TriNet Group, Inc. (TNET) Q3 2026 Earnings Call Transcript
TriNet's top line has contracted for several quarters, with revenue growth of -4.6% in Q3 2026 and -4.8% in Q2 2026, suggesting the core client base is shrinking despite headline earnings beats.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.94+56.1% vs $0.60 | $1.2B-0.5% vs $1.2B |
Q3 2026 Jul 30, 2026 | $1.55+66.1% vs $0.93 | $1.2B-0.3% vs $1.2B |
Q2 2026 Apr 30, 2026 | $2.48+34.8% vs $1.84 | $1.2B+13.3% vs $1.1B |
Q1 2026 Feb 12, 2026 | $0.46+24.3% vs $0.37 | $1.2B+402.5% vs $248M |
TriNet Group, Inc. (TNET) Q3 2026 Earnings Call Transcript
Although the revenue and EPS for TriNet (TNET) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TriNet Group (TNET) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $1.11 per share a year ago.
DUBLIN, Calif., Oct. 29, 2026 /PRNewswire/ -- TriNet Group, Inc. (NYSE: TNET), a leading provider of comprehensive and flexible human capital management (HCM) solutions for small and medium-size businesses (SMBs), today announced financial results for the third quarter ended September 30, 2026.
Benchmark TNET against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TriNet Group, Inc. (TNET)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $66.63 | $3.06B | 21.09 | -0.85% | 3.09% | 252.03% | 1.63% | |
| $117.06 | $41.63B | 23.94 | 16.88% | 27.35% | 47.11% | 3.77% | |
| $63.98 | $1.84B | 13.08 | 13.6% | 11.43% | 12.49% | — | |
| $29.91 | $734.58M | 14.31 | 8.37% | 2.77% | 15.76% | 1.06% | |
| $303.35 | $121.26B | 27.70 | 6.74% | 20.33% | 75.85% | 2.17% | |
| $13.42 | $338.04M | 28.55 | -2.62% | 6.27% | 26.11% | 3.52% |
TriNet Group, Inc. (TNET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
TriNet Group, Inc. (TNET) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
Jun 17, 2026·SEC
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TriNet Group, Inc. (TNET) stock FAQ — growth, dividends, profitability & financials explained
TriNet Group, Inc. (TNET) reported $4.83B in revenue over the trailing twelve months. Revenue was $5.01B in fiscal year 2025. That is 392% more than the $1.02B of fiscal year 2012.
TriNet Group, Inc. (TNET) revenue fell by 0.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. TriNet Group, Inc. (TNET) earned $172.0M in net income over the trailing twelve months (a 3.6% net margin).
Yes. TriNet Group, Inc. (TNET) pays a dividend that yields 1.63% at the current price, a moderate yield.
TriNet Group, Inc. (TNET) had a return on equity (ROE) of 252.0% in fiscal year 2025. That is well above the market's typical 10-15%.
TriNet Group, Inc. (TNET) generated $342.0M in free cash flow over the trailing twelve months.