CMS Energy (NYSE:CMS) is preparing to release its quarterly earnings on Thursday, 2026-02-05. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect CMS Energy to report an earnings per share (EPS) of $0.94.
Anticipation surrounds CMS Energy's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
Performance in Previous Earnings
In the previous earnings release, the company beat EPS by $0.07, leading to a 0.46% increase in the share price the following trading session.
Here's a look at CMS Energy's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.86 | 0.68 | 1.03 | 0.87 |
| EPS Actual | 0.93 | 0.71 | 1.02 | 0.87 |
| Price Change % | 0.00 | 0.00 | -3.00 | 1.00 |
Analysts' Perspectives on CMS Energy
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on CMS Energy.
A total of 8 analyst ratings have been received for CMS Energy, with the consensus rating being Neutral. The average one-year price target stands at $77.62, suggesting a potential 8.11% upside.
Comparing Ratings with Competitors
In this comparison, we explore the analyst ratings and average 1-year price targets of NiSource, CenterPoint Energy and Ameren, three prominent industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Outperform trajectory for NiSource, with an average 1-year price target of $49.0, suggesting a potential 31.75% downside.
- Analysts currently favor an Outperform trajectory for CenterPoint Energy, with an average 1-year price target of $42.0, suggesting a potential 41.5% downside.
- Analysts currently favor an Neutral trajectory for Ameren, with an average 1-year price target of $110.25, suggesting a potential 53.55% upside.
Peer Metrics Summary
Within the peer analysis summary, vital metrics for NiSource, CenterPoint Energy and Ameren are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| CMS Energy | Neutral | 15.95% | $876M | 3.27% |
| NiSource | Outperform | 18.28% | $678.40M | 1.05% |
| CenterPoint Energy | Outperform | 7.11% | $1.03B | 2.66% |
| Ameren | Neutral | 24.21% | $1.40B | 5.10% |
Key Takeaway:
CMS Energy is positioned in the middle among its peers for revenue growth, with a growth rate of 15.95%. It ranks at the bottom for gross profit at $876M. In terms of return on equity, CMS Energy is at the top with a rate of 3.27%.
Get to Know CMS Energy Better
CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. NorthStar Clean Energy, formerly CMS Enterprises, is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.
CMS Energy's Financial Performance
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: CMS Energy's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 15.95%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Utilities sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 13.61%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): CMS Energy's ROE excels beyond industry benchmarks, reaching 3.27%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): CMS Energy's ROA stands out, surpassing industry averages. With an impressive ROA of 0.73%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 2.09.
To track all earnings releases for CMS Energy visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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