secwatch.observer — SEC 8-K summary
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Issuer:     CONSUMERS ENERGY CO (CMS-PB)
CIK:        0000201533
Form:       8-K
Filed at:   2026-04-28T23:59:59+00:00
Accession:  0001104659-26-049718
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

CMS Energy Q1 adj. EPS $1.13 beats $1.02 prior year; reaffirms 2026 guidance $3.83-$3.90
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/201533/000110465926049718/0001104659-26-049718-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/201533/000110465926049718/tm2612873d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-049718

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