Intuitive said total da Vinci procedures grew about 14% in Q3 2026. U.S. procedures rose about 10%, and procedures outside the U.S. (OUS) rose about 20%. For Q3 2025, total procedure growth was about 19%.

1. 01

   Intuitive said total da Vinci procedures grew about 14% in Q3 2026. U.S. procedures rose about 10%, and procedures outside the U.S. (OUS) rose about 20%. For Q3 2025, total procedure growth was about 19%.

2. 02

   The company placed 546 da Vinci surgical systems in Q3 2026, compared with 427 in Q3 2025. It placed 56 Ion systems in Q3 2025, compared with 50 in that period. As of September 30, 2026, the Ion installed base was about 1,152 systems.

3. 03

   Intuitive said that in Q3 2026, competitive dynamics in China, industrial policy measures and the government’s governance campaign in the healthcare sector led to fewer systems being placed in China than it had anticipated. The company said the extent of these effects remains uncertain.

4. 04

   Intuitive said that for the 9 months ended September 30, 2026, net cash provided by operating activities was $3.20 billion and net income was $2.17 billion. During the same period, it used $4.42 billion to repurchase shares, and its cash and investments decreased from $9.03 billion to $6.80 billion.

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

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Original filing

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