NASDAQ: PWP

Perella Weinberg Partners

CIK 0001777835 · SIC 6199 · Finance Services

Mid Revenue $751M Assets $645M as of Aug 16, 2026

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10-Q Filed Jul 31, 2026 · Period ending Jun 30, 2026

PWP Q2 2026: revenue $156.5M, net income $5.3M. Operating income falls 43.5% on restructuring costs; litigation recovery

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8-K Filed Jul 31, 2026 · Period ending Jul 31, 2026

Perella Weinberg reports Q2 revenues up 1% to $157M, announces $22M restructuring

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8-K Filed May 29, 2026 · Period ending May 27, 2026

Perella Weinberg stockholders re-elect three directors, ratify Ernst & Young as auditor

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8-K Filed May 21, 2026 · Period ending May 18, 2026

Perella Weinberg issues 1.9M Class A shares in partnership unit exchange

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10-Q Filed May 1, 2026 · Period ending Mar 31, 2026

PWP Q1 revenues plunge 30% to $148.9M on client losses; operating loss

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8-K Filed May 1, 2026 · Period ending May 1, 2026

PWP reports Q1 2026 earnings; CFO Gottschalk adds COO role in leadership consolidation

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8-K Filed Apr 13, 2026 · Period ending Apr 13, 2026

Perella Weinberg to issue up to 3.4M shares for UK partnership acquisition

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10-K Filed Feb 27, 2026 · Period ending Dec 31, 2025

Summary not yet generated.

10-Q Filed Nov 7, 2025 · Period ending Sep 30, 2025

Summary not yet generated.

10-Q Filed Aug 1, 2025 · Period ending Jun 30, 2025

Summary not yet generated.

10-Q Filed May 2, 2025 · Period ending Mar 31, 2025

Summary not yet generated.

10-K Filed Feb 27, 2025 · Period ending Dec 31, 2024

Summary not yet generated.

Latest financial statements

From 10-Q filed Jul 31, 2026 (period ending Jun 30, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Condensed Consolidated Statements of Operations (Unaudited)

(Dollars in Thousands, Except Per Share Amounts)

Description Three months ended June 30, 2026 Three months ended June 30, 2025 Six months ended June 30, 2026 Six months ended June 30, 2025
Revenues 156,525 155,267 305,442 367,098
Expenses
Compensation and benefits 79,616 80,280 170,891 203,279
Equity-based compensation 36,278 28,034 67,063 54,279
Total compensation and benefits 115,894 108,314 237,954 257,558
Professional fees 4,589 6,899 12,501 26,095
Technology and infrastructure 9,834 9,237 19,814 18,526
Rent and occupancy 5,933 6,596 11,805 12,922
Travel and related expenses 5,578 5,329 11,506 10,973
General, administrative and other expenses 3,815 4,892 8,050 10,355
Depreciation and amortization 5,827 5,052 11,658 10,053
Total expenses 151,470 146,319 313,288 346,482
Operating income (loss) 5,055 8,948 (7,846) 20,616
Non-operating income (expenses)
Other income (expense) 1,029 (2,700) 3,288 (2,469)
Total non-operating income (expenses) 1,029 (2,700) 3,288 (2,469)
Income (loss) before income taxes 6,084 6,248 (4,558) 18,147
Income tax expense (benefit) (247) 1,980 (10,144) (7,494)
Net income (loss) 6,331 4,268 5,586 25,641
Less: Net income (loss) attributable to non-controlling interests 1,027 1,530 (1,205) 5,564
Net income (loss) attributable to Perella Weinberg Partners 5,304 2,738 6,791 20,077
Net income (loss) per share attributable to Class A common shareholders
Basic 0.07 0.04 0.09 0.32
Diluted 0.06 0.04 0.08 0.29
Weighted-average shares of Class A common stock outstanding
Basic 74,162,048 63,064,731 72,290,670 62,604,779
Diluted 101,732,555 98,831,307 101,897,486 74,555,206

Condensed Consolidated Statements of Financial Condition (Unaudited)

(Dollars in Thousands, Except Per Share and Per Unit Amounts)

Description June 30, 2026 December 31, 2025
Assets
Cash and cash equivalents 115,847 255,906
Restricted cash 1,123 1,144
Accounts receivable, net of allowance 36,234 62,689
Due from related parties 418 626
Fixed assets, net of accumulated depreciation and amortization 72,566 77,206
Intangible assets, net of accumulated amortization 8,017 12,523
Goodwill 72,691 72,691
Prepaid expenses and other assets 50,450 46,776
Right-of-use lease assets 133,198 138,495
Deferred tax assets, net 154,421 129,581
Total assets 644,965 797,637
Liabilities, Redeemable Non-Controlling Interests, and Equity
Accrued compensation and benefits 54,934 210,268
Accounts payable, accrued expenses and other liabilities 40,775 47,102
Lease liabilities 179,279 186,066
Amount due pursuant to tax receivable agreement 105,625 93,461
Total liabilities 380,613 536,897
Commitments and Contingencies (Note 16)
Redeemable non-controlling interests (20,018,315 units at redemption value of $15.49 per unit as of June 30, 2026; 22,139,506 units at redemption value of $17.53 per unit as of December 31, 2025) 310,142 388,099
Equity
Class A common stock, par value $0.0001 per share (1,500,000,000 shares authorized, 87,839,777 issued and 73,766,370 outstanding at June 30, 2026; 1,500,000,000 shares authorized, 81,308,801 issued and 66,739,647 outstanding at December 31, 2025) 9 8
Class B common stock, par value $0.0001 per share (600,000,000 shares authorized, 20,018,315 issued and outstanding at June 30, 2026; 600,000,000 shares authorized, 22,139,506 issued and outstanding at December 31, 2025) 2 2
Preferred stock, par value $0.0001 per share (100,000,000 shares authorized, no shares issued and outstanding at June 30, 2026 and December 31, 2025)
Additional paid-in-capital 229,449 144,197
Retained earnings (accumulated deficit) (136,635) (130,596)
Accumulated other comprehensive income (loss) (3,958) (2,521)
Treasury stock, at cost (14,073,407 and 14,569,154 shares of Class A common stock at June 30, 2026 and December 31, 2025, respectively) (134,657) (138,449)
Total equity (45,790) (127,359)
Total liabilities, redeemable non-controlling interests, and equity 644,965 797,637

Condensed Consolidated Statements of Cash Flows (Unaudited)

(Dollars in Thousands)

Description Six months ended June 30, 2026 Six months ended June 30, 2025
Cash flows from operating activities
Net income (loss) 5,586 25,641
Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities:
Equity-based awards vesting expense 67,438 54,618
Depreciation and amortization 11,658 10,053
Foreign currency revaluation 1,223 2,760
Non-cash operating lease expense 5,546 5,065
Deferred taxes (9,969) (9,146)
Other (126) 3,327
Decrease (increase) in operating assets:
Accounts receivable, net of allowance 26,309 25,847
Prepaid expenses and other assets (3,622) (5,738)
Increase (decrease) in operating liabilities:
Accrued compensation and benefits (155,017) (222,375)
Accounts payable, accrued expenses and other liabilities (2,963) (5,309)
Lease liabilities (6,946) (5,137)
Net cash provided by (used in) operating activities (60,883) (120,394)
Cash flows from investing activities
Purchases of fixed assets (3,720) (1,831)
Maturities of investments in short-term marketable debt securities 74,911
Net cash provided by (used in) investing activities (3,720) 73,080
Cash flows from financing activities
Exchange of PWP OpCo Units and corresponding Class B common stock for cash (28,258)
Withholding tax payments for vested PWP Incentive Plan Awards (55,595) (71,965)
Distributions to partners (2,202)
Dividends paid on Class A and Class B common stock (14,885) (12,748)
Treasury stock purchases (31,748)
Net cash provided by (used in) financing activities (72,682) (144,719)
Effect of exchange rate changes on cash, cash equivalents and restricted cash (2,795) 5,452
Net increase (decrease) in cash, cash equivalents and restricted cash (140,080) (186,581)
Cash, cash equivalents and restricted cash, beginning of period 257,050 332,771
Cash, cash equivalents and restricted cash, end of period 116,970 146,190
Supplemental disclosure of non-cash activities
Accrued dividends and dividend equivalent units on unvested PWP Incentive Plan Awards 2,637 2,928
Non-cash paydown of partner loans 534
Deferred tax effect resulting from changes in ownership and exchanges of PWP OpCo Units, net of amounts payable under tax receivable agreement 2,797 2,584
Supplemental disclosures of cash flow information
Cash paid for income taxes 1,645 9,243

Amounts as printed on the EDGAR/iXBRL face — (Dollars in Thousands, Except Per Share Amounts); (Dollars in Thousands, Except Per Share and Per Unit Amounts); (Dollars in Thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

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