
INSM tops Q2 revenue and earnings estimates as strong Brinsupri uptake drives a 34% stock jump and prompts sharply higher 2026 sales guidance.
Insmed Incorporated, a biopharmaceutical company, develops and markets therapies for patients with rare and serious diseases. The company is headquartered in Bridgewater, New Jersey.
| Revenue (TTM) | $1.14B |
| Gross Profit (TTM) | $949.42M |
| EBITDA | $-794.96M |
| Operating Margin | -23.80% |
| Return on Equity | -87.20% |
| Return on Assets | -22.20% |
| Revenue/Share (TTM) | $5.30 |
| Book Value | $3.47 |
| Price-to-Book | 35.67 |
| Price-to-Sales (TTM) | 24.63 |
| EV/Revenue | 23.24 |
| EV/EBITDA | -6.05 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 296.10% |
| Shares Outstanding | $218.38M |
| Float | $200.03M |
| % Insiders | 0.51% |
| % Institutions | 104.90% |
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INSM tops Q2 revenue and earnings estimates as strong Brinsupri uptake drives a 34% stock jump and prompts sharply higher 2026 sales guidance.

Insmed NASDAQ: INSM reported second-quarter 2026 revenue growth driven by the continued launch of BRINSUPRI and steady sales of ARIKAYCE, while raising its full-year BRINSUPRI revenue outlook and increasing its long-term peak-sales estimates for its leading products.

Insmed Incorporated (INSM) Q2 2026 Earnings Call Transcript

Although the revenue and EPS for Insmed (INSM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Insmed (INSM) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.69. This compares to a loss of $1.7 per share a year ago.

—Total Company Revenues of $425.5 Million for the Second Quarter of 2026— —BRINSUPRI ® (brensocatib) Revenues of $309.2 Million for the Second Quarter of 2026, Reflecting 49% Growth Over the First Quarter of 2026— —ARIKAYCE ® (amikacin liposome inhalation suspension) Revenues of $116.3 Million for the Second Quarter of 2026, Reflecting 8% Growth Over the Second Quarter of 2025— —Company Raises 2026 BRINSUPRI Revenue Guidance to $1.25 Billion to $1.40 Billion— —Company Reiterates 2026 ARIKAYCE Revenue Guidance of $450 Million to $470 Million— —Company Raises Peak Revenue Estimate for its Three Lead Programs to More than $14 Billion Total— —Peak Revenue Estimate Consists of More than $7 Billion for BRINSUPRI, More than $6 Billion for TPIP, and More than $1 Billion for ARIKAYCE— BRIDGEWATER, N.J., Aug. 6, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today reported financial results for the second quarter ended June 30, 2026, and provided a business update.

Insmed (INSM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Harmony Biosciences, Acadia, Biogen, Insmed and Agios show positive Earnings ESPs ahead of Q2 results, setting up closely watched earnings reports.

BRIDGEWATER, N.J., July 23, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will release its second-quarter 2026 financial results on Thursday, August 6, 2026.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
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