Earning Analysis
Welcome to our in-depth analysis of Insmed Inc(INSM) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Insmed Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | Pre-Market | -1.32 | -1.75 | -32.58 | 115.50M | 142.34M | +23.24 | +16.33 | +9.48 |
| FY2025Q2 | 2025-08-07 | Pre-Market | -1.30 | -1.70 | -30.77 | 104.31M | 107.42M | +2.97 | -1.76 | +9.65 |
| FY2025Q1 | 2025-05-08 | Pre-Market | -1.36 | -1.42 | -4.41 | 91.25M | 92.82M | +1.73 | -3.88 | -3.76 |
| FY2024Q4 | 2025-02-20 | Pre-Market | -1.15 | -1.32 | -14.78 | 102.44M | 104.44M | +1.95 | -0.26 | -6.84 |
| FY2024Q3 | 2024-10-31 | Pre-Market | -1.19 | -1.27 | -6.72 | 93.23M | 93.43M | +0.21 | -4.30 | +3.64 |
| FY2024Q2 | 2024-08-08 | Pre-Market | -1.22 | -1.94 | +59.02 | 87.78M | 90.34M | +2.91 | +1.16 | +5.47 |
| FY2024Q1 | 2024-05-09 | - | -1.22 | -1.06 | +13.11 | 78.76M | 75.50M | -4.14 | +1.46 | -4.12 |
| FY2023Q4 | 2024-02-22 | - | -1.13 | -1.28 | -13.27 | 82.61M | 83.69M | +1.31 | -3.86 | -0.74 |
| FY2023Q3 | 2023-10-26 | - | -1.06 | -1.10 | -3.77 | 79.32M | 79.07M | -0.32 | +0.39 | -1.81 |
| FY2023Q2 | 2023-08-03 | - | -1.10 | -1.78 | -61.82 | 70.23M | 77.23M | +9.97 | +1.75 | -1.15 |
INSM Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Insmed Inc reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of -1.75, compared to analyst estimates of -1.32 by -32.58% . Revenue for the quarter reached 142.34M compared to expectations of 115.50M by 23.24% .
The stock price reacted with a 16.33% one-day change and a 9.48% five-day change following the earnings release. These movements reflect market reaction in Insmed Inc growth trajectory and strategic initiatives.
INSM Earnings Forecast
Looking ahead, Insmed Inc(INSM) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 171.87M and an EPS of -1.28.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 7.48%, while EPS estimates have been Revise Upward by 10.27%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 9.91% . These revisions correlate with a 41.31% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Insmed Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between INSM's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+7.48%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+10.27%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+9.91%
In Past 3 Month
Stock Price
Go Up
+41.31%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:507.13M
--
EPS Estimate-Annual FY 2025:-6.12
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Stock Price205.04
INSM Revenue and EPS Performance: A Historical Perspective
Insmed Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,Pre-Market):
EPS: -1.75 (Actual) vs.-1.32 (Estimate) (-32.58%)
Revenue: 142.34M (Actual) vs. 115.50M (Estimate) (23.24%)
Price Reaction: 16.33%(1-Day), 9.48%(5-Day)
FY2025Q2 (2025-08-07,Pre-Market):
EPS: -1.70 (Actual) vs.-1.30 (Estimate) (-30.77%)
Revenue: 107.42M (Actual) vs. 104.31M (Estimate) (2.97%)
Price Reaction: -1.76%(1-Day), 9.65%(5-Day)
FY2025Q1 (2025-05-08,Pre-Market):
EPS: -1.42 (Actual) vs.-1.36 (Estimate) (-4.41%)
Revenue: 92.82M (Actual) vs. 91.25M (Estimate) (1.73%)
Price Reaction: -3.88%(1-Day), -3.76%(5-Day)
Earnings Reaction
The chart below shows how INSM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, INSM sees a -1.16% change in stock price 10 days leading up to the earnings, and a +0.87% change 10 days following the report. On the earnings day itself, the stock moves by +0.70%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -2.38% on the day following the earnings release and then changed by -1.68% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Insmed Inc (INSM) Q3 2025 Earnings Call Summary
Positive
2025-10-30
The earnings call highlights strong financial health, upcoming product launches, and promising pipeline developments. Despite some uncertainties in data and study outcomes, the overall sentiment is positive due to expected revenue growth and strategic market expansions. The Q&A section does not reveal major concerns that would negatively impact the stock. The company's robust cash position and anticipated decrease in cash burn further support a positive outlook.
Insmed Inc (INSM) Q2 2025 Earnings Call Summary
Positive
2025-08-07
The earnings call summary and Q&A indicate strong financial performance, strategic product development, and positive market strategy. The optimism about expanding patient pools and positive payer feedback further enhance the sentiment. Despite some uncertainties in revenue guidance, the overall outlook is positive, especially with the anticipation of successful launches and potential market expansions. The company's robust cash position and strategic partnerships suggest a favorable stock price movement in the short term.
Insmed Inc (INSM) Q1 2025 Earnings Call Summary
Neutral
2025-05-08
The earnings call presents a mixed picture. Strong revenue growth and cash position are positives, but concerns arise from potential dilution due to convertible debt and management's vague responses in the Q&A. The lack of clear guidance and specifics on key issues, along with the potential impact of MFN legislation, tempers optimism. The market may react cautiously, leading to a neutral stock price movement.
Insmed Incorporated (INSM) Q3 2024 Earnings Call Summary
Positive
2024-10-31
The earnings call highlights strong financial performance with 18% YoY revenue growth, a solid cash position of $1.5 billion, and effective cost management. Despite risks in clinical trials, the company has a strategic sales force expansion and a promising pipeline, particularly for brensocatib. The Q&A reveals high interest in sales roles and a focus on minimizing dilution. Although management was vague about pricing and timelines, the overall sentiment is positive, with potential catalysts like priority review for brensocatib and strong market demand for ARIKAYCE. The stock is likely to see a 2-8% increase.
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FAQ
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