Intuitive Surgical Exceeds Q4 Earnings Expectations with Strong Robot Procedure Growth

Intuitive Surgical Inc ISRGhas reported its fourth-quarter 2025 financial results, surpassing Wall Street expectations with adjusted earnings per share of $2.53, compared to the estimated $2.26. The company's revenue reached $2.87 billion, exceeding analyst predictions of $2.75 billion. This outperformance was largely driven by an 18% year-over-year increase in procedures performed using the da Vinci surgical robot system.

The surge in demand for Intuitive Surgical's minimally invasive technology comes as hospitals work through backlogs of deferred procedures and expand access to advanced surgical care. The da Vinci system, which is utilized for weight-loss surgeries and treatments for digestive, bladder, and heart conditions, has seen significant adoption globally. Notably, more than 80% of the instruments and accessories for the da Vinci system are manufactured at Intuitive's facility in Mexico MX.