Business Description

CMS Energy Corporation is a diversified utility company founded in 1911 and headquartered in Jackson, Michigan, primarily serving through its subsidiary Consumers Energy. It derives steady revenue from regulated electric and natural gas services alongside growing renewable energy initiatives. Under CEO Gregory Giroux, the company is modernizing its grid and expanding clean energy projects. With a strong market presence in Michigan, CMS Energy is well-positioned to tackle regulatory challenges and pursue sustainable growth.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues8,539,0007,515,0007,462,0008,596,000
Fuel and Purchased Power Expense3,266,0002,668,0002,913,0004,165,000
Operations and Maintenance Expenses1,727,0001,638,0001,687,0001,669,000
Gross Profit3,546,0003,209,0002,862,0002,762,000
Depreciation & Amortization Expenses1,306,0001,240,0001,180,0001,126,000
Taxes Other than Income Tax513,000482,000447,000412,000
Operating Profit1,727,0001,487,0001,235,0001,224,000
Interest Expense(789,000)(720,000)(625,000)(499,000)
Non-Operating Income310,000344,000362,000197,000
Total Non-Operating Income(479,000)(364,000)(281,000)(322,000)
Income Before Provision for Income Taxes1,248,0001,123,000954,000902,000
Provision for Income Taxes246,000176,000147,00093,000
Consolidated Net Income1,002,000947,000807,000809,000
Net Income Attributable to Minority Interests and Other(69,000)(56,000)(79,000)(24,000)
Net Income Attributable to Preferred Dividends10,00010,00010,00010,000
Net Income Attributable to Discontinued Operations1,0004,000
Net Income Attributable to Common Shareholders1,061,000993,000877,000827,000
Basic EPS3.533.343.012.84
Diluted EPS3.533.333.012.84
Basic Weighted Average Shares Outstanding300,400297,600291,200289,500
Diluted Weighted Average Shares Outstanding301,000298,300291,700290,000
Shares Outstanding306,400298,790294,440291,268
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents612,000181,000248,000182,000
Total Cash and Cash Equivalents612,000181,000248,000182,000
Accounts Receivable1,323,0001,063,000944,0001,580,000
Total Trade Receivables1,323,0001,063,000944,0001,580,000
Inventories791,000769,000938,0001,117,000
Short-Term Regulatory Assets104,000229,000203,00057,000
Other Current Assets639,000551,000506,000497,000
Total Current Assets3,472,0002,790,0002,839,0003,433,000
Net Property, Plant & Equipment30,680,00027,461,00025,072,00022,713,000
Long-Term Investments61,00069,00076,00071,000
Long-Term Regulatory Assets3,355,0003,569,0003,683,0003,595,000
Other Long-Term Assets2,373,0002,031,0001,847,0001,541,000
Total Assets39,941,00035,920,00033,517,00031,353,000
Accounts Payable1,404,0001,093,000809,000936,000
Accrued Expenses918,000848,000808,000660,000
Short-Term Debt65,00093,00020,000
Current Portion of Long-Term Debt956,0001,195,000980,0001,099,000
Short-Term Regulatory Liabilities85,000111,00056,000104,000
Other Current Liabilities185,000209,000149,000166,000
Total Current Liabilities3,548,0003,521,0002,895,0002,985,000
Long-Term Debt17,807,00015,194,00014,508,00013,122,000
Leases135,000112,00062,00068,000
Long-Term Regulatory Liabilities4,091,0004,067,0003,894,0003,796,000
Other Long-Term Liabilities4,649,0004,278,0004,033,0003,787,000
Total Long-Term Liabilities26,682,00023,651,00022,497,00020,773,000
Total Liabilities30,230,00027,172,00025,392,00023,758,000
Common Stock3,0003,0003,0003,000
Additional Paid-in Capital6,510,0006,009,0005,705,0005,490,000
Accumulated Other Comprehensive Income(36,000)(41,000)(46,000)(52,000)
Retained Earnings2,443,0002,035,0001,658,0001,350,000
Total Common Shareholders' Equity8,920,0008,006,0007,320,0006,791,000
Minority Interests and Other791,000742,000805,000804,000
Total Shareholders' Equity9,711,0008,748,0008,125,0007,595,000
Total Liabilities and Shareholders' Equity39,941,00035,920,00033,517,00031,353,000
FY 2025FY 2024FY 2023FY 2022
Net Income1,002,000947,000808,000813,000
Depreciation & Amortization1,306,0001,240,0001,180,0001,126,000
Other Adjustments(12,000)(79,000)(95,000)29,000
Changes in Trade Receivables(251,000)(155,000)241,000(677,000)
Changes in Inventories(28,000)164,000185,000(450,000)
Changes in Accounts Payable196,00015,000(136,000)4,000
Changes in Other Operating Activities22,000238,000126,00010,000
Cash from Operating Activities2,235,0002,370,0002,309,000855,000
Capital Expenditure(3,824,000)(3,018,000)(2,407,000)(2,374,000)
Payments for Business Acquisitions(812,000)
Proceeds from Business Divestments124,0005,000
Other Investing Activities(214,000)(160,000)(167,000)(107,000)
Cash from Investing Activities(4,038,000)(3,054,000)(3,386,000)(2,476,000)
Net Issuance / (Repayments) of Short-Term Debt(65,000)(28,000)73,00020,000
Issuance of Long-Term Debt3,609,0001,962,0003,551,0001,899,000
Repayments of Long-Term Debt(1,150,000)(952,000)(2,132,000)(106,000)
Net Issuance / (Repayments) of Long-Term Debt2,459,0001,010,0001,419,0001,793,000
Issuance of Common Shares525,000286,000192,00069,000
Net Issuance / (Repurchases) of Common Shares525,000286,000192,00069,000
Common Share Dividends Paid(663,000)(626,000)(579,000)(544,000)
Other Financing Activities(16,000)(28,000)38,000(11,000)
Cash from Financing Activities2,240,000614,0001,143,0001,327,000
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash437,000(70,000)66,000(294,000)

Key Metrics & Ratios

MetricValue
Market Cap$21.43B
P/E19.81x
P/S2.51x
EV/EBITDA13.35x
Return on Equity10.9%
Return on Invested Capital3.8%
Current Ratio0.98x
Dividend Yield3.2%
Free Cash Flow Margin-18.6%

Margins

Gross margin
41.5%
Operating margin
20.2%
Net margin
11.7%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $2.73B +11.6% 17.9% $490M
Q4 2025 $2.23B +12.3% 19.5% $435M
Q3 2025 $2.02B +15.9% 23.8% $481M
Q2 2025 $1.84B +14.4% 17.2% $317M
Q1 2025 $2.45B 20.2% $494M
Q4 2024 $1.99B 21.4% $425M
Q3 2024 $1.74B 21.1% $367M
Q2 2024 $1.61B 17.6% $283M

More on CMS Energy Corporation

Financial data last updated 2026-06-19. Figures compiled from public company filings.

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