$CX

Global Cement Newsletter reviews 1H 2026 results for major cement producers outside China. CRH sales rose on Eco Material Technologies and higher aggregates prices; Heidelberg Materials saw slight cement revenue declines except North America; Holcim reported 5% organic growth. Cemex’s Mexico strength lifted sales and volumes; UltraTech Cement sales rose 16% YoY to US$2.57bn in 1Q FY2027. Also covers Ararat Cement management change, IKN Czech appointment, and Mitsubishi UBE Cement IPO plans.

Cemex reported second-quarter operating cash flow of US$1.02 billion, up 24%, as sales rose 12% to about US$4.1 billion, according to the company. Net income increased 9% to around US$347 million. Cemex raised its 2026 EBITDA-growth guidance to 16–17% from a prior high-single-digit outlook.

Cemex SAB de CV reported Q2 results showing sales up about 12% to roughly US$4.1B and record EBITDA of US$1.02B, up 24%, with net income up 9% to about US$347M, according to the company. Cemex raised its 2026 EBITDA growth outlook to 16-17% from a prior high-single-digit forecast.

Cemex S.A.B. de C.V. said it will sell most of its Colombia operations to Holcim for about $485m, including a cement plant, a grinding mill and 20+ concrete/aggregates sites. Cemex expects total proceeds of about $555m, plus ~$70m from other asset sales, while keeping two plants in Colombia.

Cemex said it is divesting most of its Colombia business for about $555 million across several transactions, according to the company. Holcim will buy a cement plant, grinding mill and related assets for $485 million. Cemex expects the exit to close around year-end, subject to regulatory approval, as part of its portfolio rebalancing toward the U.S.

Cemex said it has signed a new five-year US$3bn syndicated revolving credit facility (the 2026 Credit Agreement) to fund general corporate purposes, including refinancing existing obligations for the parent and affiliates. The company said terms keep interest margins and commitments consistent with an investment-grade structure, with a 3.75x leverage cap and 2.75x coverage floor. Pricing is SOFR plus 85–137.5 bps depending on credit rating.

Cemex S.A.B. de C.V., a global leader in cement production, maintains its strong market position by serving key construction markets including the US, Mexico, and Europe. The company benefits from an integrated business model, strategic investments in sustainability, and significant exposure to North American infrastructure spending. Its diverse revenue streams from cement, ready-mix concrete, and aggregates help it navigate cyclical construction demand.

CEMEX (CX) CEO Jaime Muguiro Dominguez was granted 333,595 American Depositary Shares (ADS) as an equity award under a Key Value Positions Plan. This grant, valued at $0.00 per share and not an open-market purchase, increases his direct holdings to 576,487 shares. The shares will vest in four equal installments on May 1 of 2026, 2027, 2028, and 2029, linking his compensation to future performance and service.

CEMEX SAB DE CV director Rogelio Zambrano Lozano reported an equity award of 205,579 American Depositary Shares (ADS) of CX on May 1, 2026. The grant, made at $0.00 per ADS under a Key Value Positions Plan, will vest in four equal annual installments through May 1, 2029. This compensation-related increase brings his direct holdings to 2,122,183 ADS.

Roger Saldana Madero, SVP of Legal at CEMEX (NYSE: CX), has been granted 37,097 American Depositary Shares (ADS) as part of the company's Key Value Positions Plan. The shares were granted at $0.00 each and will vest in four equal installments on May 1st each year from 2026 through 2029, bringing his total direct holdings to 75,713 shares. This award is designed to tie his compensation to CEMEX's longer-term performance.