Industry News

Red Cat earnings date set for Nov. 16 third quarter report

Red Cat Holdings will report third quarter results after the market close on Nov. 16, 2026, with a 4:30 p.m. ET video webinar and two investor conferences.

Red Cat Holdings will report results for the quarter ended September 30, 2026 after U.S. financial markets close on Monday, November 16, 2026. The company will host a live video webinar at 4:30 p.m. ET to discuss the numbers. The Red Cat earnings date was announced on October 26, 2026, about three weeks ahead of the report.

How the earnings webinar will work

Red Cat, which trades on Nasdaq under the ticker RCAT, will run the discussion on the Zoom platform. It is a video webinar rather than a standard telephone call. The company said questions will be taken only from participants in the webinar, so anyone who wants to ask something needs to join the live session.

Participants can register in advance through the news and events page of the company's investor relations website. Log-in instructions become available after registration. For those who cannot attend, an archived replay will be posted on the same site beginning approximately two hours after the call ends.

The company did not state in the announcement what figures it will present, and it did not give any preview of revenue or earnings for the quarter.

Two investor conferences follow the report

Chief Executive Officer Jeff Thompson and Chief Financial Officer Christian Morrison will represent Red Cat at two investor events after the earnings release. The first is the Deutsche Bank Global Space and Defense Tech Summit in New York on November 18, 2026, two days after the results. The second is the Bank of America Defense Technology Forum in West Hollywood, California, on December 3, 2026.

Management will be available for one-on-one and small group meetings at both events. Investors who want a meeting should contact the representatives of the respective conferences rather than the company directly.

The sequence matters for anyone following the stock. The earnings webinar comes first, and the two conference appearances give analysts and investors a chance to follow up in person with the two executives who answer for strategy and finances.

What Red Cat says it does

Red Cat describes itself as a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. It says its portfolio of U.S. and allied hardware and software supports military, government and public safety operations across air, land, sea and space.

The company lists several product areas: small unmanned aircraft systems, uncrewed surface vessels, wireless power transfer technology, and autonomous swarming software. The stated purpose of these systems is to improve situational awareness, operational effectiveness and mission safety. The announcement did not name specific products or give unit counts, contract values or customers.

What the filing references show

The announcement includes standard forward-looking statement language, and some of the details in it are informative. The company says such statements include its intended use of proceeds from an offering, annual revenue guidance, future manufacturing capacities and future market demand. It also refers to a preliminary prospectus supplement filed with the SEC.

Those references indicate that Red Cat has been, or is in the process of, raising capital, and that it has given annual revenue guidance. The announcement does not give the size of any offering, the guidance figure, or the manufacturing capacity it has in mind, so none of those can be assessed from this release alone.

The risk discussion points readers to the Form 10-KT filed with the SEC on March 19, 2026 and the Form 10-Q filed on May 7, 2026. The company's reporting history is therefore available in those filings.

Analysis: why this schedule matters and what is still unproven

On its face this is a scheduling notice, and it contains no operating data. Its value to the robotics field lies in what the November 16 report will let outsiders check. Red Cat sells across several domains, including air and surface vessels, and a quarterly report is one of the few places where a defense robotics company has to put numbers against that breadth.

The company's own description is broad. It spans small aircraft, surface vessels, wireless power and swarming software. Many drone makers concentrate on one platform. A company that claims reach across air, land, sea and space invites a specific question: which of those lines produce revenue today, and which remain positioning. The announcement gives no way to answer that, and the earnings report is the first chance to test it.

The pairing of an earnings report with two defense-focused investor conferences within three weeks shows where the company is directing its message. Both events are framed around defense and space technology. That places Red Cat in front of the financial audience that follows defense procurement rather than general robotics buyers. This is a reasonable reading of the schedule, not a statement about demand.

Several points remain unproven from the material available. The announcement does not say whether the revenue guidance mentioned in its legal language will be maintained. It does not show whether manufacturing capacity is keeping pace with orders. It does not say how proceeds from any offering would be spent. The swarming software claim is also a description, not a demonstrated result, and no deployment figures were provided.

What to watch on November 16 is therefore concrete. Readers should look for the revenue figure for the quarter ended September 30, any change to annual guidance, commentary on manufacturing capacity, and any detail on the offering referenced in the company's filings. Until then, the only firm facts are the date, the format and the conference calendar.