{"filings":[{"id":1266036,"accession_number":"0001628280-26-045393","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-06-25T15:41:08+00:00","items":["5.07","9.01"],"status":"ready","headline":"Red Cat say-on-pay fails; two directors elected despite majority withheld votes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay advisory vote failed: 15.2M for, 21.3M against, 0.8M abstentions; did not receive majority of votes cast.","Directors Liuzza Jr. and Funk II received more withheld votes than 'for' votes (14.3M/22.9M and 14.6M/22.7M respectively).","Auditor ratification (KPMG) passed overwhelmingly: 70.4M for, 0.6M against, 0.4M abstentions.","34.2M broker non-votes on director elections and say-on-pay reflect significant uncast shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.15,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":535836,"accession_number":"0001104659-26-064095","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-05-20T10:35:26+00:00","items":["2.01","3.02","7.01","9.01"],"status":"ready","headline":"Red Cat closes acquisition of Quaze Technologies for ~$21M in stock plus up to $5M earnout","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["1,923,308 shares of common stock issued as closing consideration (~$21M based on 20-day VWAP).","Earnout consideration of up to $5M in additional shares subject to integration, revenue and gross margin thresholds.","Quaze develops wireless power technology for drones and robots, enabling autonomous recharging without connectors.","Quaze to operate as an independent Red Cat business unit while maintaining platform-agnostic third-party model.","Acquisition addresses power bottleneck for persistent autonomous operations across air, land and maritime domains."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":498796,"accession_number":"0001104659-26-063175","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-05-18T20:00:26+00:00","items":["8.01","9.01"],"status":"ready","headline":"Red Cat underwriters exercise overallotment option, increasing equity offering by 3.59M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters exercised in full the option to purchase 3,590,425 additional shares at $9.40 per share.","Total offering now approximately 27.5 million shares of common stock.","Net proceeds to be used for general corporate purposes, acquisitions, R&D, capex, and working capital.","Option shares purchased on May 18, 2026, pursuant to S-3ASR filed May 12, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":445077,"accession_number":"0001104659-26-061333","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-05-14T21:20:47+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Red Cat prices $225M public offering at $9.40/share; 23.9M shares sold","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of ~$225M from 23,936,171 shares at $9.40 each; closing on May 14, 2026.","Underwriters granted 30-day option to buy up to 3,590,425 additional shares at same price.","Net proceeds earmarked for general corporate purposes and strategic growth initiatives including acquisitions, R&D, capex.","Evercore ISI and BofA Securities acted as joint lead bookrunners; Needham and Northland as co-managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98660,"accession_number":"0001493152-26-022095","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Red Cat subsidiary receives $9.5M U.S. Army order under Short Range Reconnaissance Program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Teal Drones receives $9.5M purchase order for additional units from U.S. Army.","Order is under the Short Range Reconnaissance Program of Record.","Units expected to be delivered in Q2 2026.","Red Cat Holdings is the parent company (RCAT)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98659,"accession_number":"0001628280-26-032088","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Red Cat Q1 revenue $15.5M (+849% YoY); gross margin 12.7% vs (52.1)%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $15.5M, up 849% YoY from $1.6M; gross profit $2.0M vs loss of $0.8M prior year.","Gross margin 12.7%, a 64.8 percentage point improvement YoY and a 199% sequential increase from Q4 2025.","Secured Black Widow drone orders from NATO and Asia-Pacific allies; partnership with Ukraine's Spetstechnoexport.","Acquired Apium Swarm Robotics; definitive agreement to acquire Quaze Technologies (pending Investment Canada Act clearance).","Management targets annual revenue of $150M-$180M in short- to medium-term; cash $131.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":15471000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114265,"accession_number":"0001628280-26-022154","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Red Cat acquires Quaze Technologies for ~$25M in stock, plus $5M earnout","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Red Cat subsidiary to buy all shares of Quaze Technologies; closing consideration ~$25M in RCAT common stock.","Earnout of up to $5M in RCAT stock tied to integration, revenue, and gross margin thresholds.","Closing subject to regulatory approvals, Nasdaq listing maintenance, and other customary conditions by Dec 31, 2026.","Purchase includes holdback amounts (adjustment and indemnity) from consideration to cover post-closing adjustments.","Quaze provides drone/robotic solutions; deal aims to expand Red Cat's defense and national security offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114264,"accession_number":"0001628280-26-022119","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Red Cat closes acquisition of Apium Swarm Robotics for autonomous drone swarming capabilities","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Acquired Apium Swarm Robotics and Apium Inc., developers of distributed autonomy for unmanned systems.","Apium will operate as an independent Red Cat company, continuing development of multi-agent autonomy.","Technology enables swarming in GPS- and communications-degraded environments for defense applications.","Red Cat and Apium previously partnered in 2025 under the Futures Initiative, demonstrating system integration.","Acquisition deepens Red Cat's Family of Systems, including Black Widow drone fielded by U.S. Army SRR program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114263,"accession_number":"0001628280-26-019403","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Red Cat Q4 revenue $26.2M (+1,985% YoY); FY revenue $40.7M (+161%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $26.2M vs $1.3M prior year, up 1,985%.","Full-year 2025 revenue $40.7M, up 161% from $15.6M in 2024.","Cash at Dec 31, 2025 was $167.9M, up from $9.2M a year earlier.","Production capacity expanded 520% to 254,000 sq ft across divisions.","Secured new Black Widow drone orders from second Asia-Pacific ally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114262,"accession_number":"0000748268-26-000003","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Red Cat preliminary Q4 2025 revenue $24-26.5M, up ~1,842% YoY; FY revenue $38-41M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue expected $24.0-26.5M, up ~1,842% YoY from $1.3M in Q4 2024.","Full year 2025 revenue expected $38.0-41.0M, up ~153% YoY from $15.6M in FY 2024.","Growth driven by strong defense/government demand, program wins, and production scaling.","Preliminary unaudited; subject to completion of annual audit and financial closing."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":40729000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130642,"accession_number":"0001493152-25-025786","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Red Cat promotes CFO Ericson to COO, hires Morrison as CFO effective Dec 2, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christian Ericson promoted from CFO to COO; salary increased from $230k to $260k; receives 25k RSUs vesting over 2 years.","Christian Morrison appointed CFO with salary of $230k, bonus up to 150% of salary, and 30,150 RSUs vesting over 2 years.","Ericson will oversee day-to-day ops, supply chain, and production; Morrison brings IPO, M&A, and capital markets experience.","Both executives report to CEO Jeff Thompson; changes effective Dec 2, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147188,"accession_number":"0001104659-25-091647","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Red Cat raises ~$172.5M in public offering of 17.97M shares at $9.60/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Priced 15.625M base shares at $9.60; underwriters’ option for 2.34375M additional shares exercised in full.","Gross proceeds of ~$172.5M; net proceeds for general corporate & working capital, including new USV division.","Offering closed Sept 19, 2025; lock-up: 60 days for most insiders, 90 days for CEO.","Lind waived certain rights under existing convertible notes until Sept 26, 2025 in connection with offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147187,"accession_number":"0001641172-25-026596","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Red Cat Holdings dismisses dbbmckennon as auditor, appoints KPMG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee approved dismissal of dbbmckennon LLC effective August 28, 2025.","Engaged KPMG LLP as new independent auditor for fiscal year ending December 31, 2025.","Prior audit reports (FY 2023, 2024, 8 months ended Dec 2024) were unqualified with no adverse opinions.","No disagreements with dbbmckennon on accounting principles; a material weakness had been previously disclosed.","No consultations with KPMG prior to appointment on accounting or audit matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165796,"accession_number":"0001641172-25-015694","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Red Cat Holdings holds 2025 annual meeting; all director nominees and proposals approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jeffrey M. Thompson re-elected with 22.06M for, 0.52M withheld; 27.83M broker non-votes.","Joseph Freedman re-elected with 9.99M for, 12.59M withheld; General Funk, Liuzza, Moe each received ~9.3-10.0M for.","Ratification of dbbmckennon as auditor for FY2025 passed with 49.01M for, 0.94M against.","Approval of issuance of shares to Lind Global Asset Management under convertible notes passed with 21.20M for, 1.12M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165795,"accession_number":"0001641172-25-015576","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Red Cat raises $46.75M via 6.45M share offering at $7.25 per share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Raised ~$46.75M gross proceeds by issuing 6,448,276 shares at $7.25 each, closed June 18, 2025.","Net proceeds for general corporate and working capital, including operating expenses for new unmanned surface vessel division.","Northland Securities served as exclusive placement agent with a 6.0% cash fee on gross proceeds.","Amended Lind Global note and warrants: waived 20% purchase right, removed cash conversion option and prepayment right."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165794,"accession_number":"0001641172-25-011957","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat Holdings increases director compensation and grants 1M stock options to CEO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director annual cash stipend increased from $50K to $75K; equity from $75K to $125K in RSUs.","CEO Jeffrey Thompson receives 1,000,000 stock options (exercise price = May 22, 2025 close), vesting in 12 months, expiring in 10 years.","CEO awarded $125K one-time discretionary bonus for closing a registered direct offering; vehicle provided up to $1K/month.","Committee chair stipends increased: Compensation Chair from $10K to $17.5K, Nominating Chair from $10K to $15K.","New director compensation plan effective May 1, 2025 to Dec 31, 2025; RSUs vest April 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165788,"accession_number":"0001641172-25-012045","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K/A","filed_at":"2025-05-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat raises director cash comp to $75k, CEO gets 1M options plus $125k bonus","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director annual cash stipend increased from $50,000 to $75,000; RSU equity raised to $125,000.","CEO Jeffrey Thompson receives 1,000,000 stock options vesting over 3 years, exercise price set May 22, 2025.","CEO also gets $125,000 one-time bonus for closing registered direct offering, plus vehicle allowance up to $1k/month.","Committee chair stipends increased: Audit $20k, Comp $17.5k, Nominating $15k, non-chair committee service adds $10k.","Plan covers period May 1, 2025 to Dec 31, 2025 after fiscal year-end change."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165793,"accession_number":"0001641172-25-005508","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Red Cat Holdings sets June 18, 2025 annual meeting; record date April 21","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board sets June 18, 2025 as date of 2025 Annual Meeting; held via telephonic format at 12 PM ET.","Record date for voting is April 21, 2025.","Stockholder proposals for proxy materials due by April 28, 2025.","Director nominations and other business outside Rule 14a-8 also due April 28, 2025.","Proxy materials to be mailed between April 28 and May 2, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165792,"accession_number":"0001641172-25-003905","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Red Cat raises ~$30M in registered direct offering of 4.7M shares at $6.35/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds ~$30M from sale of 4,724,412 shares at $6.35 per share in registered direct offering.","Offering expected to close April 11, 2025; net proceeds for general corporate purposes and working capital.","Northland Capital Markets acts as exclusive placement agent; fee is 6.0% of gross proceeds.","Officers and directors subject to 30-day lock-up on disposal or hedging of common stock.","Shares sold under effective shelf registration statement on Form S-3 declared effective Dec 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165791,"accession_number":"0001641172-25-003746","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Red Cat amends $16.5M convertible note, extends stockholder approval deadline to June 30, 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second Amendment to $16.5M senior secured convertible promissory note with Lind Global caps conversion shares under Nasdaq Rule 5635(d).","Feb '25 warrant (1M shares) and Nov '24 warrant (326K shares) also amended to include share issuance cap.","Deadline for stockholder approval under Securities Purchase Agreement extended from April to June 30, 2025.","Certain stockholders entered support agreements to vote in favor of required stockholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165790,"accession_number":"0001554795-25-000100","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-04-10T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Red Cat Holdings amends Lind note: principal to $18.15M, conversion price cut to $9.52","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Note balance increased from $16.5M to $18.15M; maturity extended to May 10, 2026.","Conversion price lowered from $16.15 to $9.52 per share; warrant exercise price cut from $15.00 to $7.62.","Company may pay up to 50% of conversion amount in cash at a 2.5% premium (100% for April 2025).","Price reset, offering proceeds, and participation rights waived through April 17, 2025.","Warrant for 1,000,000 shares at $7.62; original $15M funding from Lind on February 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165789,"accession_number":"0001554795-25-000094","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Red Cat Holdings holds conference call for stub period results; transcript lacks specific numbers","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Jeff Thompson hosted a conference call on March 31, 2025, discussing the eight-month stub period ended December 31, 2024.","The transcript furnished as Exhibit 99.1 does not contain any financial results or corporate update details beyond introductory statements.","No specific revenue, EPS, or guidance figures are available in the filed document.","The filing is under Item 8.01; investors are directed to the webcast replay for actual results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183356,"accession_number":"0001554795-25-000068","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat appoints CEO Jeffrey Thompson as interim CFO; Christian Ericson as permanent CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Thompson, CEO, appointed interim CFO effective March 17, 2025, until filing of 2024 10-K.","Thompson receives no additional compensation for the interim CFO role.","Christian Koji Ericson appointed CFO effective after 10-K filing; annual salary $230,000 with up to 50% bonus.","Ericson received 50,000 time-based RSUs vesting 50% on first and 50% on second anniversary of hire.","Ericson previously Head of Finance at Western Steel Buildings and spent 11 years at PricewaterhouseCoopers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183355,"accession_number":"0001554795-25-000037","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["1.01","3.02","8.01"],"status":"ready","headline":"Red Cat raises up to $20M debt financing from Lind; applies for $58M from DoD OSC","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered agreement with Lind Partners for up to $20M; initial tranche of $15M closed on Feb 10, 2025.","Senior secured convertible note face amount $16.5M, convertible at $16.15/share; 1M warrants at $15/share.","Applied for $58M debt financing from DoD Office of Strategic Capital to scale production of Black Widow, Edge 130, FANG drones.","Note due Feb 10, 2026, no interest, secured by all assets; commitment fee $525,000 may be deducted from funding.","Funds to expedite Edge 130 factory and ramp up mass production of Black Widow for U.S. DoD and NATO allies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199949,"accession_number":"0001554795-24-000327","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat CTO George Matus to depart; Geoffrey Hitchcock named CRO with 575k share grant","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["George Matus, CTO and CEO of Teal Drones, gave 30-day notice on Nov 25, 2024.","Geoffrey Hitchcock appointed Chief Revenue Officer effective Nov 27, 2024.","Hitchcock receives base salary of $230k/year, annual bonus up to $175k, and 575k shares under 2024 Omnibus Plan.","50,000 shares vest immediately; 262,500 vest on each of Oct 1, 2025 and Oct 1, 2026.","Severance includes 12 months base salary and accelerated vesting on termination without cause or for good reason."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199948,"accession_number":"0001554795-24-000325","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-11-27T23:59:59+00:00","items":["1.01","3.02"],"status":"ready","headline":"Red Cat receives $6M from Lind via $7.2M convertible note and warrants","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Net $6M funding ($210k commitment fee deducted) in exchange for a $7.2M senior secured convertible note and a 5-year warrant for 326,000 shares at $9.20.","Note bears no interest; repaid in 18 monthly installments of $400k starting six months post-issuance.","Repayment optional in cash (1.025x) or shares valued at 90% of the 5 lowest VWAPs over 20 trading days (floor $0.75).","Conversion price $9.20; on prepayment, Lind may convert up to 25% of principal at lower of formula price or conversion price.","Additional warrant: 326,000 shares at $9.20, exercisable for 5 years; registration of underlying shares required within 5 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199947,"accession_number":"0001554795-24-000306","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Red Cat wins US Army SRR program of record for 5,880 drone systems (~$265M base)","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Army selects Teal's Black Widow as SRR program of record: 5,880 systems (2 drones + 1 controller per system).","Average system price ~$45,000; base contract value ~$265M; spares/training could add ~30% annually.","CEO: No secondary offering now; may use debt short-term; capital needs assessed in Q1 2025 after upfront payments.","Prior CY2025 rev guidance $50-55M; with $79.5M NDAA line item, total could reach ~$120M.","Expects adoption by other US branches, federal agencies, NATO; some opportunities could exceed SRR."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199946,"accession_number":"0001554795-24-000304","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Red Cat wins U.S. Army SRR production contract for 5,880 systems","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Teal (Red Cat subsidiary) selected as winner of U.S. Army's Short Range Reconnaissance (SRR) Program of Record for its Black Widow sUAS.","Army's stated acquisition objective: 5,880 systems over a 5-year period; subject to change.","Selection based on soldier feedback, technical performance, manufacturability, and cost.","CEO Jeff Thompson: long-term contract enables scaling production and margin improvement.","Contract builds on recent momentum: FlightWave acquisition, ARACHNID family, Red Cat Futures Initiative."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199945,"accession_number":"0001554795-24-000262","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Red Cat Holdings shareholders elect directors, ratify auditor, approve 2024 equity plan","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Five directors elected: Thompson (26.5M for), Freedman (23.2M), Liuzza (23.7M), Moe (23.6M), Funk (25.0M).","Ratification of dbbmckennon as independent auditor for FY2025: 44.5M for, 125K against, 855K abstain.","2024 Omnibus Equity Incentive Plan approved: 22.5M for, 4.0M against, 214K abstain; 18.8M broker non-votes.","45.5M shares voted out of 75.2M outstanding, constituting a quorum at the October 15, 2024 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199944,"accession_number":"0001554795-24-000245","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-10-03T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Red Cat issues 2.16M shares to complete FlightWave acquisition; 381,750 shares escrowed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Authorized 2,163,242 common shares to FlightWave stockholders on Sept 30, 2024 as acquisition consideration.","Reserved 381,750 shares in escrow for 18 months to cover indemnification obligations.","Issuance was exempt from registration under Section 4(a)(2) of the Securities Act.","Part of the previously disclosed Asset Purchase Agreement (8-K dated Sept 9, 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215955,"accession_number":"0001554795-24-000243","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["5.03"],"status":"ready","headline":"Red Cat Holdings changes fiscal year end from April 30 to December 31","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved change of fiscal year end to December 31, effective immediately.","Previous fiscal year ended April 30; transition period from May 1, 2024 to Dec 31, 2024.","Transition report on Form 10-K will cover May 1, 2024 to December 31, 2024.","Change may affect year-over-year comparability of financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215954,"accession_number":"0001554795-24-000227","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["1.01","2.01","3.02","7.01","8.01"],"status":"ready","headline":"Red Cat Closes $14M Stock Acquisition of FlightWave Aerospace","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired FlightWave Aerospace for $14M in RCAT stock, payable in two tranches on Sep 30 and Dec 31, 2024.","FlightWave's Edge 130 Blue is Blue UAS approved military-grade tricopter with up to 2-hour endurance.","Acquisition adds new revenue stream and complements Red Cat's Teal 2 and FANG FPV drones.","15% of Consideration Shares placed in escrow for 2-year indemnification obligations.","CEO Jeff Thompson calls it transformative; manufacturing ramp to begin this quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215953,"accession_number":"0001554795-24-000172","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Red Cat divests Unusual Machines stake for $4.4M non-dilutive financing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold all securities in Unusual Machines for $4.4M cash; includes Series A convertible preferred and $4M promissory notes.","Working capital adjustment of $2M settled by increasing note principal and extending maturity to Nov 30, 2025.","Funds to finance working capital and development of Family of Systems (Teal, Edge 130, FANG FPV drones).","CEO cites three quarters of record revenue and reduced cash burn; non-dilutive capital supports strategic growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235434,"accession_number":"0001554795-24-000154","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat appoints Leah Lunger as CFO with $230K salary, 900K RSU initial grant","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary of $230,000 per year; eligible for annual bonus up to 50% of base salary.","One-time equity award of 900,000 restricted stock units; 150,000 vest immediately, remainder over 6 quarters and upon timely filing of annual report.","Employment term through June 10, 2026, with automatic one-year renewals unless notice given.","Severance benefits include 12 months salary, accelerated vesting, COBRA coverage upon qualifying termination.","Agreement includes clawback policy and good reason termination provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235433,"accession_number":"0001554795-24-000150","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Red Cat Holdings appoints dbb mckennon as new independent auditor for FY2024 and FY2023","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Appointed dbb mckennon as independent registered public accounting firm for fiscal years ended April 30, 2024 and 2023.","Audit Committee approved the appointment after a review of several accounting firms.","No prior consultations with dbb mckennon regarding accounting principles or disagreements/reportable events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235432,"accession_number":"0001554795-24-000141","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat enters new employment agreement with CTO George Matus, includes 600K RSU grant","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual base salary of $230,000; eligible for annual bonus up to 50% of salary ($115,000).","Receives one-time award of 600,000 time-based RSUs: 150,000 vest immediately, 75,000 per quarter for six quarters.","Performance award of 300,000 shares contingent on production award from a specified customer.","Agreement term through May 10, 2026, with automatic one-year renewals unless either party gives 3 months' notice.","If terminated without cause or for good reason, severance includes 12 months' salary, accelerated vesting, and COBRA for 6 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235431,"accession_number":"0001554795-24-000115","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"Red Cat sets FY2025/26 director compensation; Funk named Nominating committee chair","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Independent directors to receive $50,000 base annual cash, with lead director Joseph Friedman receiving $95,000 total cash.","Lead director and audit committee chair each get $85,000 in annual RSUs; other directors get $75,000 in annual RSUs.","RSU awards cover two-year periods; all RSUs vest on second anniversary with customary change-of-control accelerators.","Paul Funk II appointed Chair of Nominating and Governance Committee, effective May 6, 2024.","Cash compensation paid in 12 equal monthly installments; RSUs granted under 2019 Equity Incentive Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235430,"accession_number":"0001554795-24-000113","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Red Cat Holdings dismisses auditor BF Borgers after SEC permanently bars firm","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SEC permanently barred BF Borgers from practicing before the Commission, effective May 3, 2024.","Company dismissed BF Borgers as independent auditor on May 6, 2024, effective immediately.","Prior audit reports for FY 2023 and 2022 included a going concern qualification but no adverse opinions or disagreements.","Company is in discussions with several audit firms to engage a new independent auditor.","No reportable events or disagreements existed between company and BF Borgers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253247,"accession_number":"0001554795-24-000063","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["2.02","5.02"],"status":"ready","headline":"Red Cat reports record Q3 revenue $5.8M (+250% YoY); CFO Hernon retires, Lunger appointed interim CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 FY2024 revenue $5.8M, up 250% YoY and 49% sequentially; funded backlog $5.1M.","Sold Consumer segment for 4.25M UMAC shares, $1M cash, and a $2M note.","Guidance Q4 revenue $7M, another record; focus on Teal Drones and Enterprise segment.","CFO Joseph Hernon resigns effective March 15, transitions to consultant; Leah Lunger appointed Interim CFO at $230K salary.","Teal 2 finalist for US Army SRR program with $3M extended contract; received $750K Utah grant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":11526930.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253246,"accession_number":"0001554795-24-000056","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat appoints retired four-star General Paul E. Funk II to board and audit committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["General Funk, 61, served 42 years in Army, commanded TRADOC and III Corps, led coalition against ISIS.","He will serve on the Audit Committee and is deemed independent under Nasdaq rules.","Funk managed budgets over $4B and led 60,000 personnel; now advises Tokyo Electron and Rheinmetall.","Appointment effective March 12, 2024; no family relationships or material interests disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253242,"accession_number":"0001554795-24-000026","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K/A","filed_at":"2024-03-01T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"Red Cat closes sale of consumer division to Unusual Machines for $20M; corrects Thompson stake","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $1M cash, $2M 8% promissory note (18-month term), and $17M UMAC stock (4.25M shares, ~48.66% of UMAC).","Red Cat exited consumer drones (Rotor Riot, Fat Shark); will focus exclusively on military/government drone tech (Teal Drones).","5-year non-compete bars UMAC from selling Group 1/2 UAVs to government customers; referral revenue share of 10% for Teal.","Amendment corrects Jeffrey Thompson's UMAC ownership to 328,500 shares (3.76%) from previously reported 1,557,000.","UMAC must register 500,000 shares for resale within 120 days of IPO registration effectiveness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253245,"accession_number":"0001554795-24-000020","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"Red Cat sells consumer drone division to Unusual Machines for $20M; focuses on government/military","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $20M: $1M cash, $2M 8% promissory note (18-month), $17M UMAC common stock (4.25M shares, ~48.66% ownership).","Concurrent with UMAC's IPO on NYSE American; Red Cat retains ~48.66% stake in UMAC.","Company intends to focus exclusively on drone tech for military, government, and commercial ops after divesting consumer division.","UMAC, Rotor Riot, Fat Shark enter 5-year non-compete barring sales of Group 1/2 UAVs to government customers without Red Cat's consent.","Pro forma net loss from continuing operations for six months ended Oct 31, 2023: $10.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253244,"accession_number":"0001554795-24-000016","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-02-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Red Cat Holdings CFO Joseph Hernon gives notice to terminate employment; retirement planned for June 30, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Joseph Hernon notified company of intent to terminate Executive Employment Agreement on Feb 12, 2024; no effective date given.","Previously disclosed retirement on June 30, 2024, at end of contract term; discussions ongoing over timing and terms.","Hernon continues as CFO and principal accounting officer during discussions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253243,"accession_number":"0001554795-24-000014","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Red Cat reports preliminary Q3 FY2024 revenue ~$5.8M, 16% above guidance; Q4 guidance raised to ~$7M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Q3 revenue ~$5.8M, sequential increase of 49% and 16% above prior guidance.","Current backlog ~$5.1M, highest in company history.","Q4 FY2024 revenue guidance of ~$7M, representing 20% sequential increase from Q3.","Record shipments of Teal 2 drone in Q3; demand noted in NATO countries and Saudi Arabia."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270712,"accession_number":"0001554795-23-000371","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Red Cat amends sale of consumer drone business; $20M consideration: $1M cash, $2M note, $17M stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Consideration revised to $20M: $1M cash from IPO proceeds, $2M 8% promissory note, $17M in Unusual common stock at IPO price.","Minimum IPO proceeds for Unusual reduced from $10M to $5M; outside closing date extended to May 31, 2024.","$2M promissory note bears 8% interest, due 18 months from issue; convertible at 10% discount to VWAP, subject to 4.99% ownership limit.","Dr. Allan Evans named as new CEO of Unusual; employment agreement referenced in amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270711,"accession_number":"0001554795-23-000366","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["1.01","7.01"],"status":"ready","headline":"Red Cat prices 16M-share public offering at $0.50/share; gross proceeds $8M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["16,000,000 shares priced at $0.50 per share; gross proceeds $8M, net proceeds ~$7.25M.","Underwriters granted 45-day option for up to 2,400,000 additional shares to cover over-allotments.","Proceeds to be used for general corporate purposes, working capital, and capital expenditures.","Offering expected to close December 11, 2023, subject to customary conditions.","ThinkEquity LLC acting as sole book-running manager for the offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270710,"accession_number":"0001554795-23-000353","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-12-01T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Red Cat receives Nasdaq delisting notice for bid price below $1.00","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notified Red Cat on Nov 28, 2023 that its closing bid price was below $1.00 for 30 consecutive business days.","Company has 180 calendar days, until May 28, 2024, to regain compliance by closing at $1.00+ for 10 consecutive days.","If compliance not met, Red Cat may be eligible for a second 180-day period subject to Nasdaq conditions.","Stock continues trading on Nasdaq Capital Market with no immediate effect on listing.","Company monitoring bid price and considering options, but cannot assure compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270709,"accession_number":"0001554795-23-000351","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-11-29T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Red Cat appoints new CTO, COO departs to lead buyer of consumer segment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Allan Evans resigns as COO to become CEO of Unusual Machines, which is acquiring Red Cat's consumer segment.","George Matus, Teal Drones founder/CEO, appointed CTO of Red Cat, effective Nov 27, 2023.","CFO Joseph Hernon plans to retire at end of contract on June 30, 2024.","Sale of consumer segment (Rotor Riot, Fat Shark) to Unusual Machines for $20M still pending, subject to IPO and Nasdaq listing.","Red Cat expects to become largest shareholder in Unusual Machines if consumer sale closes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270708,"accession_number":"0001554795-23-000341","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Red Cat Holdings reports preliminary Q2 revenue $3.9M, 123% sequential increase, guidance beat by 30%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q2 FY2024 revenue ~$3.9M, 123% sequential increase from Q1; 30% above previous guidance.","Backlog at Oct 31, 2023 ~$4.5M, highest in company history.","Affirms Q3 FY2024 revenue guidance ~$5M, representing 28% sequential increase.","CEO Jeff Thompson cites strong demand and improving manufacturing yields by COO Allan Evans.","Conference call scheduled for Nov 8, 2023 at 4:15 pm ET to discuss results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":5678997.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270707,"accession_number":"0001554795-23-000339","cik":748268,"company_name":"Red Cat Holdings, Inc.","ticker":"RCAT","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Red Cat shareholders reelect directors, approve auditor and equity plan amendment at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four directors (Thompson, Freedman, Liuzza, Moe) reelected; broker non-votes ranged 11.96M.","Auditor BF Borgers ratified: 38,567,507 for, 685,186 against, 362,564 abstain.","Equity Incentive Plan amendment approved: shares authorized increased from 8.75M to 11.75M (26.2M for, 1.36M against).","39,615,257 shares voted (71.19% of outstanding)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":1309661073.8116684,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-11-07T23:59:59+00:00|270707"}