{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-054364","form_type":"8-K","ticker":"RCAT","cik":"0000748268","company_name":"Red Cat Holdings, Inc.","filed_at":"2026-08-06T20:26:11+00:00","discovered_at":"2026-08-06T20:27:01.310759+00:00","generated_at":"2026-08-06T20:27:15.505521+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Red Cat Q2 revenue surges 527% YoY to $20.2M; gross margin improves 39% YoY","bullets":["Q2 revenue $20.2M (+527% YoY); gross profit $3.3M (+$2.9M YoY); gross margin 16.1% (+39% YoY, +27% sequentially).","Cash at June 30, 2026: $325.6M (up from $167.9M at Dec 31, 2025); inventory $84.8M (up from $30.4M).","Reaffirmed FY2026 revenue target of $150M-$180M.","Advanced to Gauntlet II of Drone Dominance program; completed acquisition of Quaze Technologies for wireless power transfer.","Secured new orders from U.S. Air Force Security Forces; Blue Ops scaled to full-rate production for USV."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-054364","json":"https://secwatch.observer/filing/0001628280-26-054364.json","markdown":"https://secwatch.observer/filing/0001628280-26-054364.md","text":"https://secwatch.observer/filing/0001628280-26-054364.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/748268/000162828026054364/0001628280-26-054364-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/748268/000162828026054364/rcat-20260806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T20:27:15.505521+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}