TriNet (TNET) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 13, 2026, 9:30 AM

For the quarter ended December 2025, TriNet Group (TNET) reported revenue of $245 million, down 2.8% over the same period last year. EPS came in at $0.46, compared to $0.44 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $251.63 million, representing a surprise of -2.64%. The company delivered an EPS surprise of +24.32%, with the consensus EPS estimate being $0.37.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how TriNet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Interest income: $14 million compared to the $14.84 million average estimate based on three analysts.
  • Revenues- Insurance service revenues: $1.07 billion compared to the $1.07 billion average estimate based on three analysts. The reported number represents a change of -1.5% year over year.
  • Revenues- Professional service revenues: $169 million compared to the $168.39 million average estimate based on three analysts. The reported number represents a change of -6.6% year over year.

View all Key Company Metrics for TriNet here>>>

Shares of TriNet have returned -36.2% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
TriNet Group, Inc. (TNET): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Mentioned In This Article

Latest News