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Mar 31, 2021

TriNet Q1 2021 Earnings Report

Reported a slight increase in total revenues and a significant rise in net service revenues.

Key Takeaways

TriNet Group, Inc. announced its Q1 2021 financial results, with total revenues increasing by 1% to $1.1 billion and net service revenues increasing by 9% to $309 million compared to the same period last year. Net income rose by 11% to $101 million, or $1.51 per diluted share, while adjusted net income increased by 14% to $111 million, or $1.66 per diluted share.

Total revenues increased by 1% to $1.1 billion, and net service revenues increased by 9% to $309 million year-over-year.

Net income was $101 million, or $1.51 per diluted share, compared to $91 million, or $1.31 per diluted share, in the same period last year.

Adjusted net income was $111 million, or $1.66 per diluted share, compared to $97 million, or $1.41 per diluted share, in the same period last year.

Total Worksite Employees (WSEs) decreased by 3% to approximately 326,000, and average WSEs decreased by 4% to approximately 321,000.

Total Revenue
$309M
Previous year: $283M
+9.2%
EPS
$1.66
Previous year: $1.41
+17.7%
Total WSEs
326K
Previous year: 336.85K
-3.2%
Average WSEs
321K
Previous year: 336.35K
-4.6%
Gross Profit
$245M
Previous year: $219M
+11.9%
Cash and Equivalents
$500M
Previous year: $521M
-4.0%
Free Cash Flow
-$180M
Previous year: -$288M
-37.5%
Total Assets
$3.01B
Previous year: $2.77B
+8.7%

TriNet

TriNet

TriNet Revenue by Segment

Forward Guidance

TriNet provided its second quarter and full-year 2021 guidance. Percentages reflect the increase or (decrease) from the prior year quarter and prior year end.

Positive Outlook

  • Total revenues are expected to increase by 12% to 14% in Q2 2021 and 9% to 11% for the full year 2021.
  • Professional Service Revenues are expected to increase by 10% to 14% in Q2 2021 and 8% to 10% for the full year 2021.
  • Net Insurance Margin is expected to be between 10% and 11% for both Q2 2021 and the full year 2021.
  • Adjusted EBITDA Margin is projected to be between 35% and 39% for Q2 2021 and 38% to 40% for the full year 2021.
  • Diluted net income per share of common stock is expected to be $0.59 to $0.74 for Q2 2021 and $2.86 to $3.31 for the full year 2021.

Challenges Ahead

  • Not enough information to generate 5 negatives

Revenue & Expenses

Visualization of income flow from segment revenue to net income