Short answer
Insmed Incorporated (INSM) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $425M (up 296.1% year over year) with net income of −$13M.
Q2 2026 key financials · XBRL
- Revenue
- $425M
- +296.1% YoY · +39.1% QoQ
- Net income
- −$13M
- +95.9% YoY · +91.9% QoQ
- Operating margin
- -0.4%
- EPS (diluted)
- −$0.06
- +96.5% YoY · +92.1% QoQ
Source: XBRL data from the Insmed Incorporated (INSM) Q2 2026 10-Q on SEC EDGAR. USD.
Insmed Incorporated Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Product revenue $425.5M, up $318.1M or 296% YoY from $107.4M
- BRINSUPRI revenue $309.2M versus $0, outperforming ARIKAYCE revenue of $116.3M
- Product cost margin 84.2% versus 73.9% YoY, with costs 15.8% versus 26.1% of revenue
- R&D expenses $210.0M, up $32.8M or 19% YoY, primarily driven by TPIP development
- Cash and securities expected to fund operations at least 12 months; near-term focus on BRINSUPRI commercialization and ARIKAYCE label expansion
Risk Factors
- No material risk-factor changes identified; provided text contains only a general risk disclaimer
- Trading-plan disclosure: 101,100 shares under an officer’s Rule 10b5-1 plan
- Sell-to-cover arrangement: pre-arranged share sales for RSU tax withholding
- Regulatory compliance exposure: Rule 10b5-1 and Regulation S-K disclosure requirements
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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