROSS PROFIT | ||||||||
(20.8M) | (525.9M) | (426.6M) | (391.3M) | (504.4M) | (374.3M) | (349.8M) | (0.0) | |
730.1M | 352.1M | 222.1M | 240.2M | 297.3M | 144.7M | 183.5M | 679.6M | |
OPERATING INCOME | ||||||||
(682.1M) | (430.6M) | (337.2M) | (287.9M) | (230.7M) | (159.3M) | (338.6M) | (977.0) | |
(61.5M) | (354.7M) | (269M) | (234.1M) | (181.6M) | (110.7M) | (276M) | (770.7M) | |
(0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (2.1M) | |
48M | -78.5M | -115.1M | -47.7M | 66.6M | -14.6M | -155.1M | -107.4M | |
PRE-TAX INCOME | ||||||||
(0.0) | (0.0) | (276K) | (276K) | (7.6M) | (15.7M) | (15.4M) | (0.0) | |
0.0 | 10.3M | -276K | -276K | -7.6M | -15.7M | -15.4M | 0.0 | |
(620.6M) | (75.9M) | (68.2M) | (53.8M) | (49.1M) | (48.5M) | (62.6M) | -772.8M | |
3.5M | 10.3M | 2.3M | 26.3M | -43.6M | -6.3M | -6.5M | -15.8M | |
51.5M | -68.3M | -112.8M | -21.4M | 23M | -20.9M | -161.6M | -123.2M | |
NET INCOME | ||||||||
(3.5M) | (21.1M) | -980K | (10.3M) | (18.9M) | (3.5M) | (2.4M) | (0.0) | |
35.5M | -64.7M | -17.2M | 17.9M | -9.4M | -24.3M | -164M | -977.0 |
PWP - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 29, 2026 | May 27, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 21, 2026 | May 18, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | May 01, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 01, 2026 | May 01, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 13, 2026 | April 13, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 10, 2026 | April 10, 2026 | 2026 | |
10-K 10-K 2025 FY FY | February 27, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 06, 2026 | February 06, 2026 | 2026 | |
8-K 8-K 2026 N/A | January 13, 2026 | January 13, 2026 | 2026 | |
8-K 8-K 2025 N/A | November 18, 2025 | November 17, 2025 | 2025 |
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