Insmed (INSM) Reports Q3 Loss, Beats Revenue Estimates

Core Insights - Insmed reported a quarterly loss of $1.75 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.32, and compared to a loss of $1.27 per share a year ago [1][2] - The company achieved revenues of $142.34 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 24.16%, and up from $93.43 million year-over-year [3] - Insmed's stock has increased by approximately 141.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$1.16 on revenues of $154.71 million, and for the current fiscal year, it is -$5.55 on revenues of $469.57 million [8] - The estimate revisions trend for Insmed was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - Insmed operates within the Medical - Biomedical and Genetics industry, which is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Another company in the same industry, Cue Biopharma, is expected to report a quarterly loss of $0.10 per share, reflecting a year-over-year change of +41.2%, with revenues projected to be $2.5 million, down 25.2% from the previous year [10]