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Intuitive Surgical logoIntuitive Surgical ISRG

The company said its Q3 2026 revenue rose to $3.05 billion from $2.51 billion in Q3 2025, an increase of 22%. It placed 546 da Vinci systems in the same quarter, compared with 427 a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said its Q3 2026 revenue rose to $3.05 billion from $2.51 billion in Q3 2025, an increase of 22%. It placed 546 da Vinci systems in the same quarter, compared with 427 a year earlier.

  2. Intuitive said it reached a written agreement to settle the antitrust class action for a one-time payment of $450 million and mutually agreed injunctive relief. It recorded the charge in selling, general, and administrative expenses in Q3 2026, and the settlement is subject to preliminary and final Court approval.

  3. The company said GAAP net income attributable to Intuitive Surgical, Inc. for Q3 2026 was $523 million ($1.49 per diluted share), compared with $704 million ($1.95 per share) in the same quarter a year earlier. Non-GAAP net income was $1.05 billion ($3.00 per diluted share), compared with $867 million ($2.40 per share) in the same quarter a year earlier.

  4. The company said it repurchased 7.8 million shares of common stock for $2.94 billion in Q3 2026. It ended the quarter with $6.80 billion in cash, cash equivalents, and investments, a decrease of $1.83 billion during the quarter.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 2026 Revenue of $3.05 billion, 546 da Vinci Systems Placed

The company said its Q3 2026 revenue rose to $3.05 billion from $2.51 billion in Q3 2025, an increase of 22%. It placed 546 da Vinci systems in the same quarter, compared with 427 a year earlier.

Source · Based on the filing body and exhibits

Q3 Charge of $450 million for Antitrust Class Action Settlement

Intuitive said it reached a written agreement to settle the antitrust class action for a one-time payment of $450 million and mutually agreed injunctive relief. It recorded the charge in selling, general, and administrative expenses in Q3 2026, and the settlement is subject to preliminary and final Court approval.

Source · Based on the filing body and exhibits

Q3 GAAP Net Income Attributable to Intuitive $523 million, Non-GAAP Net Income $1.05 billion

The company said GAAP net income attributable to Intuitive Surgical, Inc. for Q3 2026 was $523 million ($1.49 per diluted share), compared with $704 million ($1.95 per share) in the same quarter a year earlier. Non-GAAP net income was $1.05 billion ($3.00 per diluted share), compared with $867 million ($2.40 per share) in the same quarter a year earlier.

Source · Based on the filing body and exhibits

Q3 Share Repurchases of $2.94 billion, Cash and Investments of $6.80 billion

The company said it repurchased 7.8 million shares of common stock for $2.94 billion in Q3 2026. It ended the quarter with $6.80 billion in cash, cash equivalents, and investments, a decrease of $1.83 billion during the quarter.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.