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Cemtrex, Inc. (Nasdaq: CETX) Just Landed On Krypton Street's Watchlist This Morning—Thursday, July 2, 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 2, 2026 Dear Reader, If CETX wasn't on your screen last night, it should be there now. Cemtrex, Inc. (Nasdaq: CETX) is the little-known company we highlighted for this morning's watchlist after identifying a sequence that doesn't come together often at this level: two acquisitions in a single quarter, a newly launched Aerospace & Defense segment, a U.S. Navy SBIR Phase I contract, and an approximate 62% single-session move with less than 1.5M shares listed as available to the public. When companies have small floats like this, the potential exists for big moves if demand begins to shift. Keep reading to see why CETX is topping our watchlist this morning—Thursday, July 2, 2026. 
Not to mention, CETX’s near-term RSI levels are entering what some would consider “oversold territory” which could set the stage for a potential trend-reversal. In its most recently reported quarter (fiscal Q2 2026, ended March 31), Cemtrex posted consolidated revenue of approximately $18.1Mn, with its Industrial Services segment growing 7% year-over-year to $11Mn and the newly formed Aerospace & Defense segment contributing $1.2Mn in its very first quarter of consolidation. Earlier this year, Cemtrex's subsidiary Invocon was awarded a Phase I SBIR contract with the Naval Sea Systems Command (NAVSEA) for modular mine warfare components. Shares moved approximately 62% that session alone. That kind of potential catalyst density is exactly what we look for. More recently, Cemtrex's Vicon subsidiary secured an approximately $2Mn order for a major U.K. correctional facility security deployment, showing continued institutional demand for the company's surveillance platform in international markets. Here's what you need to know about the company behind the story. About Cemtrex, Inc. (Nasdaq: CETX)
Founded in 2004, Cemtrex is a diversified industrial and technology company headquartered in Brooklyn, New York, running three business segments. The Security Segment operates through Vicon Industries, which provides advanced video management software, high-performance security cameras, and integrated surveillance solutions. Its Valerus platform serves enterprise, government, and critical infrastructure customers, from federal prisons and border protection deployments to correctional facilities in the U.K. and the Middle East. Vicon's security gross margin improved approximately 500 basis points sequentially to 44% in Q2, reflecting pricing actions and a cost-reduction program announced earlier this fiscal year. The Industrial Services Segment runs through Advanced Industrial Services (AIS), delivering specialized rigging, millwrighting, process piping, and equipment installation services to manufacturers and municipal clients nationwide. In fiscal Q2 2026, AIS (excluding the recently acquired AIS TN) generated approximately $1Mn of operating earnings on $9.7Mn of revenue, an approximately 10% operating margin. The February 2026 acquisition of Richland Industries expanded the segment's geographic footprint into the Southeast, adding an expected $8 to $10Mn in annual revenue. The Aerospace & Defense Segment is anchored by the acquisition of Invocon, Inc., completed January 8, 2026. Invocon provides mission-critical engineering, instrumentation, wireless sensing, and telemetry systems. The company has 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. The global physical security market, covering 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 puts it in segments where procurement cycles are long but repeat rates run high. The industrial services vertical benefits from a sustained tailwind in U.S. infrastructure spending. Municipal decentralization projects, manufacturing facility upgrades, and HVAC modernization across government buildings represent a deep pipeline of addressable work. AIS's $3.9Mn Berks County Steam Plant Decentralization contract is a good example of the type of multi-year institutional mechanical project that builds backlog durability. 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 interesting is the operational diversification. The Industrial segment provides steady, recurring project-based revenue with demonstrated 10% operating margins. The Security segment, while working through a softer government demand environment, is executing pricing adjustments and cost reductions expected to deliver $2.5 to $3Mn in annualized savings. And the Aerospace & Defense segment, still in its first year of consolidation, is already generating revenue and building deferred contract liabilities that should convert in coming quarters. Each segment carries a distinct risk and reward profile, and the combined entity is positioned across multiple federal, municipal, and commercial spending cycles. Recent Milestones
Vicon Secures $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. 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. 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, an improvement of approximately $26Mn. 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. The selection was from a national field of proposers and 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. The multi-year project includes full Division 23 HVAC system installation with completion expected by the end of this year. Invocon Acquisition Completed: Cemtrex completed its acquisition of Invocon, Inc. for $7.06Mn earlier this year, 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. Richland Industries Acquisition Completed: Cemtrex completed its acquisition of Richland Industries earlier this year, 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. 7 Reasons Why CETX is Topping Our Watchlist This Morning—Thursday, July 2, 2026…
1. Small Float: With less than 1.5M shares listed as available to the public, CETX’s small float could witness the potential for big moves if demand begins to shift. 2. Defense Expansion: CETX recently launched its Aerospace & Defense segment through the acquisition of Invocon and has already reported its first quarter of revenue from the business. 3. Navy Selection: CETX drew significant attention after its Invocon subsidiary was selected for a U.S. Navy NAVSEA Phase I SBIR contract focused on modular mine warfare components. 4. Recent Momentum: CETX recorded an approximate 62% single-session move following the announcement of the NAVSEA SBIR contract. 5. Multiple Acquisitions: CETX completed the acquisitions of Invocon and Richland Industries in the same quarter, expanding both its Aerospace & Defense and Industrial Services businesses. 6. Growing Business: CETX reported approximately $18.1M in quarterly revenue, including 7% year-over-year growth in its Industrial Services segment and initial revenue from its newly added Aerospace & Defense segment. 7. Global Customers: CETX continues expanding its Security business, highlighted by an approximately $2M order for a major correctional facility in the U.K. and deployments serving government and critical infrastructure customers. Pull Up CETX While It’s Still Early…
When you look at the full picture on CETX, it's hard not to pay attention. This is a company that completed two acquisitions in a single quarter, launched a brand-new Aerospace & Defense segment, and already posted its first revenue from that business. The Invocon subsidiary earned a U.S. Navy NAVSEA Phase I SBIR contract for modular mine warfare components, and the market responded with an approximate 62% single-session move. That kind of reaction tells you something about how thinly covered this name has been relative to the catalysts stacking up underneath it. The numbers back it up. Approximately $18.1Mn in quarterly revenue. A 7% year-over-year jump in the Industrial Services segment. An approximately $2Mn U.K. correctional facility order that shows Vicon's security platform is pulling in global institutional customers, not just domestic ones. And keep in mind, CETX has less than 1.5M shares listed as available to the public. We have all eyes on CETX this morning. Take a look at CETX while it’s still early Also, keep a look out for my next update, it could be on its way very shortly. Sincerely, Alex Ramsay
Co-Founder / Managing Editor
Krypton Street Newsletter |
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