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Side-by-side financial comparison of PJT Partners Inc. (PJT) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $531.4M, roughly 1.9× PJT Partners Inc.). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 10.0%, a 0.5% gap on every dollar of revenue. On growth, PJT Partners Inc. posted the faster year-over-year revenue change (12.9% vs 6.2%). Over the past eight quarters, PJT Partners Inc.'s revenue compounded faster (27.5% CAGR vs -0.5%).
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
PJT vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $531.4M | $1.0B |
| Net Profit | $53.4M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | 23.1% | 15.1% |
| Net Margin | 10.0% | 10.5% |
| Revenue YoY | 12.9% | 6.2% |
| Net Profit YoY | 4.0% | 23.8% |
| EPS (diluted) | — | $5.51 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $531.4M | $1.0B | ||
| Q3 25 | $442.3M | $1.0B | ||
| Q2 25 | $401.1M | $1.1B | ||
| Q1 25 | $321.9M | $969.3M | ||
| Q4 24 | $470.5M | $1.0B | ||
| Q3 24 | $320.3M | $1.0B | ||
| Q2 24 | $358.1M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $53.4M | $168.0M | ||
| Q3 25 | $39.8M | $99.0M | ||
| Q2 25 | $32.9M | $-4.0M | ||
| Q1 25 | $54.0M | $87.3M | ||
| Q4 24 | $51.3M | $77.7M | ||
| Q3 24 | $22.1M | $83.1M | ||
| Q2 24 | $28.3M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 23.1% | 11.2% | ||
| Q3 25 | 20.6% | 13.5% | ||
| Q2 25 | 19.1% | 2.8% | ||
| Q1 25 | 16.3% | 13.2% | ||
| Q4 24 | 21.9% | 11.6% | ||
| Q3 24 | 15.4% | 12.3% | ||
| Q2 24 | 18.0% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 10.0% | 16.2% | ||
| Q3 25 | 9.0% | 9.5% | ||
| Q2 25 | 8.2% | -0.4% | ||
| Q1 25 | 16.8% | 9.0% | ||
| Q4 24 | 10.9% | 7.5% | ||
| Q3 24 | 6.9% | 8.1% | ||
| Q2 24 | 7.9% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | — | $9.02 | ||
| Q3 25 | — | $4.98 | ||
| Q2 25 | — | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | — | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $538.9M | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $308.2M | $1.7B |
| Total Assets | $1.8B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $538.9M | $187.1M | ||
| Q3 25 | $400.5M | $226.1M | ||
| Q2 25 | $214.6M | $208.5M | ||
| Q1 25 | $194.3M | $184.4M | ||
| Q4 24 | $483.9M | $164.3M | ||
| Q3 24 | $148.8M | $200.5M | ||
| Q2 24 | $164.2M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $308.2M | $1.6B | ||
| Q3 25 | $228.6M | $1.6B | ||
| Q2 25 | $167.4M | $1.5B | ||
| Q1 25 | $148.8M | $1.6B | ||
| Q4 24 | $187.0M | $1.5B | ||
| Q3 24 | $159.1M | $1.5B | ||
| Q2 24 | $133.8M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.8B | $3.4B | ||
| Q3 25 | $1.7B | $3.4B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.4B | $3.4B | ||
| Q4 24 | $1.6B | $3.3B | ||
| Q3 24 | $1.6B | $3.5B | ||
| Q2 24 | $1.4B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $155.7M | — |
| Free Cash FlowOCF − Capex | $138.6M | — |
| FCF MarginFCF / Revenue | 26.1% | — |
| Capex IntensityCapex / Revenue | 3.2% | — |
| Cash ConversionOCF / Net Profit | 2.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | $480.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | $111.2M | ||
| Q3 25 | $256.1M | $112.5M | ||
| Q2 25 | $190.4M | $167.6M | ||
| Q1 25 | $-75.9M | $65.1M | ||
| Q4 24 | $195.7M | $193.4M | ||
| Q3 24 | $180.5M | $225.1M | ||
| Q2 24 | $193.6M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $138.6M | $70.4M | ||
| Q3 25 | $240.9M | $70.6M | ||
| Q2 25 | $178.9M | $135.6M | ||
| Q1 25 | $-77.9M | $34.8M | ||
| Q4 24 | $195.3M | $167.8M | ||
| Q3 24 | $178.5M | $204.6M | ||
| Q2 24 | $193.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | 6.8% | ||
| Q3 25 | 54.5% | 6.7% | ||
| Q2 25 | 44.6% | 12.9% | ||
| Q1 25 | -24.2% | 3.6% | ||
| Q4 24 | 41.5% | 16.2% | ||
| Q3 24 | 55.7% | 20.1% | ||
| Q2 24 | 53.9% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 3.9% | ||
| Q3 25 | 3.4% | 4.0% | ||
| Q2 25 | 2.9% | 3.0% | ||
| Q1 25 | 0.6% | 3.1% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.6% | 2.0% | ||
| Q2 24 | 0.1% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.92× | 0.66× | ||
| Q3 25 | 6.43× | 1.14× | ||
| Q2 25 | 5.79× | — | ||
| Q1 25 | -1.41× | 0.75× | ||
| Q4 24 | 3.81× | 2.49× | ||
| Q3 24 | 8.15× | 2.71× | ||
| Q2 24 | 6.84× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PJT
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
