ISRG · 10-Q · 2026Q2 · Full report

Operating Income and Margins

INTUITIVE SURGICAL INC · 2026-07-21 · Importance 64 · Surprise 56 · Matches filing data

Operating income increased 31% to $972 million in the second quarter of 2026 from $743 million in the second quarter of 2025. The increase outpaced 19% revenue growth, indicating operating margin expansion during the quarter. Second-quarter operating income included $213 million of share-based compensation expense, compared with $200 million in the prior-year quarter. Intangible asset-related charges increased to $24.0 million from $4.8 million year over year.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomepositiverealized+7.9%Operating income increased by 31% to $972 million for the three months ended June 30, 2026, compared to $743 million during the three…