ISRG · News · 20261021N
Revenue Performance and Mix
INTUITIVE SURGICAL INC · 2026-10-21 · Importance 59 · Surprise 48 · No source text
Q3 2026 revenue increased 21.7% year over year to $3.05 billion, exceeding analyst expectations by approximately 4.9% to 5.3%. Instruments and accessories revenue rose 18.3% year over year to $1.80 billion from $1.52 billion. Revenue growth was driven by higher procedure volumes, increased system placements, and expansion of the installed base. Adjusted EPS increased 25% year over year to $3.00, while GAAP EPS declined to $1.49 from $1.95 because of a significant litigation charge.
Key facts
- Revenues increased 21.7% year over year to $3.05 billion in Q3 2026. source
- Instruments and accessories revenues increased 18.3% year over year to $1.80 billion from $1.52 billion. source
- ISRG reported a market capitalization of $154.7 billion in the Q3 coverage noted. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +18.8% | Revenues increased 21.7% year over year to $3.05 billion in Q3 2026. |
| revenue | positive | realized | +9.7% | Instruments and accessories revenues increased 18.3% year over year to $1.80 billion from $1.52 billion. |