ISRG · 10-Q · 2026Q2 · Full report

Procedure Volume Trends

INTUITIVE SURGICAL INC · 2026-07-21 · Importance 48 · Surprise 56

U.S. da Vinci procedures grew 12% in the second quarter of 2026 and 13% in the first six months, versus 14% growth in both comparable 2025 periods. OUS da Vinci procedures grew 20% in both 2026 periods, compared with 23% quarterly and 24% year-to-date growth in 2025, with strength in general surgery, urology, and gynecology. Ion biopsy procedures increased 36% to approximately 47,900 in the second quarter, supported by a 21% increase in the installed base to approximately 1,096 systems. U.S. bariatric procedures declined by a high-single-digit percentage in the quarter and approximately 10% in the first six months, while expiration of enhanced ACA premium subsidies modestly affected U.S. procedure growth.

Key facts

• Approximately 47,900 biopsy procedures were performed with Ion systems in the three months ended June 30, 2026, compared to approximately 35,300 in the three months ended June 30, 2025. source
• OUS da Vinci procedures grew approximately 20% for the three months ended June 30, 2026. source
• OUS da Vinci procedures grew approximately 20% for the six months ended June 30, 2026. source
• Approximately 47,900 Ion procedures were performed during the three months ended June 30, 2026, an increase of 36% compared to approximately 35,300 Ion procedures for the three months ended June 30, 2025. source
• As of June 30, 2026, we had an Ion system installed base of approximately 1,096 systems, an increase of 21% compared to an installed base of approximately 905 systems as of June 30, 2025. source
• In the U.S., we estimate Ion’s penetration of overall lung biopsy procedures has exceeded the halfway point. source
• Approximately 889,000 da Vinci procedures were performed during the three months ended June 30, 2026, an increase of 15% compared to approximately 775,000 da Vinci procedures for the three months ended June 30, 2025. source
• Total da Vinci procedures grew approximately 15% for the three months ended June 30, 2026, compared to approximately 17% for the three months ended June 30, 2025. source