Intuitive Surgical (ISRG) Reports Q4 Earnings: What Key Metrics Have to Say (Revised)

Core Insights - Intuitive Surgical, Inc. (ISRG) reported revenue of $2.87 billion for the quarter ended December 2025, reflecting an 18.8% increase year-over-year, with EPS at $2.53 compared to $2.21 in the same quarter last year [1] - The reported revenue met the Zacks Consensus Estimate of $2.87 billion, while the EPS exceeded the consensus estimate of $2.25 by 12.61% [1] Financial Performance Metrics - The installed base of the Da Vinci Surgical System reached 11,106, slightly above the five-analyst average estimate of 11,088 [4] - Revenue from products (instruments, accessories, and systems) was $2.44 billion, surpassing the seven-analyst average estimate of $2.31 billion, marking an 18.3% year-over-year increase [4] - Revenue from services was reported at $422 million, exceeding the average estimate of $404.99 million by seven analysts, representing a 21.5% increase compared to the previous year [4] - Revenue from systems was $785.9 million, significantly above the seven-analyst average estimate of $670.95 million, indicating a year-over-year growth of 20.1% [4] Stock Performance - Intuitive Surgical's shares have returned -9.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]