CXMSF CEMEX SAB DE CV

BULLISH Impact: 5/10 6-K
Horizon weeks Filed May 28, 2026 Processed 15d 13h ago SEC 0001193125-26-245551
Notable filing: 6-K
Latest settled — T+5d
CXMSF ▼ -3.85% at T+5d
LONG call ✗ call lost -3.85% · α vs SPY -1.32% · entry $1.30 → $1.25
Next anchor: T+20d in 13d
Currently $1.25 · -3.85% from $1.30 entry
Entry anchored
May 28, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.26%
$1.30
settled 15d ago
T+5d
-3.85%
call -3.85% · α -1.32%
$1.25
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Cemex signed a $3 billion 5-year sustainability-linked revolving credit facility with investment-grade-style covenants (max leverage 3.75x, min coverage 2.75x) and SOFR-based pricing (85-137.5 bps). The facility provides ample liquidity for general corporate purposes and refinancing, reinforcing the company's access to low-cost committed capital.

Actionable Insight

The new $3B revolver locks in committed liquidity at favorable investment-grade pricing, reducing refinancing risk and supporting the $500M buyback program noted in the prior 20-F. Monitor the next quarterly filing for leverage ratio updates and any drawdowns on the facility.

Key Facts

  • Signed a $3,000 million 5-year committed, Dollar-denominated syndicated sustainability-linked revolving credit agreement
  • Covenants: max Consolidated Leverage Ratio of 3.75x, min Consolidated Coverage Ratio of 2.75x throughout the life of the loan
  • Pricing margin over SOFR from 85 bps to 137.5 bps, depending on Cemex's credit rating (BBB+/Baa1 or higher to BB+/Ba1 or lower)
  • Guaranteed by Cemex Corp.; expected to meet conditions and be available before June 30, 2026
  • Proceeds for general corporate purposes, including refinancing financial obligations

Financial Impact

$3 billion revolving credit facility with SOFR+85-137.5 bps pricing

liquiditydebtinterest expense

Risk Factors

  • Covenant compliance depends on economic conditions and FX volatility, which could tighten headroom
  • Pricing steps up if credit rating deteriorates below investment grade, increasing interest costs

Market Snapshot

Exchange
OTC
Sector
Cement, Hydraulic
Analyst Consensus
73% bullish (15 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001193125-26-245551
Document: 0001193125-26-245551-index-headers.html0001193125-26-245551
Document: 0001193125-26-245551-index.html0001193125-26-245551
Document: 0001193125-26-245551.txt0001193125-26-245551
10 reports for CXMSF
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +14.29%Mar 27, 2026
Filters
Rows
Reports for CXMSF — sortable, filterable
Type Now
Jun 5, 2026
7d ago
6-K
NEUTRAL ★ 3/10
$1.25 awaiting T+1awaiting T+1$1.25 (0.00%)
Jun 3, 2026
10d ago
6-K
NEUTRAL ★ 4/10
$1.30 $1.30· 0.00%▼ −0.40%$1.25 (−3.85%)
Jun 1, 2026
12d ago
6-K
BULLISH ★ 6/10
$1.30 $1.30· 0.00%▼ −0.14%$1.25 (−3.85%)
May 28, 2026
15d ago
6-K
BULLISH ★ 5/10
$1.30 $1.30· 0.00%▼ −0.26%$1.25 (−3.85%)
Apr 27, 2026
6w ago
6-K
BULLISH ★ 7/10
$1.20 $1.20· 0.00%▲ +0.49%$1.25 (+4.17%)
Apr 24, 2026
7w ago
6-K
NEUTRAL ★ 2/10
$1.20 $1.20· 0.00%▲ +0.49%$1.25 (+4.17%)
Apr 24, 2026
7w ago
20-F
BULLISH ★ 7/10
$1.20 $1.20· 0.00%▲ +0.49%$1.25 (+4.17%)
Apr 16, 2026
8w ago
6-K
NEUTRAL ★ 2/10
$1.17 $1.15▼ −1.71%▼ −1.52%$1.25 (+6.84%)
Mar 27, 2026
11w ago
6-K
BULLISH ★ 7/10
$1.05 $1.10▲ +4.76%▲ +1.87%$1.25 (+19.05%)
Mar 26, 2026
11w ago
6-K
NEUTRAL ★ 5/10
$1.05 $1.05· 0.00%▲ +0.36%$1.25 (+19.05%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (50h 47m)

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