earnings
confidence high
sentiment positive
materiality 0.85
Intuitive Surgical Q3 revenue $2.51B (+23% YoY); EPS $1.95 GAAP / $2.40 non-GAAP; procedures +20%
INTUITIVE SURGICAL INC
2025-Q3 EPS reported
$5.67
revenue$7,198,500,000
- Worldwide procedures grew ~20% YoY; da Vinci +19%, Ion +52%.
- Revenue $2.51B (+23% YoY); GAAP net income $704M ($1.95/diluted share), non-GAAP $867M ($2.40).
- Placed 427 da Vinci systems (240 da Vinci 5); installed base 10,763 (+13% YoY). Ion base 954 (+30%).
- Repurchased 4.0M shares for $1.92B in Q3.
- FY2025 guidance: procedure growth ~17-17.5%; non-GAAP gross margin 67-67.5% (incl. tariff impact ~0.7% of revenue).