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seekingalpha.com5 feb 2026, 11:35 p.m.POSITIVO

Cms energy raises 2026 EPS guidance to $3.83–$3.90 as $24B investment plan advances

Earnings Call Insights: CMS Energy Corporation (CMS) Q4 2025 MANAGEMENT VIEW * CEO Garrick Rochow emphasized several milestones for 2025, notably the approval of a large load tariff in November aimed at data centers, stating this measure “…

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seekingalpha.com30 oct 2025, 4:37 p.m.POSITIVO

CMS Energy outlines $25B+ capital pipeline and raises 2025 EPS guidance while advancing data center growth

Earnings Call Insights: CMS Energy Corporation (CMS) Q3 2025 MANAGEMENT VIEW * Garrick Rochow, President, CEO & Director, reported a strong operational, regulatory, and financial quarter, stating, "I am very pleased with the results and co…

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seekingalpha.com31 jul 2025, 5:05 p.m.POSITIVO

Cms energy signals $5B+ capacity expansion opportunity as new data center ramps up amid 2–3% sales growth outlook

Earnings Call Insights: CMS Energy Corporation (CMS) Q2 2025 MANAGEMENT VIEW * CEO Garrick J. Rochow highlighted a major agreement with a new data center expected to add up to 1 gigawatt of incremental load, which is part of a 9-gigawatt p…

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