DTE (NYSE:DTE) files 8-K with Q2 2025 results and FY25 operating outlook

Rhea-AI Filing Summary

DTE Energy (NYSE: DTE) filed a Form 8-K on 29 Jul 2025 to furnish, not file, its Q2-25 earnings release and slide deck (Exhibits 99.1 & 99.2). The materials cover results for the quarter ended 30 Jun 2025 and outline 2025 operating-earnings guidance. Management notes that future non-recurring items, mark-to-market adjustments and discontinued operations will be excluded from the operating metric and states that a GAAP reconciliation cannot be provided because such items are unpredictable.

The disclosure is made under Items 2.02 and 7.01; therefore, it is not subject to Section 18 liability and will not be incorporated into other SEC filings unless expressly stated. No other material events were reported.

Positive

• Timely disclosure of Q2-25 earnings materials meets Reg FD requirements.

Negative

• No numerical results or specific guidance figures included in the 8-K body, requiring investors to consult separate exhibits.
• Reconciliation to GAAP guidance omitted, limiting transparency on potential non-recurring impacts.

Insights

Equity Research Analyst

TL;DR: Standard 8-K furnishes Q2 results; no numbers, neutral impact.

Because the actual earnings figures and guidance details are contained in the exhibits, this filing by itself offers limited insight. The company affirms use of an operating-earnings lens and flags inability to forecast non-recurring items—common practice in the utility sector. With no quantitative data or revision to prior guidance, the disclosure neither enhances nor detracts from the investment thesis.

Corporate Governance Expert

TL;DR: Procedurally sound, furnishes info, transparency level average.

DTE complies with Reg FD by promptly releasing the earnings package and cautioning on forward-looking statements. Treating the information as ‘furnished’ limits liability exposure, a routine but notable governance consideration. Absence of reconciliations is permissible yet reduces comparability for investors. Overall governance impact is neutral.

0000936340false00009363402025-07-292025-07-290000936340dte:DTEElectricMember2025-07-292025-07-290000936340us-gaap:CommonStockMember2025-07-292025-07-290000936340dte:SeriesE20175.25JuniorSubordinatedDebenturesDue2077Member2025-07-292025-07-290000936340dte:SeriesG20204375JuniorSubordinatedDebenturesDue2080Member2025-07-292025-07-290000936340dte:SeriesE20214375JuniorSubordinatedDebenturesDue2081Member2025-07-292025-07-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_____________________________

FORM 8-K

_____________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 29, 2025

Commission File Number: 1-11607

DTE Energy Company

Michigan						38-3217752
(State or other jurisdiction of incorporation or organization)						(I.R.S Employer Identification No.)

Commission File Number: 1-2198

DTE Electric Company

Michigan						38-0478650
(State or other jurisdiction of incorporation or organization)						(I.R.S Employer Identification No.)

Registrants address of principal executive offices: One Energy Plaza, Detroit, Michigan 48226-1221

Registrants telephone number, including area code: (313) 235-4000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading Symbol(s)

Name of Exchange on which Registered

Common stock, without par value

DTE

New York Stock Exchange

2017 Series E 5.25% Junior Subordinated Debentures due 2077

DTW

New York Stock Exchange

2020 Series G 4.375% Junior Subordinated Debentures due 2080

DTB

New York Stock Exchange

2021 Series E 4.375% Junior Subordinated Debentures due 2081

DTG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 under the Securities Act (17 CFR 230.405) or Rule 12b-2 under Exchange Act (17 CFR 240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

DTE Energy Company (DTE Energy) is furnishing the Securities and Exchange Commission (SEC) with its earnings release issued July 29, 2025, announcing financial results for the quarter ended June 30, 2025. A copy of the earnings release and the slide presentation, including supplemental financial information, are furnished as Exhibits 99.1 and 99.2 and incorporated herein by reference.

Item 7.01. Regulation FD Disclosure.

DTE Energy is furnishing the SEC with its slide presentation issued July 29, 2025. A copy of the slide presentation is furnished as Exhibit 99.2 and incorporated herein by reference.

In its earnings release, slide presentation and this filing, DTE Energy discusses 2025 operating earnings guidance. It is likely that certain items that impact the company's 2025 reported results will be excluded from operating results. Reconciliations to the comparable 2025 reported earnings guidance are not provided because it is not possible to provide a reliable forecast of specific line items (i.e. future non-recurring items, certain mark-to-market adjustments and discontinued operations). These items may fluctuate significantly from period to period and may have a significant impact on reported earnings.

In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibits 99.1 and 99.2, shall not be deemed "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

99.1			Earnings Release of DTE Energy Company dated July 29, 2025.
99.2			Slide Presentation of DTE Energy Company dated July 29, 2025.
104			Cover Page Interactive Data File (embedded within the Inline XBRL document).

Forward-Looking Statements:

This Form 8-K contains forward-looking statements that are subject to various assumptions, risks and uncertainties. It should be read in conjunction with the "Forward-Looking Statements" section in DTE Energy's and DTE Electric Company's (DTE Electric) 2024 Form 10-K and 2025 Form 10-Q (which section is incorporated by reference herein), and in conjunction with other SEC reports filed by DTE Energy and DTE Electric that discuss important factors that could cause DTE Energy's and DTE Electric's actual results to differ materially. DTE Energy and DTE Electric expressly disclaim any current intention to update any forward-looking statements contained in this report as a result of new information or future events or developments.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrants have duly caused this report to be signed on their behalf by the undersigned hereunto duly authorized.

Date: July 29, 2025

DTE ENERGY COMPANY

(Registrant)

/s/David Ruud

David Ruud

Executive Vice President and Chief Financial Officer

DTE ELECTRIC COMPANY

(Registrant)

/s/David Ruud

David Ruud

Executive Vice President and Chief Financial Officer

FAQ

What did DTE Energy file on July 29 2025?

A Form 8-K furnishing its Q2-2025 earnings release and slide presentation (Exhibits 99.1 & 99.2).

Which periods are covered in the DTE (DTE) filing?

Financial results for the quarter ended 30 June 2025 and operating-earnings guidance for full-year 2025.

Are the furnished materials considered filed with the SEC?

No. Under General Instruction B.2, the information is 'furnished' and not subject to Section 18 liability.

Did DTE Energy provide a GAAP reconciliation for 2025 guidance?

No; management states it cannot reliably forecast non-recurring items needed for a reconciliation.

What classes of DTE securities are listed on the NYSE?

Common stock (DTE) and three junior subordinated debenture series: DTW, DTB, and DTG.