The earnings call presented a mixed picture with strong performance and growth in the Education and SET segments, as well as effective liquidity and cost management. However, these were balanced by declines in the ETM segment, macroeconomic challenges, and significant demand reductions from large customers. The sentiment is neutral, as the highlights and lowlights are balanced.

Company Guidance

During the second quarter of fiscal year 2025, Kelly Services reported revenue growth driven by its strategic focus on more resilient markets, with its Education business achieving a 5.6% year-over-year increase and its SET segment showing a 19% rise on a reported basis due to the MRP acquisition. However, on an organic basis, the company experienced a 3.3% revenue decline, impacted by reduced demand for federal contractors and significant demand reductions from a few large customers. Adjusted EBITDA stood at $37 million, reflecting a 9% decrease from the prior year, and the adjusted EBITDA margin declined by 40 basis points to 3.4%. Despite these challenges, Kelly Services maintained liquidity of $301 million and executed a $130 million net paydown on its debt. The company anticipates a 5% to 7% revenue decline in the third quarter, mainly due to continued pressures from large customers and federal contractor reductions, but expects adjusted EBITDA margin expansion of 80 to 90 basis points year-over-year.

Education Segment Growth

The Education business grew 5.6% year-over-year, driven by ongoing fill rate improvement and stable demand in the K-12 space.

SET Segment Expansion

SET revenue increased by 19% on a reported basis due to the acquisition of MRP, with organic revenue down only 3.2% when excluding lower demand for federal contractors.

Strong Liquidity Position

Kelly Services ended the quarter with total available liquidity of $301 million, including $18 million in cash and $283 million of available liquidity on credit facilities.

Operational Discipline and Cost Management

SG&A expenses declined by 1% year-over-year on an adjusted organic basis, reflecting the company's focus on improving productivity and aligning resources with demand.

Positive Outlook for Education and Outcome-Based Offerings

Education expected to show stronger growth in the second half of the year, and outcome-based offerings demonstrate resilience with 2% year-over-year growth driven by ETM.

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

Daily Earnings Calendar >

KELYA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.41 / -	0.21	―	―	―
Aug 07, 2025	2025 (Q2)	0.55 / 0.54	0.71	-23.94% (-0.17)
May 08, 2025	2025 (Q1)	0.53 / 0.39	0.56	-30.36% (-0.17)
Feb 13, 2025	2024 (Q4)	0.48 / 0.82	0.93	-11.83% (-0.11)
Nov 07, 2024	2024 (Q3)	0.36 / 0.21	0.5	-58.00% (-0.29)
Aug 08, 2024	2024 (Q2)	0.56 / 0.71	0.36	97.22% (+0.35)
May 09, 2024	2024 (Q1)	0.47 / 0.56	0.4	40.00% (+0.16)
Feb 15, 2024	2023 (Q4)	0.56 / 0.93	0.18	416.67% (+0.75)
Nov 09, 2023	2023 (Q3)	0.26 / 0.50	0.25	100.00% (+0.25)
Aug 10, 2023	2023 (Q2)	0.40 / 0.36	0.45	-20.00% (-0.09)

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
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%
Nov 07, 2024	$21.76	$17.74	-18.47%

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 Nov 06, 2025, Before Open (Confirmed).

What is Kelly Services (KELYA) earnings time?

Kelly Services (KELYA) earnings time is at Nov 06, 2025, 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.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is KELYA EPS forecast?

KELYA EPS forecast for the fiscal quarter 2025 (Q3) is 0.42.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing