直觉外科(ISRG.US)Q3营收猛增23%盘后暴涨17% 达芬奇手术量增长强劲

Core Insights - The company reported a third-quarter revenue of $2.51 billion, a 23% increase from $2.04 billion in the same quarter of 2024 [1] - GAAP net income was $704 million, with diluted earnings per share of $1.95, compared to $565 million and $1.56 in the previous year [1] - Non-GAAP net income reached $867 million, with diluted earnings per share of $2.40, up from $669 million and $1.84 year-over-year [1] Revenue Growth Drivers - Revenue growth was primarily driven by an increase in surgical volume, deployment of the da Vinci surgical systems, and expansion of device installations [1] - The company deployed 427 da Vinci systems in the quarter, up from 379 units in the same period last year; Ion systems deployment was 50 units, down from 58 units [1] - Surgical volume increased approximately 20% year-over-year, with da Vinci system surgeries growing about 19% and Ion system surgeries increasing by approximately 52% [1] Financial Position and Future Outlook - As of the end of the third quarter of 2025, the company had cash, cash equivalents, and investments totaling $8.43 billion, a decrease of $1.1 billion from the beginning of the quarter [2] - The decrease was mainly due to cash used for common stock repurchases and capital expenditures, partially offset by cash from operating activities [2] - The company repurchased 4 million shares for $1.92 billion [2] - For 2025, the company expects a global surgical volume growth rate of approximately 17% to 17.5%, with a non-GAAP gross margin projected between 67% and 67.5% [2] - Non-GAAP operating expense growth is anticipated to be between 11% and 13% for 2025 [2]