earnings
confidence high
sentiment positive
materiality 0.85
Intuitive Q1 rev $2.77B (+23%), EPS $2.50 non-GAAP; procedures +17%, da Vinci placements 431
INTUITIVE SURGICAL INC
2026-Q1 EPS reported
$2.28
revenue$2,770,800,000
- Revenue $2.77B (+23% YoY); GAAP EPS $2.28, non-GAAP EPS $2.50 (vs. $1.92/$1.81 prior year).
- Worldwide procedures +17% YoY; da Vinci +16%, Ion +39%.
- Placed 431 da Vinci systems (vs 367), including 232 da Vinci 5 (vs 147); installed base 11,395 (+12%).
- Repurchased 2.3M shares for $1.1B in Q1; cash and investments $7.98B (down $1.05B).
- FY2026 guidance: da Vinci procedure growth 13.5%-15.5%; non-GAAP gross margin 67.5%-68.5% (incl. 1% tariff impact).