Insmed (INSM) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended December 2025, Insmed (INSM) reported revenue of $263.84 million, up 152.6% over the same period last year. EPS came in at -$1.54, compared to -$1.32 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $263.87 million, representing a surprise of -0.01%. The company delivered an EPS surprise of -43.78%, with the consensus EPS estimate being -$1.07.

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:

• Revenue- U.S.: $218 million versus $197 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +221.5% change.
• Revenues- ARIKAYCE - International: $45.9 million compared to the $44.79 million average estimate based on three analysts.
• Revenues- ARIKAYCE - US: $73.4 million compared to the $73.92 million average estimate based on three analysts.
• Revenue- International: $45.9 million compared to the $44.79 million average estimate based on three analysts. The reported number represents a change of +678% year over year.
• Revenues- ARIKAYCE - Total: $119.2 million versus the four-analyst average estimate of $118.81 million.
• Revenues - BRINSUPRI -Total: $144.6 million versus the four-analyst average estimate of $128.56 million.

View all Key Company Metrics for Insmed here>>>

Shares of Insmed have returned -3.3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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