ISRG Intuitive Surgical, Inc.
Price Chart
Executive Summary
Intuitive Surgical reported Q1 2026 revenue of $2.77B (23% YoY growth) and non-GAAP EPS of $2.50, beating consensus estimates of $2.11 by 18.7%. The beat was driven by strong da Vinci and Ion procedure growth and higher system placements, while management maintained full-year 2026 guidance for 13.5%-15.5% procedure growth.
Key Financial Metrics
Actionable Insight
The strong beat and sustained guidance reinforce confidence in Intuitive's growth trajectory; traders should monitor upcoming procedure volume trends and international adoption of da Vinci 5 as key drivers.
Key Facts
- Q1 2026 revenue: $2.77B, up 23% YoY vs. $2.25B in Q1 2025
- Non-GAAP EPS: $2.50, beating consensus of $2.11 by 18.7%
- Da Vinci procedures grew 16%, Ion procedures grew 39%
- Company placed 431 da Vinci systems (232 were da Vinci 5), up from 367 in Q1 2025
- Repurchased 2.3M shares for $1.1B during the quarter
Financial Impact
Revenue beat by $150M ($2.77B actual vs. $2.62B consensus), EPS beat by $0.39
Risk Factors
- Tariff impacts could pressure gross margins if additional U.S. trade actions are implemented
- Forward-looking non-GAAP guidance excludes unpredictable items like legal outcomes and tax adjustments
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3278489 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
today
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Insider Cluster
| $411.09 awaiting T+5 | awaiting T+5 | — | $411.06 (−0.01%) |
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May 31, 2026
12d ago
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ANALYST-UPGRADE
| $491.53 $477.67 | ▼ −2.82% | ▼ −0.63% | $411.06 (−16.37%) |
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May 28, 2026
15d ago
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8-K
| $423.73 $421.91 | ▼ −0.43% | ▲ +2.09% | $411.06 (−2.99%) |
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May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $491.53 $477.67 | ▼ −2.82% | ▼ −0.63% | $411.06 (−16.37%) |
|
Apr 21, 2026
7w ago
|
Press Release
| $483.42 $451.52 | ▼ −6.60% | ▼ −6.65% | $411.06 (−14.97%) |
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Apr 21, 2026
7w ago
|
8-K
| $483.42 $451.52 | ▼ −6.60% | ▼ −6.65% | $411.06 (−14.97%) |
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Mar 13, 2026
13w ago
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DEFA14A
| $483.23 $476.73 | ▼ −1.34% | ▲ +0.70% | $411.06 (−14.93%) |
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Mar 3, 2026
14w ago
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Insider Cluster
| $496.27 $485.63 | ▲ +2.14% | ▲ +1.67% | $411.06 (+17.17%) |
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Feb 27, 2026
15w ago
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Insider Cluster
| $502.05 $490.10 | ▼ −2.38% | ▼ −0.40% | $411.06 (−18.12%) |
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Feb 27, 2026
15w ago
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Insider Cluster
| $502.05 $490.10 | ▼ −2.38% | ▼ −0.40% | $411.06 (−18.12%) |
US Market Status
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