| May 28, 2026 | management_change | Intuitive Surgical appointed Taylor Patton as Chief Commercial and Marketing Officer, succeeding Henry Charlton, effective July 1, 2026. |
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| May 4, 2026 | share_repurchase | Board increased common stock repurchase program authorization to $5.0 billion. |
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| Apr 21, 2026 | earnings | Intuitive Surgical announced Q1 2026 earnings with $2.77B revenue, $2.50 non-GAAP EPS, and $1.1B share repurchase. |
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| Apr 21, 2026 | Guidance: non_gaap_gross_profit_margin | 67.50 to 68.50 |
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| Apr 21, 2026 | Guidance: non_gaap_operating_expense_growth | 11.00 to 14.00 |
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| Apr 21, 2026 | Guidance: worldwide_da_vinci_procedure_growth | 13.50 to 15.50 |
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| Apr 22, 2026 | mda_quarterly | Intuitive Surgical reported robust first quarter 2026 results, with total revenue increasing 23% to $2.77 billion. This growth was fueled by a 16% rise in da Vinci procedures, reaching 847,000, and a 39% surge in Ion endoluminal procedures to 42,700. Instruments and accessories revenue climbed 23%, while systems revenue grew 24%, reflecting strong demand for the new da Vinci 5 system, which accounted for 232 of the 431 da Vinci systems placed. The installed base expanded to 11,395 da Vinci and 1,041 Ion systems. U.S. da Vinci procedure growth (14%) was driven by general surgery and gynecology, while OUS procedures (19%) saw significant adoption in Europe and Asia, notably India, UK, South Korea, Italy, and Germany. Japan also secured reimbursement for seven additional da Vinci procedures. However, China's market faced headwinds from increased competition and a government governance campaign, leading to fewer system placements and pricing pressure on instruments. Macroeconomic factors, including $28 million in tariff expenses, inflation, and high interest rates, continue to impact hospital capital spending and supply chains. The company is actively expanding indications and global clearances for its da Vinci 5 and da Vinci SP systems, with leasing models comprising a significant portion of system placements. |
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| Feb 3, 2026 | business | Intuitive Surgical develops and manufactures robotic-assisted surgical systems and diagnostic platforms, primarily the da Vinci surgical systems and the Ion endoluminal system. The da Vinci platform, including the recently launched da Vinci 5 with force feedback and advanced computing, facilitates minimally invasive surgery across diverse specialties like general, urologic, gynecologic, cardiothoracic, and head and neck surgery, enhancing precision and control. The Ion system provides minimally invasive lung biopsies for early diagnosis of hard-to-reach lesions. Revenue is generated from system sales, high-margin recurring sales of instruments and accessories (e.g., SureForm staplers, E-200 energy generators), and comprehensive services, training, and digital solutions like My Intuitive. Key procedures include prostatectomy, hysterectomy, hernia repair, and lobectomy. The company operates globally but faces intense competition from traditional open/laparoscopic surgery and other robotic system developers such as Johnson & Johnson and Medtronic. Regulatory clearances (e.g., FDA 510(k), EU MDR, NMPA) and third-party reimbursement policies are crucial, as robotic assistance is often not separately reimbursed, impacting hospital profitability and adoption rates. |
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