Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Cemtrex, Inc. (Nasdaq: CETX) Just Landed On The Top Of Our Watchlist This Morning—Thursday, October 29, 2026 Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Get Focused On (CETX) While It’s Still Early… October 29, 2026 Dear Reader, When a U.S. federal government agency places a multi-facility surveillance order with one vendor — and that vendor also just acquired an engineering firm that’s already landing new contracts in its first quarter — the story starts writing itself… Cemtrex, Inc. (Nasdaq: CETX) subsidiary Vicon Industries recently received orders from a U.S. federal government agency for its video surveillance products and Valerus platform — shipped through an existing channel partner, expected to be fulfilled in the current fiscal quarter. And Plant Engineering Services, acquired just months earlier, had already picked up five project awards totaling approximately $410K — including work on a 5,000-ton water press restoration for a precision forging manufacturer in California. These aren’t hypothetical milestones sitting on a roadmap. These are contracts being executed right now… And they’re arriving at a moment when the macro backdrop could hardly be more supportive. The defense budget is expanding. Reshoring is accelerating. Infrastructure spending keeps climbing. And critical-facility security — prisons, government buildings, federal campuses — is seeing sustained modernization demand. Cemtrex, Inc. (Nasdaq: CETX) sits at the intersection of all three — with three completed acquisitions in 2026, a new Aerospace & Defense segment already generating operating in-come, and an equity base that has nearly quadrupled since fiscal year-end. Cemtrex, Inc. (Nasdaq: CETX) is topping our watchlist this morning—Thursday, October 29, 2026. 
Keep in mind, (Nasdaq: CETX) has a float less than 2M shares listed as available to the public—with a float that small, the potential exists for big moves if demand begins to shift. Three Segments, Three End Markets, One Small Float The first thing to know about Cemtrex, Inc. (Nasdaq: CETX) is that it operates across several different businesses, not just one product or service. It's a diversified operating platform running across three segments — Security, Industrial, and Aerospace & Defense — each generating its own revenue, serving its own customer base, and riding its own secular tailwind. The Security segment operates through Vicon Industries, a decades-old name in video management software, high-performance cameras, and integrated surveillance solutions serving government, corrections, and enterprise customers. That matters because the demand behind video surveillance is real and accelerating… According to Grand View Research, the global video surveillance market was estimated at $83.48B in 2025 and is projected to reach $204.68B by 2033 at an 11.7% CAGR. 
Vicon sits directly in that growth path. And the orders are landing. Since May, Vicon has announced approximately $2.9M in corrections-related orders, including a $900K single-facility award covering the complete Vicon platform — cameras, servers, workstations, software — deployed end-to-end through a specialist detention integrator. 
Corrections is one of the most demanding end markets in physical security. Systems run continuously for years in hardened environments, and integrators who concentrate an entire facility on a single vendor do so only when they trust that vendor completely. That kind of full-platform commitment from a single customer — every camera, every server, every screen on one system — speaks louder than any quarterly guidance. The Industrial segment, operated through Advanced Industrial Services (AIS), delivers specialized rigging, millwrighting, piping, and equipment installation for manufacturers nationwide. AIS has grown from approximately $21M to $38M in annual revenue between FY2022 and FY2025. That's a near-doubling in three years — steady, compounding expansion built on a high-repeat customer base across infrastructure end markets. With reshoring trends accelerating and domestic manufacturing capacity expanding, AIS sits in the direct path of multi-year capital deployment. These are the kinds of services — rigging heavy equipment, installing production lines, maintaining complex manufacturing infrastructure — that don't get offshored and don't get automated. Somebody has to physically put the machines in place. AIS does that work. And then there's the segment that could change the math entirely. The Aerospace & Defense segment, anchored by Invocon, brings a 40-year-plus engineering heritage in mission-critical instrumentation, wireless sensing, and telemetry for space and missile programs. Invocon counts the Missile Defense Agency and major defense primes among its customers. In April 2026, the subsidiary was selected for a U.S. Navy SBIR Phase I contract in naval mine warfare. That's not a press release talking point. That's the Department of Defense validating a capability — and potentially opening a pipeline of follow-on work in an area where program continuity and institutional trust matter more than the initial contract value. Phase I work, by design, is meant to demonstrate feasibility before larger Phase II funding follows. Three Deals Done — And A Fourth On The Way 
What separates (CETX) right now is the velocity of its platform expansion. In calendar 2026 alone, the company has completed three acquisitions… Invocon closed in January for $7.1M in cash, launching the Aerospace & Defense segment from scratch. Richland closed in February, extending AIS's geographic footprint into Tennessee and the Southeast. And in July, Plant Engineering Services (PES) joined the platform — adding the engineering expertise that sits upstream of AIS's installation, rigging, and millwrighting work. PES specializes in the design, modernization, and relocation of large hydraulic and mechanical press systems for aerospace forging, automotive, defense, and heavy manufacturing. Founded more than thirty years ago, PES is expected to contribute $4–5M in revenue over the next twelve months. The combination creates something the two companies couldn't offer on their own… AIS can now pursue turnkey capital projects — from engineering and design through installation and commissioning — under a single platform. Chairman and CEO Saagar Govil described the fit directly: "PES brings deep engineering expertise that AIS has never had in-house, and AIS brings the field execution resources that PES has historically sourced externally. Each company is a natural customer of the other." And perhaps the most telling signal of all… An additional Industrial Services deal is currently under letter of intent and targeted for the September quarter. Four completed deals in a single fiscal year would represent a cadence that signals real intent — a management team actively compounding a platform, not just presenting slides about one. And because all three acquisitions were done with corporate overhead essentially unchanged from FY2025, each new segment's earnings compound against a fixed cost base. That's the kind of operating structure where scale creates meaningful margin expansion as the platform grows. The Q3 Numbers Tell The Real Story 
What makes the timing worth watching is that the most recent quarterly results confirm operational momentum building across the entire company. For Q3 FY2026, Cemtrex, Inc. (Nasdaq: CETX) reported revenue of $18.4M, up 9% year-over-year and 2% sequentially — marking a return to consolidated top-line growth. The Aerospace & Defense segment delivered $2.2M in Q3 revenue with $1.0M in segment operating in-come on 87% gross margins — in only its second quarter of consolidation. Vicon's segment operating loss narrowed to $0.3M from $3.0M in Q1 — a 90% improvement across two quarters, with gross margins climbing to 49%. That's a security business approaching breakeven after a complete cost restructuring. Operating EBITDA improved by $1M sequentially… And operating cash flow turned positive during Q3 at $0.2M — a meaningful shift from the $5.1M used in operations during the first half of the year. The balance sheet tells the same story. Shareholders' equity now stands at $32M, up from $8.7M at fiscal year-end — nearly four times the starting figure. Cash and marketable securities totaled $11.7M as of June 30, 2026. These aren't projections on a slide deck. These are reported figures showing two consecutive quarters of sequential improvement across the platform. And here's what connects the balance sheet to the acquisition strategy… With $11.7M in cash and securities and a strengthened equity base, the company has the financial capacity to keep compounding — and management has already said it intends to maintain this pace of acquisitions into FY2027 and beyond. 7 Reasons Why We’re Focused On (CETX) This Morning — Thursday, October 29, 2026… 1. Small Float: With fewer than 2M shares listed as available to the public, (CETX) has a tightly held structure that could react sharply if demand changes. 2. Federal Orders: A subsidiary of (CETX) recently received multi-facility surveillance orders from a U.S. federal government agency for its Vicon products and Valerus platform. 3. Three Segments: Through Security, Industrial, and Aerospace & Defense, (CETX) operates across three separate end markets with distinct revenue streams. 4. Defense Expansion: The Aerospace & Defense segment of (CETX) produced $2.2M in Q3 revenue and $1.0M in segment operating income on 87% gross margins. 5. Acquisition Push: Management at (CETX) completed three acquisitions during 2026, while another Industrial Services deal was under letter of intent. 6. Improving Results: Q3 revenue at (CETX) reached $18.4M, up 9% year over year, while operating cash flow turned positive at $0.2M. 7. Stronger Balance Sheet: Shareholders’ equity at (CETX) climbed to $32M from $8.7M at fiscal year-end, with $11.7M in cash and marketable securities. Get Focused On (CETX) While It’s Still Early… 
When you stack it all up — a diversified three-segment platform, sequential improvement across the business, new government defense contracts, a compounding acquisition pipeline, and a float under 2M shares — (CETX) presents a profile that warrants closer attention. The company reported $76.5M in revenue last fiscal year… It's actively expanding into defense, automotive, and critical infrastructure end markets… The Q3 trajectory shows real sequential progress — and with PES now onboarded, a fourth deal in the pipeline, and the Navy contract opening new doors for Invocon, the runway ahead looks longer than the road behind. Anyone following the industrial and defense space should have this name on their radar. We’re focused on (CETX) this morning. Take a look at it while it’s still early. Sincerely, Jeff Ackerman Managing Editor Stock News Trends StockNewsTrends.com (“StockNewsTrends” or “SNT” ) is owned by TD Media LLC, a single member limited liability company. Data is provided from third-party sources and SNT is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SNT brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between TD Media LLC and Interactive Offers LLC, TD Media LLC has been hired for a period beginning on 10/28/2026 and ending on 10/29/2026 to publicly disseminate information about (CETX:US) via digital communications. Under this agreement, Interactive Offers LLC has paid TD Media LLC fifteen thousand USD (“Funds”). To date, including under the previously described agreement, TD Media LLC has been paid two hundred eighty two thousand USD (“Funds”). These Funds were part of the fifteen thousand USD funds that TD Media LLC received from a third party named Interactive Offers LLC who did receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither TD Media LLC and their member own shares of (CETX:US). Please see important disclosure information here: https://lifewatermedia.com/disclosure/cetx-LA4pJ/#details |
