HR firm TriNet's Q2 revenue edges past estimates
Overview
TriNet Q2 2025 revenue flat yr/yr but beats analyst expectations, per LSEG data
Adjusted EPS for Q2 2025 beats consensus
Co reaffirms full-year 2025 guidance
Outlook
TriNet reaffirms 2025 revenue guidance of $4.95 bln to $5.14 bln
Company expects 2025 professional service revenues of $700 mln to $730 mln
TriNet projects 2025 insurance cost ratio between 90% and 92%
Company anticipates 2025 adjusted EBITDA margin of 7% to 9%
Result Drivers
BENEFITS REPRICING - TriNet prudently repriced its benefits offering while maintaining customer retention above historical averages, per CEO Mike Simonds
GROWTH INITIATIVES - Several growth initiatives are on track for the fall, aiming to drive new sales with an expanded go-to-market approach
FLAT REVENUE - Total revenues were flat at $1.2 bln compared to the same period last year, despite a decrease in professional service revenues
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $1.24 bln | $1.21 bln (3 Analysts) |
Q2 Adjusted EPS | Beat | $1.15 | $1.02 (6 Analysts) |
Q2 Adjusted Net Income | Beat | $55 mln | $50.40 mln (5 Analysts) |
Q2 Net Income |
| $37 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the employment services peer group is "buy"
Wall Street's median 12-month price target for TriNet Group Inc is $74.00, about 11.2% above its July 24 closing price of $65.72
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nPn22ht8Xa
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