Earnings recap · ISRG

Intuitive Surgical Q3 2026 results

What Intuitive Surgical reported for Jul to Sep 2026, compared with the same quarter a year earlier, from the press release it filed with the SEC.

Press release filed with the SEC Oct 20, 2026, 4:05 PM ET · Posted Oct 26, 2026

10-Q filed Intuitive Surgical filed its quarterly report for this quarter on Oct 21, 2026. Read the 10-Q on SEC EDGAR. The figures below are from the earlier press release; the 10-Q has the full statements and notes.

The headline numbers

Intuitive Surgical reported revenue of $3.0B for Q3 2026, compared with $2.5B a year earlier (+21.7%). Net income to Intuitive Surgical was $523M, compared with $704M (−25.8%), and diluted earnings per share were $1.49, compared with $1.95. These are GAAP figures, prepared under the standard accounting rules. How EPS is calculated.

Change is worked out by Ticker Sage from the two figures shown. Operating margin, operating income as a share of revenue, was 19.4% compared with 30.3%. What profit margins measure.

What management said

"Our strong performance this quarter was marked by broad-based adoption across our multi-port, single-port, and Ion platforms, with customers using our systems to perform, on average, over 10,000 procedures per day throughout the period"

Intuitive Surgical's outlook

The release's outlook section says:

• Worldwide da Vinci procedure growth of approximately 14% to 15% in 2026. The Company expects to be closer to the midpoint of this range.
• Non-GAAP* gross profit margin to be within a range of 68.7% to 69.3% of revenue in 2026. This range includes an estimated impact from tariffs of 0.9% of revenue (excluding recognized tariff refunds).

These are the company's own forecasts, quoted from the release, and forecasts can change. The release lists the assumptions and risks behind them.

What to look for in the 10-Q

The press release has the headline tables. The 10-Q adds the full statements, the notes and management's discussion, including:

• Segment detail. Revenue and profit by business, and the reasons the company gives for changes.
• Items the adjusted measures leave out. Where those charges sit in the GAAP statements.
• Debt and risk factors. Any changes to borrowings and the risk factors section since the 10-K.

How an 8-K, a 10-Q and a 10-K differ. When the 10-Q is filed, the box at the top of this page links to it.

Sources

• Exhibit 99.1: press release and financial tables, filed Oct 20, 2026
• Form 8-K filing index on SEC EDGAR
• Intuitive Surgical Form 10-K for fiscal 2025

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