ISRG · News · 20261105N

Revenue Performance and Mix

INTUITIVE SURGICAL INC · 2026-11-05 · Importance 58 · Surprise 56

In the third quarter of 2026, da Vinci system placements rose 28% year over year to 546 systems from 427. Net placements increased 40%, expanding the installed base. Systems revenue grew 30% to $769 million, outpacing procedure growth and reflecting new installations and the value of systems sold.

Key facts

• Intuitive Surgical's forecasted revenue growth was expected to slow, with potential impact from lower prices in China ahead of its next earnings report in January 2027. source