ISRG · 8-K · 20261020PR000067

Revenue Performance and Mix

INTUITIVE SURGICAL INC · 2026-10-20 · Importance 52 · Surprise 30 · From source text

Third-quarter 2026 revenue increased 22% year over year to $3.05 billion from $2.51 billion and increased 5% sequentially from $2.89 billion in the second quarter. Instruments and accessories revenue rose 18% year over year to $1.80 billion, driven by 14% da Vinci procedure growth and 31% Ion procedure growth. Systems revenue increased to $769 million from $590 million, while services revenue increased to $482 million from $396 million. The revenue increase was driven by procedure-volume growth, higher operating lease revenue, and a larger installed base of systems.

Key facts

• Third quarter 2026 revenue was $3.05 billion, an increase of 22% compared with $2.51 billion in Q3 2025. source
• Third quarter 2026 instruments and accessories revenue increase was primarily driven by approximately 14% growth in da Vinci procedure volume and approximately 31% growth in Ion procedure volume. source
• Total revenue for Q3 2026 was $3,048.7 million, compared with $2,505.1 million in Q3 2025. source
• Nine months ended September 30, 2026 total revenue was $8,711.8 million compared with $7,198.5 million for the nine months ended September 30, 2025. source
• Third quarter 2026 instruments and accessories revenue increased by 18% to $1.80 billion, compared with $1.52 billion in Q3 2025. source
• Third quarter 2026 systems revenue was $769 million, compared with $590 million in Q3 2025. source
• Third quarter 2026 systems revenue increase reflected increased da Vinci system placements and a higher lease installed base. source

Impact estimates