ISRG · Healthcare
INTUITIVE SURGICAL INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Revenue Performance and MixImportance 57 · Surprise 38Intuitive Surgical reported latest-period revenue of $3.6 billion, representing 34% year-over-year growth. The reported growth was associated with its da Vinci, SP, and Ion surgical systems and continued procedure…
- Market Demand TrendsImportance 45 · Surprise 64The global minimally invasive robotic surgical system market is projected to grow from $8.9 billion in 2025 to $18.15 billion by 2030, implying strong double-digit expansion. Demand is supported by precision, improved…
- Regulatory Approval MilestonesImportance 44 · Surprise 60European regulators approved expanded uses for Intuitive Surgical’s da Vinci surgical systems. The approvals cover transvaginal gynecologic procedures and adult cardiac surgery, broadening the systems’ potential…
News · 2026-09-22
- Competition and New EntrantsImportance 23 · Surprise 24Seeking Alpha analysis highlighted SS Innovations International as a higher-growth competitor to Intuitive Surgical in surgical robotics. SS Innovations’ lower-cost SSi Mantra platform is focused on emerging markets…
News · 2026-09-21
- ASC Growth StrategyImportance 31 · Surprise 42Intuitive Surgical is targeting ambulatory surgery centers (ASCs) as a growth area for its robotic-surgery platforms. The company is emphasizing refurbished XiR models to provide ASCs with a lower-cost entry point into…
- Strategic InitiativesImportance 31 · Surprise 42Intuitive Surgical is targeting ambulatory surgery centers (ASCs) as a growth channel for its robotic-surgery platforms. The strategy emphasizes refurbished XiR models to provide lower-cost entry points and broaden the…
- General Surgery ExpansionImportance 23 · Surprise 24Intuitive Surgical is targeting ambulatory surgery centers (ASCs) as a growth market for its robotic-surgery platforms. The company is emphasizing refurbished XiR systems as a lower-cost entry point intended to broaden…
News · 2026-09-17
- Competition and Market ShareImportance 34 · Surprise 42Medtronic received U.S. FDA clearance for its LigaSure vessel-sealing technology to be used with the Hugo soft tissue robotic surgery system. The clearance allows U.S. surgeons to use the familiar LigaSure instrument…
News · 2026-09-16
- Regulatory Approval MilestonesImportance 38 · Surprise 60Intuitive Surgical received a CE mark in Europe expanding the da Vinci SP system’s authorized use into transvaginal gynecologic procedures. The approval opens an additional women’s health application for the company’s…
News · 2026-09-15
- Regulatory Approval MilestonesImportance 44 · Surprise 60Intuitive Surgical received the European CE mark for its single-port da Vinci system in transvaginal gynecologic procedures. The indication expands the system’s prior 2024 clearance and supports less invasive, scarless…
- Products and TechnologyImportance 23 · Surprise 24A meta-analysis covering 14 million procedures found that da Vinci surgery produced better perioperative outcomes than laparoscopic and open surgery across 13 common conditions. The findings strengthen da Vinci’s…
News · 2026-09-14
- Regulatory Approval MilestonesImportance 38 · Surprise 60Intuitive Surgical received CE mark approval in Europe for Force Feedback instruments used with the da Vinci 5 surgical system. The company also announced more than 100 da Vinci 5 system enhancements, including…
- Product Launch and TransitionImportance 31 · Surprise 42Intuitive Surgical received European CE mark approval for Force Feedback instruments used with the da Vinci 5 surgical system. The company also introduced more than 100 da Vinci 5 system enhancements, including…
- AI and Telesurgery StrategyImportance 31 · Surprise 42Intuitive Surgical is using AI, software, data, and advanced instrumentation to strengthen the da Vinci ecosystem and defend its position in robotic surgery. The strategy emphasizes continuous software updates and…
- Competition and Market ShareImportance 17 · Surprise 24Intuitive Surgical is using AI, software, data, continuous software updates, and advanced instrumentation to defend its leadership in robotic surgery. The da Vinci ecosystem is being differentiated through AI-driven…
News · 2026-09-11
- Procedure Volume TrendsImportance 17 · Surprise 24Intuitive Surgical executives said the company remains focused on global procedure growth. Recent procedure growth has decelerated in the United States. China is also experiencing pressure, creating uneven momentum…
- Macroeconomic Factors ImpactImportance 17 · Surprise 24Intuitive Surgical executives said global procedure growth remains a priority despite a recent deceleration in U.S. procedures. The company cited policy-related uncertainty affecting U.S. hospitals and pressure in…
News · 2026-09-08
- Regulatory Approval MilestonesImportance 38 · Surprise 60Intuitive Surgical received CE mark approval in Europe for Force Feedback instruments used with the da Vinci 5 surgical system. The company also introduced more than 100 da Vinci 5 enhancements in Europe on September…
- Procedure Volume TrendsImportance 26 · Surprise 24Recent reporting points to moderating U.S. procedure growth after Intuitive Surgical’s post-pandemic expansion. Q2 2025 growth was supported by significant increases in da Vinci and Ion procedure volumes. The company…
- Products and TechnologyImportance 17 · Surprise 24A meta-analysis led by Intuitive Surgical evaluated da Vinci robotic-assisted surgery against laparoscopic and open procedures for 13 common benign conditions. The study covered more than 14 million procedures across…
- Competition and Market ShareImportance null · Surprise 24Third-party coverage continues to characterize Intuitive Surgical as the leading company in robotic-assisted surgery while noting increasing competition from well-funded rivals. The company’s installed da Vinci base…
News · 2026-09-07
- Competition and Market ShareImportance null · Surprise 24Third-party coverage continues to characterize Intuitive Surgical as the leading company in robotic-assisted surgery while noting increasing competition from well-funded rivals. The company’s installed da Vinci base…
News · 2026-09-04
- Competition and Market ShareImportance null · Surprise 24Third-party coverage continues to characterize Intuitive Surgical as the leading company in robotic-assisted surgery while noting increasing competition from well-funded rivals. The company’s installed da Vinci base…
News · 2026-09-02
- Revenue Performance and MixImportance 54 · Surprise 40Intuitive Surgical reported Q2 2025 revenue of $2.44 billion and non-GAAP EPS of $2.19, exceeding analyst expectations. Growth was driven by higher da Vinci and Ion procedure volumes. Instruments and accessories…
- Recurring Revenue MixImportance 50 · Surprise 24Intuitive Surgical was reported to generate approximately 85% of revenue from recurring sources tied to its installed da Vinci system base. The recurring stream includes instruments, accessories, and service activity…
- Guidance / OutlookImportance 47 · Surprise 60Intuitive Surgical provided positive full-year procedure growth guidance in its Q2 2025 earnings reporting. The reporting cited continued growth in da Vinci and Ion procedure volumes as support for the outlook.…
- Procedure Volume TrendsImportance 26 · Surprise 24Recent reporting points to moderating U.S. procedure growth after Intuitive Surgical’s post-pandemic expansion. Q2 2025 growth was supported by significant increases in da Vinci and Ion procedure volumes. The company…
- Product Launch and TransitionImportance null · Surprise 60Intuitive Surgical received CE mark approval in Europe for Force Feedback instruments used with the da Vinci 5 surgical system. The company also introduced more than 100 da Vinci 5 enhancements, including real-time…
News · 2026-09-01
- Research and Development ExpenseImportance 31 · Surprise 42Intuitive Surgical is increasing R&D investment despite macroeconomic challenges and competitive pressure. The company is directing innovation efforts toward artificial intelligence, machine learning, and robotics. R&D…
- Products and TechnologyImportance 31 · Surprise 42Intuitive Surgical is increasing research and development investment despite macroeconomic challenges and competitive pressures. The company is focusing on artificial intelligence, machine learning, and robotics…
- Strategic InitiativesImportance 31 · Surprise 42Intuitive Surgical is reportedly increasing research and development investment despite macroeconomic challenges and competitive pressures. The strategy emphasizes artificial intelligence, machine learning, and…
News · 2026-08-27
- Strategic InitiativesImportance 31 · Surprise 42Intuitive Surgical's record cash flow is funding research and development and manufacturing expansion. The company is supporting more than 100 updates to its da Vinci 5 surgical system. These investments are intended…
- Products and TechnologyImportance 31 · Surprise 42Intuitive Surgical is reported to be using record cash flow to fund research and development and manufacturing expansion. The company is also making more than 100 updates to the da Vinci 5 robotic-assisted surgery…
News · 2026-08-25
- Customer Capital SpendingImportance 41 · Surprise 48Hospitals accelerated da Vinci system placements, including a 24% increase in U.S. placements, according to third-party reporting. The placement growth suggests hospitals view current softness in procedure volumes as…
News · 2026-08-24
- Guidance / OutlookImportance 46 · Surprise 40Intuitive Surgical maintained conservative full-year 2026 guidance for da Vinci procedure growth of 13.5% to 15.5%. The outlook tempered investor enthusiasm despite Q2 2026 revenue growth of 19% and procedure growth of…
- Revenue Performance and MixImportance 36 · Surprise 40Intuitive Surgical reported Q2 2026 revenue growth of 19% year over year, exceeding market expectations. Q2 2026 procedures increased 16%, indicating procedure-volume growth was a major contributor to revenue…
- Procedure Volume TrendsImportance 30 · Surprise 40Intuitive Surgical reported second-quarter 2026 procedure growth of 16%, indicating continued expansion in robotic-assisted surgery demand. Revenue increased 19% year over year alongside the procedure increase,…
News · 2026-08-22
- Manufacturing And CapacityImportance 34 · Surprise 42Intuitive Surgical plans to open a 316,000-square-foot manufacturing facility in Penang, Malaysia, by 2028. The plant is expected to produce instruments and electromechanical devices for the da Vinci surgical system…
- Operating Income and MarginsImportance 26 · Surprise 24Intuitive Surgical’s operating margin reached 31.3%, continuing a widening trend over the past three years. The expanding margin indicates operating leverage and strong cash conversion despite the recent share-price…
News · 2026-08-21
- Revenue Performance and MixImportance 47 · Surprise 22Intuitive Surgical reported quarterly revenue of $2.89 billion, up 18.4% year over year. Quarterly sales increased 19%, while EPS rose 28% to $2.80. The reported results exceeded analyst expectations and indicate…
- Manufacturing And CapacityImportance 34 · Surprise 42Intuitive Surgical plans to open a 316,000-square-foot manufacturing facility in Penang, Malaysia, by 2028. The plant is expected to produce instruments and electromechanical devices for the da Vinci surgical system…
- Manufacturing Capacity ExpansionImportance 34 · Surprise 42Intuitive Surgical plans to open a 316,000-square-foot manufacturing facility in Penang, Malaysia, by 2028. The plant is expected to produce instruments and electromechanical devices for the da Vinci surgical system…
- Operating Income and MarginsImportance 26 · Surprise 24Intuitive Surgical’s operating margin reached 31.3%, continuing a widening trend over the past three years. The expanding margin indicates operating leverage and strong cash conversion despite the recent share-price…
- Procedure Volume TrendsImportance 20 · Surprise 24Third-party reporting says U.S. procedure growth has slowed, particularly for deferrable cases. The company attributed part of the slowdown to rising use of GLP-1 drugs, although analysts questioned that explanation.…
News · 2026-08-20
- Revenue Performance and MixImportance 54 · Surprise 40Intuitive Surgical reported Q2 2026 revenue of $2.89 billion, up 19% year over year. Worldwide da Vinci procedures increased 16% in the quarter, indicating procedure growth remained a key revenue driver. The company’s…
- Trade Policy and TariffsImportance 37 · Surprise 42Third-party reporting indicates that Intuitive Surgical anticipates tariff-related pressure on margins. The digest does not specify the tariff rates, affected countries, product classifications, implementation dates,…
- Competition and Market ShareImportance 23 · Surprise 24Coverage cites increasing competition in robotic-assisted surgery, including regulatory clearances for rival systems. Analysts reportedly reduced price targets while investors considered competition and hospital…
News · 2026-08-19
- Procedure Volume TrendsImportance 57 · Surprise 76Intuitive Surgical reported 16% worldwide procedure growth in the second quarter of 2026. The company’s recent cardiac clearance for the da Vinci 5 system expands the addressable robotic-assisted surgery market.…
- Revenue Performance and MixImportance 54 · Surprise 40Intuitive Surgical reported Q2 2026 revenue of $2.89 billion, up 19% year over year. Worldwide da Vinci procedures increased 16% in the quarter, indicating procedure growth remained a key revenue driver. The company’s…
- Regulatory Approval MilestonesImportance 47 · Surprise 60Recent regulatory clearances expanded the da Vinci 5 system’s permitted use in cardiac procedures. Third-party reporting characterizes cardiac surgery as a significant long-term opportunity and estimates potential…
- Manufacturing And CapacityImportance 40 · Surprise 42Intuitive Surgical is expanding its Asia-Pacific manufacturing footprint with a planned 316,000-square-foot facility in Penang, Malaysia. The facility is expected to begin operations in 2028 and manufacture surgical…
News · 2026-08-17
- Revenue Performance and MixImportance 47 · Surprise 22Intuitive Surgical reported a 19% year-over-year revenue increase in 2026, reaching approximately $2.89 billion in quarterly revenue. Quarterly EPS was reported at $2.80, exceeding analyst expectations alongside the…
- Competition and Market ShareImportance 47 · Surprise 60The FDA cleared Johnson & Johnson’s Ottava robotic surgical system, introducing a significant competitor to Intuitive Surgical in soft-tissue surgery. The competitive impact will depend on U.S. da Vinci procedure…
- Competition and New EntrantsImportance 47 · Surprise 60Johnson & Johnson received FDA clearance for its Ottava robotic system, introducing a significant new competitor to Intuitive Surgical in soft-tissue surgery. The report identifies U.S. da Vinci procedure growth as a…
- Manufacturing And CapacityImportance 34 · Surprise 42Intuitive Surgical is expanding its Asia-Pacific manufacturing footprint with a 316,000-square-foot facility in Penang, Malaysia. The facility is expected to begin operations in 2028 and create 1,200 skilled jobs by…
- Guidance / OutlookImportance 34 · Surprise 42Management did not raise full-year guidance after reporting strong second-quarter results. The decision contributed to investor concern despite the company’s 19% revenue growth and quarterly revenue of approximately…
News · 2026-08-16
- Revenue Performance and MixImportance 47 · Surprise 22Intuitive Surgical reported quarterly revenue of approximately $2.89 billion, up 18.4% year over year. Quarterly earnings were $2.80 per share, exceeding analyst estimates. The reported revenue growth exceeds the 3%…
News · 2026-08-15
- Revenue Performance and MixImportance 49 · Surprise 22Intuitive Surgical reported quarterly revenue of $2.89 billion, up 18.4% year over year. Quarterly EPS was $2.80, and results exceeded analyst estimates. The reported revenue growth exceeds the 10% materiality…
News · 2026-08-14
- Competition and New EntrantsImportance 44 · Surprise 60Johnson & Johnson’s Ottava surgical-robotics system received authorization from the U.S. Food and Drug Administration, introducing a new competitor to Intuitive Surgical’s da Vinci systems. Ottava’s space-saving design…
News · 2026-08-13
- Product Launch and TransitionImportance 26 · Surprise 24Pomona Valley Hospital Medical Center acquired three Intuitive da Vinci 5 surgical systems, expanding its robotic surgery fleet. The systems provide improved image resolution, more realistic 3D imaging, and reduced…