RCM Technologies, Inc.
- Open
- 28.22
- Day high
- 29.00
- Day low
- 28.22
- Prev close
- 28.23
- Volume
- 16K
- Mkt cap
- $205M
- P/E (TTM)
- 13.8
- EPS (TTM)
- $2.10
- P/B
- 4.6
- P/S
- 0.6
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$3.4M over the last 3 months (0 open-market buys, 13 sales)
- 🏛Institutions mixed (13F)
RCM Technologies, Inc. (RCMT) is a Industrials company listed on NASDAQ. The stock is up 14% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 13 sales (SEC Form 4).
RCM Technologies, Inc. (RCMT) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
RCMT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 14, 2026 | $0.70 | $0.77 | +10.0% | $86M | +2.4% |
| Nov 5, 2025 | $0.45 | $0.42 | -6.7% | $70M | -16.8% |
| May 7, 2025 | $0.56 | $0.63 | +12.5% | $84M | +11.1% |
| Mar 12, 2025 | $0.74 | $0.49 | -33.8% | $77M | -5.0% |
| Nov 7, 2024 | $0.38 | $0.35 | -7.9% | $60M | -22.7% |
| Mar 13, 2024 | $0.63 | $0.65 | +3.2% | $71M | -5.5% |
| Mar 15, 2023 | $0.48 | $0.47 | -2.1% | $70M | +1.9% |
| Nov 9, 2022 | $0.28 | $0.33 | +17.9% | $58M | -15.6% |
| Aug 10, 2022 | $0.53 | $0.57 | +7.5% | $74M | -2.5% |
| Nov 11, 2021 | $-0.02 | $0.05 | +350.0% | $45M | -7.8% |
| Aug 12, 2021 | $0.06 | $0.11 | +83.3% | $49M | +10.2% |
| May 13, 2021 | $0.04 | $0.08 | +128.6% | $45M | -9.1% |
RCMT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 6, 2026 | Saks Michaelofficer: Division President, HC Srvs. | Sell | 1,208 | $32.50 |
| May 6, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 19,066 | $32.03 |
| Apr 29, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 4,734 | $32.00 |
| Apr 24, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 2,932 | $32.04 |
| Apr 24, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 1,483 | $32.00 |
| Apr 21, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 3,000 | $32.00 |
| Apr 21, 2026 | MILLER KEVIN Dofficer: CFO | Sell | 2,385 | $32.02 |
| Apr 17, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Sell | 140 | $30.00 |
| Apr 17, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Sell | 49,860 | $30.00 |
| Apr 17, 2026 | Saks Michaelofficer: Division President, HC Srvs. | Sell | 136 | $30.00 |
| Apr 17, 2026 | Saks Michaelofficer: Division President, HC Srvs. | Sell | 4,864 | $30.00 |
| Apr 9, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Grant | 104,266 | — |
| Apr 9, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Sell | 8,237 | $27.52 |
| Apr 9, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Sell | 13,666 | $27.55 |
| Apr 9, 2026 | Vizi Bradleydirector, 10 percent owner, officer: Executive Chairman & President | Tax | 41,029 | $27.87 |
Source: RCMT SEC Form 4 filings, latest May 6, 2026. For informational purposes only — not investment advice.
See the full RCMT insider & 13F page →RCM Technologies, Inc. company profile
Overview
RCM Technologies, Inc. (NASDAQ:RCMT) is a diversified professional services company founded in 1971 and headquartered in Pennsauken, New Jersey. The company went public in 1983 and has evolved from its engineering roots into a multi-segment organization providing specialized staffing, consulting, and technical services across healthcare, engineering, and information technology sectors. RCM operates primarily in the United States while maintaining international operations in Canada, Puerto Rico, and Serbia, serving clients ranging from Fortune 500 companies to educational institutions and government agencies.
Business
RCM Technologies operates as a professional services conglomerate through three distinct business segments that collectively generate approximately $280 million in annual revenue. The Healthcare segment represents the company's largest division, accounting for roughly 55-60% of total revenue. This segment provides specialized staffing solutions primarily to K-12 school districts and healthcare facilities. The core offering includes placement of nurses, allied health professionals, behavioral health specialists, and therapy staff. The company has developed particular expertise in school-based healthcare staffing, addressing the nationwide shortage of qualified professionals in educational settings. This includes special education services, behavioral health support, and general nursing services within school systems. The segment also provides health information management (HIM) services and correctional healthcare staffing. The Engineering segment contributes approximately 25-30% of revenue and offers comprehensive engineering services across multiple industries. This includes project management, engineering design and analysis, configuration management, quality assurance, technical writing, and manufacturing process improvement. The segment operates through several specialized divisions: Energy Services focuses on electrical grid modernization, substation design, and renewable energy projects; Thermal Kinetics specializes in advanced chemical process design, particularly in sustainable technologies like carbon capture and alternative fuel production; and Aerospace & Defense provides engineering support across air, land, sea, space, and cyber domains. The Life Sciences and Information Technology segment generates about 15-20% of revenue, providing enterprise business solutions, application services, and infrastructure solutions. This segment has evolved from traditional IT staffing toward managed services and consulting, with growing emphasis on data analytics, artificial intelligence, and machine learning capabilities. The division serves pharmaceutical, biotechnology, and technology companies with specialized consulting in areas like data integrity, regulatory compliance, and digital transformation.
Revenue model
RCM Technologies generates revenue primarily through professional services fees charged to clients across its three business segments. The company operates on a labor arbitrage model, recruiting specialized professionals and placing them with clients at hourly rates that exceed the cost of compensation and benefits. In the Healthcare segment, RCM charges school districts and healthcare facilities hourly rates for staffing services, typically ranging from $35-75 per hour depending on the specialty and location. The company maintains gross margins around 28-30% in this segment by leveraging its international recruitment capabilities, particularly for nurses sourced from the Philippines, which provides cost advantages while meeting quality standards. Revenue growth drivers include expanding school district partnerships, increasing demand for behavioral health services, and the ongoing nationwide shortage of qualified healthcare professionals in educational settings. The Engineering segment operates on both hourly consulting rates and fixed-price project contracts, maintaining gross margins typically between 20-25%. Revenue is influenced by infrastructure spending, energy transition investments, and defense budgets. The segment benefits from long-term secular trends including electrical grid modernization, renewable energy adoption, and the need for sustainable industrial processes. However, margins can be pressured by project delays, scope changes, or the need to subcontract specialized work. The Life Sciences and IT segment commands the highest gross margins at approximately 40%, reflecting the specialized nature of its consulting services and managed service contracts. This segment has strategically shifted from traditional IT staffing toward higher-value managed services, which now represent over 33% of the division's business compared to just 5% previously. Revenue growth depends on pharmaceutical industry R&D spending, regulatory compliance requirements, and digital transformation initiatives. Key factors that could increase margins include successful automation of back-office processes, expansion of higher-margin managed services, and leveraging artificial intelligence tools to improve operational efficiency. Margin pressures may arise from wage inflation for specialized professionals, increased competition for talent, healthcare cost inflation, and potential economic downturns that reduce client demand for discretionary consulting services.
Competitive moat
RCM Technologies operates in highly competitive professional services markets with relatively modest competitive advantages. The company's primary moat stems from its specialized expertise and established client relationships rather than structural barriers to entry. In healthcare staffing, RCM has developed meaningful advantages through its international recruitment network, particularly for nurses from the Philippines, which provides cost and quality benefits that competitors struggle to replicate quickly. The company's deep relationships with school districts create switching costs, as educational institutions prefer working with vendors who understand their unique regulatory requirements and seasonal staffing patterns. However, the healthcare staffing industry remains fragmented with numerous competitors, and barriers to entry are relatively low for new entrants with sufficient capital. The Engineering segment benefits from specialized technical expertise in niche areas like advanced chemical process design through Thermal Kinetics and electrical grid modernization. These capabilities require significant time and investment to develop, providing some protection against competition. Long-term client relationships in aerospace and defense create modest switching costs due to security clearance requirements and project continuity needs. However, the engineering consulting market is highly competitive with many established players, and differentiation often comes down to specific expertise and execution quality. The Life Sciences and IT segment operates in an extremely competitive market with low barriers to entry. While the company's shift toward managed services and specialized consulting in areas like data integrity provides some differentiation, these advantages are not sustainable long-term as competitors can develop similar capabilities. The segment's 99% client retention rate suggests strong execution, but this reflects service quality rather than structural competitive advantages. Overall, RCM's competitive position is modest, relying primarily on execution excellence, specialized expertise, and client relationships rather than durable structural moats. The company faces ongoing pressure from larger competitors with greater resources and potential disruption from technology-enabled service delivery models.
Risks & safety
RCM Technologies presents a moderate margin of safety profile with manageable financial risk but limited valuation cushion. **Financial Stability:** - Cash position of $5.2 million with current ratio of 1.62, indicating adequate short-term liquidity - Net debt of approximately $18.2 million, representing reasonable leverage - Positive operating cash flow generation of $16.7 million in Q1 2025, though historically volatile - Debt-to-equity ratio of 0.88, within acceptable ranges for a services company **Valuation Metrics:** - Trading at 7.2x trailing earnings and 5.2x EV/EBITDA, appearing reasonably valued - Price-to-book ratio of 3.5x reflects modest premium to tangible assets - Graham number suggests fair value around $7.50, indicating potential overvaluation at current levels **Other Considerations:** - Strong share buyback program has reduced share count by over 40% historically - Quarterly earnings volatility due to project-based revenue recognition - Limited recession resilience given discretionary nature of many services - Dependence on key client relationships and specialized personnel retention
Recent development
Over the past few years, RCM Technologies has executed several strategic initiatives to diversify revenue streams and improve profitability. The most significant transformation occurred in the Life Sciences and IT segment, which shifted from traditional staffing toward managed services contracts, increasing managed services from 5% to over 33% of segment revenue. This transition has improved gross margins to approximately 40% while providing more predictable recurring revenue. In the Healthcare segment, the company has aggressively expanded its K-12 school district presence, particularly in behavioral health services where demand has surged post-pandemic. Management has invested heavily in international recruitment capabilities, establishing operations in the Philippines to source qualified nurses at competitive rates. The segment achieved 16-20% growth in school revenue during recent periods, with management targeting continued expansion into new geographic markets. The Engineering segment has pursued geographic diversification, opening operations in Germany and expanding energy services capabilities. The company's Thermal Kinetics division has pivoted toward sustainable technologies, focusing on carbon capture, alternative fuel production, and zero-carbon chemical processes. This positions the division to benefit from the energy transition and decarbonization trends. The aerospace and defense business has also expanded, adding new clients and increasing headcount by 20% in recent quarters. Operationally, RCM has implemented significant technology investments, including artificial intelligence and machine learning tools to improve efficiency and reduce costs. The company has also executed an aggressive share repurchase program, retiring over 40% of outstanding shares historically while maintaining financial flexibility for potential acquisitions. Management has indicated plans to continue opportunistic M&A activity, particularly in the engineering segment where bolt-on acquisitions could expand capabilities and geographic reach.
RCMT company profile · for informational purposes only — not investment advice.
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