ISRG · 10-Q · 2026Q2 · Full report

Customer Capital Spending

INTUITIVE SURGICAL INC · 2026-07-21 · Importance 17 · Surprise 24

Some customers faced lower public healthcare funding and other financial pressures, leading to continued caution around overall capital spending. In China, tender cancellations and delays constrained system placements, while in the U.S. Ion customers increasingly shifted from adding capacity to improving utilization because Ion penetration of lung biopsy procedures exceeded half. Leasing structures, including fixed-payment and usage-based arrangements, provided customers with flexibility and reduced upfront capital requirements as hospitals expanded robotic programs.

Key facts

• As of June 30, 2026, da Vinci installed base was approximately 11,710 systems compared to approximately 10,488 systems as of June 30, 2025. source
• 468 da Vinci surgical systems were placed during the three months ended June 30, 2026, an increase of 18% compared to 395 systems during the three months ended June 30, 2025. source
• During Q2 2026, 468 da Vinci surgical systems were placed compared to 395 systems in Q2 2025. source
• 55 Ion systems were placed during the three months ended June 30, 2026, an increase of 2% compared to 54 systems during the three months ended June 30, 2025. source