Insmed Incorporated · INSM · Next earnings

Insmed Incorporated reports Thursday, Oct 29, 2026

INSM reports before market open with consensus EPS at $-0.39 and revenue at $499.1M. Last quarter: Insmed raises revenue outlook as BRINSUPRI passes $1 billion

Reports Before market open0 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $-0.39 Calendar consensus
Consensus revenue $499.1M Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 0 days away

Where INSM left off: FY2026 Q3

Full report

Insmed raises revenue outlook as BRINSUPRI passes $1 billion

EPS surprise — Reported — vs $-0.39
Revenue surprise — Reported — vs $499.1M
Stock move +13.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year revenue guidance to $1.35-$1.40 billion from the prior $1.25-$1.40 billion range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition from other DPP1 inhibitors and prostanoid therapies
  • Regulatory and label-expansion risk for TPIP and ARIKAYCE
  • Manufacturing, reimbursement and payer-approval risks as programs and markets expand

Questions analysts left open

  • Patient discontinuation and long-term persistence trends
  • Timing for TPIP ILD and PAH data
  • Expense thresholds for operating cash-flow breakeven

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Recent INSM quarters

All INSM earnings
+13.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.