Intuitive(US:ISRG) ZACKS·2025-01-23 23:16Earnings Performance - Intuitive Surgical reported quarterly earnings of $2 21 per share, beating the Zacks Consensus Estimate of $1 77 per share, representing a 24 86% earnings surprise [1] - The company's earnings per share (EPS) increased from $1 60 per share a year ago, with adjustments for non-recurring items [1] - Over the last four quarters, the company has surpassed consensus EPS estimates four times [2] Revenue Performance - Intuitive Surgical posted revenues of $2 41 billion for the quarter ended December 2024, missing the Zacks Consensus Estimate by 0 02% [2] - Year-over-year revenues increased from $1 93 billion, and the company has topped consensus revenue estimates three times over the last four quarters [2] Stock Performance and Market Comparison - Intuitive Surgical shares have gained approximately 17% since the beginning of the year, outperforming the S&P 500's gain of 3 5% [3] - The stock's immediate price movement sustainability will depend on management's commentary during the earnings call [3] Earnings Outlook and Estimate Revisions - The current consensus EPS estimate for the coming quarter is $1 78 on $2 2 billion in revenues, and $7 87 on $9 55 billion in revenues for the current fiscal year [7] - The estimate revisions trend for Intuitive Surgical is mixed, translating into a Zacks Rank 3 (Hold), indicating expected market-aligned performance [6] Industry Context - Intuitive Surgical belongs to the Zacks Medical - Instruments industry, which is currently in the top 26% of the 250 plus Zacks industries [8] - The top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8] Peer Comparison - Glaukos, another company in the Medical - Instruments industry, is expected to post a quarterly loss of $0 43 per share, representing a year-over-year improvement of 31 8% [9] - Glaukos' revenues are expected to be $100 75 million, up 22 3% from the year-ago quarter [9]