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What were the key takeaways from RCM Technologies's earnings call?

- **Record Engineering Backlog**: $70M for 2026, up from $21M in 2024, driven by Energy Services.
- **Healthcare Growth**: 20.7% school revenue increase, new partnerships, and 2026 pipeline momentum.
- **Medical Cost Challenges**: $1.8M over budget YTD, with no immediate relief beyond 2026 measures.
- **Aerospace/Defense Surge**: 45% revenue growth, 110% EBITDA rise, and Bell Flight's Best New Supplier award.
- **AI and Digital Innovation**: Life Sciences AI compliance, predictive analytics, and 3D BIM in engineering.

**【Management Opening Remarks】**
- Kevin Miller provided standard disclaimers about forward-looking statements.
- Brad Vizi highlighted record 2026 engineering backlog and healthcare momentum, despite $1.8M in excess medical costs year-to-date.

**【CEO Business Unit Updates】**
- **Healthcare**: 20.7% growth in school revenue, new school partners, and broadened client roles. Anticipates 2026 benefits from a foreign recruitment pipeline.
- **Life Sciences**: AI-driven compliance streamlines protocols; dedicated engineering group and AI analytics for predictive forecasting.
- **Engineering**: Energy Services achieved $70M 2026 backlog, outpacing 2024's $21M. Aerospace/Defense saw 45% revenue growth, 49% gross profit increase, and 110% EBITDA rise.
- **Talent Attraction**: Increased qualified candidates, driven by brand strength and digital presence.

**【CFO Financial Commentary】**
- **Consolidated Results**: Q3 2025 gross profit up 8.8% to $19.4M; adjusted EBITDA $5.5M (-1.4% YoY). Healthcare gross profit +8.5%, Engineering +17.3% (record high).
- **Challenges**: $1.8M over budget medical claims; Q3 cash flow issues with 2 large clients.
- **Q4 Outlook**: Highest quarterly gross profit and EBITDA expected, with focus on 2026 backlog growth.

**【Q&A Highlights】**
- **Foreign Nurses**: 300+ nurses in pipeline, visa timeline uncertain; 50-60 potential arrivals if dates move 3-4 months.
- **Medical Costs**: $1.8M over budget YTD; 2026 cost reduction measures in early stages.
- **Engineering Growth**: Focus on Tier 1 utilities; interconnect projects for data centers.
- **Capital Allocation**: Share buybacks cautious; dividend consideration ongoing.
- **Talent Strategy**: Digital brand investment attracts top talent, especially in engineering and healthcare.

RCM Technologies, Inc. (RCMT) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

RCMT

RCMT fundamentals

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