ISRG
Intuitive Surgical·NASDAQ
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ISRG fundamentals
Intuitive Surgical (ISRG) released its earnings on Jan 22, 2026: revenue was 2.87B (YoY +18.91%), beat estimates; EPS was 2.53 (YoY +14.48%), beat estimates.
Revenue / YoY
2.87B
+18.91%
EPS / YoY
2.53
+14.48%
Report date
Jan 22, 2026
ISRG Earnings Call Summary for Q4,2025
- Revenue and Procedure Growth: 21% revenue growth to $10.1 billion, driven by 19% procedure growth (da Vinci +18%, Ion +51%).
- Platform Expansion: 870 da Vinci 5 placements, 87% SP procedure growth, and 51% Ion procedure growth. XiR systems targeting ASCs.
- Strategic Wins: FDA clearance for da Vinci 5 in cardiac surgery, 146% YoY trade-in growth, and $2.5 billion free cash flow.
- Risks: Tariffs (1.2% of revenue), Japan/U.S. macro challenges, and China pricing competition.
EPS
Actual | 0.8967 | 0.37 | 0.9233 | 1.1933 | 1.1733 | 1.3067 | 1.19 | 1.3 | 1.13 | 1.14 | 1.19 | 1.23 | 1.23 | 1.42 | 1.46 | 1.6 | 1.5 | 1.78 | 1.84 | 2.21 | 1.81 | 2.19 | 2.4 | 2.53 | ||||||||||||||||
Forecast | 0.8789 | 0.1776 | 0.6868 | 1.0415 | 0.8816 | 1.0248 | 1.1656 | 1.2785 | 1.0776 | 1.1972 | 1.1346 | 1.2511 | 1.1964 | 1.3293 | 1.4157 | 1.4839 | 1.4165 | 1.5418 | 1.6421 | 1.7921 | 1.7389 | 1.9275 | 1.9948 | 2.2488 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.03% | +108.33% | +34.44% | +14.58% | +33.09% | +27.51% | +2.09% | +1.68% | +4.86% | -4.78% | +4.88% | -1.69% | +2.81% | +6.82% | +3.13% | +7.82% | +5.89% | +15.45% | +12.05% | +23.32% | +4.09% | +13.62% | +20.31% | +12.50% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.10B | 852.10M | 1.08B | 1.33B | 1.29B | 1.46B | 1.40B | 1.55B | 1.49B | 1.52B | 1.56B | 1.66B | 1.70B | 1.76B | 1.74B | 1.93B | 1.89B | 2.01B | 2.04B | 2.41B | 2.25B | 2.44B | 2.51B | 2.87B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.05B | 671.39M | 970.98M | 1.25B | 1.11B | 1.27B | 1.38B | 1.52B | 1.43B | 1.56B | 1.52B | 1.67B | 1.59B | 1.74B | 1.77B | 1.89B | 1.87B | 1.97B | 2.01B | 2.25B | 2.19B | 2.35B | 2.41B | 2.72B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.22% | +26.92% | +10.99% | +6.40% | +16.16% | +15.50% | +1.36% | +1.92% | +4.36% | -2.46% | +2.21% | -0.89% | +6.49% | +0.83% | -1.48% | +2.12% | +1.09% | +1.94% | +1.63% | +7.32% | +3.09% | +3.77% | +4.10% | +5.37% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Intuitive Surgical year over year?What guidance did Intuitive Surgical's management provide for the next earnings period?What is the market's earnings forecast for Intuitive Surgical next quarter?What factors drove the changes in Intuitive Surgical's revenue and profit?What is Intuitive Surgical's latest dividend and current dividend yield?What were the key takeaways from Intuitive Surgical’s earnings call?What does Intuitive Surgical do and what are its main business segments?Did Intuitive Surgical beat or miss consensus estimates last quarter?
