Red Cat Holdings (RCAT) Q2 FY26 earnings call

Red Cat Holdings achieved record Q2 FY26 revenue and significant gross margin expansion, driven by scaling production and strategic acquisitions. The company is transforming its operational model to meet strong demand in defense markets, focusing on rapid product development cycles and expanding its all-domain autonomy platform. Management expressed high confidence in achieving its full-year revenue target, anticipating a strong second half performance.