)
PJT Partners (PJT) investor relations material
PJT Partners Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic goals and growth outlook
Emphasized the importance of patience and building a strong foundation in the first decade, focusing on culture and talent selection.
Plans to accelerate growth in the next decade by leveraging established networks and foundational investments.
Major opportunities identified in healthcare, technology, and industrials, with plans to increase investment in these high-potential verticals.
Anticipates compounding returns as brand recognition and completed networks drive more client engagement.
Hiring is expected to continue at a strong pace, capitalizing on the firm's growth and completed build-out.
Market environment and deal activity
Current administration's pragmatic approach to deal approvals has increased confidence in large consolidating transactions.
M&A resurgence in 2025 led by strategic buyers, with expectations for even higher activity in 2026.
Private equity activity is recovering, with more capital expected to be deployed as the gap between invested and returned capital narrows.
Larger deals are driving M&A volumes, while mid-cap and smaller deals lag due to capital access and fewer attractive opportunities.
Overall M&A volumes are returning to average levels after years of suppression from COVID and regulatory headwinds.
Financing conditions and AI impact
AI data center debt is not seen as a credit risk due to strong obligor quality, but equity valuation risks remain if market paradigms shift.
AI-driven disruption could increase default rates in vulnerable industries, though most lending is well-collateralized.
Productivity gains from AI are expected to benefit clients and allow the firm to do more with the same resources.
Next PJT Partners earnings date
Next PJT Partners earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)