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Intuitive Surgical (ISRG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended September 2026, Intuitive Surgical, Inc. (ISRG - Free Report) reported revenue of $3.05 billion, up 21.7% over the same period last year. EPS came in at $3.00, compared to $2.40 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.88 billion, representing a surprise of +5.84%. The company delivered an EPS surprise of +14.94%, with the consensus EPS estimate being $2.61.
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:
Total System Units Placed - Total Company: 546 versus the four-analyst average estimate of 475.
Da Vinci Surgical System Installed Base: 12,094 versus 12,080 estimated by three analysts on average.
Revenue- Product (Instruments and accessories and Systems): $2.57 billion compared to the $2.38 billion average estimate based on five analysts. The reported number represents a change of +21.7% year over year.
Revenue- Services: $482.2 million versus $457.34 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.8% change.
Revenue- Systems: $769.1 million compared to the $650.13 million average estimate based on five analysts. The reported number represents a change of +30.3% year over year.
Revenue- Instruments and accessories: $1.8 billion versus the five-analyst average estimate of $1.73 billion. The reported number represents a year-over-year change of +18.3%.
Gross Profit- Service: $315.5 million versus the two-analyst average estimate of $303.04 million.
Gross Profit- Product: $1.77 billion versus the two-analyst average estimate of $1.57 billion.
Shares of Intuitive Surgical have returned +7.9% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Intuitive Surgical (ISRG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended September 2026, Intuitive Surgical, Inc. (ISRG - Free Report) reported revenue of $3.05 billion, up 21.7% over the same period last year. EPS came in at $3.00, compared to $2.40 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.88 billion, representing a surprise of +5.84%. The company delivered an EPS surprise of +14.94%, with the consensus EPS estimate being $2.61.
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:View all Key Company Metrics for Intuitive Surgical here>>>
Shares of Intuitive Surgical have returned +7.9% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.