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

Revenue · Q1 2026
$149M
EX-99 · May 1, 2026
Million GAAP EPS · Q1 2026
$0.02
EX-99 · May 1, 2026
Net income · Q1 2026
$7.4M
EX-99 · May 1, 2026
EPS · Q1 2026
$0.05
EX-99 · May 1, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$149 Million——
GrowthDown 30%——
Million GAAP EPS$0.02——
EPS$0.05——
Net income$7.4 million——

EX-99 · May 1, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$8.6M

The decrease in non-compensation expenses was largely driven by lower professional fees and a decrease in bad debt expense.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Earnings deck slides

0 decks with slide view

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.

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

Earnings releases

3 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Perella Weinberg Partners are held in this edition of the library.

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