{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-049718","form_type":"8-K","ticker":"CMS-PB","cik":"0000201533","company_name":"CONSUMERS ENERGY CO","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.385601+00:00","generated_at":"2026-05-15T03:15:41.950860+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"CMS Energy Q1 adj. EPS $1.13 beats $1.02 prior year; reaffirms 2026 guidance $3.83-$3.90","bullets":["Q1 2026 reported EPS $1.10, adj. EPS $1.13 vs $1.02 in Q1 2025.","Reaffirmed 2026 adj. EPS guidance $3.83-$3.90; long-term 6-8% growth.","Utility capital plan raised to $24B (2026-2030), up $4B from prior plan.","Recent MI electric rate order $217M approved at 9.90% ROE (~66% of ask).","Economic development pipeline ~9GW includes data centers, semiconductors."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-049718","json":"https://secwatch.observer/filing/0001104659-26-049718.json","markdown":"https://secwatch.observer/filing/0001104659-26-049718.md","text":"https://secwatch.observer/filing/0001104659-26-049718.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/201533/000110465926049718/0001104659-26-049718-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/201533/000110465926049718/tm2612873d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:15:41.950860+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5e5f56002ee8c0ea167eda55aaba15c8ef568196","claim":"CONSUMERS ENERGY CO reported first quarter of 2026 results: EPS $1.10 per share. Guidance reaffirmed.","evidence_excerpt":"CMS Energy announced today reported earnings per share of $1.10 for the first quarter of 2026, compared to $1.01 per share for 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/201533/000110465926049718/0001104659-26-049718-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"EPS","value":"$1.10 per share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}