๐ $ISRG (Intuitive Surgical Inc) jumps after stellar Q3 earnings
Earning season has started and the first portfolio company to report quarterly data is $ISRG the leader in robotic surgery platforms, which delivered strong results for its third quarter, jumping 17% in after-hours
๐ Key highlights
- Earnings per share (adjusted) came in at $2.40, significantly above the analystsโ estimate of $1.99.
- Revenue rose 23% year-over-year to $2.51 billion, beating consensus estimates of about $2.41 billion.
- Procedures using Intuitiveโs systems grew ~20% compared to the same quarter last year: the da Vinci systems usage increased 19%, and their Ion platform spiked 52%.
- Installations of da Vinci units during the quarter: 427 systems (vs. 379 a year ago) and the new da Vinci 5 systems more than doubled from 110 to 240 units.
- Installed base for the da Vinci platform now at 10,763 systems globally (up 13% year-on-year).
- For full-year 2025, the company maintained its forecast: procedure growth for da Vinci around 17-17.5% and gross margin (non-GAAP) expected around 67-67.5%.
- The company repurchased 4.0 million of its own shares for $1.92 billion during the quarter.
More earnings are expected over the next few weeks.... Show More
I really like your portfolio! I too believe MedTech has huge potential... Well done, also for the average growth with such low risk. Bravo :)... Show More
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Tue Jan 20 2026 09:24:38 GMT+0000 (Coordinated Universal Time)
