墨西哥市场复苏和降本增效举措帮助该国最大水泥制造商 Cemex 抵消了美国市场的疲软，推动其盈利超出预期。
SAB’s earnings beat expectations as a recovery in Mexico and cost-cutting efforts helped the country’s largest cement maker offset weakness in the US market.
第三季度息税折旧摊销前运营利润增长 12% 至 9.9 亿美元，超过彭汇编的分析师平均预期。营收和净利润也均优于预期。
Operating earnings before interest, taxes, depreciation and amortization rose 12% to $990 million in the third quarter, exceeding the average of analyst estimates compiled by Bloomberg. Revenue and net profit also outpaced expectations.
墨西哥是业绩表现的关键驱动力，水泥销量上升 7%，比索计价价格上涨 5%。这些增幅延续了上一季度销量和价格双双改善的迹象，显示 Cemex 主场市场正在复苏。
Mexico was a key driver of the performance, with cement volumes rising 7% and prices increasing 5% in pesos. The gains add to signs of a recovery in Cemex’s home market after both volume and pricing improved in the previous quarter.
美国市场依然充满挑战。尽管本季度水泥和骨料销量增加，但业绩受到非计划停工、部分产品原材料成本通胀加剧以及水泥价格下跌的冲击。
The US market remains a challenge. Though cement and aggregates volumes increased during the quarter, results were hit by an unplanned outage, higher raw material cost inflation in some products and lower cement prices.
Cemex 计划到 2027 年实现 4.75 亿美元的经常性成本节约，并将今年息税折旧摊销前利润增长目标定在 16% 至 17%。
Cemex is targeting $475 million in recurring cost savings by 2027 and is targeting Ebitda growth of 16% to 17% this year.
墨西哥城时间上午 8 点 06 分，Cemex 股价下跌 1.2% 报 18.84 比索，同期该国基准指数下跌 0.83%。
Shares fell 1.2% to 18.84 pesos at 8:06 a.m. in Mexico City trading, while the country’s benchmark index fell 0.83%.