Red Cat Secures $518K Edge 130 Order, Guides Q4 Revenues at $24-$26.5M

RCATRCAT

Red Cat Holdings booked $518,000 in January orders for 12 Edge 130 drones from the Army National Guard and another U.S. agency. The company projects Q4 2025 revenues of $24.0-$26.5 million and full-year 2025 revenues of $38.0-$41.0 million, a roughly 153% year-over-year increase.

1. Military Order Lands for Edge 130 Drones

In January Red Cat secured $518,000 in orders for 12 Edge 130 drones from the Army National Guard and a U.S. agency, underscoring rising demand from defense customers.

2. Revenue Guidance for Q4 and Full Year 2025

The company issued guidance for Q4 2025 revenues of $24.0 million to $26.5 million and full-year revenues of $38.0 million to $41.0 million, representing roughly 153% growth over 2024.

3. Outlook for 2026 Growth

Red Cat anticipates continued momentum in 2026 driven by program awards, expanded production capacity and improving operating leverage, with an expanding defense pipeline supporting further revenue gains.

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