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Side-by-side financial comparison of AXIS CAPITAL HOLDINGS LTD (AXS) and KELLY SERVICES INC (KELYA). Click either name above to swap in a different company.

AXIS CAPITAL HOLDINGS LTD is the larger business by last-quarter revenue ($1.6B vs $1.2B, roughly 1.4× KELLY SERVICES INC). On growth, AXIS CAPITAL HOLDINGS LTD posted the faster year-over-year revenue change (8.0% vs -3.3%). Over the past eight quarters, AXIS CAPITAL HOLDINGS LTD's revenue compounded faster (6.4% CAGR vs -3.1%).

AXIS Capital Holdings Limited is the holding company for AXIS group of companies. It offers various risk transfer products and services through subsidiaries and branch networks in Bermuda, the United States, Canada, Europe and Singapore. The company offers insurance services including property, professional lines, terrorism, marine, energy, environmental and other insurance. The reinsurance services include property, professional lines, credit and bond, and others.

Kelly Services, Inc. is an American multinational office staffing company. The company places employees at all levels in various sectors including financial services, information technology, and law. Also, its professional services include human resource and management consulting, outsourcing, recruitment, career transition, and vendor management. Kelly Services was founded by William Russell Kelly in 1946 and is headquartered in Troy, Michigan.

AXS vs KELYA — Head-to-Head

Bigger by revenue
AXS
AXS
1.4× larger
AXS
$1.6B
$1.2B
KELYA
Growing faster (revenue YoY)
AXS
AXS
+11.3% gap
AXS
8.0%
-3.3%
KELYA
Faster 2-yr revenue CAGR
AXS
AXS
Annualised
AXS
6.4%
-3.1%
KELYA

Income Statement — Q1 FY2026 vs Q4 FY2024

Metric
AXS
AXS
KELYA
KELYA
Revenue
$1.6B
$1.2B
Net Profit
$254.8M
Gross Margin
20.3%
Operating Margin
15.6%
-4.8%
Net Margin
15.5%
Revenue YoY
8.0%
-3.3%
Net Profit YoY
31.3%
EPS (diluted)
$-0.86

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AXS
AXS
KELYA
KELYA
Q1 26
$1.6B
Q4 25
$1.7B
Q3 25
$1.7B
Q2 25
$1.6B
Q1 25
$1.5B
Q4 24
$1.5B
$1.2B
Q3 24
$1.6B
$1.0B
Q2 24
$1.5B
$1.1B
Net Profit
AXS
AXS
KELYA
KELYA
Q1 26
$254.8M
Q4 25
$289.6M
Q3 25
$301.9M
Q2 25
$223.4M
Q1 25
$194.1M
Q4 24
$293.6M
Q3 24
$180.7M
$800.0K
Q2 24
$212.0M
$4.6M
Gross Margin
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
20.3%
Q3 24
21.4%
Q2 24
20.2%
Operating Margin
AXS
AXS
KELYA
KELYA
Q1 26
15.6%
Q4 25
19.0%
Q3 25
22.1%
Q2 25
17.2%
Q1 25
15.5%
Q4 24
18.6%
-4.8%
Q3 24
14.2%
0.3%
Q2 24
17.4%
1.2%
Net Margin
AXS
AXS
KELYA
KELYA
Q1 26
15.5%
Q4 25
16.7%
Q3 25
18.0%
Q2 25
13.7%
Q1 25
12.8%
Q4 24
20.0%
Q3 24
11.2%
0.1%
Q2 24
14.6%
0.4%
EPS (diluted)
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
$3.63
Q3 25
$3.74
Q2 25
$2.72
Q1 25
$2.26
Q4 24
$3.38
$-0.86
Q3 24
$2.04
$0.02
Q2 24
$2.40
$0.12

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AXS
AXS
KELYA
KELYA
Cash + ST InvestmentsLiquidity on hand
$862.5M
$39.0M
Total DebtLower is stronger
$239.4M
Stockholders' EquityBook value
$6.4B
$1.2B
Total Assets
$35.6B
$2.6B
Debt / EquityLower = less leverage
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AXS
AXS
KELYA
KELYA
Q1 26
$862.5M
Q4 25
$820.3M
Q3 25
$825.9M
Q2 25
$852.1M
Q1 25
$2.8B
Q4 24
$2.1B
$39.0M
Q3 24
$981.0M
$32.8M
Q2 24
$1.1B
$38.2M
Total Debt
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$239.4M
Q3 24
$228.2M
Q2 24
$210.4M
Stockholders' Equity
AXS
AXS
KELYA
KELYA
Q1 26
$6.4B
Q4 25
$6.4B
Q3 25
$6.4B
Q2 25
$6.2B
Q1 25
$5.9B
Q4 24
$6.1B
$1.2B
Q3 24
$6.1B
$1.3B
Q2 24
$5.7B
$1.3B
Total Assets
AXS
AXS
KELYA
KELYA
Q1 26
$35.6B
Q4 25
$34.5B
Q3 25
$34.3B
Q2 25
$34.2B
Q1 25
$33.2B
Q4 24
$32.5B
$2.6B
Q3 24
$32.7B
$2.7B
Q2 24
$32.1B
$2.6B
Debt / Equity
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
0.19×
Q3 24
0.18×
Q2 24
0.16×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AXS
AXS
KELYA
KELYA
Operating Cash FlowLast quarter
$15.0M
Free Cash FlowOCF − Capex
$13.0M
FCF MarginFCF / Revenue
1.1%
Capex IntensityCapex / Revenue
0.2%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$15.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
$630.4M
Q3 25
$673.8M
Q2 25
$-1.7B
Q1 25
$309.1M
Q4 24
$355.5M
$15.0M
Q3 24
$587.0M
$-20.3M
Q2 24
$518.1M
$57.7M
Free Cash Flow
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$13.0M
Q3 24
$-22.7M
Q2 24
$54.7M
FCF Margin
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
1.1%
Q3 24
-2.2%
Q2 24
5.2%
Capex Intensity
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
0.2%
Q3 24
0.2%
Q2 24
0.3%
Cash Conversion
AXS
AXS
KELYA
KELYA
Q1 26
Q4 25
2.18×
Q3 25
2.23×
Q2 25
-7.41×
Q1 25
1.59×
Q4 24
1.21×
Q3 24
3.25×
-25.38×
Q2 24
2.44×
12.54×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AXS
AXS

Segment breakdown not available.

KELYA
KELYA

Science Engineering Technology$295.8M25%
Education$293.1M25%
Staffing Services$237.7M20%
Other$138.8M12%
Talent Solutions$120.5M10%
Outcome Based Services$103.6M9%
Permanent Placement$1.6M0%

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