"Intuitive Surgical ( Nasdaq: ISRG) reports third-quarter earnings after the close today.The robotic-surgery pioneer heads into results on a remarkable run, four straight quarterly beats, a transformative new platform launch, and accelerating adoption across multiple regions. After last quarter's 14% EPS surprise, Wall Street expects growth to normalize as da Vinci 5 scales globally and margin tailwinds flatten. Consensus calls for Q3 EPS of $1.99 on revenue of $2.41 billion, reflecting 8% EPS and 18% sales growth year over year. Share have traded mostly sideways over the past year and down 11% so far in 2025."
"1. da Vinci 5 Adoption & Upgrade Cycle- Management highlighted early efficiency gains exceeding 20% per procedure and record trade-in activity. Over 100,000 procedures have now been completed on da Vinci 5. Investors will look for commentary on utilization trends and upgrade pacing as European and Japanese launches begin. 2. Force Feedback & AI-Driven Case Insights- Surgeon studies cited in Q2's call linked Force Feedback metrics to shorter hospital stays and improved outcomes. Supply remains constrained throug"
The company reports third-quarter results with consensus EPS of $1.99 and revenue of $2.41 billion, reflecting 8% EPS and 18% sales growth year over year. The da Vinci 5 platform has entered its first full quarter of global commercialization and has completed over 100,000 procedures, with early data indicating more than 20% per-procedure efficiency gains and record trade-in activity. Management guidance implies 15% to 17% procedure growth despite capital spending headwinds and flattening margin tailwinds. Surgeon studies tie Force Feedback metrics and AI-driven case insights to shorter hospital stays and improved outcomes, while supply constraints persist. Share performance has been mostly sideways over the past year and down 11% so far in 2025.
Read at 24/7 Wall St.
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