Company Dossier · Health Care
Insmed
- Russell 1000
What Insmed is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $1.14 billion, up 185% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$0.81 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.03 billion, up 50% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 6, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 4 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $42.9 million on the open market.SEC Form 4
- 666 institutional managers reported a position at June 30, 2026 (−8 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 4 (10 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Jan 15, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Insmed yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Insmed: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
In the news
Headlines that name Insmed, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralInsmed CFO Sara Bonstein to Resign; INSM Reaffirms 2026 Revenue Guidance
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralInsmed CFO Sara Bonstein to step down, reaffirms guidance (INSM:NASDAQ)
seekingalpha.com · via Marketaux · Oct 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 20268-KDirector or officer changeItem 5.02
- Oct 19, 2026LobbyingLobbying report (LMH STRATEGIC SOLUTIONS)third_quarter 2026 · $0.1 million
- Oct 5, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (JEFFREY J. KIMBELL & ASSOCIATES, INC.)second_quarter 2026 · $0.0 million
- Jul 19, 2026LobbyingLobbying report (LMH STRATEGIC SOLUTIONS)second_quarter 2026 · $0.0 million
- Jul 17, 2026LobbyingLobbying report (LMH STRATEGIC SOLUTIONS)second_quarter 2026
- Jul 14, 2026Patent
- May 15, 20268-KShareholder vote resultsItem 5.07
- May 5, 2026Patent
- Apr 20, 2026LobbyingLobbying report (JEFFREY J. KIMBELL & ASSOCIATES, INC.)first_quarter 2026 · $0.0 million
- Feb 19, 20268-KDirector or officer changeItem 5.02
- Feb 19, 202610-KAnnual report (10-K)4 risk factors added, 1 removed
- Jan 20, 2026LobbyingLobbying report (JEFFREY J. KIMBELL & ASSOCIATES, INC.)fourth_quarter 2025 · $0.0 million
- Jan 15, 2026Risk event
- Jan 13, 2026Patent
- Nov 25, 2025Patent
- Oct 20, 2025LobbyingLobbying report (JEFFREY J. KIMBELL & ASSOCIATES, INC.)third_quarter 2025 · $0.0 million
- Aug 5, 2025Patent
- Jul 14, 2025LobbyingLobbying report (JEFFREY J. KIMBELL & ASSOCIATES, INC.)second_quarter 2025 · $0.0 million
- May 16, 20258-KDirector or officer changeItem 5.02
- May 16, 20258-KShareholder vote resultsItem 5.07
- Apr 17, 20258-KDirector or officer changeItem 5.02
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202510-KAnnual report (10-K)0 risk factors added, 2 removed
- Nov 19, 20248-KMaterial agreement terminatedItem 1.02
- Oct 31, 20248-KMaterial agreement signedItem 1.01
- Feb 22, 202410-KAnnual report (10-K)5 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Caris Life Sciences CAI | $1.0B | $0.1B | Jun 30, 2026 |
| Repligen RGEN | $0.8B | $0.1B | Jun 30, 2026 |
| Halozyme HALO | $1.7B | $0.8B | Jun 30, 2026 |
| Axsome Therapeutics AXSM | $0.8B | −$0.1B | Jun 30, 2026 |
| Arrowhead Pharmaceuticals ARWR | $0.7B | −$0.1B | Jun 30, 2026 |
| Moderna MRNA | $2.2B | −$1.2B | Jun 30, 2026 |
| Exelixis EXEL | $2.4B | $1.2B | Jul 3, 2026 |
| United Therapeutics UTHR | $3.1B | $1.1B | Jun 30, 2026 |
Identity
- SEC CIK
- 1104506