The earnings call highlighted significant operational advancements such as the launch of the Long Beach factory and strategic partnerships like Palantir, suggesting positive growth prospects. However, there are uncertainties around financials due to CFO transition and additional funding, creating a mixed outlook.

Company Guidance

During the conference call on March 31, 2025, Red Cat Holdings provided several key updates and forward-looking statements. Jeff Thompson, the CEO, announced that the company's Long Beach facility is operational and shipped its first drones in March, with plans to increase production monthly. The Black Widow drone has nearly completed its vehicle navigation feature, which is expected to enhance margins. The company has also signed a features contract for the Black Widow under the SIR program and anticipates signing the LRIP contract soon. International opportunities remain strong, particularly in collaboration with NATO allies. Additionally, Red Cat is integrating Palantir's operating system to improve efficiency and margins and expects significant financial impact from the digital navigation software, although this is not yet included in current financial guidance. The company has requested an additional $100 million for 2025 to support expanding drone capabilities, reflecting the growing importance of drones in modern warfare. A more detailed update is anticipated at an upcoming Investor Day Town Hall.

Long Beach Facility Launch

The Long Beach factory is operational and shipped its first drones in March, with expectations for monthly shipments as the facility scales and backlog is resolved.

Black Widow Competitive Advantage

Vehicle navigation for the Black Widow is almost complete, providing a unique competitive edge and expected to expand margins. Flight data and tests are promising.

Partnership with Palantir

Red Cat is partnering with Palantir for digital navigation, a critical software feature not yet included in guidance, expected to significantly enhance drone capabilities.

Potential Increase in LRIP

The Low Rate Initial Production (LRIP) is anticipated to be higher than previously reported, with additional contracts expected this year.

Red Cat Holdings (RCAT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RCAT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 23, 2025	2026 (Q1)	- / -	-0.167	―	―	―
Aug 14, 2025	2025 (Q4)	-0.12 / -0.14	-0.167	13.17% (+0.02)	―	―
Mar 31, 2025	2025 (Q3)	-0.10 / -0.27	-0.075	-260.00% (-0.20)	―
Dec 16, 2024	2025 (Q2)	-0.09 / -0.17	-0.1	-75.00% (-0.07)	―
Sep 23, 2024	2025 (Q1)	- / -0.05	-0.11	54.55% (+0.06)	―
Aug 08, 2024	2024 (Q4)	-0.08 / -0.17	-0.11	-51.82% (-0.06)	―
Mar 18, 2024	2024 (Q3)	-0.04 / -0.07	-0.1	25.00% (+0.03)	―
Dec 15, 2023	2024 (Q2)	-0.07 / -0.10	-0.12	16.67% (+0.02)	―
Sep 19, 2023	2024 (Q1)	-0.11 / -0.11	-0.07	-57.14% (-0.04)	―
Jul 27, 2023	2023 (Q4)	-0.06 / -0.21	-0.1	-110.00% (-0.11)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RCAT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$9.39	$9.37	-0.21%
Mar 31, 2025	$5.88	$6.39	+8.67%
Dec 16, 2024	$10.45	$9.67	-7.46%
Sep 23, 2024	$3.16	$2.59	-18.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Red Cat Holdings Inc (RCAT) report earnings?

Red Cat Holdings Inc (RCAT) is schdueled to report earning on Sep 23, 2025, Before Open (Confirmed).

What is Red Cat Holdings Inc (RCAT) earnings time?

Red Cat Holdings Inc (RCAT) earnings time is at Sep 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is RCAT EPS forecast?

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