earnings
confidence high
sentiment positive
materiality 0.85
Intuitive Surgical Q2 revenue up 21% to $2.44B; non-GAAP EPS $2.19 vs $1.78
INTUITIVE SURGICAL INC
2025-Q2 EPS reported
$3.72
revenue$4,693,400,000
- Revenue $2.44B (+21% YoY); GAAP diluted EPS $1.81; non-GAAP diluted EPS $2.19 (vs $1.46/$1.78 last year).
- da Vinci procedures up ~17%; placed 395 systems including 180 da Vinci 5 (vs 341/70). Installed base 10,488 (+14% YoY).
- Full-year 2025 guidance: procedure growth 15.5%-17%; non-GAAP gross margin 66%-67% (includes ~1% tariff impact).
- EU MDR certification and Japan clearance obtained for da Vinci 5 in July/June 2025.