)
Red Cat (RCAT) investor relations material
Red Cat Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership and management
Executive team includes experienced leaders in strategy, finance, operations, and marketing with backgrounds in public companies and defense sectors.
Product portfolio and innovation
Offers a unified platform of combat-proven drones and autonomous systems, including Black Widow, FANG, Edge 130, and Variant 7.
Black Widow won the U.S. Army SRR Program of Record and is NATO-approved; FANG is a cost-effective FPV platform for training and tactical use.
Edge 130 provides long-endurance ISR capabilities; Variant 7 is a modular USV for maritime and swarm operations.
Innovative partnerships, such as with Palantir, enable GPS-denied navigation and advanced autonomy.
Market opportunity and demand drivers
Positioned to capture accelerating global military spending and defense autonomy trends, with U.S. Army drone procurement scaling up dramatically.
Addressable markets span defense, public safety, and industrial sectors, targeting ISR, force protection, and infrastructure inspection.
U.S. Army budget for small UAS and USVs grew ~12x YoY, with $426M and $434M allocated for 2026, respectively.
- Q1 2026 revenue up 849% to $15.5M; gross margin improved, but net loss widened on higher expenses.RCAT
Q1 20268 May 2026 - Virtual annual meeting to elect directors, ratify auditor, and vote on executive pay June 18, 2026.RCAT
Proxy filing30 Apr 2026 - Proxy covers director elections, auditor ratification, say-on-pay, and strong governance practices.RCAT
Proxy filing30 Apr 2026 - Scalable production, modular tech, and strategic wins drive rapid growth and profitability focus.RCAT
Status update13 Apr 2026 - Record revenue growth, expanded production, and strong cash position set up for 2026 gains.RCAT
Q4 202518 Mar 2026 - Revenue up 286% to $17.8M, improved margins, and military focus drive strong growth outlook.RCAT
Q4 20242 Feb 2026 - Revenue up 59% to $2.8M, but net loss widened; 2025 guidance set at $50–$55M.RCAT
Q1 202520 Jan 2026 - Rapid revenue growth and scalable defense tech position the firm for major global opportunities.RCAT
28th Annual Needham Growth Conference Virtual14 Jan 2026 - Advanced defense platforms and strong financials drive growth and global market expansion.RCAT
Investor presentation14 Jan 2026
Next Red Cat earnings date
Next Red Cat earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)