Key Highlights

  • Q3 2026 total Revenue reached $524.4 million.
  • BRINSUPRI revenue was $400.1 million, up 29% sequentially.
  • ARIKAYCE revenue was $124.4 million, up 9% year over year.
  • Full year 2026 guidance raised to $1.35 billion to $1.40 billion for BRINSUPRI and $460 million to $470 million for ARIKAYCE.

BRINSUPRI Leads Quarterly Revenue

Insmed reported third quarter 2026 revenue of $524.4 million, driven primarily by BRINSUPRI sales of $400.1 million, a 29% increase from the prior quarter. ARIKAYCE, the company's other commercial product, contributed $124.4 million in revenue, reflecting 9% growth from the same period a year earlier. Together, the two products underpinned a quarter of continued commercial expansion for Insmed.

Guidance Raised on International and Regulatory Momentum

Management raised full year 2026 guidance for BRINSUPRI to a range of $1.35 billion to $1.40 billion and for ARIKAYCE to $460 million to $470 million, reflecting confidence in sustained Demand across both products. The updated outlook was supported by BRINSUPRI's commercial entry into Japan, opening a new international market with significant Long-term Growth potential, as well as FDA acceptance of a supplemental New Drug Application for ARIKAYCE, which could expand the product's approved use if cleared by regulators.

What drove Insmed's Q3 2026 revenue growth?

Growth was led by BRINSUPRI revenue of $400.1 million, up 29% sequentially, alongside ARIKAYCE revenue of $124.4 million, up 9% year over year.

Why did Insmed raise its full year 2026 guidance?

Insmed cited BRINSUPRI's commercial launch in Japan and FDA acceptance of the ARIKAYCE supplemental New Drug Application as key factors behind the higher guidance.