Back to top

Image: Bigstock

Intuitive Surgical (ISRG) Reports Q4 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended December 2025, Intuitive Surgical, Inc. (ISRG - Free Report) reported revenue of $2.87 billion, up 18.8% over the same period last year. EPS came in at $2.53, compared to $2.21 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.87 billion, representing no surprise. The company delivered an EPS surprise of +12.61%, with the consensus EPS estimate being $2.25.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Intuitive Surgical performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Da Vinci Surgical System Installed Base: 11,106 versus the five-analyst average estimate of 11,088.
  • Revenue- Product (Instruments and accessories and Systems): $1.66 billion versus the seven-analyst average estimate of $2.31 billion. The reported number represents a year-over-year change of -19.7%.
  • Revenue- Services: $422 million versus $404.99 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.
  • Revenue- Systems: $785.9 million versus the seven-analyst average estimate of $670.95 million. The reported number represents a year-over-year change of +20.1%.

View all Key Company Metrics for Intuitive Surgical here>>>

Shares of Intuitive Surgical have returned -9.3% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Intuitive Surgical, Inc. (ISRG) - free report >>

Published in