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Side-by-side financial comparison of CMS Energy (CMS) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
CMS Energy is the larger business by last-quarter revenue ($2.1B vs $1.9B, roughly 1.1× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 13.0%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs -0.2%).
CMS Energy Corporation is an American energy company based in Jackson, Michigan, that is focused principally on utility operations in Michigan. Its principal business is Consumers Energy, a public utility that provides electricity and natural gas to more than 6 million of Michigan's 10 million residents. Its non-utility businesses are focused primarily on domestic independent power production. Consumers Energy has operated since 1886.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
CMS vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.9B |
| Net Profit | $289.0M | — |
| Gross Margin | — | 14.2% |
| Operating Margin | 20.4% | — |
| Net Margin | 13.5% | — |
| Revenue YoY | 13.0% | 27.4% |
| Net Profit YoY | 9.1% | — |
| EPS (diluted) | $0.94 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.1B | $446.0M | ||
| Q3 25 | $2.0B | $504.0M | ||
| Q2 25 | $1.8B | $506.0M | ||
| Q1 25 | $2.4B | $438.0M | ||
| Q4 24 | $1.9B | $490.0M | ||
| Q3 24 | $1.7B | $486.0M | ||
| Q2 24 | $1.6B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $289.0M | $-127.0M | ||
| Q3 25 | $277.0M | $-96.0M | ||
| Q2 25 | $201.0M | $-67.0M | ||
| Q1 25 | $304.0M | $-102.0M | ||
| Q4 24 | $265.0M | $-71.0M | ||
| Q3 24 | $253.0M | $-2.7B | ||
| Q2 24 | $198.0M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | 20.4% | -31.4% | ||
| Q3 25 | 24.4% | -21.6% | ||
| Q2 25 | 17.6% | -14.6% | ||
| Q1 25 | 20.6% | -26.7% | ||
| Q4 24 | 22.5% | -17.6% | ||
| Q3 24 | 21.4% | -577.6% | ||
| Q2 24 | 18.0% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | -28.5% | ||
| Q3 25 | 14.0% | -19.0% | ||
| Q2 25 | 11.2% | -13.2% | ||
| Q1 25 | 12.7% | -23.3% | ||
| Q4 24 | 14.0% | -14.5% | ||
| Q3 24 | 14.8% | -558.6% | ||
| Q2 24 | 12.6% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.94 | $-0.15 | ||
| Q3 25 | $0.92 | $-0.12 | ||
| Q2 25 | $0.66 | $-0.08 | ||
| Q1 25 | $1.01 | $-0.13 | ||
| Q4 24 | $0.88 | $-0.09 | ||
| Q3 24 | $0.84 | $-3.35 | ||
| Q2 24 | $0.65 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $509.0M | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $9.1B | $8.2B |
| Total Assets | $39.9B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $509.0M | $1.8B | ||
| Q3 25 | $362.0M | $1.7B | ||
| Q2 25 | $844.0M | $1.7B | ||
| Q1 25 | $465.0M | $1.5B | ||
| Q4 24 | $103.0M | $1.4B | ||
| Q3 24 | $412.0M | $1.3B | ||
| Q2 24 | $699.0M | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $9.1B | $11.9B | ||
| Q3 25 | $8.9B | $11.9B | ||
| Q2 25 | $8.4B | $12.1B | ||
| Q1 25 | $8.3B | $12.0B | ||
| Q4 24 | $8.2B | $12.1B | ||
| Q3 24 | $8.1B | $12.1B | ||
| Q2 24 | $8.0B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $39.9B | $12.5B | ||
| Q3 25 | $38.0B | $12.5B | ||
| Q2 25 | $37.7B | $12.6B | ||
| Q1 25 | $36.3B | $12.5B | ||
| Q4 24 | $35.9B | $12.6B | ||
| Q3 24 | $34.8B | $12.6B | ||
| Q2 24 | $34.4B | $15.3B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $478.0M | $75.0M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.65× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $478.0M | $113.0M | ||
| Q3 25 | $343.0M | $167.0M | ||
| Q2 25 | $414.0M | $213.0M | ||
| Q1 25 | $1.0B | $109.0M | ||
| Q4 24 | $403.0M | $204.0M | ||
| Q3 24 | $304.0M | $126.0M | ||
| Q2 24 | $707.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.0M | ||
| Q3 25 | $-635.0M | $143.0M | ||
| Q2 25 | $-470.0M | $199.0M | ||
| Q1 25 | $112.0M | $95.0M | ||
| Q4 24 | — | $191.0M | ||
| Q3 24 | $-502.0M | $104.0M | ||
| Q2 24 | $26.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | -32.2% | 28.4% | ||
| Q2 25 | -26.1% | 39.3% | ||
| Q1 25 | 4.7% | 21.7% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | -29.3% | 21.4% | ||
| Q2 24 | 1.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | 49.5% | 4.8% | ||
| Q2 25 | 49.2% | 2.8% | ||
| Q1 25 | 37.0% | 3.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 47.1% | 4.5% | ||
| Q2 24 | 43.2% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.65× | — | ||
| Q3 25 | 1.24× | — | ||
| Q2 25 | 2.06× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 3.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CMS
| Electric Utility | $1.3B | 59% |
| Gas Utility | $803.0M | 38% |
| North Star Clean Energy | $77.0M | 4% |
MBLY
Segment breakdown not available.
