Red Cat

• Black Widow
• Teal 2

Orders & commitments

• Order / commitment

  2026-05-21 - Red Cat said it would deliver Black Widow drone systems under a Japan Ministry of Defense contract, with fulfillment coordinated through HAMA K.K. - Black Widow systems - Japan defense procurement

  Source
• Order / commitment

  2026-04-02 - Red Cat secured new Black Widow drone orders from a NATO ally. - Black Widow - Black Widow drone orders

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• Order / commitment

  2026-02-02 - Red Cat secured new Black Widow sUAS orders from an unnamed Asia-Pacific ally after a competitive tender, with deliveries scheduled during calendar 2026. - Black Widow sUAS

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• Order / commitment

  2025-01-23 - Red Cat secured $518,000 in new orders for Edge 130 drones from U.S. government agencies. - order value

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• Order / commitment

  2024-10-28 - Red Cat agreed to supply 12 FlightWave Edge 130 Blue systems to the Royal Australian Navy. - Royal Australian Navy small-UAS procurement

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• Order / commitment

  2023-09-20 - Red Cat signed a $1.8 million contract with U.S. Customs and Border Protection for 106 Teal 2 drone systems. - CBP Teal 2 drone systems order

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Supply chain relationships

• Teledyne FLIR

  Inbound - Perception - Teledyne FLIR supplies teledyne flir hadron 640r for red cat teal 2 for Red Cat Teal 2

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• Doodle Labs

  Inbound - Communications - Doodle Labs Helix Mesh Rider radios are used in Red Cat Black Widow under Army SRR Tranche 2

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• Qualcomm

  Inbound - Compute & Control - Qualcomm Snapdragon 845 powers Red Cat Teal 2 tactical sUAS compute stack

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• ESAero

  Inbound - Manufacturing Services - ESAero provides AS9100 manufacturing capacity and engineering services for Black Widow and its subsystems

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• Teledyne FLIR

  Inbound - Imaging - Red Cat specifies a Hadron 640R+ EO/IR payload with Boson+ thermal core on Black Widow

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• Lantronix

  Inbound - Compute & Control - Lantronix supplies Open-Q 5165N SOMs integrated into Red Cat Black Widow drones

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• Aeon

  Inbound - Defense Components - Aeon delivered strike-drone fuzes and electronic safe-and-arm devices to Red Cat as part of more than 1,000 customer units shipped within weeks

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• Unusual Machines

  Inbound - Drone Components - Red Cat ordered Unusual Machines cameras, VTX, controllers, ESCs, goggles and motors for the FANG programme

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• Autonodyne

  Inbound - Software - Autonodyne supplies Autonodyne autonomy software licence for Teal Golden Eagle drones

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• United States Air Force

  Outbound - Equipment - Red Cat supplies Black Widow drones, batteries, spares, training and support for U.S. Air Force Black Widow order

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• Japan Ministry of Defense

  Outbound - Oem Builders - Red Cat will deliver Black Widow drone systems under a Japan Ministry of Defense contract

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• Royal Australian Navy

  Outbound - Oem Builders - Red Cat received an order for 12 Edge 130 Blue systems for the Royal Australian Navy through Criterion Solutions

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• RCAT - NASDAQ - USD

• Jeff Thompson - Chief Executive Officer

Events

• 2026-10-12 - Product Launch - Red Cat unveils TRICHON VTOL ISR drone

  Red Cat Aerial combines the two teams and technologies under one public identity. TRICHON combines long-endurance VTOL ISR with an electronics core drawn from technology used by U.S. and allied operators. The new platform joins Black Widow, FANG, Edge 130 and Hellcat at AUSA 2026 in Washington, D.C.

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• 2026-08-17 - Partnership - Blue Ops and Havoc partner on collaborative autonomy for uncrewed vessels

  The planned integration covers the Variant 7 and future Blue Ops platforms, supporting coordinated multi-vessel operations for U.S. and allied defense customers. The companies plan operational fleets at Havoc's Rhode Island headquarters and Blue Ops' Florida headquarters for demonstrations, testing, training and operational evaluation. Blue Ops and Red Cat will introduce Havoc's autonomy stack to their customers, while Havoc will market Blue Ops vessels and the parties will jointly pursue integrated maritime-system opportunities.

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• 2026-08-06 - Market Signal - Red Cat Q2 revenue rises 527% to $20.2 million

  Gross profit reached $3.3 million and gross margin was 16.1%, improving both year over year and sequentially. Cash, cash equivalents and restricted cash totalled $325.6 million at quarter end. Management tied the scale-up to defence-system deliveries and continued investment in production capacity across its aerial and maritime portfolio.

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• 2026-08-03 - Capability - Blue Ops integrates Volvo Penta propulsion as Variant 7 enters full-rate production

  The propulsion configuration is connected to Variant 7’s autonomous navigation, remote-operation, mission-planning and payload-management architecture. Blue Ops positions the 24-foot craft for high-speed littoral operations, with diesel propulsion adding a commercially supported option for endurance and serviceability. The production disclosure is distinct from the propulsion test itself and marks a transition from development-stage integration to serial manufacturing.

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• 2026-07-30 - Contract Award - Red Cat receives $2.49m U.S. Air Force order for Black Widow systems

  Red Cat’s Teal Drones subsidiary received a $2.49m firm-fixed-price U.S. Air Force contract for Black Widow small UAS, training, batteries, spares and support. The order includes train-the-trainer support, batteries, spares and shipping. Contract delivery is due by 24 August 2026.

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• 2026-07-29 - Demonstration - Red Cat validates five partner integrations on Black Widow and Teal 2

  Black Widow testing covered Hoverfly NEXUS communications extension, Safe Pro AI threat detection on collected imagery and Palantir vision navigation in simulated GNSS-denied conditions. Teal 2 testing covered Vigilare TitanOps voice and text commands, scene narration, configurable alerts and course-of-action concepts. Reveal Technology conducted repeatability testing for imagery, photogrammetry and 3D mapping, but the release did not identify the Red Cat aircraft used.

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• 2026-07-28 - Org Change - Red Cat withdraws non-binding Steyr Motors acquisition proposal

  The proposal was preliminary and non-binding rather than an agreed transaction. Red Cat said no active proposal remained outstanding after the withdrawal. Steyr Motors remained outside Red Cat's ownership after the proposal was withdrawn.

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• 2026-05-28 - Production Milestone - Blue Ops begins ramping Variant 7 into full-rate production

  Variant 7 combines a domestic autonomy, command-and-control, communications and mission-systems stack. The production design prioritises U.S.-made and NDAA-compliant navigation, control, marine-hardware and perception components. Blue Ops uses a modular open systems architecture so customers can configure payloads, sensors, communications and mission systems.

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• 2026-05-21 - Contract Award - Red Cat to deliver Black Widow drone systems under Japan Ministry of Defense contract

  Red Cat issued a corrected release for its Japan Ministry of Defense / JGSDF Black Widow contract. The corrected release states that each system includes Black Widow aircraft, the WEB ground control station and other mission-critical components. Red Cat said fulfillment will be coordinated with Japanese partner HAMA K.K., with local industrial involvement expected to deepen over time.

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• 2026-05-20 - Acquisition - Red Cat acquires Quaze Technologies for wireless unmanned-system power

  Red Cat acquired Quaze Technologies, a Quebec developer of wireless power transfer for unmanned systems, drones and autonomous machines. Quaze's platform-agnostic charging approach is intended to reduce connector, alignment and manual battery-swap constraints for fielded robots. The acquisition adds a wireless power layer to Red Cat's defence unmanned-systems portfolio.

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• 2026-05-14 - Partnership - Kymeta joins Red Cat’s maritime connectivity programme

  The planned integration combines satellite and cellular networks for communications on the move. The partners target persistent command-and-control connectivity during distributed maritime operations. Red Cat planned a demonstration including the integration during SOF Week in Tampa.

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• 2026-04-02 - Contract Award - Red Cat secures Black Widow orders from NATO ally

  A NATO ally selected Red Cat's Black Widow sUAS through a competitive tender in March 2026. Delivery of an undisclosed number of systems is scheduled during calendar year 2026. The contract was facilitated through the NATO Support and Procurement Agency procurement channel.

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• 2026-03-30 - Acquisition - Red Cat closes acquisition of Apium Swarm Robotics

  Apium will operate as an independent Red Cat company while scaling its multi-agent autonomy architecture for integration across Red Cat’s Family of Systems. Apium’s distributed autonomy stack lets multiple robotic platforms coordinate, adapt to mission changes and complete objectives without continuous operator input, including in GPS- and communications-denied environments. The planned integration extends across Red Cat’s portfolio, including the Black Widow ISR drone, following Apium demonstrations with Red Cat aircraft at Army and company events.

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• 2026-02-02 - Contract Award - Red Cat secures Black Widow orders from Asia-Pacific ally

  An unnamed Asia-Pacific ally selected Red Cat's Black Widow sUAS through a competitive tender in December 2025. Delivery of an undisclosed number of systems is scheduled during calendar year 2026. This was the second Asia-Pacific allied nation to recently order Black Widow systems for military use.

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• 2025-11-13 - Facility Opening - Blue Ops opens Valdosta USV factory with capacity above 500 vessels per year

  The leased plant is dedicated to watercraft production and related manufacturing operations. The facility provides the scaled-production layer alongside prototype and development work in Maine. Red Cat disclosed the operational facility and capacity in its third-quarter 2025 results.

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• 2025-10-27 - Demonstration - Red Cat completes Palantir VNav flight test on Black Widow

  The flight test used Palantir Visual Navigation to guide Black Widow from onboard imagery in simulated GPS-denied conditions. Black Widow completed the test after its acceptance into the Army Short Range Reconnaissance programme of record. Red Cat described VNav as a modular software integration for contested navigation environments.

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• 2025-10-14 - Partnership - Redwire and Red Cat pair Black Widow with Stalker for Army echelon concept

  The concept uses Edge Autonomy's Stalker Group 2 fixed-wing VTOL aircraft as a carrier, launch platform, and communications relay for Black Widow. That architecture links a longer-endurance Group 2 aircraft with a deployable Group 1 reconnaissance system. The companies framed the integration around supporting multiple U.S. Army echelon requirements.

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• 2025-10-03 - Commercial Order - Unusual Machines receives USD 800K Red Cat order for high-performance drone components

  Unusual Machines received a USD 800,000 component order from Red Cat Holdings. The order covers Aura analog cameras, Aura VTX, Brave flight controllers, Brave ESCs, HDO+ goggles and motors. The components are intended for integration into Red Cat’s FANG drones for defense, public-safety and government agency applications.

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• 2025-09-11 - Regulatory - Red Cat Black Widow approved for NATO NSPA catalogue

  Catalogue inclusion lets NATO member nations and eligible partners procure Black Widow through NSPA-managed channels. NSPA provides a multinational acquisition route without requiring each buyer to establish a separate procurement framework. Teal Drones remains the system manufacturer and Red Cat subsidiary behind the aircraft.

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• 2025-08-26 - Company Formation - Blue Ops launches as Red Cat's maritime autonomy division

  The new subsidiary was established alongside Red Cat's Teal Drones and FlightWave Aerospace businesses as its maritime systems arm. Blue Ops was formed to design, build and deploy a family of modular USVs for military and security operations. Barry Hinckley and Alexander Spaulding brought boatbuilding and maritime leadership experience to the new operation.

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• 2025-08-18 - Partnership - Lantronix Open-Q 5165N powers Red Cat Black Widow drones

  Lantronix had begun production shipments of Open-Q 5165N modules for Black Widow when it announced the design win. The module is built around Qualcomm QRB5165 compute and provides onboard edge-AI processing. Lantronix described the module as TAA- and NDAA-compliant for U.S. government drone programmes.

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• 2025-05-27 - Partnership - Red Cat partners with ESAero for Black Widow manufacturing

  ESAero’s vertically integrated facilities cover engineering, design for manufacturing, rapid prototyping, testing and serialized production. The work supports Red Cat’s production ramp for U.S. Army Short Range Reconnaissance contracts and demand from U.S. and international customers. ESAero said its San Luis Obispo facilities provide more than 130,000 square feet of AS9100-certified manufacturing capacity.

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• 2025-02-24 - Regulatory - Red Cat Black Widow and Edge 130 selected as Blue UAS Refresh winners

  Black Widow and Edge 130 were included in a refresh cohort covering 23 platforms and 14 unique components. Selected systems proceed through NDAA verification and cybersecurity review for potential Blue UAS List or Framework inclusion. The pathway is designed to make vetted systems available for government procurement.

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• 2025-01-23 - Commercial Order - Red Cat secures $518K in Edge 130 orders from U.S. government agencies

  Red Cat secured $518,000 in new orders for Edge 130 drones from U.S. government agencies. Edge 130 is a Blue UAS-approved VTOL tricopter with more than 60 minutes of forward-mode flight time. The orders extend FlightWave Edge 130 use across government ISR and tactical drone customers after Red Cat acquired FlightWave.

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• 2025-01-08 - Regulatory - Red Cat receives FAA authorization for non-Remote-ID research flights

  The authorization supports controlled UAS research flights through January 31, 2028. The FAA was the named regulatory authority. The approval supports Red Cat's path toward fielded use in unmanned aircraft, air mobility or counter-drone operations.

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• 2024-12-16 - Partnership - Red Cat partners with Palantir for Black Widow visual navigation and Warp Speed

  Palantir Visual Navigation uses onboard camera imagery to estimate position when satellite navigation is unavailable or degraded. The agreement also covers Palantir Warp Speed, a manufacturing operating system intended to support Black Widow production. The integration targets autonomous flight in GPS-compromised operating environments.

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• 2024-11-19 - Contract Award - Red Cat wins U.S. Army Short Range Reconnaissance Program of Record selection

  The Army decision concluded a competitive evaluation conducted across multiple SRR tranches. Black Widow is delivered with the WEB ground-control system for short-range reconnaissance missions. Red Cat said the programme decision shifted its focus to ramping Black Widow and WEB production for Army users.

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• 2024-10-28 - Contract Award - Red Cat supplies 12 Edge 130 Blue systems to Royal Australian Navy

  The order gives Red Cat a named naval customer and system quantity. Criterion Solutions was named as an Australian channel counterparty.

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• 2024-10-14 - Product Launch - Red Cat introduces ARACHNID family of small ISR and precision-strike systems at AUSA 2024

  The family spans Black Widow, Edge 130, FANG, and the WEB ground-control system for platoon- and company-level missions. WEB provides a common command interface across the family, linking reconnaissance aircraft and precision-strike systems into one operating architecture.

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• 2024-10-08 - Commercial Order - Red Cat secures $1.6M in Edge 130 Blue contracts for U.S. Customs and Border Protection

  Red Cat secured $1.6 million in contracts for Edge 130 Blue drones for U.S. Customs and Border Protection. The procurement was coordinated through the U.S. Defense Logistics Agency and facilitated through Darley. Edge 130 Blue is a Blue UAS-approved military-grade tricopter used for portable unmanned reconnaissance and surveillance.

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• 2024-09-05 - Acquisition - Red Cat closes acquisition of FlightWave Aerospace Systems

  Red Cat closed its acquisition of FlightWave Aerospace Systems. The acquisition brought the Edge 130 Blue VTOL tricopter into Red Cat's family of portable unmanned reconnaissance and precision-strike systems. Red Cat said it would begin ramping Edge 130 manufacturing during the quarter.

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• 2024-04-18 - Partnership - Sentien Robotics and Red Cat partner on UAS Hive drone swarming operations

  The agreement covers integration of Red Cat's Teal aircraft with Sentien's Hive Expedition and Hive-XL fleet platforms. Hive combines multi-aircraft storage, automated launch and recovery, charging, data download and mission coordination. The companies intend the combined systems to support persistent reconnaissance and mobile or fixed defence and security operations across land, air and sea.

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• 2023-12-14 - Award - Red Cat selected as Army SRR Tranche 2 finalist

  The milestone included $3 million in funding for prototype advancement. The finalist step preceded later production-selection milestones for Red Cat's Teal drone line. The recognition validates Red Cat selected as Army SRR Tranche 2 finalist's work in unmanned aircraft, air mobility or counter-drone operations.

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• 2023-09-20 - Contract Award - Red Cat wins $1.8M CBP order for 106 Teal 2 drone systems

  The order included 106 Teal 2 drone systems for border operations. U.S. Customs and Border Protection was the named public-sector buyer.

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• 2023-04-26 - Product Launch - Red Cat officially launches Teal 2 military-grade sUAS

  Red Cat officially launched the Teal 2 military-grade small UAS at the 2023 AAAA Army Aviation Mission Solutions Summit. The release positioned Teal 2 for nighttime operations and said the system was available to order for military, government, and commercial purposes. This fills the Teal 2 product timeline with its official launch milestone.

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Relationships

• Allen Control Systems

  Integration Partner - Allen Control Systems integrates Bullfrog into Red Cat's all-domain autonomy ecosystem through the Red Cat Futures Initiative.

• Autonodyne

  Teal Autonomy Software Licensee - Autonodyne is linked with Red Cat through Teal licenses Autonodyne autonomy software for Golden Eagle drones.

• Safe Pro Group

  Threat Detection Validation - Safe Pro threat-detection software was evaluated with imagery from Red Cat Black Widow.

• Palantir Technologies

  Vision Navigation Validation - Palantir vision navigation was tested with Red Cat Black Widow in simulated GNSS-denied conditions.

• Hoverfly Technologies

  Nexus And Black Widow Validation - Hoverfly NEXUS and Red Cat Black Widow were integrated for an elevated communications-relay validation.

• Vigilare AI Technologies

  Titanops And Teal 2 Validation - Vigilare AI TitanOps was validated with Red Cat Teal 2 command-and-control workflows.

• Reveal Technology

  Mapping Workflow Validation - Reveal Technology and Red Cat tested imagery, photogrammetry and 3D-mapping workflows.

• Blue Ops

  Parent Company - Blue Ops is Red Cat Holdings' wholly owned maritime subsidiary.

• Teal Drones

  Wholly Owned Subsidiary - Teal Drones is a wholly owned subsidiary of Red Cat following the completed 2021 acquisition.

• Quaze Technologies

  Acquisition - Red Cat acquires Quaze Technologies for wireless unmanned-system power

• United States Air Force

  Small UAS Customer - The U.S. Air Force ordered $2.49 million of Black Widow drones, training, batteries, spares and support from Red Cat.

• Japan Ministry of Defense

  Customer - Red Cat Black Widow drone systems under Japan Ministry of Defense contract.

• NATO ally

  Drone Supplier - Red Cat secured new Black Widow drone orders from a NATO ally.

• Asia-Pacific ally

  Black Widow Military Customer - Red Cat secured new Black Widow sUAS orders from an unnamed Asia-Pacific ally.

• U.S. government agencies

  Edge 130 Government Customers - Red Cat received $518,000 in Edge 130 orders from U.S. government agencies.

• Royal Australian Navy

  Commercial Order - Red Cat agreed to supply 12 Edge 130 Blue systems to the Royal Australian Navy.

• Kymeta

  Partner - Kymeta and Red Cat’s Blue Ops division plan communications integration for the Variant 7 uncrewed surface vessel.

• Sentien Robotics

  Hive And Teal Integration Partner - Sentien Robotics and Red Cat are integrating Teal drones with Hive automated fleet infrastructure for persistent and swarming operations.

Comparable profiles

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  stack adjacency - Defence UAV Builder

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• Anduril Industries

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• Ondas

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• Apeiro Motion

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• Buntar Aerospace

  stack adjacency - Defence UAV Builder

• The Fourth Law

  stack adjacency - Defence UAV Builder

• Shield AI

  stack adjacency - Defence UAV Builder

• Twentyfour Industries

  stack adjacency - Defence UAV Builder

• PDW

  stack adjacency - Defence UAV Builder

• AeroVironment

  stack adjacency - Defence UAV Builder

• Textron Systems

  stack adjacency - Defence UAV Builder

Shared workflows

• ZALA Aero

  workflow adjacency - Aerial Isr

• FlySight

  workflow adjacency - Aerial Isr

• Advanced Aircraft Company

  workflow adjacency - Aerial Isr

• Axon Vision

  workflow adjacency - Aerial Isr

• PRAMACOM-HT

  workflow adjacency - Aerial Isr

• Oculus Aeris

  workflow adjacency - Aerial Isr

• RT LTA Systems

  workflow adjacency - Aerial Isr

Context tags

• Defence UAV builder - Stack Layer - Red Cat builds tactical small UAS, including Black Widow systems for defense customers.
• Contested defence environments - Customer Environment - EW-resilient and defense procurement context places Red Cat in contested operating environments.
• Aerial ISR - Workflow - Black Widow and related systems are positioned for tactical ISR and reconnaissance.

• Red Cat receives $2.49m U.S. Air Force order for Black Widow systems

  2026-07-30 · Order / contract · Red Cat’s Teal Drones subsidiary received a $2.49m firm-fixed-price U.S. Air Force contract for Black Widow small UAS, training, batteries, spares and support.

  Source
• Red Cat to deliver Black Widow drone systems under Japan Ministry of Defense contract

  2026-05-21 · Order / contract · 173

  Source
• Red Cat secures Black Widow orders from NATO ally

  2026-04-02 · Order / contract

  Source
• Red Cat secures Black Widow orders from Asia-Pacific ally

  2026-02-02 · Order / contract

  Source
• Unusual Machines receives USD 800K Red Cat order for high-performance drone components

  2025-10-03 · Order / contract

  Source
• Red Cat secures $518K in Edge 130 orders from U.S. government agencies

  2025-01-23 · Order / contract

  Source
• Red Cat wins U.S. Army Short Range Reconnaissance Program of Record selection

  2024-11-19 · Order / contract

  Source
• Red Cat supplies 12 Edge 130 Blue systems to Royal Australian Navy

  2024-10-28 · Order / contract · Red Cat agreed to supply 12 FlightWave Edge 130 Blue systems to the Royal Australian Navy.

  Source
• Red Cat secures $1.6M in Edge 130 Blue contracts for U.S. Customs and Border Protection

  2024-10-08 · Order / contract

  Source
• Red Cat wins $1.8M CBP order for 106 Teal 2 drone systems

  2023-09-20 · Order / contract · Red Cat signed a $1.8 million contract with U.S. Customs and Border Protection for 106 Teal 2 drone systems.

  Source