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Red Cat Holdings, Inc. reports developments in advanced all-domain drone and robotic systems for defense and national security customers. Company news centers on Black Widow™ small unmanned aircraft systems for tactical-edge ISR missions, WEB ground control stations, Teal Drones activity, and orders from U.S. and allied defense customers.
Recurring updates also cover Red Cat’s Family of Systems, including Blue Ops uncrewed surface vessel platforms, manufacturing partnerships, tethered UAS integrations, and autonomy capabilities added through Apium Swarm Robotics. Financial releases discuss revenue trends, margins, backlog, production capacity, and the operating mix across drone, maritime, and robotic defense programs.
Red Cat (Nasdaq: RCAT) announced that in December 2025 an Asia-Pacific ally selected its Black Widow™ small unmanned aircraft system on a competitive tender, with delivery of an undisclosed number of systems scheduled during calendar year 2026.
Each system includes two Black Widow aircraft, a ground control station, and mission-critical components. This is the second Asia-Pacific ally to order Black Widow systems for military use. The platform is U.S.-built, NDAA-compliant, and part of Red Cat’s modular Family of Systems.
Red Cat Holdings (Nasdaq: RCAT) will host an Innovation Day on Friday, February 27, 2026, at its West Palm Beach, Florida facilities. The event runs from approximately 9:30 a.m. ET to 2:30 p.m. ET and will include corporate updates, an overview of the product roadmap, market opportunity discussion, and live demonstrations from its new maritime division, Blue Ops. A live Q&A follows presentations. In-person attendance is by invitation only for institutional investors and analysts; requests can be directed to investor relations at RCAT@soleburystrat.com. Portions of the event and supporting materials will be available live or as an archived replay on the Red Cat investor relations website at ir.redcatholdings.com.
Red Cat Holdings (Nasdaq: RCAT) announced preliminary unaudited revenue for Q4 and full year 2025. Q4 2025 revenue is expected to be $24.0M–$26.5M, ~1,842% higher than Q4 2024. Full year 2025 revenue is expected to be $38.0M–$41.0M, ~153% higher than full year 2024.
Management attributed the gains to robust demand from defense and government customers, expanding program wins, and increased production scale. The figures are preliminary and unaudited and may be adjusted after completion of annual audit and financial close procedures.
Red Cat (Nasdaq: RCAT) responded to the FCC’s immediate implementation of Section 1709 of the FY25 NDAA on Dec 23, 2025, which adds foreign-manufactured drones and critical components to the Covered List effective immediately.
Red Cat called the action a major moment for the U.S. drone industry, urged coordinated public-private investment in trusted domestic alternatives, and noted its NDAA-compliant Family of Systems, including the Black Widow platform, is designed and built in the United States to meet defense and security needs.
Red Cat Holdings (NASDAQ: RCAT) selected SpiderOak to perform a comprehensive Blue UAS cybersecurity assessment of its Black Widow™ Short-Range Reconnaissance (SRR) platform, announced Dec 16, 2025. As a Defense Innovation Unit Recognized Assessor, SpiderOak will conduct vulnerability analysis, penetration testing, and Foreign Ownership, Control, or Influence (FOCI) evaluations to support Black Widow's inclusion on the Blue UAS Cleared List.
The assessment maps to NIST 800-171, NIST 800-53 and Executive Order 14028 and aims to validate cyber resilience, supply chain integrity, and faster fielding into Department of War operations.
Red Cat (NASDAQ: RCAT) said CEO Jeff Thompson and CFO Christian Morrison will present at the Needham Growth Conference on January 14, 2026 at the Lotte NY Palace Hotel in New York. The presentation begins at 11:00 a.m. ET. A live webcast and replay will be available on the Red Cat investor relations website. Management will be available for one-on-one and small group investor meetings during the conference; investors should contact a Needham representative or Red Cat investor relations to schedule.
Red Cat (Nasdaq: RCAT) announced two leadership changes on December 2, 2025. Christian Ericson, who joined Red Cat as CFO in March 2025, is promoted to Chief Operating Officer to lead operations, supply chain and production optimization. The company appointed Christian Morrison as its new Chief Financial Officer. Morrison brings over 20 years of corporate finance experience including roles at Skullcandy (2018–2025) and Varex Imaging (2016–2018), and is a Certified Public Accountant with a BS in Accountancy from Brigham Young University–Hawaii. Both executives will report to CEO Jeff Thompson as Red Cat focuses on operational execution and financial discipline to support growth.
Red Cat (Nasdaq: RCAT) announced on November 11, 2025 that it raised more than $13,000 through a limited‑edition Sky Devil cabernet sauvignon to support veteran charities Darby Warrior Support and Still Serving Veterans.
Funds were raised via online sales and special events including an auction at Still Serving Veterans’ Bullets, Bourbon, & Barbecue event in Tennessee and a wine tasting at The Capital Grille in Washington, D.C., during the AUSA conference. Red Cat says the Veterans Outreach Initiative will continue fundraising, awareness campaigns, and community engagement to support veteran health, recovery, transition, and empowerment.
Red Cat (NASDAQ: RCAT) and Apium Swarm Robotics signed a Memorandum of Agreement on Nov 4, 2025 to add Apium to the Red Cat Futures Initiative, an industry consortium focused on interoperable uncrewed systems for defense.
The partnership follows a successful integration of Apium’s Swarm Autopilot and Ground Control onto Red Cat’s Teal 2 demonstrated at the Army ACM-UAS Industry Day at Fort Rucker, showing decentralized, resilient multi-agent autonomy that can operate with degraded links or jamming. Apium’s autopilot-agnostic approach (compatible with PX4 and ArduPilot) aims to scale swarm capability across Red Cat’s Family of Systems including the Black Widow.
Red Cat (Nasdaq: RCAT) will release its third quarter 2025 financial results after market close on Thursday, November 13, 2025. Management will host an earnings conference call and webcast at 4:30 p.m. ET on November 13, 2025 with a Q&A session; the webcast replay will be available in the company Investor Relations section.
Red Cat management will present at the H.C. Wainwright AeroNext virtual conference on December 10, 2025, and CEO Jeff Thompson and CFO Chris Ericson will participate in the Northland Capital Virtual Growth Conference on December 16, 2025, offering one-on-one investor meetings by request.