CMS Energy/$CMS

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About CMS Energy

CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. NorthStar Clean Energy, formerly CMS Enterprises, is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.

Ticker

$CMS
Sector

Primary listing

NYSE

Employees

8,324

CMS Energy Metrics

BasicAdvanced
$21B
21.15
$3.39
0.38
$2.14
3.03%

What the Analysts think about CMS Energy

Analyst ratings (Buy, Hold, Sell) for CMS Energy stock.

Bulls say / Bears say

CMS Energy reported adjusted EPS of $0.71 for Q2, up from $0.66 last year—a 7.6% increase—showing resilient profit growth (SEC Filing).
The company reaffirmed its 2025 full-year adjusted EPS guidance of $3.54–$3.60 and maintained a long-term EPS growth target of 6–8%, signaling management’s confidence in constructive regulation and solid execution (SEC Filing).
CMS Energy secured a new data center agreement that could add up to 1 gigawatt of incremental load, expanding its 9 gigawatt pipeline of potential new business and improving demand visibility (SEC Filing).
Q2 operating expenses increased 14.8% year-over-year to $1.521 billion, surpassing the 14.4% revenue gain and putting potential pressure on utility margins (SEC Filing).
Interest charges grew 15% year-over-year to $199 million in Q2, reflecting higher borrowing costs as debt levels remain elevated during a rising-rate environment (SEC Filing).
Net income available to common shareholders rose just 1.5% year-over-year to $201 million, while revenue increased 14.4%, highlighting limited earnings leverage from top-line growth (SEC Filing).
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

CMS Energy Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

CMS Energy Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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