INTUITIVE SURGICAL INC(ISRG)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
INTUITIVE SURGICAL INC (ISRG) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ISRG at 79.9/100 on a 32-signal composite quality model, placing it at rank #30 of 2,960 stocks — the top 5% of the AI-ranked universe. ISRG scores in the top quartile across balance sheet strength (93.1), revenue scale (87.3), profitability (87.1). Shareholder dilution risk is elevated at 19.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), INTUITIVE SURGICAL INC reports quarterly revenue of $2.9B, net income of $818.1M, an operating margin of 33.6%. Top institutional holders of ISRG by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ISRG trades on the Nasdaq exchange and files with the SEC under CIK 1035267. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ISRG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INTUITIVE SURGICAL INC directly from SEC EDGAR.
AI Quality Score
79.9/100
AI Rank
#30
Revenue
$2.9B
Net Income
$818.1M
Free Cash Flow
$948.4M
Operating Margin
33.6%
ISRG key financials by period
INTUITIVE SURGICAL INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$10.1B
$2.9B
29.3%
FY 2024
10-K
$8.4B
$2.3B
28.1%
FY 2023
10-K
$7.1B
$1.8B
24.8%
FY 2022
10-K
$6.2B
$1.3B
25.4%
FY 2021
10-K
$5.7B
$1.7B
31.9%
FY 2020
10-K
$4.4B
$1.1B
24.1%
Institutions holding ISRG
Institutional investors reporting a position in INTUITIVE SURGICAL INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-21 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue rose 19% to $2.89B as da Vinci procedures grew 15% and 468 systems were placed, lifting gross margin to 67.8%.
Biggest Revenue Drivers
Instruments and accessories$1.73B+18% YoY
Driven by ~15% higher da Vinci procedure volume, ~36% higher Ion procedure volume, and higher revenue per procedure from da Vinci 5 and SP mix
Systems$685M+19% YoY
Primarily driven by an increase in da Vinci system placements, partially offset by a higher proportion of placements under operating leases
Biggest Revenue Drivers
Total revenue: $2.89B+19% YoY
Instruments and accessories$1.73B+18% YoY
Driven by ~15% higher da Vinci procedure volume, ~36% higher Ion procedure volume, and higher revenue per procedure from da Vinci 5 and SP mix
Within Instruments and accessories
U.S. instruments and accessories$1,180.4M
OUS instruments and accessories$554.5M
Systems$685M+19% YoY
Primarily driven by an increase in da Vinci system placements, partially offset by a higher proportion of placements under operating leases
Service$472.4M+21% YoY
Larger installed base of systems producing service revenue and favorable product mix, including from da Vinci 5 placements
Largest Expense Items
Total cost of revenue$931.9Mvs $822.1M prior year
Included $20.8M of tariffs and other trade measures, offset by $35.9M of IEEPA tariff refunds from prior periods
Selling, general, and administrative$617.9M+10% YoY
Higher personnel-related expenses from increased headcount and compensation, plus higher infrastructure costs including depreciation
Research and development$370.6M+18% YoY
Higher direct project costs supporting an expanded portfolio of product development initiatives and higher headcount
Income tax expense$231.4M+38% YoY
Effective rate rose to 21.9% from 20.2% on lower excess tax benefits from employee equity plans
Margins: Gross margin rose to 67.8% from 66.3%. Product margin gained on IEEPA tariff refunds, lower logistics costs, and fixed overhead leverage, partly offset by higher intangible amortization.
Watch Items from the Filing
China placements fell short of expectations on domestic competition and the government governance campaign; NHSA issued a national robotic-surgery pricing framework provinces must implement.
Tariffs and trade measures added $20.8M to cost of revenue in the quarter ($48.8M year-to-date); a significant majority of instruments are made in Mexico and most endoscopes in Germany.
Operating lease placements were 54% of da Vinci placements versus 49% a year ago, deferring systems revenue; usage-based leases have no minimum payments.
Certified antitrust class action over EndoWrist service and repair is set for trial September 14, 2027; the Company cannot estimate a loss or range.
U.S. da Vinci procedure growth decelerated to 12% from 14%, with bariatric procedures down high-single digits and ACA subsidy expiration cited as a modest drag.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
