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Financial statements

Red Cat Holdings, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data Red Cat Holdings, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2017FY2017FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Revenue0.200.110.456.434.6217.840.7
Cost of revenue00.333.935.55.4614.239.5
Gross profit0.20-0.250.081.070.93-0.833.681.27
Research and development0.860.990.370.490.522.615.866.2717.9
Selling and marketing0.171.134.085.0913.1
General and administrative0.380.951.285.5512.711.236.9
Operating expenses1.661.091.830.751.715.9513.925.52367.9
Operating income-1.45-1.09-2.08-0.75-1.66-26.3-19.3-66.6
Interest expense0.380.50.031.220.150.120.07
Other non-operating income-1.923.85-1.230.03-8.361.310.04-2.23-5.04
Pre-tax income-3.382.76-3.31-0.75-1.63-4.88-13-25.4-21.5-71.6
Income tax00.44
Income from continuing operations-26.4-21.5-72.1
Net income-3.381.13-2.64-0.75-1.6-13.2-11.7-28.1-24.1-72.1
EBITDA-1.44-1.08-1.93-26-17.9-64.3
EPS, basic-0.240.06-0.020.14-0.12-0.56-0.52-0.40-0.73
EPS, diluted-0.240.04-0.020.14-0.12-0.56-0.52-0.40-0.73
Shares, basic (weighted)2146.41975.3313.723.753.960.199
Shares, diluted (weighted)2169.71975.3313.723.753.960.199

Balance sheet

FY2017FY2017FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents0.230.560.010.50.240.284.083.176.07168
Short-term investments12.8
Receivables000.320.50.724.3626.2
Inventory0.080.363.98.928.0123.5
Other current assets0.100.682.351.263.962.52
Total current assets0.50.690.170.60.321.6455.732.222.4227
Property, plant and equipment0.040.030.090.512.652.347.8
Lease right-of-use assets1.021.61.4813.1
Goodwill2.478.0225.1179.0917.7
Intangible assets0.022.032.76.893.796.92
Other non-current assets000.060.30.291.23
Total assets0.580.750.260.62.8111.785.160.748.5274
Accounts payable0.030.140.140.020.250.541.021.391.583.62
Accrued liabilities0.290.490.020.090.611.080.411.075.09
Deferred revenue0.040.050.440.160.050.26
Short-term debt0.060.270.960.920.750.35
Total current liabilities0.032.412.690.790.834.675.444.053.6514.8
Long-term debt0.970.4
Lease liabilities0.751.481.3212.6
Total liabilities4.432.612.770.791.286.435.995.984.9727.8
Total debt0.970.4
Paid-in capital-1.52-0.672.640.784.0421107113125443
Retained earnings-3.87-2.74-5.38-0.97-2.57-15.8-27.5-57.1-81.1-197
Other comprehensive income-1.47-0.860
Shareholders' equity-3.87-3.36-2.51-0.191.535.2779.154.843.6246
Total equity-3.87-3.36-2.51-0.191.535.2779.154.843.6246
Total liabilities and equity0.580.750.260.62.8111.785.160.748.5274
Shares outstanding22.347.32350.182029.453.754.674.3120

Cash flow statement

FY2017FY2017FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Net income-3.381.13-2.64-0.75-1.6-13.2-11.7-28.1-24.1-72.1
Depreciation and amortization0.010.010.150.040.311.422.27
Stock-based compensation0.10.130.130.273.393.293.663.6110.6
Deferred income tax00.44
Change in receivables000.070.07-0.29-3.64-25.7
Change in inventory-0.050.062.23-5.710.91-10.5
Change in payables-0.010.31-0.010.020.070.01-1.170.430.191.57
Cash from operations-1.59-1.44-0.94-0.75-0.81-1.4-16-29.2-17.7-89.1
Capital expenditures-0.01-0.97-0.36-2.45-0.26-6.65
Acquisitions-0.05
Purchases of investments-57.6
Sales and maturities of investments11.432.312.80
Cash from investing-0.010.09-0.850.05-0.05-46.629.613.6-6.65
Debt issued0.66
Debt repaid-0.51-0.93-0.61-0.57
Stock issued70.19.2249
Cash from financing1.821.691.240.690.51.4966.4-1.227.84254
Net change in cash0.220.33-0.55-0.07-0.270.043.81-0.822.81
Free cash flow-1.6-1.92-16.4-31.6-18-95.8
Interest paid000.020.160.120.070
Income taxes paid00

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $6.66 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin9.7%Gross profit / revenue.
Operating margin-150.2%Operating income / revenue.
EBITDA margin-146.4%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-135.6%Pre-tax income / revenue.
Net margin-136.3%Net income / revenue.
FCF margin-220.4%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-194.4%Cash from operations / revenue.
Return on equity (ROE)-20.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-18.5%Net income / average total assets.
Return on invested capital (ROIC)-57.9%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue46.2%Research and development expense / revenue.
Stock-based pay / revenue23.5%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue26.0%Capital expenditures / revenue.
D&A / revenue3.8%Depreciation and amortization / revenue.

Balance sheet health

MetricValueHow it is calculated
Current ratio14.9xCurrent assets / current liabilities.
Quick ratio11.7x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio11.4x(Cash + short-term investments) / current liabilities.
Debt / equity0.00xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets0.2%Total debt / total assets.
Liabilities / assets10.7%Total liabilities / total assets.
Net debt-$324.7MTotal debt - cash - short-term investments. Negative means more cash than debt.
Working capital$396.5MCurrent assets - current liabilities.
Goodwill and intangibles / assets12.8%(Goodwill + intangible assets) / total assets.
Tangible book value$403.9MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.14xRevenue / average total assets.
Fixed asset turnover3.75xRevenue / average property, plant and equipment.
Inventory turnover0.88xCost of revenue / average inventory.
Days inventory415 days365 x average inventory / cost of revenue.
Receivables turnover7.50xRevenue / average receivables.
Days sales outstanding49 days365 x average receivables / revenue.
Days payables72 days365 x average accounts payable / cost of revenue.
Cash conversion cycle391 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.71Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$0.52Revenue / diluted weighted shares.
FCF per share-$1.15Free cash flow / diluted weighted shares.
Operating cash flow per share-$1.02Cash from operations / diluted weighted shares.
Book value per share$3.09Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$2.65Tangible book value / shares outstanding.
Cash per share$2.13(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.02BShare price x shares outstanding.
Enterprise value$692.4MMarket cap + total debt - cash - short-term investments.
P/S14.2xMarket cap / revenue.
P/B2.16xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book2.52xMarket cap / tangible book value, when positive.
EV/Sales9.68xEnterprise value / revenue.
FCF yield-15.5%Free cash flow / market cap.
Earnings yield-9.6%Net income / market cap (the inverse of P/E).
What was Red Cat Holdings, Inc.'s revenue in fiscal 2025?

Red Cat Holdings, Inc. reported revenue of $40.7M for fiscal 2025, 128.3% higher than the year before.

Was Red Cat Holdings, Inc. profitable in fiscal 2025?

No. It reported a net loss of $72.1M.

How much free cash flow did Red Cat Holdings, Inc. generate in fiscal 2025?

Cash from operations of $89.1M minus capital expenditures of $6.6M left free cash flow of -$95.8M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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