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INSM

Insmed·NASDAQ
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INSM fundamentals

Insmed (INSM) released its earnings on Feb 19, 2026: revenue was 263.84M (YoY +152.62%), beat estimates; EPS was -1.54 (YoY -16.67%), missed estimates.
Revenue / YoY
263.84M
+152.62%
EPS / YoY
-1.54
-16.67%
Report date
Feb 19, 2026
INSM Earnings Call Summary for Q4,2025

【Key Takeaways】

  • BRINSUPRI Milestone: 2026 revenue guidance of $1+ billion, with >$5 billion peak potential.
  • Market Expansion: 32 million COPD/asthma patients could be eligible if diagnosed with bronchiectasis.
  • Financial Strength: $1.4 billion cash; no capital needed for 2026 cash flow positivity.
  • Pipeline Momentum: TPIP Phase III for PAH, ENCORE trial to expand ARIKAYCE label.
  • Execution Confidence: BRINSUPRI Q4 2025 revenue exceeded expectations, GTN stable at mid-20s%.

Earnings

EPS
Revenue

Revenue & Expenses

INSM has released its 2025 Q4 earnings report, with revenue of 263.84M, reflecting a YoY change of 152.62%, and net profit of -328.49M, showing a YoY change of -39.46%. The Sankey diagram below clearly presents INSM's revenue sources and cost distribution.

Key Indicators

Insmed (INSM) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Insmed (INSM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

Insmed (INSM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Insmed (INSM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Insmed (INSM) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend

Track Insmed (INSM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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