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Compared to Estimates, Intuitive Surgical (ISRG) Q2 Earnings: A Look at Key Metrics

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Intuitive Surgical, Inc. (ISRG - Free Report) reported $2.89 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 18.5%. EPS of $2.80 for the same period compares to $2.19 a year ago.

The reported revenue represents a surprise of +3.08% over the Zacks Consensus Estimate of $2.81 billion. With the consensus EPS estimate being $2.48, the EPS surprise was +12.9%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:
  • Total System Units Placed - Total Company: 468 versus 442 estimated by four analysts on average.
  • Da Vinci Surgical System Installed Base: 11,710 versus 11,744 estimated by three analysts on average.
  • Total Number of Procedures: 889,000 versus 886,653 estimated by three analysts on average.
  • Revenue- Product (Instruments and accessories and Systems): $2.42 billion compared to the $2.34 billion average estimate based on five analysts. The reported number represents a change of +18.1% year over year.
  • Revenue- Services: $472.4 million compared to the $441.53 million average estimate based on five analysts. The reported number represents a change of +20.8% year over year.
  • Revenue- Systems: $685 million versus the five-analyst average estimate of $643.02 million. The reported number represents a year-over-year change of +19.2%.
  • Revenue- Instruments and accessories: $1.73 billion versus the five-analyst average estimate of $1.7 billion. The reported number represents a year-over-year change of +17.7%.

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

Shares of Intuitive Surgical have returned -3.3% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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