CMS Energy Corp
NYSE:CMS

Watchlist Manager
CMS Energy Corp Logo
CMS Energy Corp
NYSE:CMS
Watchlist
Price: 70.12 USD 0.39% Market Closed
Market Cap: 21.3B USD

CMS Energy Corp
Investor Relations

CMS Energy Corp., headquartered in Jackson, Michigan, is a prominent figure in the energy sector, weaving a story of innovation and reliability that dates back more than a century. At the heart of its operations is Consumers Energy, its principal subsidiary, renowned for providing electricity and natural gas to millions of Michiganders. This utility powerhouse runs an extensive network comprising power plants, natural gas pipelines, and renewable energy sources, all working in concert to meet the region’s energy demands. The company effectively balances its portfolio between fossil fuels and increasingly robust investments in renewable energy, showcasing its commitment to sustainable practices and forward-thinking strategies.

Navigating the intricate fabric of the energy market, CMS Energy derives its revenue primarily through regulated utility operations, ensuring a steady flow of income while maintaining a responsive relationship with fluctuating energy needs and regulatory requirements. By investing aggressively in renewable energy sources such as wind and solar, alongside their continuous upgrade of natural gas infrastructure, CMS Energy is not only diversifying its operations but also positioning itself as a leader in the transition to cleaner energy. This strategic blending of traditional and green energy avenues enables the company to cater to the evolving expectations of stakeholders, meeting customer demands while adhering to regulatory compliances, thus sustaining its legacy of reliable service in an ever-evolving energy landscape.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Strong Quarter: CMS Energy reported a strong third quarter, citing solid operational, regulatory, and financial performance with confidence for full-year and long-term growth.

Guidance Raised: Management raised the bottom end of 2025 EPS guidance to $3.56–$3.60 per share (from $3.54–$3.60), and set 2026 guidance at $3.80–$3.87 per share, suggesting 6%–8% annual growth.

Growth Pipeline: Significant industrial and data center growth is underway, with 450 MW of new industrial load connected year-to-date and large data center deals (up to 2 GW) advancing.

Regulatory Progress: CMS secured key orders approving major renewable energy plans and infrastructure investments, reinforcing a constructive regulatory environment in Michigan.

Capital Plan Expansion: The company highlighted a robust $20B five-year investment plan and over $25B in additional opportunities, with more details expected on the Q4 call.

Affordability Focus: Despite major investments, CMS kept customer bills below the national average and utility bills at roughly 3% of customer expenses, down 150 bps from a decade ago.

Key Financials
Adjusted Earnings Per Share
$2.66
Adjusted Net Income
$797 million
Industrial Load Connected (YTD)
450 MW
Five-Year Capital Plan
$20 billion
Renewable Energy Plan
8 GW solar, 2.8 GW wind approved through 2035
Earnings Call Recording
Other Earnings Calls

Management

Mr. Garrick J. Rochow
President, CEO & Director
No Bio Available
Mr. Rejji P. Hayes
Executive VP & CFO
No Bio Available
Mr. LeeRoy Wells Jr.
Senior Vice President of Operations
No Bio Available
Mr. Shaun M. Johnson J.D.
Senior VP & General Counsel
No Bio Available
Mr. Brandon J. Hofmeister
Senior Vice President of Strategy, Sustainability & External Affairs
No Bio Available
Mr. Scott B. McIntosh
Chief Accounting Officer, Controller & VP
No Bio Available
Mr. Brian F. Rich
Senior VP of Customer Experience & Technology and Chief Customer Officer
No Bio Available
Mr. Jim G. Beechey
VP of IT & Security and Chief Information Officer
No Bio Available
Mr. Jason M. Shore
Treasurer & VP of Investor Relations
No Bio Available
Ms. Melissa M. Gleespen
VP, Chief Compliance Officer & Corporate Secretary
No Bio Available

Contacts

Address
MICHIGAN
Jackson
1 Energy Plaza Dr
Contacts
+15177880550.0
www.cmsenergy.com