ISRG · Earnings call · 2026Q3T · Full report

Geographic Procedure Growth

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

Outside the U.S., da Vinci procedures grew 20% in Q3, with Europe up 20%, Asia up 19%, and Rest of World markets up 22%. Growth in Europe was led by the U.K., Germany, and Italy; India and Taiwan led Asia, while Japan accelerated following June reimbursement changes. China procedure growth was roughly in line with the company average, reflecting lower recent capital placements. In Rest of World, Canada, Australia, and Brazil led growth; international benign procedures grew 41%, led by hernia repair and cholecystectomy.

Key facts

• In Q3 2026, India had 42% da Vinci procedure growth and surpassed 200,000 cumulative da Vinci procedures.
• In Q3 2026, U.S. da Vinci procedure growth was 10%, and outside-U.S. da Vinci procedure growth was 20%.
• In Q3 2026, U.S. total procedures increased 11%, including 10% growth in da Vinci procedures and 29% growth in Ion procedures.
• In Q3 2026, total and da Vinci procedures outside the U.S. grew 20%; Europe grew 20%, Asia 19%, and Rest of World geographies 22%.