CXMSF(CXMSF)

$1.10—Stale · unknown old

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CXMSF(CXMSF)

OTC • Last print unknown ago

$1.10—Stale · unknown old

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CXMSF(CXMSF)

CXMSF

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9/8/26

CEMEX, S.A.B. de C.V. (CXMSF)

Tuesday

4:42 AM

ThesisCEMEX, S.A.B. de C.V.: the story is balanced — U.S.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$17.2B	$18.0B	$18.8B
Rev. Growth	+5.9%	+4.8%	+4.6%
EPS	$0.07	$0.09	$0.10
EPS Growth	+29.4%	+23.8%	+12.5%
P/E (fwd)	15.6×	12.6×	11.2×

★ Analysts see FY2026 revenue reaching $18.0B — +4.8% growth in a single year.

What Moves the Stock

01U.S. and Mexican infrastructure spending announcements - particularly highway, bridge, and public works projects that drive cement demand
02Housing starts and building permits in key markets (U.S. Southwest, Mexico, Germany) - residential construction represents 35-40% of cement demand
03Energy cost movements - coal and petcoke prices directly impact 30-40% of production costs with 1-2 quarter lag
04Debt reduction progress - company targeting net debt below 3.0x EBITDA from historical 4.5x+ levels, with deleveraging driving equity value
05Pricing discipline in regional markets - ability to pass through cost inflation via 3-5% annual price increases without volume loss
06Cement production and sales (~45% of revenue) - clinker grinding and bagged/bulk cement across 50+ plants globally
07Ready-mix concrete (~35% of revenue) - delivered concrete through 2,000+ mixing plants with local market dominance
08Aggregates and other materials (~20% of revenue) - crushed stone, sand, gravel from owned quarries plus urbanization solutions

FY2025 Snapshot

Revenue: $17.2B
Rev. Growth: +5.9%
Gross Margin: 31.4%
Op. Margin: 10.0%
Net Margin: 6.0%
Net Income: $1.0B
NI Growth: +8.8%
EPS: $0.07
1Y Return: +26.7%

My Notes

value/cyclical - Attracts investors seeking exposure to global construction recovery, infrastructure spending cycles…
Rising rates create dual pressure: (1) Mortgage rate increases reduce housing affordability…
Watch on earnings: U.S. housing starts (HOUST) and building permits (PERMIT) - leading indicators for 25% of company EBITDA from U.S. operations, Coal and petroleum coke spot prices - directly impact 30-40% of production costs with 1-2 quarter pass-through lag, Mexico GDP growth and government infrastructure budget - drives 30% of company EBITDA.

One Sentence Summary:

CEMEX, S.A.B. de C.V.: the story is balanced — u.s.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

15.6×

12.6×

11.2×

What Moves the Stock

01U.S. and Mexican infrastructure spending announcements - particularly highway, bridge, and public works projects that drive cement demand

02Housing starts and building permits in key markets (U.S. Southwest, Mexico, Germany) - residential construction represents 35-40% of cement demand

03Energy cost movements - coal and petcoke prices directly impact 30-40% of production costs with 1-2 quarter lag

04Debt reduction progress - company targeting net debt below 3.0x EBITDA from historical 4.5x+ levels, with deleveraging driving equity value

05Pricing discipline in regional markets - ability to pass through cost inflation via 3-5% annual price increases without volume loss

06Cement production and sales (~45% of revenue) - clinker grinding and bagged/bulk cement across 50+ plants globally

07Ready-mix concrete (~35% of revenue) - delivered concrete through 2,000+ mixing plants with local market dominance

08Aggregates and other materials (~20% of revenue) - crushed stone, sand, gravel from owned quarries plus urbanization solutions

My Notes

value/cyclical - Attracts investors seeking exposure to global construction recovery, infrastructure spending cycles…

Rising rates create dual pressure: (1) Mortgage rate increases reduce housing affordability…

Watch on earnings: U.S. housing starts (HOUST) and building permits (PERMIT) - leading indicators for 25% of company EBITDA from U.S. operations, Coal and petroleum coke spot prices - directly impact 30-40% of production costs with 1-2 quarter pass-through lag, Mexico GDP growth and government infrastructure budget - drives 30% of company EBITDA.

CEMEX, S.A.B. de C.V. (CXMSF)

Revenue Outlook

What Moves the Stock

CXMSF Chart

My Notes

One Sentence Summary:

Explore More

CEMEX, S.A.B. de C.V. (CXMSF)

Revenue Outlook

What Moves the Stock

CXMSF Chart

My Notes

One Sentence Summary: