Red Cat Holdings, Inc. · NASDAQ:RCAT
Red Cat — Investor Presentation (September 2026)
22 slides from Red Cat's investor presentation, September 2026
Slide 1: Investor Presentation
Investor Presentation September 2026 © 2026 Red Cat | Nasdaq: RCAT 1
Slide 2: Disclaimer
Disclaimer This Presentation contains projected financial information with respect to RCAT. Such projected financial information constitutes forward-looking information and is for illustrative purposes only and should not be relied upon as necessarily being indicative of future results. The assumpti
Slide 3: Red Cat Management Team
Red Cat Management Team Jeff Thompson Chris Ericson Christian Morrison Casie Ocaña Chief Executive Officer Chief Operating Officer Chief Financial Officer VP of Marketing & Chairman of the Board ▪ Leads Red Cat’s vision, ▪ Oversees business ▪ Oversees financial ▪ Oversees marketing and strategy, and
Slide 4: Red Cat Subsidiary Management Team
Red Cat Subsidiary Management Team Mitch McDonald Barry Hinckley Josh Ziska Francis Roy Divisional President, President, President, President, UAS (Teal & FlightWave Blue Ops Apium Swarm Robotics Quaze Technologies ▪ Leads Red Cat’s integrated ▪ 3rd generation boat builder, ▪ Leads Red Cat’s swarmin
Slide 5: Red Cat's Path to Leadership
Red Cat’s Path to Leadership Awarded Contract Awarded Contract Product Launch Innovative System Approved with APAC Country Acquisition with NATO ally Relationship for NATO NSPA Catalogue 2024 2025 2026 Launch of Innovation Day Acquisition U.S. Army SRR First Public Product Launch Acquisition Program
Slide 6: Red Cat is Well-Positioned in Autonomous Defense Systems with Scalable Production and Strong Demand Tailwinds
Red Cat is Well-Positioned in Autonomous Defense Systems with Scalable Production and Strong Demand Tailwinds 1 Established, Combat Proven Drone Businesses Under One Unified Platform, Purpose-built for Long-Term Growth 2 Focused on Capturing Accelerating Global Military Spending and Sustained Defens
Slide 7: Defense Policy Shifts and Battlefield Demand Are Accelerating Global Drone Adoption
Defense Policy Shifts and Battlefield Demand Are Accelerating Global Drone Adoption U.S. Policy Accelerating Modern Warfare Increasingly Domestic Drone Production Defined by Drones 6
Slide 8: Large and Expanding Market Opportunity Across Defense, Public Safety, and Industrial Applications
Large and Expanding Market Opportunity Across Defense, Public Safety, and Industrial Applications Large Addressable Market Across Multiple Verticals Military / Defense Government & Public Safety Industrial ▪ Tactical reconnaissance ▪ Law enforcement ▪ Infrastructure inspection ▪ Force protection ▪ B
Slide 9: Red Cat: An All-domain Autonomy Platform for Defense and National Security
Red Cat: An All-domain Autonomy Platform for Defense and National Security Unmanned Aviation System (UAS) Unmanned Surface Vessel (USV) ▪ Uncrewed aircraft operated remotely or autonomously, used for ISR (Intelligence, ▪ Uncrewed surface vessels operated remotely or autonomously, expected to be used
Slide 10: Total Addressable Market Is Expanding Significantly, Driven by ~12x YoY U.S. Army Budget Growth
Total Addressable Market Is Expanding Significantly, Driven by ~12x YoY U.S. Army Budget Growth 2 Future Platform Initiatives Rest of the World ~12x Increase YoY Contract Win with APAC Country Other U.S. Defense and Contract Win with NATO Ally Security Programs1 $426m $434m 2026 U.S. Army’s 2026 U.S
Slide 11: Black Widow: Positioned for Scalable Deployment Across Defense Missions
Black Widow: Positioned for Scalable Deployment Across Defense Missions Black Widow , winner of the US Army Short Range Reconnaissance (SRR) Program of Record, is a small, tactical quadrotor drone. It is rucksack portable, field-repairable, and designed to provide critical ISR to front-line warfight
Slide 12: Hellcat: Globally Configurable Allied-market Platform
Hellcat: Globally Configurable Allied-market Platform Hellcat is a dual-use system built on the proven Black Widow platform and informed by the realities of modern conflict. Hellcat gives operators a flexible aircraft foundation that can adapt to changing missions, contested environments, and rapidl
Slide 13: FANG: Cost-Effective FPV Platform Designed for Training and Tactical Operations
FANG: Cost-Effective FPV Platform Designed for Training and Tactical Operations Newly Released in 2025 Newly released in 2025, FANG is a family of FPV (First-person View) sUAS that delivers immersive “in-the-cockpit” manual control in a versatile, low-cost platform designed for repeat training. Key
Slide 14: Edge 130: Long-Endurance ISR Platform for Defense and Industrial Missions
Edge 130: Long-Endurance ISR Platform for Defense and Industrial Missions Edge 130 is a military-grade hybrid fixed-wing VTOL1 tricopter for ISR mapping, and inspection missions Key Features Operational Use Case ▪ Hybrid VTOL fixed-wing with ▪ Military ISR & Overwatch vertical launch and long-range
Slide 15: Variant 7: Advancing from Platform Development to Production, Testing and Mission Integration
Variant 7: Advancing from Platform Development to Production, Testing and Mission Integration American Made, Modular USV The V7 is the flagship of a growing Blue Ops family that will also include the smaller Variant 5 and additional models to follow. Key Features Operational Use Case ▪ Hybrid Modula
Slide 16: WEB Controller: Unified Command Platform
WEB Controller: Unified Command Platform Enabling Interoperability Across Autonomous Systems Swarming Used Currently with Black Widow Designed For Interoperability Across Platforms CAT RED Potential to Serve as the Army’s Common GCS (Ground Combat Systems) Android Tactical Assault Kit Enables Operat
Slide 17: Innovative Use of Palantir's Technology Unlocks the Next Evolution of Drone Combat
Innovative Use of Palantir’s Technology Unlocks the Next Evolution of Drone Combat x GPS – NO LONGER RELIABLE Palantir Navigation Software Permits Drone Combat in GPS- ON MODERN BATTLEFIELD Denied Environments Leveraging Mission Success Innovative Onboard Sensors Without GPS Or Relationship with and
Slide 18: Scalable U.S. Manufacturing Footprint Positioned to Support Rapid Production Growth
Scalable U.S. Manufacturing Footprint Positioned to Support Rapid Production Growth Quaze Technologies Quebec, Canada Red Cat Headquarters Blue Ops Development Salt Lake City, UT Contractor Partner Hodgdon Shipbuilding1 Boothbay & Damariscotta, ME Teal Drones Development & Production Facilities Salt
Slide 19: The Factory is the Weapon
The Factory is the Weapon ~37,000 sqft ~51,000 sqft ~166,000 sqft Black Widow / FANG platforms Edge 130 platform Variant 7 platform 17
Slide 20: Positioning for Platform Differentiation
Positioning for Platform Differentiation Past investments in human capital and manufacturing expansion have led to, and strategic growth opportunities are expected to lead to, continued platform differentiation Growth Areas Execution Progress ✓ Increased headcount by ~80% as of Q4 2025 since Q4 2023
Slide 21: Strong Financial Position and Scalable Manufacturing Platform Support Accelerating Demand
Strong Financial Position and Scalable Manufacturing Platform Support Accelerating Demand INCREASING PRODUCTION GROWING DEFENSE TAILWIND FINANCIAL POSITIONING CAPACITY ▪ Defense tailwind has been accelerating ▪ Build out of multiple key facilities have ▪ Solid balance sheet with strong cash through
Slide 22: NASDAQ: RCAT
NASDAQ: RCAT 20
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