earnings
confidence high
sentiment positive
materiality 0.85
Insmed Q2 2026 revenue $425.5M; BRINSUPRI $309.2M; raises FY guidance to $1.25-1.40B
INSMED Inc
2026-Q2 EPS reported
-$0.82
revenue$731,450,000
- Total Q2 2026 revenue $425.5M, up 296% YoY; BRINSUPRI $309.2M (49% QoQ growth), ARIKAYCE $116.3M (+8% YoY).
- Net loss narrowed to $13.2M ($0.06/sh) from $321.7M ($1.70/sh) in Q2 2025; cash & securities $1.2B.
- Raised 2026 BRINSUPRI revenue guidance to $1.25B-$1.40B (from at least $1B); ARIKAYCE guidance reiterated at $450M-$470M.
- Raised peak revenue estimate for BRINSUPRI to >$7B, TPIP to >$6B, total three lead programs >$14B.
- Submitted sNDA for ARIKAYCE in newly diagnosed MAC lung disease; positive 12-month TPIP OLE data in PAH.