The earnings call presented a mix of significant achievements, particularly the strong launch of BRINSUPRI and robust performance of ARIKAYCE. However, the company expressed caution about the early dynamics of the BRINSUPRI launch and uncertainties in market access, indicating a balanced outlook.

Company Guidance

During the Insmed Third Quarter 2025 Financial Results call, guidance was provided on various metrics and future expectations. BRINSUPRI, approved by the FDA in August, achieved $28 million in net sales within its first partial quarter, with approximately 2,550 patients starting treatment and around 1,700 physicians having written prescriptions. The company anticipates a significant commercial opportunity, drawing comparisons to strong respiratory launches like DUPIXENT, aiming for high double-digit million in revenue over the first two full quarters. Insmed's ARIKAYCE also showed strong performance, prompting an increase in full-year revenue guidance to $420-430 million. The company holds approximately $1.7 billion in cash and remains focused on various pipeline developments, including the BiRCh study for brensocatib, the TPIP program, and gene therapy programs, projecting a busy 2026 and 2027 with potential Phase III trial initiations.

Successful Launch of BRINSUPRI

BRINSUPRI achieved $28 million in net sales within its first partial quarter of launch. Approximately 2,550 new patients started treatment, and about 1,700 physicians prescribed it.

ARIKAYCE Performance

ARIKAYCE posted its largest quarter of revenue ever, up 22% compared to the same quarter last year. The company raised its 2025 full-year global ARIKAYCE net revenue guidance to $420 million to $430 million.

Regulatory Progress for Brensocatib

CHMP issued a positive opinion recommending brensocatib for the treatment of non-cystic fibrosis bronchiectasis in the EU, with potential launch in early 2026.

Pipeline Developments

Insmed expects several clinical readouts and trial initiations in the next 18 months, including potential Phase III programs for TPIP in PAH and other indications.

Insmed (INSM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

INSM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	-1.26 / -	-1.32	―	―	―
Oct 30, 2025	2025 (Q3)	-1.33 / -1.75	-1.27	-37.80% (-0.48)
Aug 07, 2025	2025 (Q2)	-1.30 / -1.70	-1.94	12.37% (+0.24)
May 08, 2025	2025 (Q1)	-1.34 / -1.42	-1.06	-33.96% (-0.36)
Feb 20, 2025	2024 (Q4)	-1.17 / -1.32	-1.28	-3.13% (-0.04)	―
Oct 31, 2024	2024 (Q3)	-1.20 / -1.27	-1.11	-14.41% (-0.16)	―
Aug 08, 2024	2024 (Q2)	-1.24 / -1.94	-1.78	-8.99% (-0.16)	―
May 09, 2024	2024 (Q1)	-1.24 / -1.06	-1.17	9.40% (+0.11)
Feb 22, 2024	2023 (Q4)	-1.15 / -1.28	-1.21	-5.79% (-0.07)
Oct 26, 2023	2023 (Q3)	-1.14 / -1.11	-1.09	-1.83% (-0.02)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

INSM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 30, 2025	$166.95	$194.22	+16.33%
Aug 07, 2025	$111.26	$109.30	-1.76%
May 08, 2025	$68.28	$65.63	-3.88%
Feb 20, 2025	$83.83	$83.61	-0.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Insmed (INSM) report earnings?

Insmed (INSM) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).

What is Insmed (INSM) earnings time?

Insmed (INSM) earnings time is at Feb 19, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is INSM EPS forecast?

INSM EPS forecast for the fiscal quarter 2025 (Q4) is -1.26.

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