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Cemtrex, Inc. (Nasdaq: CETX) Just Landed On The Krypton Street Watchlist This Morning—Friday, July 24, 2026
Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Pull Up CETX While It’s Still Early… July 24, 2026 Dear Reader, Three completed acquisitions in a single fiscal year. A newly formed Aerospace & Defense segment that generated revenue in its very first quarter of consolidation. A U.S. Navy SBIR Phase I contract. And now, a signed letter of intent for another acquisition expected to close by September. The last time we highlighted Cemtrex, Inc. (Nasdaq: CETX), shares opened at approximately $2.71 on July 1 before reaching $4.05 within just a few hours—an approximate 49% move. Since then, CETX has continued its momentum, going from approximately $2.45 on July 13 to $3.21 on July 22—an additional move of approximately 31%, according to Barchart. With three acquisitions already completed, a fourth deal under LOI, and its newest business segment beginning to contribute revenue, CETX has landed back on our radar. That is why CETX is topping our watchlist this morning, Friday, July 24, 2026. 
Consider the share structure. As of early July, Cemtrex has less than 1.5M shares listed as available to the public. When companies have small floats like that, the potential exists for big moves if demand begins to shift. On July 2, Cemtrex completed its acquisition of Plant Engineering Services (PES) through its AIS subsidiary for approximately $3.5Mn in cash at closing, with up to an additional $1.5Mn in earnout consideration. PES, based in Fort Wayne, Indiana, specializes in the design, modernization, and relocation of large hydraulic and mechanical press systems, and is expected to contribute approximately $4 to $5Mn in revenue over the next twelve months while being accretive from day one. In its most recently reported quarter (fiscal Q2 2026, ended March 31), Cemtrex posted consolidated revenue of approximately $18.1Mn. The Industrial Services segment grew 7% year-over-year to $11Mn, while the newly formed Aerospace & Defense segment contributed $1.2Mn in its first-ever quarter of reporting. Stockholders’ equity improved by approximately $26Mn during the six-month period, rising to $34.7Mn. (See full release here.) Earlier this year, Cemtrex’s subsidiary Invocon was selected for a Phase I SBIR contract with the Naval Sea Systems Command (NAVSEA) for modular mine warfare components. CETX reacted with an approximate 49% single-session move. Here is what you should know about the company behind the headline. About Cemtrex, Inc. (Nasdaq: CETX)
Founded in 2004, Cemtrex is a diversified industrial and technology company headquartered in Hauppauge, New York, operating across three business segments. The Security Segment operates through Vicon Industries, providing advanced video management software, high-performance security cameras, and integrated surveillance solutions. Vicon’s Valerus platform serves enterprise, government, and critical infrastructure customers across federal prisons, border protection deployments, and correctional facilities internationally. In Q2, security gross margin improved approximately 500 basis points sequentially to 44%, reflecting pricing adjustments and a cost-reduction program expected to deliver $2.5 to $3Mn in annualized savings. The Industrial Services Segment runs through Advanced Industrial Services (AIS), delivering specialized rigging, millwrighting, process piping, and equipment installation to manufacturers and municipal clients nationwide. AIS has grown from approximately $21Mn in annual revenue in fiscal 2022 to approximately $38Mn in fiscal 2025 through disciplined execution of complex industrial and infrastructure work. The February 2026 acquisition of Richland Industries expanded the segment into the Southeast, adding an expected $8 to $10Mn in annual revenue. The July 2026 acquisition of Plant Engineering Services added a full-service engineering capability in hydraulic press design, modernization, and automation, extending Cemtrex’s reach into automotive and defense manufacturing. The Aerospace & Defense Segment is anchored by the acquisition of Invocon, Inc., completed in January 2026 for $7.06Mn. Invocon provides mission-critical engineering, instrumentation, wireless sensing, and telemetry systems, bringing nearly four decades of experience supporting satellites, launch vehicles, target missiles, Space Shuttle systems, and ISS platforms. Invocon holds multiple U.S. patents related to hypervelocity impact detection, acoustic sensing, and flight-system telemetry. Cemtrex is led by Chairman and CEO Saagar Govil, who has driven a disciplined acquisition strategy focused on expanding scale, recurring earnings power, and margin improvement across all three segments. Diversified Industrial & Defense Technology
Cemtrex sits at the intersection of three large, structurally supported end markets with distinct demand drivers and spending cycles. The global physical security market, spanning video surveillance, access control, and analytics-based monitoring, continues to expand as governments and enterprises allocate capital toward critical infrastructure protection. Vicon’s positioning in correctional facilities, border security, and institutional environments places it in segments where procurement cycles run long but repeat rates remain high. The industrial services vertical benefits from sustained tailwinds in U.S. infrastructure spending. Municipal decentralization projects, manufacturing facility upgrades, and HVAC modernization across government buildings represent a deep pipeline of addressable work. With the addition of PES, AIS now carries a turnkey capital project capability spanning engineering, design, installation, and commissioning, precisely the type of end-to-end service that manufacturing customers in automotive, defense, and heavy industry are looking to consolidate under a single provider. The aerospace and defense sector adds a higher-margin, higher-barrier dimension to the portfolio. The U.S. Department of Defense SBIR program channels capital annually into small businesses with solutions for mission-critical requirements. Invocon’s selection for a NAVSEA contract in modular mine warfare components positions Cemtrex within the Missile Defense modernization supply chain, a category of defense spending with bipartisan budget support and multi-decade program horizons. What makes this configuration analytically interesting is the operational diversification. The Industrial segment provides steady, recurring project-based revenue with demonstrated 10% operating margins. The Security segment is executing pricing adjustments and cost reductions expected to deliver meaningful annualized savings. The Aerospace & Defense segment, still in its first year of consolidation, is already generating revenue and building deferred contract liabilities. And the signed LOI for a fourth acquisition signals the roll-up strategy is far from finished. Recent Milestones Plant Engineering Services Acquisition Completed: Cemtrex completed its acquisition of PES on July 2, adding specialized engineering capabilities in hydraulic and mechanical press design, modernization, and relocation. The deal, structured as an asset purchase for approximately $3.5Mn in cash with up to $1.5Mn in earnout consideration, expands AIS into automotive and defense manufacturing markets. PES is expected to contribute approximately $4 to $5Mn in revenue over the next twelve months. Vicon Secures Approximately $2Mn U.K. Correctional Facility Order:
Vicon Industries secured an order valued at approximately $2Mn for a security technology deployment at a major correctional facility in the United Kingdom on May 19. The order includes Valerus recording servers, workstations, enterprise video management software licenses, and a mix of high-performance fixed, dome, and PTZ cameras. Fiscal Q2 2026 Financial Results: Cemtrex reported approximately $18.1Mn in consolidated revenue for the quarter ended March 31 on May 15. Industrial Services revenue grew 7% year-over-year to $11Mn. The Aerospace & Defense segment launched with $1.2Mn in first-quarter revenue. Stockholders’ equity surged to $34.7Mn from $8.7Mn six months earlier. Invocon Selected for U.S. Navy SBIR Phase I Contract: Invocon was selected for a Phase I SBIR contract with NAVSEA under topic N254-P02: Modular Mine Warfare Components on April 7. The selection triggered a single-session move of approximately 62% in CETX shares. AIS Awarded $3.9Mn Infrastructure Contract: AIS secured a mechanical contract valued at approximately $3.9Mn for the Berks County Steam Plant Decentralization Project in Pennsylvania on January 21, with completion expected by the end of the year. Richland Industries Acquisition Completed: Cemtrex completed its acquisition of Richland Industries on February 5, expanding its Industrial Services platform into the Southeast. The business was acquired at a substantial discount to book value, generating a $2.1Mn bargain purchase gain and adding an expected $8 to $10Mn in annual revenue. Invocon Acquisition Completed: Cemtrex completed its acquisition of Invocon, Inc. for $7.06Mn on January 8, formally launching the company’s Aerospace & Defense segment. Invocon brings nearly four decades of experience supporting shuttle missions, ISS systems, target missiles, and major flight programs. 7 Reasons Why CETX Will Be Topping Our Watchlist
This Morning, Friday, July 24, 2026… 1. Small Float: With less than 1.5M shares listed as available to the public right now, CETX’s small float could witness the potential for big moves if demand begins to shift. 2. Acquisition Pace: Three completed acquisitions in a single fiscal year, with a signed LOI for a fourth, show that CETX is executing a disciplined roll-up strategy at a pace that is reshaping its revenue base in real time. 3. Defense Expansion: The Invocon subsidiary's selection for a U.S. Navy NAVSEA Phase I SBIR contract positions CETX inside the Missile Defense modernization supply chain, a category of spending with multi-decade program support. 4. Revenue Growth: In fiscal Q2, CETX reported approximately $18.1Mn in consolidated revenue, including 7% year-over-year growth in its Industrial Services segment and initial revenue from its newly launched Aerospace & Defense segment. 5. Turnkey Capability: The PES acquisition gives CETX a full engineering-through-installation capability that automotive and defense manufacturers are actively consolidating under single providers. 6. Global Reach: The approximately $2Mn Vicon order for a major U.K. correctional facility demonstrates that CETX is pulling in institutional customers across international markets, not just domestic ones. 7. Margin Improvement: Security segment gross margins expanded approximately 500 basis points sequentially to 44% in Q2, with a cost-reduction program on track to deliver $2.5 to $3Mn in annualized savings for CETX. Pull Up CETX While It’s Still Early…
When you step back and look at the full picture on CETX, the activity level is hard to ignore. Three completed acquisitions in one fiscal year. A new Aerospace & Defense segment already posting revenue. A Navy contract that moved shares approximately 62% in a single session. And a signed LOI that signals a fourth deal is on the way before the fiscal year closes in September. The numbers support the narrative. Approximately $18.1Mn in quarterly revenue. A 7% year-over-year jump in the Industrial segment. An approximately $2Mn international security order that shows Vicon’s platform is attracting global institutional buyers. And an AIS business that has nearly doubled its revenue base since fiscal 2022, now with a full-service engineering arm attached. Keep in mind that CETX has less than 1.5M shares listed as available to the public. The last time we highlighted CETX it made an approximate 49% move within just a few hours. Pull up CETX while it’s still early and keep an eye out for our next update, it could be coming within the hour. Sincerely, Alex Ramsay Co-Founder / Managing Editor Krypton Street Newsletter |
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