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CEMEX, S.A.B. de C.V. (CXMSF) Q1 2026 Earnings Call Trans...
2026-04-24 · via All Articles on Seeking Alpha

CEMEX, S.A.B. de C.V. (CXMSF) Q1 2026 Earnings Call April 23, 2026 11:00 AM EDT

Company Participants

Lucy Rodriguez - Executive Vice President of Investor Relations, Corporate Communications & Public Affairs
Jaime Dominguez - Chief Executive Officer
Maher Al-Haffar - CFO and Executive VP of Finance & Administration

Conference Call Participants

Alejandra Obregon - Morgan Stanley, Research Division
Wilfredo Jorel Guilloty - Goldman Sachs Group, Inc., Research Division
Francisco Suarez - Scotiabank Global Banking and Markets, Research Division
Carlos Peyrelongue - BofA Securities, Research Division
Adrian Huerta - JPMorgan Chase & Co, Research Division
Benjamin Theurer - Barclays Bank PLC, Research Division
Yassine Touahri - On Field Investment Research LLP
Andres Cardona - Citigroup Inc., Research Division
Gordon Lee - Banco BTG Pactual S.A., Research Division

Presentation

Operator

Good morning, and welcome to the CEMEX First Quarter 2026 Conference Call and Webcast. My name is Becky, and I will be your operator today. [Operator Instructions]

And now I will turn the conference over to Lucy Rodriguez, Chief Communications Officer, please proceed.

Lucy Rodriguez
Executive Vice President of Investor Relations, Corporate Communications & Public Affairs

Good morning, and thank you for joining us for our first quarter 2026 conference call and webcast. We hope this call finds you well. I am joined today by Jaime Muguiro, our CEO; and by Maher Al-Haffar, our CFO. We will start our call with some more brief comments on our current views on the immediate ramifications of the Iran war, and then review our first quarter results followed by our expectations and guidance for full year 2026. And then we will be happy to take your questions.

In relation to the recent portfolio rebalancing transactions that we have announced, I would like to clarify the relevant accounting treatment. With respect to the announcement of the sale of some of our operating assets in Colombia, which we