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$121.16 +3.09 (+2.62%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
Market Cap
$26.58B
Shares
219.38M
Volume · Nov 13 1.54M Avg daily vol (3M) 2.77M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $606.42M up 66.7% 10-K filed Feb 19, 2026 Quarterly report FY2026 Q3 Revenue $524.43M up 268.4% 10-Q filed Oct 29, 2026 Latest results Total revenue reached $524.4 Million in third quarter 8-K filed Oct 29, 2026 Earnings call Q3 2026 earnings call Held Oct 29, 2026
2026
Oct 29
Earnings call
Q3 2026 earnings call

INSMED reported Brinsupri revenue of $400.1 million and Aircase revenue of $124.4 million for third-quarter 2026, raised full-year guidance and expects cash flow positivity in 2027. Aircase received FDA priority review with a January 28th, 2027 PDUFA target date.

Oct 29
Current report 8-K
Total revenue reached $524.4 Million in third quarter

Insmed reported third-quarter total revenue of $524.4 Million, including $400.1 Million from BRINSUPRI and $124.4 Million from ARIKAYCE. It raised full-year 2026 guidance to $1.35 Billion to $1.4 Billion for BRINSUPRI and $460 Million to $470 Million for ARIKAYCE.

Financial results Read from the first part of this long document
5 source passages
—Total Company Revenues of $524.4 Million for the Third Quarter of 2026— —BRINSUPRI^®^ (brensocatib) Revenues of $400.1 Million for the Third Quarter of 2026, Reflecting 29% Growth Over the Second Quarter of 2026— —ARIKAYCE^®^ (amikacin liposome inhalation suspension) Revenues of $124.4 Million for the Third Quarter of 2026, Reflecting 9% Growth Over the Third Quarter of 2025— —Company Raises 2026 BRINSUPRI Revenue Guidance to $1.35 Billion to $1.4 Billion— —Company Raises 2026 ARIKAYCE Revenue Guidance to $460 Million to $470 Million— Open the document at this passage
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

INSMED Inc reported nine-month 2026 product revenues of $1,255.9 million, up 267% from $342.6 million, driven by BRINSUPRI’s $885.8 million U.S. sales growth. R&D rose 34% to $689.5 million and SG&A rose 53% to $747.8 million.

Revenue $524.43M ▲ 268.4% Net loss $100.32M Diluted EPS -$0.46
Read from the MD&A section
Oct 5
Current report 8-K
Director or officer change, or executive pay, Regulation FD disclosure

Insmed Incorporated announced Sara Bonstein will step down as CFO effective October 30, 2026, and a successor search is underway. It reaffirmed full-year 2026 revenue guidance of $1.25 billion to $1.40 billion for BRINSUPRI and $450 million to $470 million for ARIKAYCE.

Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $425.49M ▲ 296.1% Net loss $13.24M Diluted EPS -$0.06
May 7
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $305.96M ▲ 229.6% Net loss $163.56M Diluted EPS -$0.76
Apr 1
Proxy statement DEF 14A Meeting May 13, 2026
Proxy statement AI summary on its way
Feb 19
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $606.42M ▲ 66.7% Net loss $1.28B Diluted EPS -$6.42
2025
Showing 1–50 of 165 documents
Key facts CIK 1104506 CUSIP 457669307 13F (30d) 550 filings 499 filers Visit website Investor relations