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Krypton Street Puts (CETX) At The Top Of Tomorrow's Watchlist
—Thursday, December 18, 2025 With Full Coverage Starting In The Morning
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December 17, 2025
Heads Up | See Why (CETX) Has Our Full Focus Going Into Tomorrow
Dear Reader, Some companies don't change overnight — they evolve quietly, adding new capabilities while most people aren't paying close attention. These shifts often become visible only after revenue growth, strategic moves, and operating performance begin to line up. When that happens, it's usually not the headlines that matter most, but the details beneath the surface. Over the past few years, one company has been steadily reshaping itself across multiple operating segments. That company is Cemtrex, Inc. (NASDAQ: CETX). Cemtrex, Inc. (NASDAQ: CETX) is a diversified industrial and technology company operating in security surveillance and industrial services. The company has grown revenues from $40M in FY2021 to $67M in FY2024 and recently announced a $7.06M acquisition of Invocon to enter aerospace & defense markets. Currently trending in the $2 to $2.45 range, with a market cap below $2M following a September 2025 1-for-15 reverse split, (CETX) has several characteristics we look for in a potential breakout profile. The company achieved pro-fit-ability inside the first 9-months of FY2025 and has launched the NEXT modular camera system, though execution risks remain significant. (CETX)'s previous shareholder update outlined growth initiatives across both operating divisions. And that's why (CETX) will be topping our watchlist tomorrow morning—Thursday, December 18, 2025.
But keep in mind, (CETX) has less than 700K shares listed as being available to the public. When companies have small floats like this, the potential exists for big moves if demand begins to shift. Before getting into the specifics, it's important to understand how (CETX) is structured and where its revenue is actually coming from. This is not a single-product story, but a company operating across multiple businesses with different histories, customers, and growth drivers. To see how those pieces fit together, it helps to start with a clear breakdown of the platform itself. Company Overview: Multi-Segment Industrial Technology Platform
Founded in 2008 and headquartered in Hauppauge, NY, Cemtrex operates with 281 employees across two core divisions: Security Segment (Vicon Industries) $32.0M FY2024: Surveillance technology provider with 50+ years in the industry. Products include Valerus VMS software, NEXT modular cameras (<5 min installation vs. 45+ min for traditional cameras), and Anavio cloud platform. Sells approximately 10,000 cameras annually to corrections facilities, hospitals, airports, government buildings, and other institutional customers. Industrial Services (Advanced Industrial Services) $34.8M FY2024: Industrial contractor providing millwrighting, rigging, piping, electrical, and welding services with 40+ years operating history. Serves automotive, printing, industrial automation, packaging, and chemical sectors. NEXT Camera Platform and Security Operations
Vicon's NEXT modular camera system, launched in 2024, features several technical improvements over traditional cameras: Product Features: Patented snap-and-twist design reduces installation time to under 5 minutes compared to 45+ minutes for conventional cameras. Integrates Hailo-15 AI chip for edge processing capabilities including object classification and license plate recognition. Armed person detection scheduled for Q1 2025. Modular design allows a single hub to manage up to four sensors. Recent Orders: Kentucky school district ($500K+, July 10, 2025), county infrastructure expansion ($1.2M, July 8, 2025). (CETX)'s products received multiple industry awards in June 2025. Market Context: Video surveillance market projected to grow from $56.11B (2025) to $83.3B (2032) at 9.2% CAGR, driven by cloud adoption and AI integration. 
Invocon Aerospace Acquisition
On November 20, 2025, (CETX) announced a definitive agreement to acquire Invocon, Inc. for $7.06M, with closing expected January 1, 2026. Invocon Background: Texas-based systems-engineering firm with 40-year operating history in instrumentation, wireless sensing systems, and flight hardware for aerospace and defense programs. Project History:
- 17 Space Shuttle systems
- 10 International Space Station systems
- 40+ shuttle flights, 30+ target missile flights
- Various satellite and launch vehicle programs
IP Portfolio: Holds multiple U.S. patents related to impact detection, lethality assessment, and sensing technologies. Strategic Intent: According to CEO Saagar Govil, the acquisition is intended to establish (CETX)'s Aerospace & Defense segment and provide access to government and prime contractor programs. Success depends on retaining Invocon's engineering team and winning new contracts post-acquisition. Post-closing, Invocon would become CETX)'s third operating segment alongside Security and Industrial Services. Fiscal Results
FY2024: Revenue $66.9M (up 13% YoY), 41% gross margin. Security $32.0M, Industrial $34.8M. 9-Month FY2025 (ending June 30, 2025): Revenue $58.0M (up 19% YoY), gross pro-fit $25.2M (43.5% margin), operating income $1.7M vs. $5M loss prior year. Security up 19% YoY, Industrial up 11% YoY. FY2025 Estimate: Management projects approximately $71M revenue, ~41% gross margins per corporate presentation. Balance Sheet (June 30, 2025): $7M cash, $6.4M stockholders' equity (regained Nasdaq compliance June 2025), $22.56M debt (debt/equity 5.86). Management targets $100M revenue through organic growth and acquisitions, though achievement depends on successful execution. Additional Strategic Initiatives
Block-chain Video Integrity (July 29, 2025): Vicon announced development of blockchain-based video integrity layer intended to address deepfake concerns and evidence tampering. Application timing and commercial viability remain unproven. Crypto Treasury (July 31, 2025): Acquired $1M in Solana cryptocurrency, with stated target of building $10M crypto treasury reserve. This strategy adds cryptocurrency price volatility to the company's risk profile. Tennessee AIS Acquisition (December 2025): Signed non-binding LOI for Tennessee industrial services business with targeted Q1 2026 closing. Deal terms have not been disclosed and closing remains subject to due diligence and definitive agreements. 7 Reasons Why (CETX) Will Be Topping Our Watchlist Tomorrow Morning—Thursday, December 18, 2025.
1. Limited Float: With fewer than 700K shares listed as available to the public, (CETX) sits in a share-structure category where shifts in attention can have an outsized impact. 2. Revenue Base: Reported revenue reached $67M in FY2024, and management has outlined a $100M revenue target tied to organic growth and acquisitions, with execution remaining the key variable for (CETX). 3. Operating Turn: During the first nine months of FY2025, (CETX) posted positive operating income after prior loss periods, signaling a meaningful internal change. 4. Multi-Segment Model: Rather than relying on a single product or customer, (CETX) generates revenue from both security surveillance and industrial services with long operating histories. 5. Product Rollout: The launch of the NEXT modular camera platform places (CETX) within the AI-enabled surveillance conversation, supported by recent six-figure and seven-figure orders. 6. Aerospace Entry: Through the announced Invocon acquisition, (CETX) is preparing to add a third operating segment tied to aerospace and defense programs with decades of program history. 7. Category Tailwinds: The video surveillance market is projected to expand from $56.11B in 2025 to $83.3B by 2032, providing a favorable industry backdrop for (CETX)'s security segment. Pull Up (CETX) Before Tomorrow Morning…
When you step back and look at the full picture, (CETX) presents a setup defined by clear data points. Fewer than 700K shares are listed as available to the public, reported revenue reached $67M in FY2024, and management has outlined a path toward a $100M revenue level through organic growth and acquisitions. At the same time, the company has already posted positive operating income during the first nine months of FY2025, launched a new AI-enabled camera platform with six-figure and seven-figure orders, and announced plans to enter aerospace and defense through a $7.06M acquisition. All of this is unfolding within a surveillance industry projected to expand from $56.11B in 2025 to $83.3B by 2032. We will have all eyes on (CETX) tomorrow morning. Pull up (CETX) before you call it a night. Also, keep a lookout for my morning update. Have a good night. Sincerely, Alex Ramsay
Co-Founder / Managing Editor
Krypton Street Newsletter | 
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