Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus on both top and bottom lines, driven by the explosive commercial launch of BRINSUPRI. Revenue reached $425.5M vs. $393.4M expected, while Diluted EPS of -$0.06 substantially outperformed the -$0.67 consensus. The variance was primarily fueled by $308.6M in US BRINSUPRI sales, while a $99.8M non-cash gain from the change in fair value of contingent consideration provided a significant tailwind to net income.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Insmed(INSM) the Revenue is 425.49 M (+296.1%), Beat estimate;the EBIT is -1.548 M (+99.51%), Beat estimate;the EPS is -0.06 (+96.47%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.43B296.11%
0.39B266.20%
+0.03B29.91%
EBITExceed expectations
-0.00B99.51%
-0.14B55.25%
+0.14B44.26%
EPSExceed expectations
-0.0696.47%
-0.671860.48%
+0.611835.99%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf