ISRG · 8-K · 20261020PR000067

Distribution Channels

INTUITIVE SURGICAL INC · 2026-10-20 · Importance 41 · Surprise 48 · In source text

Operating lease arrangements represented 291 of the 546 da Vinci systems placed in the third quarter of 2026. Usage-based operating leases accounted for 160 of those placements, compared with 115 usage-based placements in the prior-year quarter. Total operating-lease placements increased from 231 to 291 year over year, indicating broader use of flexible financing and utilization-based access models for hospitals and other care sites.

Key facts

• The Company stated that it completed the acquisition of the da Vinci and Ion distribution businesses in Italy, Spain, and Portugal and transitioned from a distributor to a direct sales model in those markets. source
• In Q3 2026 the Company placed 291 da Vinci systems under operating lease arrangements, of which 160 were placed under usage-based operating lease arrangements. source
• In Q3 2025 the Company placed 231 da Vinci systems under operating lease arrangements, of which 115 were placed under usage-based operating lease arrangements. source

Impact estimates