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TriNet Group
TriNet Group (TNET) investor relations material
TriNet Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Delivered solid financial performance in a challenging SMB environment with high medical cost inflation and muted hiring activity, finishing at the top end of earnings guidance and generating 16% free cash flow growth.
Significant capital returned to shareholders through repurchases and dividends, with the stock repurchase program increased to $400 million.
Strategic initiatives for 2026 include launching the AI-powered TriNet Assistant, expanding the broker channel, and forming new partnerships.
Investments in client service, go-to-market execution, and operational efficiency are driving momentum, with sales up in January and broker channel expansion underway.
Achieved an all-time high Net Promoter Score and will launch TriNet Assistant, an AI-powered HR tool, to further enhance client value.
Financial highlights
Total revenues declined 2% year-over-year in Q4 and 1% for the full year, in line with guidance; Q4 revenues were $1.2 billion and full-year revenues $5.0 billion.
Q4 net loss was $1 million ($(0.01) per share), improved from a $23 million loss last year; full-year net income was $155 million ($3.20 per diluted share), down from $173 million ($3.43 per share) in 2024.
Adjusted earnings per diluted share was $4.73 for the year, at the top end of guidance.
Adjusted EBITDA for 2025 was $425 million (8.5% margin), with free cash flow of $234 million, up 16% year-over-year and a 55% conversion ratio.
Insurance Services revenue per average co-employed WSE grew 9% as health fee increases were passed through.
Outlook and guidance
2026 revenue expected in the range of $4.75B–$4.9B, impacted by lower starting WSE base and elevated Q1 attrition.
Professional Services revenue forecasted at $625M–$645M, with double-digit ASO growth offset by HRIS decline.
Insurance cost ratio guidance tightened to 90.75%–89.25%, reflecting stable cost trends.
Adjusted EBITDA margin forecasted at 7.5%–8.7%; adjusted EPS at $3.70–$4.70.
Diluted net income per share guidance: $2.15–$3.05.
Ascend program rep productivity expectations?
Post-Q1 retention drivers beyond pricing?
ASO growth sources beyond HRIS conversions?
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Next TriNet Group earnings date
Q1 202624 Apr, 2026
TriNet Group
Next TriNet Group earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
TriNet Group Inc is a professional employer organization that provides outsourced human resources services to small and medium-sized businesses. Its offerings include payroll processing, employee benefits, risk management, and compliance support. The company delivers its services through cloud-based platforms tailored to industry-specific needs. TriNet Group Inc is headquartered in Dublin, California, and its shares are listed on the NYSE.
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