CMSC
CMS ENERGY CORP
Overview
CMS Energy operates as a Michigan-based energy holding company providing electricity and natural gas to 6.8 million Michigan residents through its Consumers utility subsidiary, which serves 1.9 million electric and 1.8 million gas customers in the Lower Peninsula.
CMS ENERGY CORP is a Utilities company operating in Multiline Utilities.
Most recent reported earnings: Q3 FY2025 (Oct 29, 2025).
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
History
Earnings history
- Q3 FY20252025-10-29EPS$0.92 vs $0.00—Rev$2.02B vs ——EODHD
- Q2 FY20252025-07-30EPS$0.66 vs $0.00—Rev$1.84B vs ——EODHD
- Q1 FY20252025-04-23EPS$1.01 vs $0.00—Rev$2.45B vs ——EODHD
- Q4 FY20242025-02-10EPS$0.88 vs $0.00—Rev$1.99B vs ——EODHD
- Q2 FY20212021-09-29EPS$0.54 vs $0.00—Rev$1.56B vs ——EODHD
- Q1 FY20212021-06-29EPS$0.55 vs $0.00—Rev$2.01B vs ——EODHD
- Q4 FY20202021-03-30EPS$1.09 vs $0.00—Rev$1.80B vs ——EODHD
- Q3 FY20202020-12-30EPS$0.55 vs $0.00—Rev$1.51B vs ——EODHD
- Q2 FY20202020-09-29EPS$0.72 vs $0.00—Rev$1.38B vs ——EODHD
- Q1 FY20202020-06-29EPS$0.45 vs $0.00—Rev$1.86B vs ——EODHD
- Q4 FY20192020-03-30EPS$0.80 vs $0.00—Rev$1.79B vs ——EODHD
- Q3 FY20192019-12-30EPS$0.58 vs $0.00—Rev$1.55B vs ——EODHD
- Q2 FY20192019-09-29EPS$0.73 vs $0.00—Rev$1.45B vs ——EODHD
- Q1 FY20192019-06-29EPS$0.33 vs $0.00—Rev$2.06B vs ——EODHD
- Q4 FY20182019-03-30EPS$0.75 vs $0.00—Rev$1.83B vs ——EODHD
- Q3 FY20182018-12-30EPS$0.38 vs $0.00—Rev$1.60B vs ——EODHD
- Q2 FY20182018-09-29EPS$0.59 vs $0.00—Rev$1.49B vs ——EODHD
- Q1 FY20182018-06-29EPS$0.49 vs $0.00—Rev$1.95B vs ——EODHD
- Q4 FY20172018-03-30EPS$0.86 vs $0.00—Rev$1.78B vs ——EODHD
- Q3 FY20172017-12-30EPS$-0.01 vs $0.00—Rev$1.53B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2025 | 2025-10-29 | $0.92 | $0.00 | — | $2.02B | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $0.66 | $0.00 | — | $1.84B | — | — | EODHD |
| Q1 FY2025 | 2025-04-23 | $1.01 | $0.00 | — | $2.45B | — | — | EODHD |
| Q4 FY2024 | 2025-02-10 | $0.88 | $0.00 | — | $1.99B | — | — | EODHD |
| Q2 FY2021 | 2021-09-29 | $0.54 | $0.00 | — | $1.56B | — | — | EODHD |
| Q1 FY2021 | 2021-06-29 | $0.55 | $0.00 | — | $2.01B | — | — | EODHD |
| Q4 FY2020 | 2021-03-30 | $1.09 | $0.00 | — | $1.80B | — | — | EODHD |
| Q3 FY2020 | 2020-12-30 | $0.55 | $0.00 | — | $1.51B | — | — | EODHD |
| Q2 FY2020 | 2020-09-29 | $0.72 | $0.00 | — | $1.38B | — | — | EODHD |
| Q1 FY2020 | 2020-06-29 | $0.45 | $0.00 | — | $1.86B | — | — | EODHD |
| Q4 FY2019 | 2020-03-30 | $0.80 | $0.00 | — | $1.79B | — | — | EODHD |
| Q3 FY2019 | 2019-12-30 | $0.58 | $0.00 | — | $1.55B | — | — | EODHD |
| Q2 FY2019 | 2019-09-29 | $0.73 | $0.00 | — | $1.45B | — | — | EODHD |
| Q1 FY2019 | 2019-06-29 | $0.33 | $0.00 | — | $2.06B | — | — | EODHD |
| Q4 FY2018 | 2019-03-30 | $0.75 | $0.00 | — | $1.83B | — | — | EODHD |
| Q3 FY2018 | 2018-12-30 | $0.38 | $0.00 | — | $1.60B | — | — | EODHD |
| Q2 FY2018 | 2018-09-29 | $0.59 | $0.00 | — | $1.49B | — | — | EODHD |
| Q1 FY2018 | 2018-06-29 | $0.49 | $0.00 | — | $1.95B | — | — | EODHD |
| Q4 FY2017 | 2018-03-30 | $0.86 | $0.00 | — | $1.78B | — | — | EODHD |
| Q3 FY2017 | 2017-12-30 | $-0.01 | $0.00 | — | $1.53B | — | — | EODHD |
Source: EODHD. CMSC reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CMSC's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.05 | $3.45 | -11.6% | -3.1% | -5.4% |
| Q4 FY2026 | $3.04 | $3.67 | -17.1% | -1.7% | -1.3% |
| Q3 FY2026 | $3.21 | $3.74 | -14.1% | -6.1% | -3.3% |
| Q2 FY2026 | $3.02 | $3.66 | -17.6% | +1.5% | +0.6% |
| Q1 FY2025 | $2.95 | $3.57 | -17.3% | +2.6% | +1.6% |
| Q4 FY2025 | $2.98 | $3.59 | -17.1% | -4.2% | -2.2% |
| Q3 FY2025 | $3.16 | $3.82 | -17.3% | -1.3% | -0.2% |
| Q2 FY2025 | $3.29 | $3.68 | -10.5% | -1.3% | -2.9% |
| Q1 FY2024 | $3.06 | $3.77 | -18.9% | -5.3% | -7.2% |
| Q4 FY2024 | $2.88 | $3.64 | -21.0% | -0.2% | -0.5% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Garrick J RochowCEO5 mo21 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
- Rejji P HayesCFO5 mo21 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Tonya L BerryCOO5 mono recorded callsCurrentSample
COO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Shaun M JohnsonExecutive Vice President & CLO5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Scott B McIntoshVP, Controller, CAO5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Shannon ThomasSenior Vice President9 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
Peers
Other companies in Utilities
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CMSC.
$ curl https://api.spokenalpha.com/v1/companies/CMSCFAQ
Frequently asked about CMSC
Where can I find CMS ENERGY CORP's (CMSC) earnings call transcripts?
Spoken Alpha indexes CMSC's earnings call transcripts at https://spokenalpha.com/companies/CMSC. Each call links to attributed speakers and parsed analyst Q&A. CMS ENERGY CORP's own investor relations page is at https://www.cmsenergy.com/investor-relations/corporate-overview/default.aspx.
What sector is CMSC in?
CMS ENERGY CORP (CMSC) operates in the Utilities sector (Multiline Utilities industry).