Intuitive Surgical, Inc. (NASDAQ: ISRG) Q2 2025 Earnings | 07/23/2025

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Intuitive Surgical, Inc. reported its Q2 2025 results, delivering standout financial and operational growth as demand for robotic-assisted surgery continued to accelerate. The company reported revenue of $2.44 billion for the quarter, marking a 21% year-over-year increase and surpassing analyst expectations. This strong performance was driven by a 17% increase in global procedures performed using the da Vinci system and the placement of 395 new systems—180 of which were the latest da Vinci 5 platform. The installed base of da Vinci surgical systems expanded to 10,488 units, a 14% rise from the prior year. Profitability also surged, with GAAP net income rising to $658 million, translating to $1.81 per diluted share, up from $1.46 a year ago. Non-GAAP net income was $798 million, or $2.19 per diluted share, reflecting 23% growth. Gross profit reached $1.62 billion, while operating income climbed to $743 million on a GAAP basis. These results were propelled by higher procedure volumes, increased system placements—including greater use of operating lease arrangements—and strength in recurring instruments and accessories revenue, which grew 18% to $1.47 billion. Strategically, the company achieved a major regulatory milestone, securing European MDR certification for the da Vinci 5 surgical system in a wide array of procedures for both adult and pediatric use, and regulatory clearance in Japan for expanded use outside cardiac indications. Looking ahead, management raised its 2025 full-year outlook, guiding for 15.5% to 17% worldwide procedure growth and a gross profit margin in the 66–67% range despite ongoing tariff impacts. CEO Dave Rosa highlighted continued customer adoption of both new and existing platforms and reaffirmed the company’s focus on innovation and operational excellence as drivers of long-term value. About Inside Ticker: For more expert analysis and real-time updates on Intuitive Surgical, Inc. (NASDAQ: ISRG) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #IntuitiveSurgical #ISRG #Q22025 #Earnings #FinancialResults #daVinci #RoboticSurgery #SurgicalInnovation #NetIncome #RevenueGrowth #Profitability #MedTech #StockMarket #Guidance #InsideTicker #GrossMargin #Healthcare #RegulatoryApproval #Japan #Europe #SystemPlacements #ProcedureGrowth #OperationalExcellence #2025Outlook