Kelly Services B 2025 Q2 Earnings Strong Performance as Net Income Surges 313%

Kelly Services B (KELYB) reported its fiscal 2025 Q2 earnings on Aug 07th, 2025. The company exceeded expectations, with both revenue and net income showing notable growth. Kelly Services B maintained a cautious guidance stance, emphasizing operational efficiency and margin improvement initiatives for the near term.

Revenue totaled $1.10 billion for 2025 Q2, reflecting a 4.2% increase from $1.06 billion in 2024 Q2. This growth was driven by strong performance in the Education segment and the Science, Engineering & Technology (SET) division. Enterprise Talent Management (ETM) revenue stood at $520.20 million, while SET contributed $317.30 million. The Education segment generated $265.30 million in revenue. Intersegment revenue adjustments totaled $-1 million. Consolidated revenue was $1.10 billion.

Kelly Services B’s net income surged to $19 million in 2025 Q2, marking a 313% increase from $4.60 million in 2024 Q2. Earnings per share (EPS) rose 300% to $0.52, compared to $0.13 in the prior year. This significant improvement in earnings reflects strong cost management and favorable revenue trends across key segments.

Kelly Services B's stock price remained stable in the latest trading day and week but saw a 3.22% increase month-to-date. Post-earnings analysis suggests that purchasing shares on the revenue raise date and holding for 30 days yielded modest returns. For example, following the 2025 Q2 report, the stock appreciated 1.32% in the next 30 days. However, the stock has experienced volatility, declining 38.40% over the last 12 months as of August 7, 2025. While the strategy slightly outperformed the market, it is not ideal for long-term investment due to high beta and significant drawdowns.

Kelly Services B CEO Gregory S. Lewis highlighted strong performance in Q2, noting the company’s resilience in a dynamic economic environment. Emphasizing growth drivers, he pointed to increased demand in healthcare staffing and digital transformation initiatives as key contributors. Strategic priorities include expanding digital capabilities and enhancing talent acquisition platforms to improve market positioning. Looking ahead, he emphasized a focus on operational efficiency and long-term value creation, expressing optimism about the company’s trajectory in the coming quarters.

The company expects modest revenue expansion in the near term and reiterated its focus on maintaining profitability and improving margins through disciplined cost management. Qualitative guidance emphasized confidence in navigating macroeconomic uncertainties and reinforcing competitive advantages.

Kelly Services B announced the appointment of Nick Zuhlke as vice president, controller, and chief accounting officer, effective August 11, 2025. Zuhlke succeeds Laura Lockhart and brings extensive global finance leadership experience from DexKo Global, Plastipak Holdings, and KPMG. Additionally, the company declared a quarterly cash dividend of $0.075 per share, payable on September 3, 2025 to stockholders of record as of August 20, 2025.