ISRG Intuitive Surgical

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Tariffs increased cost of revenues by $63.0M in 2025; ongoing tariff impact expected to rise in 2026
• • Installed base: 1,231 da Vinci 5 systems, 377 da Vinci SP systems as of Dec 31, 2025
• • Numerous regulatory clearances in 2024-2026 including FDA approvals for da Vinci 5 multi-port & SP systems for expanded procedures
• • Supply chain stress noted in Q4 2025 did not materially impact operations; elevated interest rates and tariff inflation are risks
• • Expansion in China constrained by government quotas and provincial pricing limits; pricing pressure and procedural volume impact possible

Business Overview

• • Core business: robotic-assisted minimally invasive surgical systems with integrated instruments, accessories, learning, and digital solutions
• • New product emphasis: launched da Vinci 5 system with force feedback, 10,000x computing power of Xi, and My Intuitive+ digital subscription package
• • Strategic shift: expanded digital ecosystem with My Intuitive app, SimNow VR simulator, Case Insights analytics, and Intuitive Hub edge computing
• • Quantitative metric: da Vinci 5 features integrated electrosurgical unit, Integrated Table Motion; new 8mm SureForm 30 Curved-Tip stapler introduced
• • Noteworthy fact: first commercial adoption of augmented reality 3D modeling service for pre-operative planning in kidney, prostate, lung, rectal procedures

Risk Factors

• • UK medical device regulatory changes, new post-market rules effective June 16, 2025, with additional rules expected in 2026 potentially delaying UK market approval
• • China anti-corruption campaign in healthcare since July 2023 causing tender cancellations, reducing system placements in 2025 versus expectations
• • Tariffs on imports from Mexico (manufacturing base for majority of instruments) imposed in 2025 increasing product costs and reducing gross margins
• • Competition from Medtronic plc and Johnson & Johnson focusing on robotic-assisted surgical systems and alternative therapies reducing market share
• • Exposure to US Foreign Corrupt Practices Act, UK Bribery Act compliance risks in OUS operations with increasing business in China and complex local laws

What are the latest ISRG SEC filings in 2026?

Intuitive Surgical (ISRG) has filed a 10-K annual report on February 3, 2026, a 10-Q quarterly report on April 22, 2026, an 8-K current report on July 27, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ISRG file its most recent 10-K annual report?

Intuitive Surgical (ISRG) filed its most recent 10-K annual report on February 3, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ISRG 10-Q quarterly reports?

Intuitive Surgical (ISRG)'s most recent 10-Q quarterly report was filed on April 22, 2026. SignalX displays every ISRG 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ISRG filed recently?

Intuitive Surgical (ISRG)'s most recent 8-K was filed on July 27, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ISRG insider trading activity (Form 4)?

SignalX aggregates every ISRG Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ISRG file with the SEC?

Intuitive Surgical (ISRG) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ISRG filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Intuitive Surgical (ISRG).

What is ISRG's SEC CIK number?

Intuitive Surgical (ISRG)'s SEC CIK (Central Index Key) number is 1035267. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1035267 to look up all ISRG filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ISRG return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Intuitive Surgical (ISRG) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.