Inferra AI / Company / PWP
Perella Weinberg Partners
PWP · Financials
Last earnings Jul 31, 2026
Key results
Revenuequarter
$149 Million
Financial Overview Revenues of $149 Million, Down 30% from a Record First Quarter a Year Ago GAAP Pre-Tax Loss of $(11) Million, Adjusted Pre-Tax Loss of $(3)
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
Growthquarter
Down 30%
Financial Overview Revenues of $149 Million, Down 30% from a Record First Quarter a Year Ago GAAP Pre-Tax Loss of $(11) Million, Adjusted Pre-Tax Loss of $(3)
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
Million GAAP EPSquarter
$0.02
Million GAAP Diluted EPS of $0.02, Adjusted EPS of $0.05
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
EPSquarter
$0.05
Million GAAP Diluted EPS of $0.02, Adjusted EPS of $0.05
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
revenues were $148.9 million, a decrease of 30% from a first quarter record of $211.8 million a year ago, driven by fewer fee paying clients and a decline in closings across both M A and financing and capital solutions, partially offset by an increase in average fee per client.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
Net incomequarter
$7.4 million
For the three months ended March 31, 2026, adjusted if-converted net income included $7.4 million of tax benefit from the vesting of RSUs at a share price higher than the grant price.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
AI analysis
Q1 2026 · reported May 1, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $149 Million | — | — |
| Growth | Down 30% | — | — |
| Million GAAP EPS | $0.02 | — | — |
| EPS | $0.05 | — | — |
| Net income | $7.4 million | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
The decrease in non-compensation expenses was largely driven by lower professional fees and a decrease in bad debt expense.
Event summary
* Throughout this release, adjusted figures represent Non-GAAP information
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The decrease in non-compensation expenses was largely driven by lower professional fees and a decrease in bad debt expense.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
3 Balance Sheet and Capital Management As of March 31, 2026, we had $77.7 million of cash with no outstanding indebtedness and an undrawn revolving credit facility.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
During the three months ended March 31, 2026, we returned $63.8 million in aggregate to our equity holders through (i) the net settlement of 2,738,502 share equivalents at an average price per share of $20.14 and (ii) the payment of aggregate dividends of $8.6 million to Class A common stockholders.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
The Board of Directors has declared a quarterly dividend of $0.07 per share of Class A common stock.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
The dividend will be paid on June 15, 2026 to Class A common stockholders of record on June 1, 2026.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
(6) Includes the amortization of debt discounts and issuance costs for all periods presented.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
Strategy & priorities
We remain focused on our clear and simple strategy to scale our business, stated Andrew Bednar, Chief Executive Officer.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
4 About Perella Weinberg Perella Weinberg is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, financial sponsors, governments, and sovereign wealth funds.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
The Company s activities constitute a single business segment that provides a range of advisory services, including advice related to strategic and financial decisions, mergers and acquisitions ( M&A ) execution, shareholder engagement advisory, financing and capital solutions advice with a focus on restructuring and liability management, capital markets advisory, private funds advisory, and private capital placement, as well as specialized underwriting and research services primarily for the energy and related industries.
SEC original ↗Perella Weinberg Partners — 10-Q Quarterly report10-QJul 31, 2026
The Company established a fair value hierarchy which prioritizes and ranks the level of market price observability used in measuring financial instruments at fair value.
SEC original ↗Perella Weinberg Partners — 10-Q Quarterly report10-QJul 31, 2026
Risks & headwinds
These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the control of the parties, that could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
and foreign regulatory developments relating to, among other things, financial institutions and markets, government oversight, fiscal and tax policy and laws (including the treatment of carried interest) and other risks and uncertainties described under Part I Item 1A.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
These risks and uncertainties include, but are not limited to, those factors described in the section entitled Risk Factors in our Annual Report on Form 10-K filed with the U.
SEC original ↗Perella Weinberg Partners — Earnings release (8-K exhibit)EX-99May 1, 2026
Legal Proceedings 32 Item 1A.
SEC original ↗Perella Weinberg Partners — 10-Q Quarterly report10-QJul 31, 2026
and foreign regulatory developments relating to, among other things, financial institutions and markets, government oversight, fiscal and tax policy and laws; and other risks and uncertainties described under the section entitled Part I Item 1A.
SEC original ↗Perella Weinberg Partners — 10-Q Quarterly report10-QJul 31, 2026
In preparing the condensed consolidated financial statements, management makes certain estimates regarding the measurement of amounts due pursuant to the tax receivable agreement, measurement and timing of revenue recognition, assumptions used in the provision for income taxes, measurement of equity-based compensation, expected insurance reimbursements related to litigation costs, fair value measurement and impairment assessment of goodwill and intangible assets, fair value measurement of financial instruments, and other matters that affect the reported amounts and disclosures of contingencies in the condensed consolidated financial statements and notes thereto.
SEC original ↗Perella Weinberg Partners — 10-Q Quarterly report10-QJul 31, 2026
Earnings deck slides
0 decks with slide viewPerella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Perella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Perella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Perella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Perella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Perella Weinberg Partners — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q3 2026
- 8-KPWP
Oct 29, 2026
- Q2 2026
- 8-KPWP
- 8-KPWP
- 10-QPWP
- 8-KPWP
Jul 31, 2026
- Q1 2026
- 8-KPWP
May 29, 2026
- 8-KPWP
May 21, 2026
- 10-QPWP
- 8-KPWP
- 8-KPWP
Apr 13, 2026
- Q4 2025
- 10-KPWP
Feb 27, 2026
- 8-KPWP
- 8-KPWP
Jan 13, 2026
- Q3 2025
- 8-KPWP
Nov 18, 2025
- 10-QPWP
- 8-KPWP
- Q2 2025
- 8-KPWP
- 10-QPWP
- 8-K/APWP
- 8-KPWP
- Q1 2025
- 8-KPWP
May 30, 2025
- 8-KPWP
May 19, 2025
- 10-QPWP
- 8-KPWP
- Q4 2024
- 10-KPWP
Feb 27, 2025
- 8-KPWP
- Q3 2024
- 8-KPWP
Nov 19, 2024
- 10-QPWP
- 8-KPWP
- Q2 2024
- 8-KPWP
Sep 10, 2024
- 10-QPWP
Earnings releases
3 documentsPresentations
6 documentsTranscripts
0 documentsNo transcripts for Perella Weinberg Partners are held in this edition of the library.
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