Jun 2026 (Q2 FY26) — Jul 30, 2026
TriNet Q2 FY26 — Earnings Outlook Raised on Improved Retention and Insurance Performance
Read the full callTriNet earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,178 | −4.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 53.0 | +43.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $60.93 on 15 Oct 2025 → $70.7. High $71.67 (30 Jul 2026), low $33.85 (23 Feb 2026).
Overview
Call summaries
TriNet Q2 FY26 — Earnings Outlook Raised on Improved Retention and Insurance Performance
Read the full callEvery analysed call
Financials
Net profit, year on year: +43% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,252 | 1,276 | 1,292 | 1,238 | 1,232 | 1,248 | 1,226 | 1,178 |
| Expenses | 1,194 | — | 1,177 | 1,187 | 1,182 | — | 1,103 | 1,104 |
| Operating profit | 58 | — | — | — | — | — | — | — |
| Operating margin | 4.6% | — | — | — | — | — | — | — |
| Profit before tax | 58 | -37 | 115 | 51 | 50 | 1 | 123 | 74 |
| Tax rate | 22.4% | 37.8% | 26.1% | 27.4% | 32.0% | 200.0% | 27.6% | 28.4% |
| Net profit | 45 | -23 | 85 | 37 | 34 | -1 | 89 | 53 |
| EPS ($ per share) | 0.90 | — | 1.72 | 0.77 | 0.70 | — | 1.90 | 1.16 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 641 | 694 | 747 | 808 | 899 | 976 | 1,056 | 1,135 |
| Reserves | -266 | -219 | -144 | 74 | -119 | -896 | -984 | -1,081 |
| Total liabilities | 2,060 | 2,273 | 2,436 | 2,428 | 2,668 | 3,615 | 4,050 | 3,743 |
| Fixed assets | 79 | 85 | 79 | 24 | 24 | 17 | 10 | 11 |
| Investments | 54 | 68 | 57 | 135 | 76 | 65 | 0 | — |
| Total assets | 2,435 | 2,748 | 3,043 | 3,309 | 3,443 | 3,693 | 4,119 | 3,797 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -104 | 471 | 546 | 218 | 497 | 539 | 279 | 303 |
| Cash from investing | -200 | -188 | -151 | -135 | -226 | -70 | 153 | -43 |
| Cash from financing | -85 | -176 | -208 | 12 | -471 | -540 | -207 | -49 |
| Net cash flow | -389 | 107 | 187 | 95 | -201 | -71 | 225 | 211 |
| Capital expenditure | -43 | -45 | -36 | -40 | -56 | -75 | -78 | -69 |
| Free cash flow | -147 | 426 | 510 | 178 | 441 | 464 | 201 | 234 |
146 filings between Nov 6, 2025 and Aug 27, 2026.
Purchases
$188.5K
1 purchase by 1 insider
Sales
$978.5K
12 sales by 5 insiders
83% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 6 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LOWELL WAYNE B | — | $396.7K | Aug 4, 2026 |
| Chamberlain Paul Edward | — | $202.0K | Aug 27, 2026 |
| Evanko Brian C | $188.5K | — | Mar 4, 2026 |
| Treadway Anthony Shea | — | $160.5K | Aug 19, 2026 |
| Majalya Sidney A. | — | $129.7K | Aug 20, 2026 |
| Hayward Jeffery Jon | — | $89.6K | Nov 25, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 27, 2026 | Chamberlain Paul Edward Director | Sale | 2,400 | $167.3K |
| Aug 20, 2026 | Majalya Sidney A. SVP, CLO and Secretary | Sale 10b5-1 plan | 775 | $53.1K |
| Aug 19, 2026 | Treadway Anthony Shea SVP, Chief Revenue Officer | Sale 10b5-1 plan | 1,068 | $74.5K |
| Aug 15, 2026 | Murthy Mala EVP, Chief Financial Officer | Tax withheld | 1,166 | $80.2K |
| Aug 15, 2026 | Hayward Jeffery Jon EVP, Chief Svcs & Tech Officer | Tax withheld | 305 | $21.0K |
| Aug 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 292 | $20.1K |
| Aug 15, 2026 | Simonds Michael Q PRESIDENT & CEO | Tax withheld | 1,601 | $110.1K |
| Aug 15, 2026 | Majalya Sidney A. SVP, CLO and Secretary | Tax withheld | 256 | $17.6K |
| Aug 15, 2026 | Majalya Sidney A. SVP, CLO and Secretary | Tax withheld | 174 | $12.0K |
| Aug 15, 2026 | Nimmer Timothy SVP, Insurance Services & Ops | Tax withheld | 167 | $11.5K |
| Aug 15, 2026 | Hayward Jeffery Jon EVP, Chief Svcs & Tech Officer | Tax withheld | 172 | $11.8K |
| Aug 15, 2026 | Simonds Michael Q PRESIDENT & CEO | Tax withheld | 992 | $68.2K |
| Aug 15, 2026 | Treadway Anthony Shea SVP, Chief Revenue Officer | Tax withheld | 381 | $26.2K |
| Aug 15, 2026 | Treadway Anthony Shea SVP, Chief Revenue Officer | Tax withheld | 238 | $16.4K |
| Aug 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 254 | $17.5K |
| Aug 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 415 | $28.5K |
| Aug 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 644 | $44.3K |
| Aug 15, 2026 | Majalya Sidney A. SVP, CLO and Secretary | Tax withheld | 519 | $35.7K |
| Aug 15, 2026 | Simonds Michael Q PRESIDENT & CEO | Tax withheld | 3,206 | $220.4K |
| Aug 15, 2026 | Hayward Jeffery Jon EVP, Chief Svcs & Tech Officer | Tax withheld | 125 | $8.6K |
| Aug 15, 2026 | Hayward Jeffery Jon EVP, Chief Svcs & Tech Officer | Tax withheld | 665 | $45.7K |
| Aug 15, 2026 | Nimmer Timothy SVP, Insurance Services & Ops | Tax withheld | 235 | $16.2K |
| Aug 15, 2026 | Majalya Sidney A. SVP, CLO and Secretary | Tax withheld | 120 | $8.3K |
| Aug 15, 2026 | Treadway Anthony Shea SVP, Chief Revenue Officer | Tax withheld | 485 | $33.3K |
| Aug 15, 2026 | Nimmer Timothy SVP, Insurance Services & Ops | Tax withheld | 475 | $32.7K |
| Aug 4, 2026 | LOWELL WAYNE B Director | Sale | 5,773 | $396.7K |
| Jun 3, 2026 | Kennedy Janet H Director | Gift | 2,070 | $0 |
| Jun 3, 2026 | Kennedy Janet H Director | Gift | 2,070 | $0 |
| May 29, 2026 | KOSECOFF JACQUELINE B Director | Gift | 2,649 | $0 |
| May 29, 2026 | KOSECOFF JACQUELINE B Director | Gift | 2,649 | $0 |
| May 28, 2026 | KOSECOFF JACQUELINE B Director | Award | 4,735 | $0 |
| May 28, 2026 | HODGSON DAVID C Director | Award | 7,378 | $0 |
| May 28, 2026 | Ranganathan Madhu Director | Award | 4,735 | $0 |
| May 28, 2026 | AGI-T, L.P. Director | Award | 4,735 | $0 |
| May 28, 2026 | Evanko Brian C Director | Award | 4,735 | $0 |
| May 28, 2026 | Kennedy Janet H Director | Award | 4,735 | $0 |
| May 28, 2026 | Clark Ralph A. Director | Award | 4,735 | $0 |
| May 28, 2026 | Contreras-Sweet Maria Director | Award | 4,735 | $0 |
| May 28, 2026 | Chamberlain Paul Edward Director | Award | 4,735 | $0 |
| May 28, 2026 | Soto Myrna Director | Award | 4,735 | $0 |
| May 28, 2026 | LOWELL WAYNE B Director | Award | 4,735 | $0 |
| May 27, 2026 | LOWELL WAYNE B Director | Gift | 2,649 | $0 |
| May 27, 2026 | LOWELL WAYNE B Director | Gift | 2,649 | $0 |
| May 19, 2026 | Treadway Anthony Shea SVP, Chief Revenue Officer | Sale 10b5-1 plan | 933 | $40.5K |
| May 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 291 | $11.5K |
| May 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Tax withheld | 429 | $17.0K |
| May 15, 2026 | Venkataramani Jayaraman EVP Strat, Prdts & Transf | Award | 457 | $15.7K |
| May 15, 2026 | Murthy Mala EVP, Chief Financial Officer | Tax withheld | 1,166 | $46.2K |
| May 15, 2026 | Simonds Michael Q PRESIDENT & CEO | Tax withheld | 3,206 | $127.1K |
| May 15, 2026 | Simonds Michael Q PRESIDENT & CEO | Tax withheld | 1,625 | $64.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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