CMS Energy Corporation Common Stock, $0.01 par value
- Symbol
- CMS
- Exchange
- NYSE
- Classification
- COMMON
- Status
- Current
Current Report · Items 2.02, 7.01, 9.01 · 8-K
CMS Energy Corporation
CMSNYSEEQUITYCurrent
Results of Operations and Financial Condition · Regulation FD Disclosure
Item 2.02. Results of Operations and Financial Condition. On October 27, 2026, CMS Energy Corporation (“CMS Energy”) issued a News Release, in which it announced its 2026 third quarter results. Attached as Exhibit 99.1 to this report and incorporated herein by reference is a copy of the CMS Energy News Release, furnished as a part of this report.…
Press release in this filing
CMS Energy Announces Third Quarter Results, Reaffirms 2026 and 2027 Adjusted EPS Guidance →Company context
Current securities
Registered securities in this filing
CMS ENERGY CORPORATION · 8-K · Filed 2026-10-27
CMS Energy Corporation 5.625% Junior Subordinated Notes due 2078
- Symbol
- CMSA
- Exchange
- NYSE
- Classification
- DEBT
- Status
- Current
CMS Energy Corporation 5.875% Junior Subordinated Notes due 2078
- Symbol
- CMSC
- Exchange
- NYSE
- Classification
- DEBT
- Status
- Current
CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079
- Symbol
- CMSD
- Exchange
- NYSE
- Classification
- DEBT
- Status
- Current
CMS Energy Corporation, Depositary Shares
- Symbol
- CMS PRC
- Exchange
- NYSE
- Classification
- ADS
- Status
- Current
Consumers Energy Company Cumulative Preferred Stock, $100 par value: $4.50 Series
- Symbol
- CMS-PB
- Exchange
- NYSE
- Classification
- PREFERRED
Disclosure sections
Item 2.02Item 2.02 - Results of Operations
Item 2.02. Results of Operations and Financial Condition.
On October 27, 2026, CMS Energy Corporation (“CMS Energy”)
issued a News Release, in which it announced its 2026 third quarter results. Attached as Exhibit 99.1
to this report and incorporated herein by reference is a copy of the CMS Energy News Release, furnished as a part of this report.
Exhibit 99.1 contains certain financial measures that are considered
“non-GAAP financial measures” as defined in Securities and Exchange Commission rules. Other than forward-looking earnings
guidance, Exhibit 99.1 contains a reconciliation of these non-GAAP financial measures to their most directly comparable financial measures
calculated and presented in accordance with accounting principles generally accepted in the United States. Adjustments could include items
such as discontinued operations, asset sales, impairments, restructuring costs, business optimization initiative, major enterprise resource
planning software implementations, changes in accounting principles, voluntary separation program, changes in federal and state tax policy,
regulatory items from prior years, unrealized gains or losses from mark-to-market adjustments, recognized in net income related to NorthStar
Clean Energy's interest expense, or other items. Management views adjusted earnings as a
key measure of CMS Energy’s present operating financial performance and uses adjusted earnings for external communications with
analysts and investors. Internally, CMS Energy uses adjusted earnings to measure and assess performance. Because CMS Energy is not able
to estimate the impact of specific line items, which have the potential to significantly impact, favorably or unfavorably, reported earnings
in future periods, Exhibit 99.1 does not contain reported earnings guidance nor a reconciliation for the comparable future period earnings.
The adjusted earnings should be considered supplemental information to assist in understanding our business results, rather than as a
substitute for the reported earnings. All references to net income refer to net income available
to common stockholders and references to earnings per share are on a diluted basis.
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure.
The information set forth in the CMS Energy News Release dated October
27, 2026, attached as Exhibit 99.1, is incorporated by reference in response to this Item 7.01.
CMS Energy will hold a webcast to discuss its 2026 third quarter results
and provide a business and financial outlook on October 27 at 10:00 a.m. (ET). A copy of the CMS Energy presentation is furnished as Exhibit 99.2
to this report. A webcast of the presentation will be available on the CMS Energy website, www.cmsenergy.com.
In accordance with General Instruction B.2 of Form 8-K, the information
in this Current Report on Form 8-K, including Exhibits 99.1 and 99.2, shall not be deemed “filed” for the purposes of
Section 18 of the Securities Exchange Act of 1934, or otherwise subject to the liabilities of that section, nor shall it be deemed
incorporated by reference in any filing under the Securities Act of 1933.
Investors and others should note that CMS Energy routinely posts important
information on its website and considers the Investor Relations section, www.cmsenergy.com/investor-relations, a channel of distribution.
Filed exhibits (2)
Exhibit 99.1 CMS Energy Announces Third Quarter Results, Reaffirms 2026 and 2027 Adjusted EPS Guidance JACKSON, Mich., Oct. 27, 2026 - CMS Energy announced today reported earnings per share of $0.39 for the third quarter of 2026, compared to $0.92 per share for 2025. The company’s adjusted earnings per share for the third quarter were $1.44, compared to $0.93 per share for 2025. Both the quarter and year-to-date GAAP results reflect asset impairment and restructuring activities associated with NorthStar Clean Energy. For the first nine months of the year, the company reported $1.86 per share, compared to $2.59 per share for the same timeframe in 2025. On an adjusted earnings per share basis year to date, the company reported $2.95 per share in 2026, compared to $2.66 per share in 2025. Financial Results Q3 YTD ────────────────────────────────────────────────────────────────────────────────────────── 2026 Financial Results** Reported Total EPS (GAAP) $ 0.39 $ 1.86 Asset impairment and restructuring activities 1.08 1.09 Other …
Open exhibit ↗Exhibit 99.2 2026 Third Quarter Results & Outlook October 27, 2026 ────────────────────── Enter “so what” if necessary – Century Gothic, Bold, Size 18 or smaller2 This presentation is made as of the date hereof and contains “forward-looking statements” as defined in Rule 3b-6 of the Securities Exchange Act of 1934, Rule 175 of the Securities Act of 1933, and relevant legal decisions. The forward-looking statements are subject to risks and uncertainties. All forward-looking statements should be considered in the context of the risk and other factors detailed from time to time in CMS Energy’s and Consumers Energy’s Securities and Exchange Commission filings. Forward-looking statements should be read in conjunction with “FORWARD-LOOKING STATEMENTS AND INFORMATION” and “RISK FACTORS” sections of CMS Energy’s and Consumers Energy’s most recent Form 10-K and as updated in reports CMS Energy and Consumers Energy file with the Securities and Exchange Commission. CMS Energy’s and Consumers Energy’s “FORWARD-LOOKING STATEMENTS AND INFORMATION” and “RISK FACTORS” sections are incorporated herein by reference and discuss important factors that could cause CMS Energy’s an…
Open exhibit ↗