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RCRCMT

RCM Technologies, Inc.

$RCMT·$287M·Conglomerates·Industrials
$41.20+1.3%YTD+101.4%1Y+55.8%
Price updated 8h ago·X counts updated 2d ago
RCRCMT
$RCMTRCM Technologies, Inc.
$41.20+1.30%10 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RCMT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

10X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RCMT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

RCM Technologies is up 99% YTD on strong Q2 revenue growth — 91% of its 52-week range with the compounder pattern clean.

RCM Technologies is a $290M-cap engineering and staffing services conglomerate whose earnings power has re-accelerated on infrastructure and healthcare-services demand.

  • Up 99% year to date and 54% over the last twelve months, at 91% of its 52-week range and 54% above the 200-day moving average.
  • Q2 revenue $94M grew 20% year over year at 26% gross margin and 8% operating margin, EPS $0.69.
  • Q1 revenue $83M was flat year over year — Q2 was a decisive acceleration.
  • Trailing P/E 16, ROIC 23%, ROE 38%, and beta 0.27 — attractive profile at a modest multiple.
  • Debt-to-equity 0.10 — very clean balance sheet.
  • Three surprises of -1 to 33% magnitude reflect meaningful beat cadence.
  • Analyst-covered next-year consensus is $2.32 EPS on $317M revenue.
  • Tiny 4.1M share float — moves come with amplification.

November 4 earnings (est. $0.55 EPS) will show whether Q2 momentum extends and whether staffing demand supports margin expansion.

What to watch: November 4 print — revenue growth staying above 15%, gross margin trend, and any updated commentary on healthcare and engineering-services demand.

On the calendar: 2026-11-04 — Q3 earnings

no sentiment sampletiny float

Read the AI verdict on $RCMT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialized staffing and project services firm for engineering, healthcare, and IT clients across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Conglomerates sits in its cycle right now — and what that implies for $RCMT.

Conglomerates · Industrials

Conglomerate discount is narrowing as activist pressure drives portfolio simplification (GE three-way split, Honeywell separation) and capital allocation clarity improves. Remaining diversified industrials benefit from cross-cycle revenue smoothing, but the structural trend toward focused pure-plays continues to limit re-rating potential for complex holding structures.

What this means for $RCMT

Neutral — Specialized staffing and project services firm for engineering, healthcare, and IT clients across North America.

Industry benchmark

5-name peer basket
-13.8%YTD
-26.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
37.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.82$0.62+32.3%
Q1 2026May 14, 2026$0.69$0.70-1.4%
Q1 2026Apr 1, 2026$0.77$0.58+32.8%
Q3 2025Nov 5, 2025$0.42$0.45-6.7%
Next earningsWed, Nov 4·consensus EPS $0.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$93.8M+20.0%25.7%8.5%$0.69—
Q1 FY26$83.0M-1.7%25.9%7.2%$0.50$2.6M
Q4 FY25$86.5M+12.4%27.4%9.2%$0.80$11.2M
Q3 FY25$70.3M+16.4%26.8%5.6%$0.30$-1.8M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$317.4M$314.5M – $320.3M$2.31$2.29 – $2.341
FY27$356.0M$352.8M – $359.3M$2.96$2.92 – $2.991
FY28$392.0M$388.4M – $395.5M$3.27$3.23 – $3.301

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+55.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 31Kevin D MillerCFO20.3K sh$855KSellAug 28Kevin D MillerCFO2.2K sh$94KSellAug 26Kevin D MillerCFO1.8K sh$74KSellAug 25Kevin D MillerCFO1.3K sh$56KSellAug 21Michael SaksPresident706 sh$29KSellAug 18Michael SaksPresident10.0K sh$411KSellAug 18Kevin D MillerCFO4.4K sh$185KSellAug 17Kevin D MillerCFO60.0K sh$2.3MSellAug 17Bradley ViziPresident74.7K sh$2.9MSellAug 14Kevin D MillerCFO30.0K sh$1.0M
1–10 of 25
+ 4 other (3 awards · 1 inkind) in window

See when $RCMT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change
AI summary

RCM Technologies, Inc.'s Compensation Committee approved grants of up to 125,000 performance stock units on August 13, 2026 to Bradley S. Vizi (Executive Chairman and President) under the 2014 Omnibus Equity Compensation Plan. Vesting is split equally: 50% contingent on EBITDA achievement and 50% on individual performance goals during January 4, 2026 to January 2, 2027, with threshold/target/maximum payouts of 25,000/50,000/62,500 PSUs per metric. Routine executive incentive compensation at an IT and engineering staffing company; the EBITDA-linked structure aligns management compensation with near-term earnings performance.

8-KMaterial eventMay 48-K — Item 4.01
+ 6 other (2 10-Qs · 2 10-Ks · 1 S-8 · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

RCM Technologies, Inc. (RCMT) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·11h agoHere Are 3 Staffing Stocks to Consider Despite Industry Challengeszacks.com·2d agoInnovaccer's Flow Earns 96.2 KLAS Score, Nearly 14 Points Above the Market Average in Ambulatory RCM Servicesbusinesswire.com·2d agoFocus Past the Fed: Bet on 4 Stocks With Rising Cash Flowszacks.com·9d agoRCM Technologies, Inc. (RCMT) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·12d ago

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Voices on X · last 7 days

No standout posts about $RCMT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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