Intuitive Surgical (ISRG) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Intuitive Surgical, Inc. reported $2.44 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 21.4% and an EPS of $2.19 compared to $1.78 a year ago, exceeding Zacks Consensus Estimate of $2.35 billion by +3.93% [1] - The company delivered an EPS surprise of +14.06%, with the consensus EPS estimate being $1.92 [1] Financial Performance Metrics - The installed base of the Da Vinci Surgical System reached 10,488, surpassing the four-analyst average estimate of 10,427 [4] - Revenue from products (instruments, accessories, and systems) was $2.05 billion, exceeding the $1.96 billion average estimate based on seven analysts, representing a +21% year-over-year change [4] - Revenue from services was $391.2 million, compared to the estimated $368.86 million, reflecting a +23.3% change year-over-year [4] - Revenue from systems was $574.7 million, exceeding the estimated $516.21 million, with a +28.2% year-over-year change [4] - Revenue from instruments and accessories was $1.47 billion, slightly above the estimated $1.44 billion, representing an +18.5% year-over-year change [4] Stock Performance - Shares of Intuitive Surgical have returned +0.2% over the past month, while the Zacks S&P 500 composite has changed by +5.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]