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Insmed (INSM) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2026, Insmed (INSM - Free Report) reported revenue of $524.43 million, up 268.4% over the same period last year. EPS came in at -$0.46, compared to -$1.75 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $501.26 million, representing a surprise of +4.62%. The company delivered an EPS surprise of -35.29%, with the consensus EPS estimate being -$0.34.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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- BRINSUPRI - U.S: $398.1 million versus the four-analyst average estimate of $376.44 million.
  • Revenues- International: $50.8 million compared to the $45.86 million average estimate based on three analysts.
  • Revenues- ARIKAYCE- International: $48.9 million versus the three-analyst average estimate of $45.32 million.
  • Revenues- U.S.: $473.6 million compared to the $455.01 million average estimate based on three analysts. The reported number represents a change of +364.2% year over year.
  • Revenues- ARIKAYCE- U.S.: $75.5 million versus the three-analyst average estimate of $78.78 million.
  • Revenues- BRINSUPRI - International: $2 million compared to the $0.81 million average estimate based on two analysts.
  • Revenues- ARIKAYCE- Total: $124.4 million versus $123.75 million estimated by seven analysts on average.
  • Revenues- BRINSUPRI- Total: $400.1 million compared to the $377.51 million average estimate based on seven analysts.

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 +0.9% 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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