---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-072445"
form_type: "8-K"
ticker: "CMS-PB"
cik: "0000201533"
company_name: "CONSUMERS ENERGY CO"
filed_at: "2025-07-31T23:59:59+00:00"
generated_at: "2026-05-17T22:29:55.534129+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# CMS Energy Q2 adjusted EPS $0.71 beats prior year; reaffirms 2025 guidance $3.54-$3.60

## Summary
- Adjusted EPS $0.71 vs $0.66 in Q2 2024; reported EPS $0.66 vs $0.65.
- Reaffirmed 2025 adjusted EPS guidance of $3.54-$3.60; long-term growth 6-8%.
- Announced agreement with large data center for up to 1 GW load growth in Michigan.
- YTD adjusted EPS $1.73 vs $1.63, driven by regulatory outcomes, cost cuts, and weather.
- Utility capital plan of ~$20B for 2025-2029; consistent dividend growth with ~60% payout.

## SEC filing metadata
- accession: 0001104659-25-072445
- form_type: 8-K
- ticker: CMS-PB
- cik: 0000201533
- company_name: CONSUMERS ENERGY CO
- filed_at: 2025-07-31T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/201533/000110465925072445/0001104659-25-072445-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/201533/000110465925072445/tm2522139d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-072445
- JSON: https://secwatch.observer/filing/0001104659-25-072445.json
- Plain text: https://secwatch.observer/filing/0001104659-25-072445.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.