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INSM INSMED Inc

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Healthcare

Scale

Market cap
$26.8bn
Revenue TTM
$1.1bn
Net income TTM
$-875m
Free cash flow
$-808m
Composite score
37.4
Sector rank
#365

Valuation

P / E
EV / EBITDA
EV / sales
23.0
FCF yield
-3.02%
Earnings yield vs 10-yr
-8.00pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-76.9%
EBITDA margin
-72.2%
ROE
-115.5%
ROIC
-597.5%
Revenue growth
185.8%

Insider activity, last 90 days

Net open-market
$-44.78m
Buyers
0
Sellers
6

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We have financed our operations primarily through the public offerings of our equity securities, debt financings and revenue interest financings. The following table summarizes revenue by product and geography for the three months ended June 30, 2026 and 2025 (in thousands): Product revenues, net, for the three months ended June 30, 2026 were $425.5 million as compared to $107.4 million for the same period in 2025, an increase of $318.1 million, or 296%. This increase was a result of $308.6 million of US commercial sales of BRINSUPRI following approval in August 2025 and an $8.9 million growth in sales of ARIKAYCE, primarily driven by growth in international sales. …INSMED Inc, 10-Q, period ended 2026-06-30, filed 2026-08-06

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