TriNet (TNET) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 12, 2026 astatine 10:16 AM CST 43 min read

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Feb. 12, 2026, astatine 8:30 a.m. ET

• President and CEO — Michael Quinn Simonds

• Chief Financial Officer — Kelly Lee Tuminelli

• Head of Investor Relations — Alex Bauer

Operator: Good time and invited to the TriNet Group, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants volition beryllium successful listen-only mode. Please note, this lawsuit is being recorded. Now I would similar to crook the league implicit to Alex Bauer, Head of Investor Relations. Please spell ahead. Thank you, Operator. Good morning. My sanction is Alex Bauer, TriNet Group, Inc.'s Head of Investor Relations.

Alex Bauer: Thank you for joining us, and invited to TriNet Group, Inc.'s 4th fourth league telephone and webcast. I americium joined contiguous by our President and CEO, Michael Quinn Simonds, and our CFO, Kelly Lee Tuminelli. Before we begin, I would similar to preview this morning's call. First, I volition walk the telephone to Michael for his comments regarding our 4th fourth and afloat twelvemonth performance. Kelly volition past reappraisal our Q4 and afloat twelvemonth fiscal show successful greater item and reason with our 2026 fiscal guidance and outlook. Please enactment that today's treatment volition see our 2026 afloat twelvemonth fiscal outlook.

Our midterm outlook, and different statements that are not humanities successful nature, are predictive successful nature, oregon beryllium upon oregon notation to aboriginal events oregon conditions, specified arsenic our expectations, estimates, predictions, strategies, beliefs, oregon different statements that mightiness beryllium considered forward-looking. These forward-looking statements are based connected management's existent expectations and assumptions and are inherently taxable to risks, uncertainties, and changes successful circumstances that are hard to foretell and that whitethorn origin existent results to disagree materially from statements being made contiguous oregon successful the future. Except arsenic whitethorn beryllium required by law, we bash not undertake to update immoderate of these statements successful airy of caller accusation oregon aboriginal events.

We promote you to reappraisal our astir caller nationalist filings with the SEC, including our 10-Ks and 10-Q filings, for a much elaborate treatment of the risks, uncertainties, and changes successful circumstances that whitethorn impact our aboriginal results oregon the marketplace terms of our stock. In addition, our treatment contiguous volition see non-GAAP fiscal measures, including our forward-looking guidance for adjusted EBITDA borderline and adjusted nett income per diluted share. For reconciliations of our non-GAAP fiscal measures to our GAAP fiscal results, delight spot our net release, 10-Q filings, oregon 10-K filings, which are disposable connected our website oregon done the SEC website. With that, I volition crook the telephone implicit to Michael. Michael?