What move does the options market price into Kelly Services's report?

Implied ±14.2%, either direction.

How often does Kelly Services move more than the options market prices?

2 of the last 8 reports moved at least as far as the implied move.

KELYANasdaqServices-Help Supply Services

Kelly Services Inc (KELYA) earnings date, market-implied expected move, and options open interest by expiry

16.64

+0.28 · +1.72%

Regular session11:36 ET

Open16.77Volume186,877Mkt cap$568.2MEPS-7.78Div yield1.83%

Day16.61 – 16.7719%52-wk7.82 – 17.6790%

KELYA

Kelly Services Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±14.2%implied · report alone

8Q avg ±7.9%·×1.80·rich

14.0418.68

straddle ±15.1%

spot 16.36exp Nov 20ATM strike 17.5ATM straddle 2.90IV 94%

Nov 3 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

before open · in 1 day

est.Q3 FY26

Calendar

Next report

Last report

+2.63%

vs ±15.6% implied · ×0.17

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

−0.66%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

168 managers

Top fund weight

0.01%

KELYA weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Kelly Services (KELYA) is expected to report on Nov 5 before open (estimated date).

Implied vs realized

8 reports

2 of 8≥ implied

avg implied: ±13.9%
avg realized: ±7.9%

Nov 7 '24Nov 7 '24confirmed±8.0%▼−18.47%×2.32

Feb 13 '25Feb 13 '25confirmed±8.5%▲+7.22%×0.85

May 8 '25May 8 '25confirmed±16.1%▲+10.01%×0.62

Aug 7 '25Aug 7 '25confirmed±22.1%▲+4.57%×0.21

Q3 FY25Nov 6 '25confirmed±10.9%▼−17.92%×1.64

Feb 12 '26Feb 12 '26confirmed±19.8%▼−1.31%×0.07

Q1 FY26May 7 '26confirmed±10.0%▼−0.92%×0.09

Q2 FY26Aug 6 '26confirmed±15.6%▲+2.63%×0.17

quarterimplied−25%0+25%realized×

Q2 FY26±15.6%▲+2.63%×0.17

Q1 FY26±10.0%▼−0.92%×0.09

Feb '26±19.8%▼−1.31%×0.07

Q3 FY25±10.9%▼−17.92%×1.64

Aug '25±22.1%▲+4.57%×0.21

May '25±16.1%▲+10.01%×0.62

2 older reports

Feb '25±8.5%▲+7.22%×0.85

Nov '24±8.0%▼−18.47%×2.32

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 2 expiries · Nov 3 close

0.45OI · 2 expiries · Nov 3 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

6000%Nov 2016d1,3200%

250%Feb 19107d0.021,1270%0.02

ExpiryPutsCallsP/C

Nov 2016d6000%1,3200%0.45

Feb 19107d250%1,1270%0.02

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±15.1%

Funds 3

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

1.10%as filednet margin · revenue −0.24% QoQ · −5.77% YoY

Revenue

$1.0B−0.24% QoQ

Gross profit

$212M+7.94% QoQ

20.42% margin

Operating income

$16M+415.69% QoQ

1.55% margin

Pre-tax income

$14M+314.93% QoQ

Net income

$11M+293.22% QoQ

1.10% margin

Cost of revenue

$826M−2.14% QoQ

Operating expenses

$196M−2.78% QoQ

Other expense

$2M

Tax

$3M+475.00% QoQ

Revenue$1.0B−0.24%

Gross profit

$212M+7.94%

20.42% margin

Operating income

$16M+415.69%

1.55% margin

Pre-tax income

$14M+314.93%

Net income

$11M+293.22%

1.10% margin

Cost of revenue

$826M−2.14%

Operating expenses

$196M−2.78%

Other expense

$2M

Tax$3M+475.00%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 28 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 3 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 11:30 ET

Intraday

Event sensitivity

PPI ×1.36· ±2.2% vs ±1.6% · 10 releases

eventrelease day|move|up · n×base

PPIproducer prices±2.2%7 of 10×1.36

NFPjobs report±2.1%3 of 10×1.32

FOMCrate decision±2.1%9 of 24×1.29

PCEpersonal income & outlays±1.6%9 of 19×0.98

GDPgross domestic product±1.6%8 of 19×0.98

CPROFcorporate profits±1.4%7 of 12×0.87

CPIconsumer prices±1.1%6 of 10×0.66

Bar = avg |move| to ±3% · tick = ±1.6% avg day · ×base = |move| ÷ ±1.6% · min 6 releases

Earnings history

EPS 0.31 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	0.31	—
Q1 FY26	May 7 '26 · confirmed	-0.17	—
Q3 FY25	Nov 6 '25 · confirmed	-4.26	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod