RCAT · Red Cat Holdings, Inc.
$11.13
+0.90 (+8.80%)
At close · Aug 14
Market Cap
$1.70B
Shares
152.71M
Red Cat Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Red Cat Holdings, Inc. (RCAT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼19.3%
$1.13M
−$3.81M
'22 Q2
22-06-30
▼59.9%
$747,612
−$6.24M
'22 Q3
22-09-30
▼10.2%
$1.67M
−$5.67M
'23 Q1
23-03-31
▲55.2%
$1.75M
−$5.84M
'23 Q2
23-09-15
▲425.8%
$3.93M
−$5.84M
'23 Q3
23-09-30
▼4.9%
$2.57M
−$9.74M
'23 Q4
24-03-18
▲296.6%
$6.61M
−$6.78M
'24 Q1
24-03-31
▲58.8%
$2.78M
−$12.42M
'24 Q2
24-06-30
▼61%
$1.53M
−$13.33M
'24 Q3
24-09-30
▲169.4%
$6.91M
$8.48M
'24 Q4
24-12-31
▼75.4%
$1.63M
−$23.12M
'25 Q1
25-03-31
▲15.9%
$3.22M
−$13.28M
'25 Q2
25-06-30
▲528.5%
$9.65M
−$16.02M
'25 Q3
25-09-30
▲279.6%
$26.23M
−$19.66M
'25 Q4
26-03-18
▲849.3%
$15.47M
−$26.55M
'26 Q1
26-05-07
LATEST
▲527.3%
$20.19M
−$35.26M
'26 Q2
26-08-06
Conference
Investor event
2026-09-15
Piper Sandler Growth Frontiers Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Earnings Conference Call
Confident tone
Family of systems / product expansion
Blue Ops / maritime autonomy
Gross margin expansion trajectory
Revenue
$20.19M
▲ 527.3% YoY Diluted EPS
$-0.26
Gross margin
16.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Red Cat Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
Black Widow drone opportunity
Defense budget tailwinds
Government contracting risk
Revenue
$15.47M
▲ 849.3% YoY Diluted EPS
$-0.22
Gross margin
12.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-18
Red Cat Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
Black Widow Ukraine Deployment
Drone Dominance Program
Blue Ops Maritime USVs
Revenue
$26.23M*
▲ 279.6% YoY Gross margin
4.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-09-30
Red Cat Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
Black Widow / VNav Software
LRIP / SRR Contract
Palantir Operating System Implementation
Revenue
$9.65M
▲ 528.5% YoY Diluted EPS
$-0.16
Gross margin
6.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-06-30
Red Cat Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
Palantir partnership and visual navigation
Guidance and revenue outlook
Customer demand and quoting activity
Revenue
$3.22M
▲ 15.9% YoY Diluted EPS
$-0.15
Gross margin
11.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-03-31
Red Cat Holdings, Inc. Q1 FY2025 Earnings Call
Confident tone
SRR Tranche 2 / Army Production Contract
Family of Systems / Product Expansion
Fiscal Year Transition to Calendar Year
Revenue
$1.63M
▼ 75.4% YoY Diluted EPS
$-0.27
Gross margin
-52.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-12-31
Red Cat Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
FlightWave acquisition
Family of Systems product strategy
Short Range Reconnaissance (SRR) program of record
Revenue
$6.91M*
▲ 169.4% YoY Gross margin
44.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-09-30
Red Cat Holdings, Inc. Q3 FY2024 Earnings Call
Confident tone
Organic revenue growth and Teal 2 traction
SRR (Short-Range Reconnaissance) program of record
Software partnerships and gross margin expansion
Revenue
$1.53M
▼ 61% YoY Diluted EPS
$-0.16
Gross margin
-1.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-06-30
Red Cat Holdings, Inc. Q2 FY2024 Earnings Call
Confident tone
SRR Program of Record
Revenue Growth and Guidance
Gross Margin Expansion
Revenue
$2.78M
▲ 58.8% YoY Diluted EPS
$-0.11
Gross margin
-17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-03-31
Red Cat Holdings, Inc. Q1 FY2024 Earnings Call
Confident tone
Quarterly revenue guidance and sequential growth
DoD Replicator Initiative
SRR program of record
Revenue
$6.61M
▲ 296.6% YoY Diluted EPS
$-0.09
Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-18
Red Cat Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
Teal 2 Drone Product and Production
Financial Performance and Investment
Short Range Reconnaissance (SRR) Program of Record
Revenue
$2.57M*
▼ 4.9% YoY Gross margin
-63.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-09-30
Red Cat Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$3.93M
▲ 425.8% YoY Gross margin
30.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-09-15
Red Cat Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$1.75M
▲ 55.2% YoY Gross margin
10.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-03-31
Red Cat Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$1.67M
▼ 10.2% YoY Gross margin
-5.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q3
2022-09-30
Red Cat Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$747,612
▼ 59.9% YoY Gross margin
16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-06-30
Red Cat Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$1.13M
▼ 19.3% YoY Gross margin
7.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-12-31
Red Cat Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$*
Gross margin
-60.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–18 of 18 earnings calls
Key facts
CIK
748268
CUSIP
75644T100
13F (30d)
261 filings
258 filers
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