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Death, Taxes, and Garbage: The Story of WM
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Red Cat
Red Cat (RCAT) investor relations material
Red Cat 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Product portfolio and market positioning
Offers three divisions: Black Widow drones for the Army's SRR program, FlightWave Edge 130/Tricon VTOL drones, and Blue Ops USVs (unmanned surface vehicles) ranging from 5 to 11 meters.
Edge 130/Tricon is the fastest, longest-flying drone on the Blue UAS list, being ruggedized for electronic warfare environments.
Blue Ops USVs include kamikaze boats, with a Made in USA version targeting global markets and expanding operational reach beyond land-launched drones.
Modular USV platforms allow for various payloads, including counter-drone tech, weapons, and logistics capabilities.
FANG FPV drone is being integrated with Black Widow for sensor-shooter packages, enhancing operational effectiveness.
Manufacturing and scalability
Manufacturing scale is a key differentiator, with factory capacity doubled for both Black Widow and FlightWave divisions.
New 160,000 sq ft Georgia factory for boats, with first deliveries in December and full tooling expected by March/April to ramp up production.
Current drone production capacity is 1,000 Black Widows per day, with potential to reach 5,000 per month if demand requires.
Boat production can exceed 850 units per year due to simplified military-focused designs.
Supply chain for boats is mature, leveraging experienced boat builders and streamlined assembly.
Financial performance and contracts
Q4 revenue reached $25 million, up from $3 million in Q2, driven by a $35 million LRIP contract with the Army, with early deliveries boosting margins.
Anticipates transition from LRIP to full-rate production OTA contract in Q1, with significant budget increases for SRR and related programs.
SRR program budget grew from $80 million to $803 million, with potential for a substantial share.
Positioned for additional opportunities in Drone Dominance and Gauntlet programs, with ongoing submissions and confidence in selection.
Expects robust top-line growth as defense budgets expand, with no speculative guidance until contracts are secured.
USV differentiation beyond modularity?
US drone manufacturing scale challenges?
Black Widow/FANG sensor-shooter integration value?
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Next Red Cat earnings date
Q4 202530 Jan, 2026
Red Cat
Next Red Cat earnings date
Q4 202530 Jan, 2026
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Frequently asked questions
Red Cat Holdings Inc. is a drone technology company specializing in the integration of robotic hardware and software for military, government, and commercial applications. The company operates through its subsidiaries, including Teal Drones and Skypersonic, to develop advanced small unmanned systems. Notably, its Teal 2 drone offers top-tier thermal imaging capabilities, while the FANG™ series provides first-person view (FPV) drones tailored for precision military operations. Red Cat has transitioned to focus exclusively on its Enterprise segment after divesting its Consumer segment in 2024. The company is headquartered in San Juan, Puerto Rico, and its shares are listed on the Nasdaq.
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