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AI brief of an SEC Form 8-K · Intuitive Surgical (ISRG)

Intuitive Q4 revenue rises 19% to $2.87 billion; 2026 procedure growth guided 13%-15%

Positive Impact 3 of 5 earnings Written later

Intuitive reported fourth-quarter 2025 revenue of $2.87 billion, up 19% from a year earlier, and GAAP diluted earnings of $2.21 per share, up from $1.88. For 2026, the company expects worldwide da Vinci procedure growth of 13% to 15%, compared with 18% in 2025, and a non-GAAP gross profit margin of 67% to 68% that includes an estimated 1.2% of revenue tariff impact.

Key points

  • Q4 2025 revenue was $2.87 billion, up 19% from $2.41 billion in Q4 2024.
  • GAAP net income attributable to Intuitive was $795 million, or $2.21 per diluted share, versus $686 million, or $1.88, a year earlier.
  • Da Vinci system placements were 532, including 303 da Vinci 5 systems, versus 493 in Q4 2024.
  • 2026 outlook: da Vinci procedure growth of 13% to 15%, non-GAAP operating expense growth of 11% to 15%, and tariffs estimated at 1.2% of revenue.

The filing

CompanyIntuitive Surgical (ISRG)
Form8-K, current report
Filed with the SECJan 22, 2026, 4:05 PM ET
Accession number0001035267-26-000006

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 22, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.