earnings
confidence high
sentiment positive
materiality 0.85
Intuitive Q4 revenue $2.87B (+19% YoY); non-GAAP EPS $2.53 vs $2.21; 2026 procedure growth guidance 13-15%
INTUITIVE SURGICAL INC
2025-FY EPS reported
$7.87
revenue$10,064,700,000
- Q4 revenue $2.87B (+19% YoY); GAAP net income $795M ($2.21 diluted EPS); non-GAAP net income $914M ($2.53 diluted EPS).
- Worldwide da Vinci procedures +17%, Ion procedures +44% YoY; placed 532 da Vinci systems (303 da Vinci 5) and 42 Ion systems.
- Installed base: 11,106 da Vinci systems (+12% YoY); 995 Ion systems (+24% YoY).
- 2026 outlook: da Vinci procedure growth 13-15%; non-GAAP gross margin 67-68% (includes ~1.2% tariff headwind).
- Q4 included $70M contribution to Intuitive Foundation (vs $45M in Q4 2024).