Monitor for follow-on orders from Japan and other Asia-Pacific allies, as well as any disclosed contract value in future filings. The licensed manufacturing agreement could expand Red Cat's revenue base.
Price Chart
Executive Summary
Red Cat disclosed new details on a previously announced Asia-Pacific contract award from Japan's Ministry of Defense for 173 Black Widow sUAS systems, delivered under JFY26 funding. This is the second Asia-Pacific Ally order for the Black Widow, following a prior Australian Army order, and includes a concurrent contract for spare parts and training. The deal signals growing international adoption of Red Cat's tactical ISR systems but no financial terms were disclosed.
Key Facts
- Contract award from Japan's Acquisition, Technology & Logistics Agency (ATLA) for 173 Black Widow sUAS systems.
- Delivery under Japan Fiscal Year 2026 (JFY26) funding.
- Second Asia-Pacific Ally order for Black Widow after Australian Army.
- Each system includes two Black Widow aircraft, one WEB ground control station, and mission-critical components.
- Concurrent contract covers spare parts and training; licensed manufacturing agreement expected over time.
- Partners include HAMA K.K. and ITOCHU Aviation Co., Ltd. (Japan), and ITOCHU Aviation, Inc. (U.S.).
- No financial terms (dollar value, unit price) disclosed in the release.
Financial Impact
Undisclosed — contract value not provided; likely material given 173 systems and multi-year support/spares component.
Risk Factors
- No contract value disclosed — market may discount the announcement without a dollar figure.
- Execution risk on delivery timelines and in-country training/support ramp.
- Geopolitical risk: Japan defense budget shifts or program cancellations.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3284629 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $4.43 | awaiting T+5 | — | $4.82 (+8.69%) |
Oct 2, 2026 25d ago | Press Release | $6.40 $5.77 | ▼ −9.84% | ▼ −11.00% | $4.82 (−24.77%) |
Oct 1, 2026 26d ago | Press Release | $6.33 $5.91 | ▼ −6.64% | ▼ −7.94% | $4.82 (−23.93%) |
Aug 19, 2026 9w ago | Insider Cluster | $9.53 $9.28 | ▼ −2.62% | ▼ −3.74% | $4.82 (−49.48%) |
Aug 13, 2026 10w ago | Insider Cluster | $11.13 $9.62 | ▼ −13.57% | ▼ −12.20% | $4.82 (−56.74%) |
Aug 10, 2026 11w ago | Press Release | $10.00 $10.44 | ▲ +4.40% | ▲ +4.45% | $4.82 (−51.85%) |
Jul 30, 2026 12w ago | Press Release | $7.38 $8.67 | ▲ +17.48% | ▲ +13.86% | $4.82 (−34.76%) |
Jul 22, 2026 13w ago | 8-K | $7.83 $6.77 | ▲ +13.54% | ▲ +11.14% | $4.82 (+38.51%) |
Jun 11, 2026 19w ago | Institutional Cluster | $12.01 $11.20 | ▼ −6.74% | ▼ −7.18% | $4.82 (−59.91%) |
May 21, 2026 22w ago | Press Release | $9.03 $14.15 | ▲ +56.70% | ▲ +55.10% | $4.82 (−46.68%) |
US Market Status
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