INTUITIVE SURGICAL INC is expected to release its Q3 2026 10-Q filing on October 19, 2026, after market close. Last quarter: Intuitive Surgical delivered strong Q2 FY2026 results with revenue up 18.5% YoY to $2,892.3M and operating income up 30.7% YoY to $971.9M, driven by continued da Vinci 5 adoption (installed base of 1,710 systems) and margin expansion despite ongoing tariff headwinds.
EPS Estimate
$2.68
Revenue Estimate
$2.96B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the ISRG page.
Drawn from management commentary in the Q2 2026 10-Q:
As of June 30, 2026, Intuitive had an installed base of 1,710 da Vinci 5 surgical systems, of which 136 are located outside the U.S., alongside 445 da Vinci SP systems, reflecting continued platform adoption following the March 2024 FDA clearance.
During the three and six months ended June 30, 2026, tariffs and other trade measures recognized in total cost of revenue were $20.8M and $48.8M, respectively; the company also recognized $35.9M of IEEPA tariff refunds in Q2 2026 that reduced cost of revenue.
In Q2 2026, China's NHSA issued guidelines establishing a unified national framework for robotic-assisted surgery pricing, requiring all provinces to implement NHSA-mandated pricing limits in upcoming quarters; management states this has not yet had a material impact since only a small portion of the China installed base is in currently impacted provinces.
Revenue
$2.89B
++18.54% YoY
EPS (Basic)
$2.31
++25.54% YoY
Gross Margin
67.8%
++1.47% YoY
Operating Income
$971.9M
++30.74% YoY
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