secwatch.observer — SEC 8-K summary
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Issuer:     CONSUMERS ENERGY CO (CMS-PB)
CIK:        0000201533
Form:       8-K
Filed at:   2025-07-31T23:59:59+00:00
Accession:  0001104659-25-072445
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/201533/000110465925072445/0001104659-25-072445-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/201533/000110465925072445/tm2522139d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-072445

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer