The mixed results reflect a strong balance sheet and new segment growth offset by a declining Security segment. Monitor the conversion of Invocon's deferred revenue and the ramp of Vicon's cost savings in the next quarter. The pending Industrial Services acquisition could provide further upside.
Price Chart
Executive Summary
Cemtrex reported fiscal Q2 2026 revenue of $18.1M, up from $15.0M in the prior-year quarter, driven by the launch of the Aerospace & Defense segment and growth in Industrial Services. Net income attributable to common stockholders was $0.9M, compared to a net loss of $2.4M in the prior-year quarter, aided by a $2.1M bargain purchase gain. The Security segment revenue declined 66% year-over-year due to a non-recurring large sale, and on an underlying basis fell 12%.
Key Financial Metrics
Key Facts
- Revenue $18.1M vs $15.0M in prior-year quarter (up 21% YoY)
- Net income attributable to common stockholders $0.9M vs net loss of $2.4M in prior-year quarter
- Security segment revenue $5.8M vs $17.0M in prior-year quarter (down 66%); underlying decline of 12% excluding a $10.4M one-time sale
- Industrial Services revenue $11.0M, up 7% YoY; AIS (excluding AIS TN) generated ~$1M operating earnings on $9.7M revenue (10% margin)
- Aerospace & Defense segment launched with $1.2M revenue and $0.8M deferred revenue
- Stockholders' equity improved to $34.7M from $8.7M at September 30, 2025
- Completed acquisitions of Invocon and Richland Industries; under letter of intent for another Industrial Services acquisition
- Security gross margin improved 500 bps sequentially to 44%
- Restructuring at Vicon expected to deliver $2.5-$3.0M annualized cost savings
Financial Impact
Revenue $18.1M, net income $0.9M, stockholders' equity $34.7M
Risk Factors
- Security segment revenue declining 12% on an underlying basis
- Aerospace & Defense segment operating loss of $0.4M on $1.2M revenue
- AIS TN operating loss of $0.3M during restructuring
- Dependence on acquisitions for growth; integration risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3296138 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | 8-K | $2.05 $1.72 | ▼ −16.10% | ▼ −14.13% | $1.75 (−14.64%) |
Jul 2, 2026 16w ago | Press Release | $2.97 $2.58 | ▼ −13.13% | ▼ −14.06% | $1.75 (−41.08%) |
May 19, 2026 22w ago | Press Release | $8.15 $9.00 | ▲ +10.43% | ▲ +8.15% | $1.75 (−78.53%) |
May 15, 2026 23w ago | Press Release | $7.70 $8.60 | ▲ +11.69% | ▲ +10.07% | $1.75 (−77.27%) |
Apr 7, 2026 28w ago | Press Release | $12.90 $12.10 | ▼ −6.20% | ▼ −11.55% | $1.75 (−86.43%) |
US Market Status
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