ISRGIntuitive Surgical
Price
-2.7%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, no red flags, price roughly fair, growing in the filings, the market undecided.
To assure continued alignment with the patients and healthcare community we serve, we have adopted the Quintuple Aim as our “north star.” Starting with a focus on patients, we seek to demonstrate that our products can deliver better outcomes that are validated by rigorous, independent, and peer-reviewed evidence. Second, we aim to create better patient experiences that enable patients to get back to what matters most in their lives more quickly, with fewer complications, less pain and discomfort, and greater predictability.
In the company’s own words · 10-K filed Feb 3, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Intuitive Surgical (ISRG) reported revenue of $2.89B in Q2 2026 (quarter ended Jun 30, 2026), up 19% from the same quarter a year earlier. That came with a gross margin of 68% and net income of $818M (28% of revenue). For the full year FY2025, revenue was $10.1B (+21% year on year) and net income $2.86B. Its largest product in Q2 2026 was Instrumentsand Accessories at $1.18B, 49% of the disclosed total, well ahead of Service at 20%. The next results filing is expected around Oct 20, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 27, 2026On July 23, 2026, the Board of Directors of Intuitive Surgical, Inc. (the “Company”) amended and restated the Company’s Amended and Restated Bylaws (as so amended and restated, the “Amended Bylaws”) to, among other things: i. allow the Company to disregard votes for any nominee made by a shareholder that do not comply …Charter/bylaw amendment or fiscal-year change · Form 8-K
- Jul 16, 2026SUNNYVALE, CALIF., July 16, 2026 – Intuitive (the “Company”) (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced financial results for the quarter ended June 30, 2026.Earnings release · press release
- May 28, 2026Effective July 1, 2026, Henry L. Charlton will transition from his role as Chief Commercial and Marketing Officer of Intuitive Surgical, Inc. (the “Company”) and begin serving as Senior Vice President of Global Business Operations of the Company.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $2.41BThe company’s own SEC segment disclosure.
- Instruments and Accessories$1.18B49%
- Service$472.4M20%
- Systems$442.1M18%
- Services$310.7M13%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Medical Instruments & Supplies
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