Latest Earnings Results: Q3 '26
Estimated EPS
-$0.38
Reported EPS
-$0.46
Surprise
-20.14%
Estimated Rev
$500.36M
Reported Rev
$524.43M
Surprise
+4.81%
• Reported GAAP EPS of -$0.46 up 73.71% YoY • Reported revenue of $524.43M up 268.43% YoY • Insmed raised full-year 2026 revenue guidance for BRINSUPRI to $1.35B to $1.4B and ARIKAYCE to $460M to $470M, from prior guidance.
Bullish Takeaway
Insmeds BRINSUPRI and ARIKAYCE revenues grew, BRINSUPRI launched in Japan as the first and only MHLW-approved NCFB treatment, and TPIP Phase 3 programs advanced across four indications.
Bearish Takeaway
Insmeds R&D and SG&A expenses exceeded their year-ago levels, the company reported a third-quarter net loss, and ARIKAYCEs U.S. indication is limited while clinical benefit has not yet been established.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -$0.32 | -- | -- | N/A |
Q3 '26 | -$0.38 | -$0.46 | -20.14% | MISSED |
Q2 '26 | -$0.69 | -$0.06 | 91.35% | BEAT |
Q1 '26 | -$0.96 | -$0.76 | 21.11% | BEAT |
Q4 '25 | -$1.07 | -$1.54 | -43.74% | MISSED |