INTUITIVE SURGICAL INC
ISRGHealthcareintuitive.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 21, 2026
Next reportJanuary 20, 2027after close · forecast 3.01 $/share
Revenue
$3.05B
▲ +21.7% vs prior year YoY
Net income
$522.80M
▼ -25.8% vs prior year YoY
EPS
1.49$
▼ -23.6% vs prior year YoY
Net margin
17.1%
▼ -11.0 pp vs prior year YoY
Revenue▲ +21.7%
Margins (% of revenue)GrossOperatingNet
Net income▼ -25.8%
EPS▼ -23.6%
Financial statements
View 10-Q filed October 21, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.41B | $2.25B | $2.44B | $2.51B | $2.87B | $2.77B | $2.89B | $3.05B | ▲ +21.7% |
| Gross profit | $1.64B | $1.46B | $1.62B | $1.66B | $1.90B | $1.83B | $1.96B | $2.08B | ▲ +25.4% |
| Operating income | $734.90M | $578.10M | $743.40M | $759.70M | $864.30M | $855.30M | $971.90M | $592.60M | ▼ -22.0% |
| Net income | $685.70M | $698.40M | $658.40M | $704.40M | $794.80M | $821.50M | $818.10M | $522.80M | ▼ -25.8% |
| R&D | $294.70M | $316.20M | $313.30M | $329.40M | $352.90M | $361.90M | $370.60M | $408.30M | ▲ +24.0% |
| EPS (diluted) | — | 1.92 $ | 1.81 $ | 1.95 $ | — | 2.28 $ | 2.29 $ | 1.49 $ | ▼ -23.6% |
| Margins (% of revenue) | |||||||||
| Gross | 68.0 % | 64.7 % | 66.3 % | 66.4 % | 66.4 % | 66.1 % | 67.8 % | 68.4 % | ▲ +2.0 pt |
| Operating | 30.4 % | 25.7 % | 30.5 % | 30.3 % | 30.2 % | 30.9 % | 33.6 % | 19.4 % | ▼ -10.9 pt |
| Net | 28.4 % | 31.0 % | 27.0 % | 28.1 % | 27.7 % | 29.6 % | 28.3 % | 17.1 % | ▼ -11.0 pt |
| Balance sheet | |||||||||
| Assets | $18.74B | $19.22B | $20.16B | $19.35B | $20.46B | $20.11B | $20.88B | $19.35B | ▼ -0.0% |
| Liabilities | $2.21B | $2.01B | $2.21B | $2.31B | $2.52B | $2.51B | $2.58B | $3.23B | ▲ +39.9% |
| Equity | $16.53B | $17.21B | $17.95B | $17.04B | $17.94B | $17.60B | $18.30B | $16.12B | ▼ -5.4% |
| Cash | $2.03B | $2.57B | $3.40B | $2.81B | $3.37B | $2.01B | $2.76B | $2.98B | ▲ +6.1% |
| Capital | |||||||||
| Shares outstanding | 356.66M | 358.42M | 358.48M | 354.50M | 355.13M | 354.16M | 353.28M | 346.64M | ▼ -2.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.