Kelly Services Inc (NASDAQ: KELYA)

Kelly Services Inc operates as a global specialty talent solutions provider, offering a range of staffing and workforce management services. The company has been a pioneer in the staffing industry since its founding in 1946, evolving to meet the changing needs of employers and job seekers. Kelly Services has adapted its offerings to include managed service provider programs, specialized services in engineering, information technology, and education, and a strategic focus on high-growth, high-margin specialties.

Kelly Services generates revenue through a variety of services, including temporary and permanent staffing, outcome-based solutions, recruitment process outsourcing (RPO), managed service provider (MSP) programs, and payroll process outsourcing (PPO). The company's primary products and services are delivered through three specialized business units: Kelly Education, Kelly Science, Engineering & Technology (SET), and Kelly Enterprise Talent Management. These services cater to a diverse customer base, including local and mid-sized businesses, Fortune 500 enterprises, government agencies, and education institutions.

• Enterprise Talent Management: This segment delivers temporary staffing, outcome-based, and permanent placement services focused on light industrial, contact center, and office and clerical specialties in North America. It includes products such as Business Process Outsourcing, KellyConnect, and Skilled Professional Solutions. Additionally, it provides global talent supply chain and workforce talent solutions, including MSP, RPO, and PPO solutions to customers on a global basis. The segment includes brands like RocketPower, Sevenstep, and the proprietary technology platform Kelly Helix.

• Science, Engineering & Technology: This segment provides highly specialized skills to various industries through temporary staffing, outcome-based, and permanent placement services. SET focuses on science and clinical research, engineering, technology, and telecommunications specialties predominantly in North America. It includes brands such as MRP, Softworld, NextGen, GTA, and the statementworX offering.

• Education: This segment delivers high-quality education and therapy services talent through temporary staffing, permanent placement, and executive search services to Pre-K-12 school districts and education organizations across the U.S. It includes brands like CTC, PTS, Greenwood/Asher, and Teachers On Call.

Kelly Services holds a significant position in the workforce solutions industry, competing with major players such as Randstad, Adecco Group, ManpowerGroup Inc., and Allegis Group. The company's competitive advantages include its deep industry expertise, a broad range of service offerings, and a strong focus on quality and innovation. Kelly Services leverages artificial intelligence technologies to enhance its talent-related solutions, integrating these tools into recruiting, applicant tracking, candidate screening, assessment, workforce analytics, and broader talent management processes. The company's proprietary Kelly Helix platform is a key differentiator, enabling efficient, consistent, and scalable talent management activities.

Kelly Services serves a diverse client portfolio, spanning employers of all sizes and sectors. In 2025, approximately 55% of the company's total revenue was attributed to its largest 100 customers, with 24% coming from the top 10 customers. The largest single customer accounted for about six percent of total revenue. The company's client base includes local and mid-sized businesses, Fortune 500 enterprises, government agencies, and education institutions, reflecting its broad market reach and capability to serve various industries.