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Insmed (INSM) Reports Q2 Earnings: What Key Metrics Have to Say

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Insmed (INSM - Free Report) reported $425.49 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 296.1%. EPS of -$0.52 for the same period compares to -$1.70 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $389.72 million, representing a surprise of +9.18%. The company delivered an EPS surprise of +24.64%, with the consensus EPS estimate being -$0.69.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Insmed performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- U.S.: $378.74 million versus the four-analyst average estimate of $334.1 million. The reported number represents a year-over-year change of +451.4%.
  • Revenues- ARIKAYCE- International: $46.13 million compared to the $40.67 million average estimate based on four analysts.
  • Revenues- ARIKAYCE- U.S.: $70.19 million versus $73.5 million estimated by four analysts on average.
  • Revenues- International: $46.75 million compared to the $42.82 million average estimate based on four analysts. The reported number represents a change of +480% year over year.
  • Revenues- ARIKAYCE- Total: $116.32 million compared to the $113.9 million average estimate based on seven analysts.
  • Revenues- BRINSUPRI- Total: $309.17 million versus $275.82 million estimated by seven analysts on average.

View all Key Company Metrics for Insmed here>>>

Shares of Insmed have returned -15% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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