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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Insmed Incorporated (INSM) is 8/10.
Insmed delivered Q1 with BRINSUPRI continuing exceptional sequential growth, accumulating $350 million in revenue across its first two full quarters and outpacing all past specialty respiratory launch analogs. Organic demand was growing as the ready-and-waiting patient population completed, and ARIKAYCE growth continued with the ENCORE Phase IIIb trial succeeding. TPIP Phase III advanced across four indications with payer access and patient compliance exceeding benchmarks, while FY2026 guidance of at least $1 billion in BRINSUPRI revenue was reiterated.
Scored from Insmed Incorporated’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $104M | +24.8% | $-1.32 | -3.1% | 75.0% | -220.6% | -225.5% | $-203M |
| FY2025 Q1 | $93M | +22.9% | $-1.42 | -34.0% | 77.1% | -267.3% | -276.4% | $-272M |
| FY2025 Q2 | $107M | +18.9% | $-1.70 | +12.4% | 73.9% | -291.3% | -299.5% | $-209M |
| FY2025 Q3 | $142M | +52.4% | $-1.75 | -37.8% | 79.4% | -257.1% | -260.0% | $-222M |
| FY2025 Q4 | $264M | +152.6% | $-1.54 | -16.7% | 83.2% | -94.6% | -124.5% | $-294M |
| FY2026 Q1 | $306M | +229.6% | $-0.76 | +46.5% | 83.8% | -65.5% | -53.5% | $-226M |
| FY2026 Q2 | $425M | +296.1% | $-0.06 | +96.5% | 84.2% | -0.4% | -3.1% | $-321M |
All prior quarters are free.
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