2 months ago
33
Rich Duprey
Fri, April 17, 2026 astatine 12:24 PM CDT 5 min read
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Intuitive Surgical (ISRG) reported Q4 2025 gross of $2.866B (up 18.76% twelvemonth implicit year) and non-GAAP EPS of $2.53, crossing the $10B yearly gross milestone with $10.06B successful full-year 2025 contempt guidance calling for process maturation deceleration to 13%-15% successful 2026 from 18% successful 2025. da Vinci 5 placements reached 870 units successful 2025 with 303 successful Q4, portion Ion systems crossed 995 units with 44% process growth, putting the institution astatine a captious juncture wherever tariff headwinds (estimated astatine 1.2% of revenue) and process maturation clarity volition find Q1 2026 sentiment.
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Intuitive Surgical’s Q1 2026 results connected April 21 volition beryllium the archetypal existent trial of whether management’s tariff estimates clasp amid manufacturing vulnerability successful Mexico, Germany, and China sourcing, and whether process maturation momentum aligns with the company’s revised guidance arsenic it navigates ACA subsidy changes and competitory pressures.
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Intuitive Surgical (NASDAQ:ISRG) reports Q1 2026 results connected April 21 aft the bell. However, is banal is rising 2.7% today. Yet, with the banal down 16.92% year-to-date and trading good beneath its post-Q4 price, this is simply a 4th wherever execution has to talk louder than narrative.
Intuitive Surgical closed retired 2025 successful awesome fashion. Q4 gross came successful astatine $2.866B, beating estimates by 4.14% and increasing 18.76% twelvemonth implicit year. Non-GAAP EPS of $2.53 topped the $2.26 statement by astir 12%. Full-year 2025 marked a milestone: gross crossed $10B for the archetypal time, reaching $10.06B with non-GAAP EPS of $8.93.
Despite those results, the banal fell aft the Q4 report. Shares closed astatine $523.99 the time of the merchandise and drifted to $492.10 30 days later, portion SPY gained 0.57% implicit the aforesaid period. The market's absorption reflected a elemental concern: 2026 guidance called for process maturation of 13% to 15%, a meaningful measurement down from 18% successful 2025. That deceleration, layered connected apical of tariff uncertainty, has weighed connected sentiment each year.
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CEO David Rosa framed the da Vinci 5 trajectory positively connected the Q4 call. "Demand for da Vinci 5 strengthened passim the twelvemonth with customers responding to broader availability arsenic we scaled manufacturing and expanding capableness done consequent bundle and merchandise releases." The strategy placed 870 times successful 2025 globally, including 303 successful Q4 alone, with implicit 10,000 surgeons utilizing da Vinci 5 crossed much than 1,232 installed systems.
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