All eyes on Red Cat earnings amid defense drone spending surge

Red Cat Holdings Inc. is set to announce its second-quarter fiscal 2026 results, with analysts anticipating a narrower loss and significant revenue growth, driven by increased Pentagon spending on unmanned systems. The company aims to convert military contract momentum into sustainable growth, and investors will closely watch its ability to expand gross margins and the impact of recent product launches and acquisitions. Despite strong revenue growth, Red Cat remains unprofitable, and the earnings report will be crucial for validating its position in the defense drone market.