TriNet Group, Inc. (TNET) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
TriNet Group, Inc. ( TNET ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 1:20 PM EST Company Participants Michael Simonds - President, CEO & Director Conference Call Participants Andrew Polkowitz Presentation Andrew Polkowitz All right.
Down 12.8% in 4 Weeks, Here's Why TriNet (TNET) Looks Ripe for a Turnaround
TriNet (TNET) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Down 13.5% in 4 Weeks, Here's Why TriNet (TNET) Looks Ripe for a Turnaround
TriNet (TNET) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
TriNet Group, Inc. (TNET) Q3 2025 Earnings Call Transcript
TriNet Group, Inc. ( TNET ) Q3 2025 Earnings Call October 29, 2025 7:45 AM EDT Company Participants Alex Bauer - Executive Director of Investor Relations Michael Simonds - President, CEO & Director Kelly Tuminelli - Executive VP & CFO Conference Call Participants Jared Levine - TD Cowen, Research Division Andrew Nicholas - William Blair & Company L.L.C., Research Division Kyle Peterson - Needham & Company, LLC, Research Division Andrew Polkowitz - JPMorgan Chase & Co, Research Division David Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good morning, and welcome to the TriNet Third Quarter 2025 Earnings Conference Call.
TriNet (TNET) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for TriNet (TNET) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
TriNet Group (TNET) Q3 Earnings and Revenues Beat Estimates
TriNet Group (TNET) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $1.17 per share a year ago.
Mistakes Were Made: TriNet Group Looks To Stage Turnaround And Remains Buy
TriNet Group is undergoing an operational reset that could provide mid-teens percentage improvements in shareholder value, with a viable path to improved margins. Operational missteps, underpriced policies, and rising healthcare costs hurt margins, but management targets 13-15% annualized shareholder returns via margin expansion and revenue growth. The turnaround hinges on repricing, improved sales force tenure, broker channel expansion, and expense control, with early signs of stabilization and ASO traction emerging.
Is the Options Market Predicting a Spike in TriNet Stock?
Investors need to pay close attention to TNET stock based on the movements in the options market lately.
TriNet Deserves An Upgrade To "Buy" On Better Margins Ahead
I'm upgrading TNET to 'Buy' as margin recovery and improved execution signal undervaluation, with a forward EV/EBITDA of ~7.1x and strong FCF yield. Recent earnings beat estimates despite YoY declines, and repricing efforts are driving insurance cost ratio back toward target by FY2026. EBITDA margin is set to recover to 10-11% by FY2026, supporting a bullish reversal in the stock price as valuation premium has faded.
TriNet Group, Inc. (TNET) Q2 2025 Earnings Call Transcript
TriNet Group, Inc. (NYSE:TNET ) Q2 2025 Earnings Conference Call July 25, 2025 8:30 AM ET Company Participants Alex Bauer - Executive Director of Investor Relations Kelly Lee Tuminelli - Executive VP & CFO Michael Quinn Simonds - President, CEO & Director Conference Call Participants Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division David Michael Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Jared Marshall Levine - TD Cowen, Research Division Kevin Damien McVeigh - UBS Investment Bank, Research Division Kyle David Peterson - Needham & Company, LLC, Research Division Operator Good day, and welcome to the TriNet Second Quarter 2025 Earnings Conference Call.
TriNet (TNET) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for TriNet (TNET) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TriNet Group (TNET) Q2 Earnings and Revenues Surpass Estimates
TriNet Group (TNET) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $1.53 per share a year ago.
