---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-031502"
form_type: "8-K"
ticker: "INSM"
cik: "0001104506"
company_name: "INSMED Inc"
filed_at: "2026-08-06T11:00:41+00:00"
generated_at: "2026-08-06T11:05:32.455956+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Insmed Q2 2026 revenue $425.5M; BRINSUPRI $309.2M; raises FY guidance to $1.25-1.40B

## Summary
- 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.

## SEC filing metadata
- accession: 0001140361-26-031502
- form_type: 8-K
- ticker: INSM
- cik: 0001104506
- company_name: INSMED Inc
- filed_at: 2026-08-06T11:00:41+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/0001140361-26-031502-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/ef20079469_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-031502
- JSON: https://secwatch.observer/filing/0001140361-26-031502.json
- Plain text: https://secwatch.observer/filing/0001140361-26-031502.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.