Intuitive Surgical Q4 Earnings Beat Estimates, Stock Rises
Intuitive Surgical reported Q4 fiscal 2025 results beating analyst estimates on both revenue and earnings. Revenue reached $1.88 billion and EPS was $1.45. The stock rose 2.5% in after-hours trading.
Key Numbers
Intuitive Surgical (NASDAQ: ISRG) reported fiscal fourth-quarter 2025 results that exceeded analyst expectations. Revenue came in at $1.88 billion, above the consensus estimate of $1.82 billion, while earnings per share (EPS) reached $1.45, beating the $1.38 forecast. The stock rose 2.5% in after-hours trading.
Key Financial Results
| Metric | Q4 2025 | Estimate | YoY Change |
|---|---|---|---|
| Revenue | $1.88B | $1.82B | +12% |
| Net Income | $520M | $490M | +15% |
| EPS | $1.45 | $1.38 | +16% |
Highlights from the Report
The company attributed the strong performance to a 14% increase in da Vinci surgical procedures year-over-year. Sales of new da Vinci systems also rose 10%, contributing to revenue growth.
Future Guidance
Intuitive Surgical expects procedure volume growth of 10-12% in fiscal 2026, driven by continued demand for robotic surgery. The company also plans to expand the da Vinci 5 system into new markets.
Stock Impact
ISRG shares gained 2.5% in after-hours trading following the earnings release. Analysts maintain a positive outlook, with a consensus price target of $550.
What This Means for Investors
The results underscore strong demand for robotic surgery and Intuitive Surgical's ability to sustain growth. However, investors should monitor increasing competition in the sector.
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