Exploring Analyst Estimates for Intuitive Surgical (ISRG) Q4 Earnings, Beyond Revenue and EPS

Core Viewpoint - Analysts forecast that Intuitive Surgical, Inc. (ISRG) will report quarterly earnings of $1.76 per share, reflecting a year-over-year increase of 10%, with anticipated revenues of $2.41 billion, showing a 25.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.6% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Product (Instruments and accessories and Systems)' will reach $1.82 billion, indicating a year-over-year change of +12.4% [5]. - 'Revenue- Services' is expected to be $343.90 million, reflecting a +13% change year over year [5]. - 'Revenue- Systems' is projected to be $484.93 million, showing a +1% change from the previous year [5]. - 'Revenue- Instruments and accessories' is estimated at $1.34 billion, suggesting a +17.2% year-over-year change [6]. System Units and Installed Base - Total System Units Placed - Total Company is expected to reach 427, up from 415 in the previous year [6]. - The 'Da Vinci Surgical System Installed Base' is forecasted to be 9,931, compared to 8,606 in the same quarter last year [7]. - Total System Units Placed - Outside of the United States is projected at 207, slightly up from 206 in the previous year [7]. - Total System Units Placed - United States is expected to be 208, down from 209 in the same quarter last year [8]. Profit and Cost Estimates - Estimated 'Gross profit- Service' is $229.90 million, compared to $214.80 million in the same quarter last year [8]. - 'Cost of revenue- Service' is expected to reach $106.97 million, up from $89.60 million in the previous year [9]. Stock Performance - Shares of Intuitive Surgical have returned +11.5% over the past month, contrasting with the Zacks S&P 500 composite's -2.1% change [9].