ISRG · Earnings call · 2026Q3T · Full report

Procedure Volume Trends

INTUITIVE SURGICAL INC · 2026-10-20 · Importance 42 · Surprise 40

Q3 total procedures increased 15%, comprising 14% growth in da Vinci procedures and 31% growth in Ion procedures; da Vinci procedures grew 10% in the U.S. and 20% outside the U.S. Almost 7,000 customers in more than 70 countries performed da Vinci procedures, at a rate exceeding 10,000 per day. Management also highlighted 15% combined da Vinci and Ion procedure growth, with average system utilization increasing 2%.

Key facts

• Q3 2026 SP procedure growth was 55%, including 50% growth in the U.S. and 40% growth in Korea.
• Cardiac procedures grew 40% in Q3 2026, and Intuitive estimates a line-of-sight cardiac opportunity of 300,000 to 400,000 procedures annually in regions where it is cleared.
• Breast surgery grew 42% in Q3 2026.
• In Q3 2026, total procedures increased 15%, da Vinci procedures increased 14%, and Ion procedures increased 31%.
• In Q3 2026, combined da Vinci and Ion total procedures grew 15%, installed systems grew 13%, and average system utilization increased 2%.