---
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"
generated_at: "2026-08-06T20:27:15.505521+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Red Cat Q2 revenue surges 527% YoY to $20.2M; gross margin improves 39% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-054364
- JSON: https://secwatch.observer/filing/0001628280-26-054364.json
- Plain text: https://secwatch.observer/filing/0001628280-26-054364.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.