CMS Earnings Date: Feb 4, 2027 (Estimated) — CMS Energy Corporation
NYSE · Utilities · Utilities - Regulated Electric
Updated
When is CMS's next earnings date?
CMS Energy Corporation (CMS) is expected to report Q4 2026 earnings on Thursday, February 4, 2027 at 6:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.24 on revenue of $2.33B.
How did CMS do in its last earnings report?
In its most recent report on Oct 27, 2026 (Q3 2026), CMS Energy Corporation posted EPS of $1.44 versus the $1.35 estimate, a beat of 6.7%. Revenue was $2.18B against a $2.23B estimate. The stock's 1-day post-earnings move was -0.8%.
How much does CMS stock move after earnings?
CMS beat EPS estimates in 5 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 1.1% (up or down) in the day after earnings.
About CMS Energy Corporation
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.
🤖 AI Earnings Analysis
CMS delivered a strong reported beat, with Q3 EPS of $1.44 versus $1.12 expected and revenue of $2.2B; however, the release cites reported EPS of $0.39, a material discrepancy. Management reaffirmed 2026–27 guidance, while the supplied $4.08–$4.17 EPS outlook supports a steady regulated-utility trajectory.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-27 | Q3 2026 | 1.35 | 1.44 | +6.67% | $2.18B | ✅ Beat | -0.85% | — | — |
| 2026-07-28 | Q2 2026 | 0.77 | 0.37 | -51.95% | $1.83B | ❌ Miss | +0.12% | -3.41% | -6.70% |
| 2026-04-28 | Q1 2026 | 1.10 | 1.13 | +2.73% | $2.73B | ✅ Beat | -0.17% | -0.47% | -1.64% |
| 2026-02-05 | Q4 2025 | 0.94 | 0.95 | +1.06% | $2.23B | ✅ Beat | +1.76% | +4.07% | +8.56% |
| 2025-10-30 | Q3 2025 | 0.86 | 0.93 | +8.14% | $2.02B | ✅ Beat | +1.27% | +0.39% | +5.15% |
| 2025-07-31 | Q2 2025 | 0.68 | 0.71 | +4.41% | $1.84B | ✅ Beat | +2.26% | +2.69% | -0.60% |
| 2025-04-24 | Q1 2025 | 1.03 | 1.02 | -0.97% | $2.45B | ❌ Miss | +0.87% | +0.20% | -4.93% |
| 2025-02-06 | Q4 2024 | 0.87 | 0.87 | +0.00% | $1.99B | ➖ Inline | +1.81% | +3.63% | +9.74% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $1.93B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Residential Utility Services | 56.3% | $1.08B | +10.6% | $1.32B | $895.0M | $981.0M | $1.16B |
| Commercial Utility Service | 31.7% | $611.0M | -1.8% | $657.0M | $563.0M | $622.0M | $584.0M |
| Industrial Utility Service | 11.9% | $230.0M | +9.5% | $203.0M | $209.0M | $210.0M | $202.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.