The earnings call highlighted strong operational achievements in certain segments such as Education and Telecom, along with improved cash flow. However, these positives were overshadowed by significant revenue declines, a large goodwill impairment charge, and impacts from reduced demand from key customers and the federal government. The company is focusing on strategic restructuring and technology modernization to address these challenges.
Company Guidance
During the third quarter earnings call for Kelly Services, the company provided guidance indicating that while the operating environment remains challenging due to macroeconomic factors, including a sluggish labor market and AI developments, they are focusing on stabilizing performance and driving growth. Revenue for the third quarter of 2025 was reported at $935 million, a 9.9% decrease from the prior year, primarily due to reduced demand from federal government contracts and three large customers. The company is targeting a 12% to 14% decline in revenue for the fourth quarter, with an adjusted EBITDA margin of approximately 3%. Despite the current challenges, Kelly Services is prioritizing growth through enhancing market approaches, pursuing targeted investments, and leveraging AI opportunities to improve efficiency and productivity. The company is also actively working on integrating technology platforms to streamline operations and drive future growth.
Education Segment Achieves Record Fill Rate
The Education segment achieved a 90% fill rate overall in the quarter for the first time, indicating strong operational performance despite broader challenges.
Telecom Specialty Growth
The telecom specialty within the SET segment achieved double-digit growth, continuing strong performance from the previous quarter.
Cash Flow Improvement
Kelly Services generated $94 million in operating cash flow through the third quarter, a significant increase compared to the prior year.
Kelly Services (KELYA) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KELYA Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$11.41
$9.36
-17.97%
Aug 07, 2025
$12.18
$12.74
+4.60%
May 08, 2025
$11.26
$12.39
+10.04%
Feb 13, 2025
$13.07
$14.01
+7.19%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kelly Services (KELYA) report earnings?
Kelly Services (KELYA) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).
What is Kelly Services (KELYA) earnings time?
Kelly Services (KELYA) earnings time is at Feb 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.