TriNet/$TNET

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About TriNet

Trinet Group Inc outsourced payroll and human capital management solutions for small and midsize businesses via a professional employer organization model. Under the PEO model, TriNet enters a co-employment arrangement and acts as the employer of record for administrative and regulatory purposes for clients' employees, known as worksite employees. Clients leverage the scale and expertise of TriNet to access competitive employee benefits, share employment risk liability, access compliance support, and outsource mission-critical day-to-day HR functions such as payroll and tax administration. Following the acquisition of Zenefits and Clarus R+D in 2022, TriNet derives the minority of its revenue from self-service HCM software and R&D tax credit services.

Ticker

$TNET

Sector

Business services

Primary listing

NYSE

Employees

335,273

TriNet Metrics

BasicAdvanced
$2.8B
21.96
$2.65
0.83
$1.08
1.89%

What the Analysts think about TriNet

Analyst ratings (Buy, Hold, Sell) for TriNet stock.

Bulls say / Bears say

TriNet posted its highest-ever customer net promoter score and kept client retention above historical averages in Q3 2025, showing strong client satisfaction and loyalty that support stable recurring revenue.
TriNet returned more than $200 million to shareholders through share buybacks and dividends in fiscal year 2024 and repurchased 1.2 million shares in Q1 2025, highlighting strong free cash flow and commitment to shareholder returns.
TriNet's full-year 2025 guidance calls for $4.95 billion to $5.14 billion in revenue and an adjusted EBITDA margin of 7%–9%, reflecting management's confidence in improving margins through pricing and technology-driven service upgrades.
Total revenues declined 2% year-over-year to $1.2 billion in Q3 2025, a significant contraction in what is usually a steady PEO business. This points to weakness among small and mid-sized business clients.
Adjusted EBITDA margin fell sharply to 4.7% in Q4 2024 from 11.2% a year earlier, driven by rising insurance costs and a strategic restructuring charge. This shows the company is under margin pressure in its core benefits offerings.
Average worksite employees dropped 6% year-over-year to about 335,000 in Q3 2025, highlighting client losses and potential challenges for future revenue growth.
Data summarised monthly by Lightyear AI. Last updated on 6 Nov 2025.

TriNet Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

TriNet Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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