Expectations trend
FY2028 · fiscal year ending 2028-01-03 · fmp
RCM Technologies, Inc. (RCMT)
NASDAQIndustrialsConglomeratesSnapshot 2026-11-04
$34.89+0.09%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsConglomeratesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.27 → 3.21 EPS · FY ending Jan 3, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RCMT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations remains positive and improves | Management improved cash flow from negative $1.26M to positive $2.67M recently. | Intact | Cash from operations falls below $2.5M in any quarter after 2026-Q1 | Cash from operations: $10.87M FY2026-Q2; GAAP. Published target: > $2.5M. Target period is not explicitly aligned with this observation. Aug 13, 202610,870,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-03 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
RCMT is a smaller-cap growth and execution story, with recent financial performance strong but earnings quality still fragile. The multi-year view is intact, though company momentum has weakened and the sector backdrop is a headwind.
The evidence describes RCMT as cheap versus peers, with low priced-in fragility and a justified valuation tag. The expectations gap is slightly negative, but the evidence does not show a large mismatch between expectations and execution.
Near term, revenue, gross profit, adjusted EBITDA, and operating cash flow have improved, in line with management’s stated priorities. Management is rated stable, but declining momentum, a CFO transition, and elevated risk temper the picture; the next guidance update and earnings trend matter.
The multi-year thesis depends on continued revenue growth and further improvement in profitability and cash generation. Near term, a guidance cut would be a meaningful negative, while industrial bellwethers’ results could either sustain or weaken the sector backdrop.
Over the next 1 to 3 years, RCMT’s improving results support an intact thesis, but fragile earnings quality, weaker momentum, and sector sensitivity leave meaningful execution risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in a supplied disclosure. Management reported: “RCM Technologies reported revenue of $86.5 million for the fourteen weeks ended January 3, 2026 (the current quarter), an increase of 12.4% compared to $76.9 million for the thirteen weeks ended December 28, 2024 (the comparable prior quarter).” “RCM Technologies reported revenue of $319.4 million for the fifty-three weeks ended January 3, 2026 (the current year), an increase of 14.7% compared to $278.4 million for the fifty-two weeks ended December 28, 2024 (the comparable prior year).”
Profit margins remain stable near current levels | A supporting condition in RCM Technologies, Inc.'s published investment case. The stated target is Maintain current profit margin levels. | Improving | Profit margin declines significantly below recent levels next year | Net margin: 5.22% FY2026-Q2; GAAP. Published target: Maintain current profit margin levels. Target percentage unit is not explicit. Aug 13, 20265.224056 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows at least 15% next fiscal year | Revenue is expected to grow about 15% next year. | Intact | YoY revenue growth falls below 15% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.17 → $3.21 · observed estimates
$0.38B → $0.39B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-25 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-26 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-27 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-28 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-29 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-30 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-07-31 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-01 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-02 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-03 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-04 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-05 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-06 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-08 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-09 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-10 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-12 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-13 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-14 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-15 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-16 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-17 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-18 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-19 | $3.17 | $379,400,000 | 1 / 1 |
| 2026-08-20 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-21 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-22 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-23 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-24 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-25 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-26 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-27 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-28 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-29 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-30 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-08-31 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-01 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-02 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-03 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-04 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-05 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-06 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-07 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-08 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-09 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-10 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-11 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-12 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-13 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-14 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-15 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-16 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-17 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-18 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-19 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-20 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-21 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-22 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-23 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-24 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-25 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-26 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-27 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-28 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-29 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-09-30 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-01 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-02 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-03 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-04 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-05 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-06 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-07 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-08 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-09 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-10 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-11 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-12 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-13 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-14 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-15 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-16 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-17 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-18 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-19 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-20 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-21 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-22 | $3.27 | $391,964,500 | 1 / 1 |
| 2026-10-23 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-24 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-25 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-26 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-27 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-28 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-29 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-30 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-10-31 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-11-01 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-11-02 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-11-03 | $3.21 | $387,636,000 | 1 / 1 |
| 2026-11-04 | $3.21 | $387,636,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.