Insmed reports Q1 EPS (76c), consensus ($1.00)

Reports Q1 revenue $306.0M, consensus $300.8M. “In the first quarter of 2026, momentum across Insmed’s (INSM) commercial portfolio and pipeline continued to build,” said CEO Will Lewis. “The trajectory of the BRINSUPRI launch continues to exceed our expectations, and we are especially encouraged by the positive topline results from the ENCORE Phase 3b study, which could enable us to extend our reach to even more patients. We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of delivering meaningful innovation and improving the lives of patients with serious diseases.”