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Red Cat Holdings, Inc.
RCAT · XNCM · Aerospace & Defense · United States
Red Cat Holdings, Inc. is a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. Through its wholly owned subsidiaries Teal Drones and FlightWave Aerospace, the company develops and manufactures American-made hardware and software designed to support military, government, and public safety operations across air, land, and sea domains. Red Cat's product portfolio includes the Black Widow unmanned aircraft system for short-range reconnaissance, the Edge 130 military-grade tricopter for extended surveillance and mapping missions, the ARACHNID family of intelligence, surveillance, and reconnaissance drones with optional precision strike capabilities, and the Blue Ops series of unmanned surface vessels for maritime operations. The company's solutions deliver critical situational awareness and enhance the effectiveness and safety of tactical and operational missions. Red Cat serves defense agencies, military customers, and government security operations, focusing on providing cost-effective, retrievable, and interoperable systems that give frontline operators decision advantage in complex operational environments.
Industry
Aerospace & Defense
Industrials sector · United States
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This company does not currently pay dividends.
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Supply Chain
Aerospace Supply Chain
The aerospace supply chain is governed by three root constraints that interact to produce extreme concentration, decades-long supplier lock-in, and a system where every component must be traceable from raw material to flight: certification requirements make every part a regulated article, product lifecycles measured in decades force suppliers to support platforms long after production ends, and integration complexity across millions of parts from thousands of suppliers creates coordination demands that few organizations can manage.
Defense Supply Chain
The defense supply chain is governed by three root constraints that interact to produce extreme supplier concentration, glacial production timelines, and a system where political decisions — not market demand — determine what gets built and how much: monopsony buyer structure means the government is typically the only customer, security classification requirements restrict who can manufacture, supply, and even know what is being produced, and production rate inflexibility means defense manufacturing runs at low volumes with specialized tooling where surge capacity barely exists because maintaining idle lines for contingencies has no commercial justification.