RCM Technologies (RCMT) investor relations material

Executive summary

• Revenue for the quarter ended July 4, 2026, increased 20% year-over-year to $93.8 million, with net income rising to $4.9 million from $3.8 million in the prior year period.

• Operating income rose to $8.0 million from $6.6 million, and diluted EPS increased to $0.68 from $0.50 year-over-year.

• Adjusted EBITDA for Q2 2026 was $9.3 million, a 14.8% increase year-over-year; adjusted net income per diluted share was $0.82, up 18.8%.

• For the first half of 2026, revenue reached $176.9 million, net income was $8.7 million, and operating income was $13.9 million.

• Growth was driven by strong performance in Engineering and Specialty Health Care segments, with Engineering revenue up 49% and Specialty Health Care up 4.5% year-over-year.

Financial highlights

• Gross profit for the quarter was $24.1 million, up from $22.3 million year-over-year, with gross margin at 25.7%.

• Operating income for Q2 2026 was $8.0 million, up from $6.6 million in Q2 2025.

• Adjusted EBITDA for the first half of 2026 was $17.5 million, up 9.9% year-over-year.

• Cash at quarter-end was $6.6 million, up from $2.9 million at the start of the year.

• Selling, general, and administrative expenses were $15.6 million, representing 16.6% of revenue, down from 19.6% in the prior year.

Segment performance

• Q2 2026 revenue: Specialty Health Care $44.7 million, Engineering $39.5 million, Life Sciences/Data/Solutions $9.6 million.

• Gross profit margins: Specialty Health Care 29.4%, Engineering 17.8%, Life Sciences/Data/Solutions 40.6%.

• Engineering segment revenue grew significantly year-over-year, from $26.5 million to $39.5 million.

• Specialty Health Care operating income was $6.4 million; Engineering $3.7 million; Life Sciences/Data/Solutions $2.7 million.