Insmed Inc (INSM)

Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.

Symbol
INSM
Exchange
Nasdaq
Sector
Healthcare
Industry
Biotechnology
Market cap
$26.37B
52 week range
90.39 - 212.75

Valuation

Share price
$118.34 (close of 2026-09-23)
P/E (TTM)
-29.33x
Price to book
34.82x
Price to free cash flow
-32.65x
Enterprise value
$26.41B
Book value per share
$3.47

Price performance

PeriodChange
1 day-2.20%
5 days-1.32%
1 month-5.91%
3 months+15.85%
6 months-17.81%
Year to date-32.00%
1 year-18.60%
3 years+352.20%
5 years+329.08%
10 years+701.76%
All time-28.28%

Profitability and growth

Return on equity
-172.78%
Return on invested capital
-152.94%
Return on assets
-56.38%
Return on capital employed
-69.43%
Gross margin
79.73%
Net margin
-210.54%
EBITDA margin
-203.87%
Revenue growth
66.73%
Net income growth
-39.73%
Free cash flow growth
-37.09%

Cash flow and balance sheet

Free cash flow yield (TTM)
-3.06%
Current ratio
3.72x
Net debt to EBITDA
-0.05x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$606.42M
Cost of revenue
$122.94M
Gross profit
$483.49M
EBITDA
$-1.24B
Net income
$-1.28B
Earnings per share
$-6.42
Research and development
$771.09M
Interest expense
$83.80M
Shares outstanding
199.01M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$606.42M$483.49M$-1.28B$-6.42
2024-12-31$363.71M$277.96M$-913.77M$-5.57
2023-12-31$305.21M$239.63M$-749.57M$-5.34
2022-12-31$245.36M$190.23M$-481.53M$-3.91
2021-12-31$188.46M$144.31M$-434.65M$-3.88
2020-12-31$164.41M$124.54M$-294.09M$-3.01
2019-12-31$136.47M$112.25M$-254.34M$-3.01
2018-12-31$9.84M$7.41M$-324.28M$-4.22
2017-12-31--$-192.65M$-2.89
2016-12-31--$-176.27M$-2.85

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3179.73%-210.54%-172.78%-152.94%
2024-12-3176.43%-251.24%-320.20%-99.89%
2023-12-3178.52%-245.59%225.83%-182.10%
2022-12-3177.53%-196.26%-547.50%-238.46%
2021-12-3176.57%-230.63%-105.89%-122.02%
2020-12-3175.75%-178.87%-106.60%-179.25%
2019-12-3182.26%-186.37%-97.20%-137.34%
2018-12-3175.36%-3297.17%-155.70%-1033.00%
2017-12-31---53.36%-531.99%
2016-12-31---114.11%-371.44%

Cash and debt by year

Period endCashDebt
2025-12-31$510.44M$540.96M
2024-12-31$555.03M$1.10B
2023-12-31$482.37M$1.16B
2022-12-31$1.07B$1.13B
2021-12-31$716.78M$566.59M
2020-12-31$532.76M$356.32M
2019-12-31$487.43M$335.94M
2018-12-31$495.07M$316.56M
2017-12-31$381.17M$55.57M
2016-12-31$162.59M$54.79M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$-967.58M$152.71M
2024-12-31$-705.80M$96.83M
2023-12-31$-549.53M$74.78M
2022-12-31$-410.32M$57.69M
2021-12-31$-370.59M$46.02M
2020-12-31$-225.59M$36.16M
2019-12-31$-292.92M$26.97M
2018-12-31$-271.07M$26.24M
2017-12-31$-162.62M$18.07M
2016-12-31$-150.91M$18.04M

Investor relations

Next earnings report

Next confirmed report
2026-10-29

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-06Jun/2026-
2026-05-07--
2026-02-19--
2025-10-30--
2025-08-07--
2025-05-08--
2025-02-20--
2024-10-31--

Filings and sources

Company website
insmed.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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