Kelly Services, Inc. Class A (KELYA)

Several events have impacted KELYA's stock price over the past six months. Kelly Services reported a sharp revenue decline and an operating loss in Q3 2025, and projected a revenue decline for Q4 2025. The company discussed an increase in Talent Solutions revenue in Q2 2025, driven by the acquisition of Sevenstep and strong performance in PPO. The acquisition of Motion Recruitment Partners continued to contribute to revenue growth in the SET segment. The sale of its European staffing business resulted in cash proceeds. The controlling shareholder's Class B stock sale led to the adoption of a stockholder rights plan. The share price of KELYA declined by 32.79% between December 23, 2024, and December 22, 2025.

Demand for Kelly Services' products and services exhibits some seasonality. The Education segment experiences cyclical demands tied to academic calendars and institutional budget cycles. Demand timing contributed to margin pressure in the company's Q3 2025 results.

Kelly Services, Inc. is a global leader in workforce solutions and staffing services, operating in the Professional Services sector, specifically in the Help Supply Services industry. The company provides temporary, contract, and permanent roles through its core business segments. The Professional and Industrial Staffing segment provides solutions for roles in manufacturing, logistics, administrative support, and other industrial sectors. The Science, Engineering, and Technology (SET) Staffing segment specializes in placing professionals in IT, engineering, and scientific roles. The Education Staffing segment offers workforce solutions for the education sector. The Outsourcing and Consulting Services segment provides workforce management solutions such as RPO, MSP, BPO, PPO, and talent advisory services.

Kelly Services maintains a global presence, operating in over 40 countries across North and South America, Asia-Pacific, and Europe, the Middle East, and Africa (EMEA).

In the past year, Kelly Services has received several recognitions from Forbes, highlighting its positive brand reputation, including rankings as a best employer for veterans, women, company culture, and tech workers. KellyOCG was named a leader and star performer in RPO by Everest Group. The adoption of a stockholder rights plan aims to protect shareholder interests during a significant ownership change.

Kelly Services, Inc. operates with a dual-class share structure, where Class B shares hold all voting power. Terence E. Adderley is the largest individual shareholder, owning 50.30% of the company, giving him effective voting control. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., and Dimensional Fund Advisors LP. Institutional investors collectively hold a significant portion of Kelly Services' stock.