Kelly Services

Q3 FY2026 EarningsQ3 FY26 results were mixed relative to consensus: revenue of $927.2M beat the $925.9M expectation, while the gross margin of 21.0% outperformed the predicted 20.87%. However, adjusted EPS of $0.07 significantly missed the normalized net income expectations implied by consensus. While Enterprise Talent Management (ETM) returned to growth (+2.4% reported), total revenue fell 0.8% YoY due to continued weakness in Education and Science, Engineering & Technology (SET). Q4 FY26 guidance for flat to 1% revenue growth suggests a cautious outlook amid delayed recovery in the Education segment.