ISRG · News · 20261021N

Antitrust Litigation Settlement

INTUITIVE SURGICAL INC · 2026-10-21 · Importance 67 · Surprise 66 · In source text

Intuitive Surgical recorded a $450 million settlement charge in Q3 2026. The charge reduced GAAP EPS to $1.49 from $1.95 in the prior-year quarter. Adjusted EPS excluded the settlement-related impact and reached $3.00, up 25% year over year. The settlement was large enough to materially affect quarterly profitability and operating margin.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-15.6%Intuitive took a $450 million settlement/charge related to litigation that impacted Q3 adjusted earnings commentary.
net_incomenegativerealized—Intuitive took a $450 million settlement/charge related to litigation that impacted Q3 adjusted earnings commentary.