ISRG · Earnings call · 2026Q3T · Full report

Segment Revenue Performance

INTUITIVE SURGICAL INC · 2026-10-20 · Importance 68 · Surprise 56

Q3 I&A revenue increased 18% to $1.8 billion, with da Vinci I&A revenue per procedure at approximately $1,860 versus $1,800 a year earlier. Higher SP procedures and da Vinci 5-specific I&A drove the per-procedure increase, partly offset by procedure mix. Systems revenue grew 30% to $769 million, with 546 da Vinci systems placed, up 28% from 427 a year earlier. Service revenue increased 22% to $482 million, reflecting a larger da Vinci and Ion installed base and a higher da Vinci 5 mix.