AI brief of an SEC Form 8-K · INSMED Inc (INSM)

Insmed Q3 revenue rises to $524.4 million; raises BRINSUPRI revenue guidance

Positive Impact 4 of 5 earnings Written later

Insmed reported third-quarter 2026 total revenue of $524.4 million, up from $142.3 million a year earlier, and raised the low end of its full-year 2026 revenue guidance for BRINSUPRI and ARIKAYCE. The net loss narrowed to $100.3 million, or $0.46 per share, from $370.0 million, or $1.75 per share, in the third quarter of 2025, though operating expenses rose sharply.

Key points

  • Q3 2026 revenue: BRINSUPRI $400.1 million and ARIKAYCE $124.4 million, for total revenue of $524.4 million.
  • Net loss of $100.3 million, or $0.46 per share, versus a net loss of $370.0 million, or $1.75 per share, in Q3 2025.
  • 2026 BRINSUPRI revenue guidance raised to $1.35 billion to $1.4 billion from $1.25 billion to $1.4 billion.
  • 2026 ARIKAYCE revenue guidance raised to $460 million to $470 million from $450 million to $470 million.

The filing

CompanyINSMED Inc (INSM)
Form8-K, current report
Filed with the SECOct 29, 2026, 7:01 AM ET
Accession number0001140361-26-041097

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.