Intuitive Surgical Q2 revenue $2.89B (+19% YoY); GAAP EPS $2.29, non-GAAP $2.80

INTUITIVE SURGICAL INC

Worldwide procedures grew ~16% (da Vinci +15%, Ion +36%); 468 da Vinci systems placed (246 da Vinci 5).
GAAP net income $818M ($2.29/diluted share) vs $658M ($1.81) YoY; non-GAAP net income $1.00B ($2.80).
Q2 included $28M net benefit from IEEPA tariff refunds; repurchased 0.9M shares for $0.38B.
FY2026 guidance: da Vinci procedure growth ~13.5%-15.5% (closer to midpoint); non-GAAP gross margin 68%-69%.
Non-GAAP operating expense growth guided at 11%-13%; tariff impact estimated at 1% of revenue.

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