CMS Energy Corporation

NYSE:CMS 株式レポート

時価総額:US$23.7b

CMS Energy 過去の業績

過去 基準チェック /46

CMS Energyは、平均年間8.4%の収益成長を遂げていますが、 Integrated Utilities業界の収益は、年間 成長しています。収益は、平均年間7.5% 2.7%収益成長率で 成長しています。 CMS Energyの自己資本利益率は9.8%であり、純利益率は12.4%です。

主要情報

8.37%

収益成長率

7.32%

EPS成長率

Integrated Utilities 業界の成長5.10%
収益成長率2.69%
株主資本利益率9.79%
ネット・マージン12.43%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

CMS: Michigan Regulatory Outcomes And Data Center Load Will Guide Execution

Analysts have nudged the CMS Energy fair value estimate higher to about $81.93 from $79.92, reflecting updated price targets that cluster around a more optimistic view on regulatory conditions, large load growth from data centers, and the company's capital plan. Analyst Commentary Recent Street research on CMS Energy clusters around a more constructive view of the company’s setup, even as some price targets have been fine tuned.

CMS: Michigan Policy And Data Center Demand Will Shape Execution And Valuation

Analysts have nudged their average price targets on CMS Energy higher by a few dollars, now centering around the low $80s. They cite recent research that focuses on regulatory and political developments in Michigan, data center load growth, capital plans, and updated views on future P/E assumptions.

CMS: Future Tradeoff Between Michigan Policy And Data Center Expansion Will Persist

Narrative Update The analyst price target for CMS Energy has edged higher by about $1, with analysts pointing to discussions around Michigan's regulatory and political backdrop, data center demand, capital plans, and future generation needs as key supports for their updated views. Analyst Commentary Recent Street research on CMS Energy has centered on price target adjustments across several firms, paired with consistent focus on regulation in Michigan, large customer demand, and capital planning.

CMS: Future Risk Reward Will Hinge On Michigan Regulation And Data Center Demand

Analysts have slightly raised their average price target on CMS Energy, reflecting a series of recent upward revisions in the $1 to $4 range that they attribute to discussions around regulation in Michigan, data center demand, the capital plan, and longer term growth drivers. Analyst Commentary Recent research updates on CMS Energy point to a modestly higher valuation framework, with several firms adjusting price targets in a tight $1 to $4 band.

CMS: Future Risk Reward Will Hinge On Earnings Execution And Dividend Policy

The analyst price target for CMS Energy in our framework has moved slightly higher to about $78.85 from $78.08, reflecting a series of updated Street targets around $79 to $80 as analysts factor in recent sector revisions, as well as their views on upcoming earnings and data center exposure. Analyst Commentary Street research on CMS Energy has centered on a cluster of target revisions in a relatively tight US$74 to US$80 range, as firms refresh their views ahead of upcoming earnings and reassess the sector.

CMS: Balanced Earnings Execution And Dividend Policy Will Shape Future Risk Reward

The analyst price target for CMS Energy has shifted modestly higher to reflect a new fair value estimate of about $78. This change comes as analysts factor in a slightly stronger profit margin outlook and updated P/E assumptions, alongside a series of recent target changes from firms including BMO Capital, Mizuho, Morgan Stanley, BofA and Barclays.

CMS: Constructive Regulation And Execution Risks Will Shape Future Risk Reward Balance

Analysts have adjusted their price target on CMS Energy to reflect a modest change in fair value to about $77 and a slightly lower assumed future P/E, citing a mix of updated views from recent research, including a $3 increase at one firm and an $8 reduction at another. Analyst Commentary Recent research on CMS Energy reflects a split view on how the current share price lines up with the new fair value estimate of about $77 and the slightly lower assumed future P/E.

CMS Energy: Let This Utility Light Up Your Portfolio With Gains

Jan 26

CMS: Constructive Michigan Regulation And Data Center Demand Will Shape Future Returns

Analysts have inched their blended fair value estimate for CMS Energy to about $78.38 per share, reflecting slightly higher price targets in recent research that highlight steady earnings expectations, supportive regulatory outcomes in Michigan, and ongoing interest in utilities as the group gains more attention. Analyst Commentary Recent research on CMS Energy clusters around a mid to high $70s fair value range, with a mix of cautious and constructive views on both execution and valuation.

CMS: Data Center Demand And Regulation Will Shape Future Load And Earnings Visibility

Analysts have nudged their average price target for CMS Energy slightly lower to about $78, reflecting a modestly higher long term growth outlook but slightly lower projected margins and valuation multiples, amid still supportive views on the company’s regulatory backdrop and load growth. Analyst Commentary Analyst views on CMS Energy remain balanced, with recent actions reflecting both recognition of the company’s solid execution and questions around how much of that strength is already captured in the share price.

Estimating The Intrinsic Value Of CMS Energy Corporation (NYSE:CMS)

Dec 13
Estimating The Intrinsic Value Of CMS Energy Corporation (NYSE:CMS)

CMS: Data Center Demand And Regulation Will Shape Balanced Future Outlook

Analysts have nudged their fair value estimate for CMS Energy slightly higher to about $78.62 from $78.31, citing upwardly revised price targets supported by improving growth visibility, premium valuation expectations versus peers, and a constructive regulatory backdrop. Analyst Commentary Recent Street research reflects a broadly constructive stance on CMS Energy, with incremental price target increases anchored in expectations for solid execution, stable regulatory outcomes, and improving growth visibility across its service territory.

CMS: Regulatory Decisions And Market Trends Will Shape Stable Outlook

Analysts have increased their price target for CMS Energy, raising it from $76 to $79 per share. They cite steady growth prospects, constructive regulatory outcomes, and the company’s strong management within the utilities sector.

CMS: Favorable Michigan Load Growth And Regulatory Backdrop Will Support Steady Utility Returns

Analysts have modestly increased their price target for CMS Energy from $77.58 to $78.31 per share, citing the company's resilient fundamentals, improved profit margins, and supportive regulatory environment. Analyst Commentary Recent analyst research on CMS Energy presents a nuanced outlook, balancing positive expectations regarding the company’s growth prospects with caution surrounding industry dynamics and valuation considerations.

Analysts Raise CMS Energy Price Target on Positive Michigan Trends and Regulatory Developments

Narrative Update on CMS Energy: Analyst Price Target Change Analysts have increased their price target for CMS Energy by $1.04 to $77.58, citing the company's strong management, favorable growth trends in Michigan, and positive regulatory developments that support premium valuation prospects. Analyst Commentary Street research coverage has highlighted both strengths and cautions regarding CMS Energy's outlook.

Investors Met With Slowing Returns on Capital At CMS Energy (NYSE:CMS)

Aug 24
Investors Met With Slowing Returns on Capital At CMS Energy (NYSE:CMS)

Estimating The Fair Value Of CMS Energy Corporation (NYSE:CMS)

Jul 14
Estimating The Fair Value Of CMS Energy Corporation (NYSE:CMS)

CMS Energy Corporation's (NYSE:CMS) Popularity With Investors Is Under Threat From Overpricing

Jun 26
CMS Energy Corporation's (NYSE:CMS) Popularity With Investors Is Under Threat From Overpricing

CMS Energy (NYSE:CMS) Has A Somewhat Strained Balance Sheet

May 11
CMS Energy (NYSE:CMS) Has A Somewhat Strained Balance Sheet

I'm Loading Up On Utilities Like CMS Energy

Jan 27

CMS Energy: A Strong Company, But At A High Price

Sep 10

CMS Energy: A Midwest Utility Worth Buying

Jun 13

CMS Energy: A Compelling Income And Growth Proposition Right Now

Apr 06

CMS Energy Corporation Looks Strong Going Into Q4 Earnings

Jan 25

収支内訳

CMS Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:CMS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 268,8221,097-1950
31 Dec 258,5391,061-1860
30 Sep 258,2951,037-1790
30 Jun 258,0171,013-1730
31 Mar 257,7861,010-1670
31 Dec 247,515993-1690
30 Sep 247,4761,037-1720
30 Jun 247,406960-1750
31 Mar 247,354959-1790
31 Dec 237,462876-1800
30 Sep 237,790738-1860
30 Jun 238,141727-1950
31 Mar 238,506678-2020
31 Dec 228,596823-2050
30 Sep 228,351772-1980
30 Jun 228,052765-1840
31 Mar 227,690778-1720
31 Dec 217,329746-1650
30 Sep 217,023763-1490
30 Jun 216,805813-1380
31 Mar 216,629783-1280
31 Dec 206,418697-1180
30 Sep 206,486730-1130
30 Jun 206,525731-1060
31 Mar 206,588696-990
31 Dec 196,624631-910
30 Sep 196,879621-900
30 Jun 196,932583-900
31 Mar 196,979629-890
31 Dec 186,873657-900
30 Sep 186,822546-820
30 Jun 186,750549-630
31 Mar 186,707502-450
31 Dec 176,583460-240
30 Sep 176,445540-200
30 Jun 176,505554-280
31 Mar 176,427586-340
31 Dec 166,399551-410
30 Sep 166,268580-310
30 Jun 166,167542-200
31 Mar 166,146485-100
31 Dec 156,456523150
30 Sep 156,70551300
30 Jun 156,64945900

質の高い収益: CMSは 高品質の収益 を持っています。

利益率の向上: CMSの現在の純利益率 (12.4%)は、昨年(13%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CMSの収益は過去 5 年間で年間8.4%増加しました。

成長の加速: CMSの過去 1 年間の収益成長率 ( 8.6% ) は、5 年間の平均 ( 年間8.4%を上回っています。

収益対業界: CMSの過去 1 年間の収益成長率 ( 8.6% ) はIntegrated Utilities業界7.9%を上回りました。


株主資本利益率

高いROE: CMSの 自己資本利益率 ( 9.8% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 04:11
終値2026/05/01 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CMS Energy Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Jacob KilsteinArgus Research Company
David ParkerBaird
Daniel FordBarclays