Kelly Services (KELYA) Investor presentation summary

Strategic positioning and leadership

• 79 years of industry leadership with a leading global workforce strategy and solutions platform.

• Three specialized, market-leading business units: ETM, SET, and EDU.

• Recent leadership overhaul, including new CEO, CFO, and key executives, following a change in controlling ownership.

• Board reconstituted with seven new directors post-acquisition.

• Focus on long-term value creation, operational strength, and transformation to accelerate profitable growth.

Financial performance and transformation

• 2025 revenue reached $4.3 billion, reflecting organic growth in resilient markets.

• Adjusted EBITDA margin improved to 2.6% in 2025, above historical averages.

• Gross margin expanded by ~200 basis points since 2020 through portfolio transformation.

• Nearly $500 million unlocked from divesting non-core assets, with capital redeployed to acquire seven specialty talent solutions companies.

• Structural SG&A savings of over $100 million achieved through efficiency measures.

Business unit highlights

• ETM: $2.0B revenue, 19.6% gross profit margin, 1.4% adjusted EBITDA margin, strong in manufacturing and office/clerical staffing.

• SET: $1.2B revenue, 25.3% gross profit margin, 5.5% adjusted EBITDA margin, leading in life sciences, engineering, and IT staffing.

• EDU: $1.0B revenue, 14.5% gross profit margin, 4.6% adjusted EBITDA margin, #1 education staffing firm in the U.S., serving 9,000+ schools.