CMS

— Fundamental Stock Analysis and Report Card

Utilities : Regulated Electric

Located in Jackson, MI, US. CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and NorthStar Clean Energy. The Electric Utility segment is involved in the generation, purchase, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources. Its distribution system comprises 263 miles of high-voltage distribution overhead lines; 4 miles of high-voltage distribution underground lines; 4,619 miles of high-voltage distribution overhead lines; 18 miles of high-voltage distribution underground lines; 82,854 miles of electric distribution overhead lines; 10,027 miles of underground distribution lines; and 1,102 substations. The Gas Utility segment engages in the purchase, transmission, storage, distribution, and sale of natural gas, which includes 2,337 miles of transmission lines; 14 gas storage fields; 28,433 miles of distribution mains; and 8 compressor stations. The NorthStar Clean Energy segment is involved in the independent power production and marketing, including the development and operation of renewable generation. The company serves 1.9 million electric and 1.8 million gas customers, including residential, commercial, and diversified industrial customers. The company was incorporated in 1987 and is headquartered in Jackson, Michigan.

Growth

Revenue, earnings and profitability.

Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.

Revenue History

Earnings History

Margins

Gross Margin TTM
64.61%
EBITDA Margin TTM
36.62%
Net Margin TTM
12.55%
Earnings Per Share TTM
3.68
Statements

Income & Cash Flow analysis.

An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.

CMS Energy Corporation
Select Period:
Q1 2026
Total ($)
Q1 2026
Margin (%)
Revenue
2.7b
+283.0m
+11.6%
Gross Income
1.5b
+499.0m
+47.8%
57%
+13.9pp
+32.5%
EBITDA
977.0m
+44.0m
+4.7%
36%
-2.3pp
-6.1%
Operating Income
490.0m
-4.0m
-0.8%
18%
-2.2pp
-11.1%
Net Income
340.0m
+36.0m
+11.8%
12%
+0.0pp
+0.2%
Earnings Per Share
1.13
+0.1
+11.9%
Operating Cash Flow
705.0m
-295.0m
-29.5%
26%
-15.0pp
-36.8%
Free Cash Flow
-334.0m
-446.0m
-398.2%
-12%
-16.8pp
-367.3%
Research & Development
n/a
n/a
n/a
n/a
n/a
n/a
Recommendations

What are the analysts saying?

Analyst Consensus aggregates Wall Street recommendations into buy/hold/sell counts, while the Fundamental Scorecard grades the company on six financial ratios (P/B, P/E, D/E, ROA, ROE, DCF) plus an overall score. The two measure different things and can point in different directions.

Analyst Consensus
Fundamental Scorecard
Recent Upgrades & Downgrades
BMO Capital
6 months ago
Bank of America Securities
6 months ago