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Key Results
Actual vs Consensus
EPS: -$0.46 vs -$0.38 estimate, missed.Revenue: $524M vs $500M estimate, beat+4.8%.Profitability and Cash Flow
Period: 2026 Q3 period ended 2026-09-30Revenue: $524M; YoY: +268.4%; QoQ: +23.3%Gross profit: $446M; Gross margin: 85.1%Operating income: -$89M; Operating margin: -17.0%Net income: -$100M; GAAP diluted EPS: -$0.46Operating cash flow: -$36M; Capex: $6M; Free cash flow: -$42MCash: $397M; Total debt: $40M; Net cash: $357MOfficial release: Insmed Reports Third-Quarter 2026 Financial Results and Provides Business Update
核心结果
实际值与市场预期
EPS:-$0.46 vs -$0.38 预期,低于预期。营收:$524M vs $500M 预期,高于预期+4.8%。财务指标
期间:2026 Q3(截至 2026-09-30)营收:$524M;同比:+268.4%;环比:+23.3%毛利润:$446M;毛利率:85.1%经营利润:-$89M;经营利润率:-17.0%净利润:-$100M;GAAP 稀释 EPS:-$0.46经营现金流:-$36M;资本开支:$6M;自由现金流:-$42M现金:$397M;总债务:$40M;净现金:$357M