Equities

Red Cat claws in US$150m overnight

 |  IFR 2601 - 20 Sep 2025 - 26 Sep 2025  | 

After missing its quarterly revenue target, Red Cat secured US$150m late on Wednesday from an overnight stock sale that positions the drone maker for a strong finish for 2025.

Sole bookrunner Ladenberg Thalmann priced 5.6m primary shares (13% of outstanding) at US$9.60, a 14.8% discount to the previous closing price of US$11.27.

The Puerto Rico-based defence contractor's shares closed on Thursday above issue price at US$10.04.

Red Cat joins a growing list of defence contractors selling stock since the July 4 passage of President Trump's “One Big Beautiful Bill Act”, including deals from rival drone makers Airo Group (US$89.4m) and Ondas (US$150m).

In reporting its Q2 results last month, Red Cat announced a new contract with the US government worth upwards of US$40m that overshadowed its significant quarterly revenue miss.