Latest revenue
$1.04B
as of 2026-03-29
Latest net income
$-5.9M
as of 2026-03-29
Net margin
-0.6%
as of 2026-03-29
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Help Supply Services (22 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think KELYA is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $407.4M
- Enterprise value
- $512.5M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 0.42×
- Dividend yield
- 2.7%
- 52-wk high
- $14.94
- 52-wk low
- $7.98
- Beta
- —
- Shares out
- 34.6M
5-year trend
What this company does
Kelly Services places temporary, permanent, and outsourced workers—teachers, scientists, engineers, IT staff, and office workers—with employers across North America and globally. The company earns nearly all its revenue billing clients for the hours its roughly 375,000 placed workers log, with permanent placement fees adding about 1%. Kelly has remade itself into a North America-focused specialty staffing firm, selling its European operations in 2024 and merging its Professional & Industrial and outsourcing units in 2025 into three segments: Education, Science/Engineering/Technology, and Enterprise Talent Management.
Generated from KELYA's filing dated 2026-02-12
Key risks
- Cyclical staffing demand: revenue and operating leverage decline sharply in downturns as SG&A doesn't fall with revenue.
- Customer concentration: top 100 clients drove 55% of 2025 revenue; largest single customer ~6%.
- Execution risk on multi-year ERP integration following 2024 EMEA divestiture and 2025 P&I/OCG consolidation; SET phase went live early 2026.
Generated from KELYA's filing dated 2026-02-12
Profitability
Gross margin
20.1%
1.5%Operating margin
-1.6%
371.0%Net margin
-6.0%
43056.0%Return on equity
-20.6%
42905.2%Return on assets
-11.3%
49432.5%Leverage
Debt / equity
0.82×
25.2%Long-term debt / equity
0.08×
56.8%Debt / assets
45.1%
13.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-29 | $1.04B | -10.7% | $-5.9M | -201.7% | -0.6% |
Q4 2025 2025-12-28 | $1.05B | -11.9% | $-153.6M | -383.0% | -14.6% |
Q3 2025 2025-09-28 | $935.0M | -9.9% | $-125.3M | -15762.5% | -13.4% |
Q2 2025 2025-06-29 | $1.10B | +4.2% | $19.0M | +313.0% | 1.7% |
Q1 2025 2025-03-30 | $1.16B | +11.5% | $5.8M | -77.5% | 0.5% |
Q4 2024 2024-12-29 | $1.19B | — | $-31.8M | — | -2.7% |
Q3 2024 2024-09-29 | $1.04B | -7.1% | $800.0K | -87.9% | 0.1% |
Q2 2024 2024-06-30 | $1.06B | -13.1% | $4.6M | -38.7% | 0.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Help Supply Services · SIC 7363
Your notes
Keep private notes on KELYA — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$327.2K
Insider selling
$107.0M
Net activity
−$106.7M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns KELYA
Institutional value
$107.7M
Total shares held
12.7M
Distinct holders
84
-84 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $21.0M | -30.2K (-1.3%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $13.8M | -341.2K (-18.0%) | Trimmed |
| 3 | PRIVATE MANAGEMENT GROUP INC | 1.5M | $13.2M | +228.3K (+18.0%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $11.7M | — | New |
| 5 | KENNEDY CAPITAL MANAGEMENT LLC | 675.8K | $6.0M | -10.8K (-1.6%) | Trimmed |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 555.7K | $4.9M | — | New |
| 7 | Pacific Ridge Capital Partners, LLC | 547.2K | $4.8M | +429.8K (+365.9%) | Added |
| 8 | FIFTH THIRD BANCORP | 493.9K | $4.4M | — | New |
| 9 | Bank of New York Mellon Corp | 347.6K | $3.1M | +4.3K (+1.3%) | Added |
| 10 | JPMORGAN CHASE & CO | 247.2K | $2.2M | -102.5K (-29.3%) | Trimmed |
| 11 | Vanguard Global Advisers, LLC | 226.0K | $2.0M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 203.7K | $1.8M | — | New |
| 13 | Minerva Advisors LLC | 199.8K | $1.8M | +141.4K (+242.1%) | Added |
| 14 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 180.9K | $1.6M | +125.5K (+226.2%) | Added |
| 15 | Peapod Lane Capital LLC | 169.9K | $1.5M | — | New |
| 16 | UBS Group AG | 164.8K | $1.5M | +151.3K (+1114.4%) | Added |
| 17 | Universal- Beteiligungs- und Servicegesellschaft mbH | 112.8K | $998.4K | +0 (+0.0%) | No change |
| 18 | Robeco Institutional Asset Management B.V. | 105.9K | $937.1K | +0 (+0.0%) | No change |
| 19 | SEI INVESTMENTS CO | 94.9K | $840.0K | +45.1K (+90.5%) | Added |
| 20 | JANE STREET GROUP, LLC | 91.1K | $806.0K | -167.9K (-64.8%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With top-10 customer concentration dropping from 29% to 24% and largest customer at 6%, did you lose accounts or just dilute through MRP—quantify net revenue impact?
- 2
DSO sits at 61 days; given the P&I/OCG integration and SET ERP go-live in early 2026, what working capital and execution risk should we model for 2026?
- 3
Post-EMEA divestiture and MRP acquisition, what organic revenue growth and adjusted EBITDA margin did the three remaining segments deliver in 2025 versus 2024?
Refreshed when KELYA files a new report · last from 2026-02-12
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