Short answer
Intuitive Surgical (ISRG) filed its Q2 2026 10-Q quarterly report on Jul 21, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $2.9B (up 18.5% year over year) with net income of $818M.
Q2 2026 key financials · XBRL
- Revenue
- $2.9B
- +18.5% YoY · +4.4% QoQ
- Net income
- $818M
- +24.3% YoY · −0.4% QoQ
- Operating margin
- 33.6%
- Gross margin
- 67.8%
- EPS (diluted)
- $2.29
- +27.2% YoY · +0.4% QoQ
Source: XBRL data from the Intuitive Surgical (ISRG) Q2 2026 10-Q on SEC EDGAR. USD.
Intuitive Surgical Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Tariffs and trade measures $20.8M in quarterly cost of revenue
- IEEPA tariff refunds $35.9M, reducing quarterly cost of revenue
- Da Vinci 5 installed base 1,710 systems, including 136 outside the U.S.
- Headwinds: tariffs, supply constraints, hospital financial pressure, elevated interest rates, and elongated regulatory timelines
Risk Factors
- Newly highlighted third-party instrument and service risk, involving remanufactured accessories and unauthorized da Vinci or Ion maintenance
- Revenue risk from lower-priced third-party instruments and accessories affecting instrument and accessory sales
- Patient-safety and reputation exposure from third-party products causing injuries or malfunctioning
- Regulatory risk from laws governing third-party interaction with company systems
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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